TSMC expects customers to pay more for chips fabbed overseas It'll be pricier, but there are geopolitical benefits, says CEO Systems18 Apr 2024 | 8
TSMC sees semiconductor bounce as Q1 revenues rise 16.5% Early figures post a $18.44B haul for industry bellwether Personal Tech10 Apr 2024 | 1
TSMC scores $11.6B funding infusion for Arizona fabs, now plans for third plant Nevermind the fact that the first two plants are facing delays and costs are rising – build, build build! Systems08 Apr 2024 | 7
Taiwan quake to hit chipmakers' capex, not chip supply Some equipment suffered minor damage, but the silicon show must go on Off-Prem05 Apr 2024 | 1
TSMC shrugs off impact of Taiwan earthquake Nonetheless DRAM prices may yet feel slight aftershocks Off-Prem04 Apr 2024 | 3
TSMC boss says one-trillion transistor GPU is possible by early 2030s Timing predictions aside, multi-chip designs with 3D stacking will be the path forward Systems01 Apr 2024 | 15
TSMC's 3nm node powers up, setting stage for tech giants' next-gen chips AMD, Apple, Intel throw weight – and cash – behind process technology Systems27 Mar 2024 | 3
Suppliers to Intel and TSMC's Arizona fabs now face build delays Updated You know where plants are much cheaper to construct? Asia Systems19 Mar 2024 | 7
Biden to inject Intel with CHIPS fab cash 'next week' Samsung and TSMC apparently slated to receive $6B and $5B On-Prem15 Mar 2024 | 11
GlobalFoundries scores $1.5B in Uncle Sam's semiconductor subsidy bonanza Meanwhile, Intel looks set to bag more than $10B Systems20 Feb 2024 | 2
TSMC to build second fab in Japan, backed by local investment Plus: SMIC said to be building new lines to make 5nm process chips designed by Huawei Systems07 Feb 2024 | 1
Things are going to get weird as the nanometer era draws to a close Comment Angstrom age is right around the corner – for state-of-the-art chips, anyway Systems29 Jan 2024 | 19
TSMC finds its green chips are highly sought after... the edible ones Crunchy, tasty, coconut flavoured... and hopefully thicker than a few nanometers Systems27 Jan 2024 | 13
Has the semiconductor down cycle reached its nadir? TSMC thinks so Chipmaker reports flat Q4 but expects to be on the up in 2024 Systems18 Jan 2024 |
Asia beat US, EU in chip building because the West didn't invest, Intel CEO claims Gelsinger reckons pandemic-era supply chain snarls helped demonstrate the sector's importance On-Prem18 Jan 2024 | 29
Teardown finds Huawei's 5nm notebook processor was made in Taiwan, not China Stockpiled TSMC silicon from 2020 shock! Personal Tech05 Jan 2024 | 25
German budget woes threaten chip fab funding for Intel and TSMC Constitutional court tells govt: Er, about that €60B you handed out... it's not legal Systems24 Nov 2023 | 39
Greenpeace calls out tech giants for carbon footprint fumble Net-zero promises or zero-net progress? Offbeat23 Nov 2023 | 172
Washington pours $3B into silicon smackdown to outpackage Asia Uncle Sam rolls up sleeves to onshore work and protect supply chain Systems21 Nov 2023 | 6
World's largest chipmaker TSMC's sales down on last year, says upswing 'coming' Isn't that what it said last time? Premium chips are picking up ... no really Systems19 Oct 2023 |
TSMC abandons plans for 2nm chip plant after Taiwanese locals protest Foundry giant now searching for new home for high-end fab site Systems17 Oct 2023 |
India drops plan to place PCs on restricted import list PLUS: TSMC chips away at export restrictions; Singapore's COVID model challenged; Japan's banking and ID systems wobble Systems16 Oct 2023 |
Samsung nabs contract to produce 3nm server chips for mystery US biz Parts reportedly geared toward high-performance compute and leverage advanced packaging Systems13 Oct 2023 |
TSMC's outlook is so fuzzy it's reportedly stalling fab machine deliveries SEMI predicts factory equipment spending will slide another 15% before rebounding in 2024 On-Prem15 Sep 2023 | 8
TSMC gobbles up $430M slice of Intel's IMS Nanofab unit Taiwanese also plot $100M investment in Arm IPO, x86 giant gets real about Thunderbolt 5 Systems12 Sep 2023 |
TSMC warns AI chip crunch will last another 18 months Boss Mark Liu says silicon ready but advanced packaging isn't AI + ML08 Sep 2023 | 4
Intel's Tower bid has shuffled off this mortal coil – so what about foundry plans? Analysis Maybe Pat dodged a bullet – mature process nodes aren't the kind of thing shareholders get excited about Systems18 Aug 2023 | 2
TSMC and pals chip in for €10B German fab NXP, Infineon, Bosch each nab 10% stake in joint venture On-Prem09 Aug 2023 | 14
Wafer shipments still down, but chipmakers are looking up AI runs on chips, remember Systems27 Jul 2023 | 2
TSMC thinks it's got exactly what Taiwan needs – another multibillion-dollar chip plant Talk about all your eggs in one China-coveting basket Systems26 Jul 2023 | 8
One problem with America's chip ambitions: Not quite enough staff Semi industry fears US will be short 70K engineers, technicians, computer scientists by end of decade On-Prem26 Jul 2023 | 40
GlobalFoundries claims German chip subsidies will 'distort competition' US semiconductor manufacturer unhappy rival TSMC is bagging billions Systems25 Jul 2023 | 15
Germany raids climate piggy bank for €20B to bankroll chip fabs Less than a quarter will go to locals though On-Prem25 Jul 2023 | 23
AMD mulls new chip manufacturing partners amid supply chain jitters TSMC has too much capacity when China has made no secret of its desire for Taiwan Systems24 Jul 2023 | 9
TSMC says Arizona fab behind schedule, blames chip geek shortage Output of 4nm parts stalled until at least 2025 On-Prem20 Jul 2023 | 17
Chips still down for TSMC with glimmer of hope this quarter Global economic conditions? Check. Sluggish end market demand? Check. Customer inventory adjustment? Bingo! Systems20 Jul 2023 | 2
Samsung 'closing the gap' with TSMC on 3nm, 4nm The race to 2nm is getting crowded as Intel, Japan's Rapidus enter the fray Systems18 Jul 2023 | 2
Now Foxconn hopes to lure TSMC, Japan’s TMH into India chip fab pact – report After that $20B Vedanta deal went up in smoke Systems15 Jul 2023 | 6
Us, hacked by LockBit? No, says TSMC, that would be our IT supplier So, uh, who's gonna pay that $70M ransom? Black Hat and DEF CON30 Jun 2023 | 3
Samsung to start mass producing 2nm silicon in 2025, first for mobile devices Forms a packaging posse to do the chiplet thing On-Prem29 Jun 2023 | 8
TSMC boss tells investors everything's fine, that ten percent revenue drop is a blip Taiwan's silicon titan races to ready 2nm process On-Prem06 Jun 2023 |
The challenges Intel faces to compete with TSMC, Samsung Analysis Fabs still need to be built, process tech needs to be proven – and Pat's gotta make it price competitive Systems06 Jun 2023 | 25
Climate agenda slips at TSMC, Greenpeace says Analyst responds: perhaps not a fair fight as semiconductors cannot ever transition to 100% renewable Systems09 May 2023 | 5
TSMC and pals dream of €10B German chip fab UK not included, too busy enjoying Brexit's sunlit uplands instead Systems04 May 2023 | 27
Now you've all quit buying RAM and personal gear, chip wafer demand stumbles We thought you loved us, cries someone in a fab somewhere, probably Systems03 May 2023 | 6
TSMC chips away at the competition with 2nm production set for 2025 World's largest semiconductor contract manufacturer also gives details on 3nm nodes Systems02 May 2023 | 6
TSMC brags of 20TWh solar scheme. Feels a bit like greenwashing to us A welcome development, but let's not overdo it Emerging Clean Energy Tech Week22 Apr 2023 | 11
Taiwan asks US if it could chill out on the anti-China rhetoric We're trying to run a chip business here Systems21 Apr 2023 | 53
TSMC revenues slide for the first time in four years The world's largest semiconductor contract manufacturer isn't immune to ongoing chip slump Systems20 Apr 2023 | 3
When you're ASML, not even a semiconductor downturn can dent your outlook Dutch lithography giant doesn't see China curbs affecting business either Systems19 Apr 2023 | 4
China reportedly let AI control a satellite, which then observed rivals India and Japan Asia in Brief Plus: Warren Buffett’s TSMC worries; CHIPS Act bits China; Japan’s quantum investment; and more AI + ML16 Apr 2023 | 2
TSMC wants to cash its US CHIPS but seems unhappy with the red tape Could it be the profit sharing, China ban, or demands for trade secrets? On-Prem11 Apr 2023 | 10
Nvidia hooks TSMC, ASML, Synopsys on GPU accelerated lithography GTC What's next – AI designing AI chips? Oh wait... that's exactly what's next Systems21 Mar 2023 | 4
As chip sales slump, inflation makes the price of Samsung's Texas fab blow out South Korean titan budgeted $17 billion. Could now need over $25 billion to bring the facility online Systems16 Mar 2023 | 2
Globalization is over, and it'll cost you, according to TSMC founder Free trade not quite as dead, 'but it's in danger' says Morris Chang Systems16 Mar 2023 | 29
The US would sooner see TSMC fabs burn than let China have them Successful invasion would make China 'the OPEC of silicon chips' Systems14 Mar 2023 | 100
As Big Tech lays off staff, TSMC swoops in to hire 6,000 Updated Good news: Jobs for all! Bad news: Employer may be invaded by China Systems06 Mar 2023 | 16
Chipmakers, you can have these billions – but Uncle Sam wants a cut of your profits Where's my money? You got money for wafers, where's my money? Systems28 Feb 2023 | 10
99 year old man says cryptocurrency is for idiots Charlie Munger also thinks semiconductors are a terrible business, Taiwan's safe from China, Elon Musk is 'peculiar' Software16 Feb 2023 | 142
Warren Buffet cashes out of TSMC, which splashes cash on fabs Legendary investor appears to have made many millions in under 90 days On-Prem15 Feb 2023 | 17
TSMC injects a bonus $3.5B into Arizona chip fabs Roses are rad, violets are lame, Taiwan's playing a very long game Systems14 Feb 2023 |
Taiwan's chip exports rose as China's imports fell in 2022 US export controls having an effect, but semi industry in for a rough ride everywhere Systems16 Jan 2023 | 2