TSMC updates

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

IN THE NEWS

Friday 17 April 2026

TSMC chairman C.C. Wei denies customer favoritism regarding tight 1Q26 capacity

TSMC delivered an above-expectations financial performance in the first quarter of 2026 and remains optimistic about continued strong demand for advanced process technologies entering...

Friday 17 April 2026

Interview: Semidynamics expands from SoC to rack-level solutions, targeting memory-intensive AI inference

Spain-based AI chip startup Semidynamics has recently seen a wave of positive developments. Its first chip, fabricated on TSMC's 3nm process, has successfully completed tape-out, and...

Friday 17 April 2026

Musk's foundry push forces chipmakers to rethink customer relationships

Elon Musk has said that the computing demands of Tesla, xAI, and SpaceX will far exceed current semiconductor supply capacity, arguing that existing production can meet only a fraction...

Thursday 16 April 2026

TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last

TSMC Chairman C.C. Wei disclosed at the company's first-quarter 2026 earnings call that the foundry is collaborating with a customer on next-generation LPU development —a remark...

Thursday 16 April 2026

TSMC enters 2nm mass production, scales 3nm capacity

TSMC laid out its capacity expansion plans and advanced node progress at its first quarter 2026 earnings call. Chairman C.C. Wei reaffirmed Taiwan as the primary base for leading-edge...

Thursday 16 April 2026

TSMC guides over 15% 2Q26 revenue growth, N3 margins set to top average

TSMC posted a record profit of NT$572.48 billion (US$18.06 billion) in the first quarter of 2026, marking another high in overall performance. For the second quarter of 2026, TSMC...

Thursday 16 April 2026

Global Expansion of 2.5D/3D Packaging: Strategic Moves in the US, Asia, and Beyond

Major OSAT providers accelerate 2.5D/3D advanced packaging deployments in US, Japan, South Korea, and Malaysia with non-Taiwan capacity footprint to expand.

Thursday 16 April 2026

TSMC lifts full-year outlook above 30% as AI demand powers another record quarter

Fresh off a quarter in which it beat its own margin forecasts by a wide margin, TSMC issued second-quarter guidance that signals the AI-driven chip boom is accelerating rather than...

Thursday 16 April 2026

TSMC 1Q26 earnings: AI demand sends profit up 58%, gross margin to all-time high

Taiwan Semiconductor Manufacturing Company (TSMC) reported a first-quarter 2026 revenue of US$35.90 billion, a 40.6% jump from a year earlier, as insatiable demand for artificial intelligence...

Thursday 16 April 2026

Tesla AI5 tape-out signals dual sourcing with Samsung, TSMC

Tesla has finalized the design of its next-generation AI5 chip, marking a milestone in its in-house semiconductor development. CEO Elon...

Thursday 16 April 2026

TSMC says Applied Materials and JSR form top-tier chipmaking team

Japanese materials giant JSR has established an advanced planarization process solution joint research center in Taiwan, with JSR representative director and CEO Hank Hori personally...

Thursday 16 April 2026

TSMC capex hits US$56 billion, reshaping global semiconductor supply chain

TSMC's capital expenditure has surged in recent years, with 2026 spending forecasted to reach a record US$52-56 billion and market expectations even suggesting an upward revision to...

Thursday 16 April 2026

JSR restarts Taiwan production as TSMC dominates advanced nodes

Japanese photoresist leader JSR officially announced on April 15 the establishment of an advanced planarization process solutions research center in Hukou, Hsinchu, Taiwan.

Wednesday 15 April 2026

Taiwan's AI chip dominance draws the global spotlight and scrutiny

Taiwan has emerged as the world's most consequential node in the AI supply chain — and the world is taking notice. Backed by TSMC's NT$53 trillion (US$1.67 trillion) market capitalization...

Tuesday 14 April 2026

Samsung 2nm yields reportedly remain below mass production threshold

Samsung Electronics is nearing a technical milestone for its 2nm process, but yields are reportedly still below the level required for...

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