TSMC updates

Foundry house TSMC plays a crucial role in the semiconductor sector, and the world economy in general.

IN THE NEWS

Friday 17 October 2025

Taiwan suppliers pivot to Micron amid TSMC Kumamoto delays

TSMC's ambitious plan for a second wafer fab in Kumamoto, Japan, is facing significant delays, leaving a cluster of Taiwanese suppliers in limbo and forcing them to seek alternative...

Friday 17 October 2025

ASML stands strong despite tariffs, fueled by China and TSMC orders

Acer chairman and CEO Jason Chen once described the "dulling effect" of US President Donald Trump's tariffs, a phenomenon now increasingly reflected in ASML's earnings and guidance...

Friday 17 October 2025

Commentary: TSMC chairman adopts cautious tone despite AI optimism

TSMC reported a record net profit of NT$452.3 billion (approx. US$14.8 billion) in the third quarter of 2025, surpassing expectations and pushing its first nine months' earnings to...

Friday 17 October 2025

TSMC deepens US footprint with advanced packaging expansion, eyes AI growth

TSMC will build two advanced packaging plants in Arizona, part of a sweeping expansion to support soaring demand for AI chips and solidify...

Thursday 16 October 2025

TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026

TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings...

Thursday 16 October 2025

TSMC tells clients to order early as downstream demand signals remain strong

As demand for artificial intelligence (AI) continues to surge through 2025 and non-AI end markets show mild recovery, TSMC chairman C.C...

Thursday 16 October 2025

Samsung reportedly to bring in ASML's top lithography tools to take on TSMC

Samsung Electronics is reportedly pouring KRW1.1 trillion (approx. US$773 million) into next-generation chipmaking equipment in a high-stakes bid to close the gap with rivals TSMC...

Thursday 16 October 2025

TSMC 3Q25 earnings hit a record high with gross margin near 60%

Fueled by surging artificial intelligence (AI) demand and a wave of new smartphone launches, TSMC operated its 5nm and 3nm chip production lines at full capacity during the third...

Thursday 16 October 2025

Taiwan tackles semiconductor talent shortage amid demographic challenges

Taiwan is confronting critical workforce challenges as declining birth rates and an aging population lead to labor shortages and structural aging within its workforce. These demographic...

Thursday 16 October 2025

TSMC's advanced chip orders surge with AI boom, boosting Taiwan's OSAT sector

As TSMC prepares to release its latest financial results, investor optimism remains high despite renewed concerns over an AI bubble....

Thursday 16 October 2025

Samsung bets its 2nm comeback on Qualcomm to challenge TSMC’s grip

In a high-stakes bid to reclaim lost ground in the semiconductor arms race, Samsung Electronics has delivered early samples of its 2-nanometer...

Wednesday 15 October 2025

Nvidia set to overtake Apple as TSMC's biggest customer in 2025

A seismic shift is underway in the global semiconductor industry. After a decade as the undisputed top client for chipmaking giant TSMC, Apple is on the verge of being unseated by...

Wednesday 15 October 2025

Exclusive: Arizona Commerce Authority President says state is ready for semiconductor growth

The semiconductor industry in Arizona is experiencing rapid expansion, with the Arizona Commerce Authority (ACA) playing a pivotal role.

Wednesday 15 October 2025

TSMC set to report strong results amid expanding AI chip demand and stable margins

TSMC is scheduled to hold its online earnings call on October 16, 2025, with market expectations high that the company will meet or exceed its third-quarter 2025 financial targets...

Monday 13 October 2025

Google reportedly tests MediaTek modem for Pixel 11, signaling potential break-up with Samsung

Google is reportedly conducting internal tests of MediaTek's modem chips for its upcoming Pixel 11 series, signaling a possible departure from Samsung Electronics' long-standing Exynos...

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