News tagged TSMC at DIGITIMES

NEWS TAGGED TSMC

Tuesday 20 January 2026

ASM International reports stronger orders as China's demand rebounds

ASM International said it posted stronger-than-expected preliminary results for the fourth quarter of 2025, buoyed by a rebound in demand...

Tuesday 20 January 2026

Samsung reportedly to test EUV tools at Taylor fab in March

Samsung Electronics will begin test operations of extreme ultraviolet lithography equipment at its Taylor, Texas, fabrication plant in March, as it prepares for full operations in...

Tuesday 20 January 2026

TSMC builds 'virtual IDM' for Apple chips

TSMC and Apple have maintained a close partnership over the years, working like one team to push Moore's Law forward. According to SemiAnalysis, Apple employs hundreds of engineers...

Tuesday 20 January 2026

Smartphone chips hit 2nm in 2026. The real shock is the cost

Leading smartphone system-on-chip (SoC) manufacturers will fully adopt the 2nm process node in 2026, a move expected to significantly increase production costs and reshape competitive...

Monday 19 January 2026

TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion

TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The...

Monday 19 January 2026

Optics manufacturers strengthen ties with semiconductor firms in silicon photonics race, Asia Optical among targets

Industry speculation about collaboration between optics manufacturers and semiconductor companies to bolster their silicon photonics (SiPh) capabilities is gaining ground. Following...

Monday 19 January 2026

China's Innosilicon launches LPDDR6 IP with commercial shipments

As AI smartphones and AI PCs surge, end devices demand unprecedented memory bandwidth. Recently, Chinese interface IP provider Innosilicon announced that its self-developed LPDDR6/5X...

Monday 19 January 2026

Weekly news roundup: memory shortages, packaging power, TSMC's global pivot

Below are the most-read DIGITIMES Asia stories of the week of January 12-18, 2026.

Monday 19 January 2026

Commentary: TSMC drives tariff talks as Taiwan eyes 40% chip capacity shift to US

After months of trade negotiations, Taiwan and the US have finalized a reciprocal tariff agreement that lowers rates to 15% without stacking most-favored-nation (MFN) tariffs. The...

Saturday 17 January 2026

TSMC speeds up US expansion while keeping FX strategy simple

TSMC is speeding up its multibillion-dollar expansion in Arizona after posting strong earnings, signaling confidence in long-term artificial intelligence demand and the US push to...

Saturday 17 January 2026

TSMC sees memory price hikes unlikely to curb demand as Apple and Samsung adapt

Tight memory supply has driven market prices sharply higher, prompting industry expectations that 2026 PC and smartphone end-demand will face downward pressure. However, TSMC stated...

Saturday 17 January 2026

TSMC chair confirms long-term AI demand and commitment to US expansion

At its January 15, 2026, earnings call, TSMC chairman C.C. Wei addressed questions on the authenticity of AI demand, capital expenditure plans, and US capacity expansion. Wei stated...

Saturday 17 January 2026

Packaging and testing cluster expected to emerge as TSMC Arizona GigaFab expands

During TSMC's first earnings call of 2026, CEO C.C. Wei said that key metrics at its Arizona fabs are approaching the level of advanced manufacturing in Taiwan. Rising demand from...

Friday 16 January 2026

Qualcomm reportedly pushes for full Galaxy AP supply, tying 2nm orders to Samsung foundry

Qualcomm is in talks with Samsung Electronics over contract manufacturing of 2nm chips, a move that could reportedly support Samsung's loss-making foundry business as customers reassess...

Friday 16 January 2026

Xiaomi reportedly skips 2nm for Xring O2, chooses TSMC 3nm to cut costs

Xiaomi's second-generation in-house mobile processor, the Xring O2, will skip TSMC's 2nm process and instead use the company's 3nm N3P...

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Jan 6, 16:39

MSI Unveils Full Lineup of AI Products at CES 2026

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook