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NEWS TAGGED TSMC
Saturday 22 February 2025
Did Samsung miss a key opportunity for an Intel foundry alliance?
In October 2024, South Korean media reported that Intel's CEO, Pat Gelsinger, aimed to meet Samsung's chairman, Lee Jae-Yong, to discuss a foundry alliance that would involve sharing...
Saturday 22 February 2025
Could GlobalFoundries be the critical link in Intel's foundry transformation?
Recently, GlobalFoundries (GF) announced an executive reshuffle, fueling speculation that Thomas Caulfield, the company's current CEO, will be appointed as GF's executive chairman...
Friday 21 February 2025
Taiwan's overseas production ratio to rise
Statistics from the Ministry of Economic Affairs (MOEA) indicate that Taiwan's overseas production ratio in January was 44.8%, a year-over-year decrease of 4.2pp. If Taiwan's major...
Friday 21 February 2025
VisEra sets record with robust 2024 performance, eyes growth from Metasurface in 2025
Fueled by strong demand from mobile phone and security control (SEC) clients, TSMC's optical component manufacturing subsidiary, VisEra, reported a robust performance in the fourth...
Friday 21 February 2025
Reversal of trends in the semiconductor industry (2): A return to vertical integration amid limits of miniaturization
If two competitive strategies within an industry can both become dominant at different times, it is natural for these strategies to shift as industry conditions change.
Friday 21 February 2025
Intel on the brink: boardroom battles, Trump's policies, the TSMC dilemma
With geopolitical tensions reshaping the semiconductor landscape, Intel's future hinges on decisions made by its board, the Trump administration, and Wall Street investors eyeing...
Friday 21 February 2025
Trump's transactional tactics threaten Taiwan's advanced semiconductor future
There is a growing sense of unease in Taiwan, driven by what is perceived as a transactional approach from US President Donald Trump. Trump's reported interest in acquiring 50% of...
Friday 21 February 2025
Could TSMC's Intel stake tip scales against Samsung?
Reports indicate that TSMC is contemplating acquiring a stake in Intel's foundry business, a development that could significantly impact Samsung Electronics. This speculation arises...
Thursday 20 February 2025
Trump's proposed 25% tariffs on automotive and chip imports have caused 'chaos' among industry leaders
US President Donald Trump announced plans to impose 25% tariffs on auto imports, semiconductors, and pharmaceuticals starting as early as April 2, with potential increases over time...
Thursday 20 February 2025
Xintec expands investment to boost testing capacity, reshapes strategy for growth
Surging demand for artificial intelligence (AI) is pushing TSMC to expand its advanced packaging capacity. As a key testing partner, Xintec—a TSMC-affiliated outsourced semiconductor...
Thursday 20 February 2025
Siemens streamlines design flows for TSMC 3DFabric technologies
Siemens Digital Industries Software announced the readiness of an automated and certified workflow for TSMC's InFO packaging technology, leveraging Siemens' advanced packaging integration...
Wednesday 19 February 2025
TSMC takes over Intel foundry? Samsung and Rapidus face steep headwinds
The global market is watching how TSMC, pressured by the US, might assist Intel's foundry operations, while Samsung Electronics and Rapidus, also facing challenges, may similarly...
Tuesday 18 February 2025
Former TSMC chairman Mark Liu launches new think tank to bolster US tech competitiveness
Mark Liu, the former executive chairman of Taiwan Semiconductor Manufacturing Company (TSMC), is spearheading a bold initiative to enhance American technology leadership. According...
Tuesday 18 February 2025
Commentary: Intel's 18A advantage undermines the case for a TSMC takeover
Pat Gelsinger's exit as Intel's chief executive has laid bare a fundamental clash between his vision and that of the board. Gelsinger pushed to ramp up capital spending, expand advanced...
Tuesday 18 February 2025
Taiwan dismisses Trump's TSMC claims, reaffirms win-win semiconductor partnership

After President Trump claimed that Taiwan has taken America's semiconductor chip business away, some speculate that the US government...