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    Taiwan's semiconductor test solution sector set for rapid growth amid AI chip demand surge
    5min ago
    Commentary: TSMC's unstoppable momentum faces one wild card
    10min ago
    Taiwan's urban mobility surges on digital platforms and shared transport
    12min ago
    NEWS TAGGED TSMC
    Friday 16 January 2026
    US cuts Taiwan tariffs to 15%, ties relief to US chip factory expansion
    The US and Taiwan reached a trade agreement on January 15, 2026 (US time), cutting reciprocal tariffs on most Taiwanese goods from 20% to 15% without stacking them onto existing most-favored-nation...
    Friday 16 January 2026
    TSMC predicts rising advanced process costs; consumer SoCs may struggle to keep up
    At its earnings call on January 15, 2026, TSMC signaled that its capital expenditures for 2026 will increase to US$52-56 billion, far exceeding market expectations. On top of demand...
    Thursday 15 January 2026
    In depth: Why TSMC believes AI demand justifies record capex and long-term risk

    TSMC used its earnings call for the fourth quarter of 2025 to deliver one of its most bullish outlooks in years, arguing that artificial...

    Thursday 15 January 2026
    TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge
    TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin...
    Thursday 15 January 2026
    TSMC retains pricing power using Apple and AI dual structure
    Generative AI is reshaping TSMC's customer structure. While Apple remains TSMC's largest single customer by revenue share, the rapid growth of high-performance computing (HPC) businesses...
    Thursday 15 January 2026
    TSMC's 4Q25 revenue surges 20.5% on advanced process demand
    Taiwan Semiconductor Manufacturing Company (TSMC) reported consolidated revenue of approximately NT$1.4609 trillion (US$46.21 billion) and net income after tax of about NT$505.74 billion...
    Thursday 15 January 2026
    TSMC Arizona yields depend on Taiwan's on-site experts
    TSMC is known for strong performance and high yields in advanced chip manufacturing, supplying key customers such as Nvidia and Apple. But producing leading-edge semiconductors requires...
    Thursday 15 January 2026
    Rapidus forecasts 2nm supply shortfall by 2030, flags talent gap versus TSMC

    As global governments accelerate investments in the semiconductor sector, Japan's Rapidus is moving forward with its goal of mass-producing 2nm...

    Wednesday 14 January 2026
    Advanced packaging crunch lifts ASE, KYEC to new highs
    TSMC will hold its earnings call on January 15, 2026. Supply chain sources expect AI chip demand to remain strong in 2026, while TSMC's advanced packaging and testing capacity continues...
    Wednesday 14 January 2026
    TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave
    After five years of struggling with double construction timelines and billion-dollar regulatory hurdles, TSMC has quietly transformed its Arizona operations into a profit engine, and...
    Wednesday 14 January 2026
    Commentary: TSMC's costly US plant gamble unfolds; rising investment and challenges await
    TSMC announced plans in 2020 to establish an advanced wafer fab in the US, marking a major shift toward significant US investments. Initially seen as a political necessity, TSMC's...
    Tuesday 13 January 2026
    Xiaomi's XRing strategy raises pressure on MediaTek, Qualcomm
    Market sources say Xiaomi is expanding its in-house XRing chip lineup. Beyond developing the next-generation XRing O2 on TSMC's N3P process, the company also plans to extend these...
    Tuesday 13 January 2026
    Trump nears Taiwan trade deal tied to massive US chip expansion
    The Trump administration is nearing completion of a major trade agreement with Taiwan that would reduce US tariffs on Taiwanese goods while securing the expansion of semiconductor...
    Monday 12 January 2026
    Weekly news roundup: AI memory effects in DRAM, HBM4, and TSMC's global expansion
    Below are the most-read DIGITIMES Asia stories of the first full week of 2026: January 5-11.
    Monday 12 January 2026
    TSMC expands advanced packaging, reportedly set to name first 'general plant manager'
    TSMC is rapidly expanding its advanced packaging operations and is reportedly poised to appoint its first-ever "general plant manager" to oversee all facilities. The role is expected...
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook