TSMC FACILITY
TSM stock rallies as Nvidia reportedly turns to TSMC for advanced memory chips - can it challenge Samsung, Micron and SK Hynix?
TSM stock today: TSMC stock climbed more than 6% in early trading Friday after a report said the chipmaker is considering manufacturing advanced 3D DRAM chips at Nvidia's request. The potential move could expand TSMC's role in the AI hardware market as memory shortages increase competition among leading chipmakers.
US midterm results threaten data center boom as AI backlash grows
US midterm election results have raised fresh concerns over the future of America's data centre boom, with Democratic victories in Texas and Georgia strengthening opposition to new projects. Investors fear tighter regulations, construction moratoriums and reduced tax incentives could disrupt AI infrastructure spending, putting nearly 45% of planned US capacity at risk.
Intel forecast disappoints as Israel fab blast, PC weakness weigh
The guidance could test confidence in a stock that has more than doubled this year, as investors weigh ongoing manufacturing constraints and soft PC demand against strong demand for its AI server chips and efforts to revive growth through a costly foundry expansion.
Apple commits up to $100 million for US titanium in domestic manufacturing push
Apple has set a milestone, pledging to invest up to $100 million in titanium over the next three years as part of its American Manufacturing Program. This collaboration with Perryman Company will ensure that 80% of the titanium sourced comes from recycled materials in Pennsylvania. Furthermore, Apple is also strengthening its tie with Qnity Electronics to upgrade its iPhone camera system, showcasing a commitment to advance manufacturing within the US.
Global Market: TSMC set for sixth straight record quarterly profit on AI chip boom
TSMC is expected to report its sixth consecutive quarter of record earnings, driven by surging AI chip demand and technology investments. Analysts forecast a 65% profit increase, while investors await updated guidance amid interest-rate concerns and expanding global manufacturing plans, including major US investments to strengthen semiconductor production capacity.
Elon Musk rules out wider TSMC role in Texas Terafab, says his companies will build and run facility
Responding to a post on X about ongoing discussions between TSMC and Musk over the chipmaking project, Musk said there should be no doubt that the Terafab would be built and operated by his companies.
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Tata Electronics hires two semicon veterans after some senior-level exits
The company has seen several high-profile exits on the construction side. Former Global Foundries executive KC Ang stepped down in December 2025 as president and head of Tata Semiconductor Manufacturing after less than a year in the role. Intel Israel's Reda Masarwa, former senior vice president, construction and facility at Tata Electronics, exited after a little over a year and a half.
How AMD went from Intel’s smaller rival to a $1 trillion AI contender
AMD achieved a $1 trillion market capitalisation as of September 21. The company’s rise is attributed to its success in AI computing and product innovation. Under CEO Lisa Su, AMD has transformed its business and expanded its offerings beyond CPUs. Recent acquisitions have bolstered AMD's capabilities in graphics processing and data center solutions.
Taiwan breaks ground on advanced packaging park anchored by TSMC
TSMC, the world's largest contract chipmaker, will build two buildings at the Baipu Industrial Park, including a technology validation laboratory and a talent training centre, Kaohsiung Deputy Mayor Lo Ta-sheng said at the groundbreaking ceremony. The facilities are expected to begin operations in the fourth quarter of 2029.
Inox India receives Rs 50 crore worth orders from Tata Electronics, Micron
The country’s leading cryogenic equipment manufacturer expects its semiconductor-related business to contribute 15-20% of revenue over the next three to four years, as India expands its domestic chip manufacturing ecosystem.
TSMC plans Kaohsiung site expansion to boost semiconductor testing efficiency
TSMC Vice President of Advanced Packaging Technology and Service Jun He said the company is working with Taiwan's Ministry of Economic Affairs and the Kaohsiung City government on the expansion, which is expected to boost validation efficiency by 25-50 per cent.
TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment
Speaking after blockbuster second-quarter results on Thursday, Chief Financial Officer Wendell Huang said the company is "very happy" with progress in Arizona, which is why it decided to ramp up investment to $265 billion.
TSMC, Amkor sign 10-year deal to boost advanced chip packaging in US
Taiwan Semiconductor Manufacturing Company and Amkor Technology have inked a decade-long deal. This partnership will boost advanced chip packaging and testing capabilities within the United States. The collaboration aims to strengthen the semiconductor supply chain in Arizona. This move supports growing demand for AI and high-performance computing technologies. It ensures a more resilient US-based chip manufacturing ecosystem for customers.
TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth
TSMC predicts the global chip market will surpass $1.5 trillion by 2030. AI and high-performance computing will lead this growth. The company is expanding its advanced chip production and packaging capacity. New facilities are being built in Arizona, Japan, and Germany to meet future demand.
Global Market: TSMC sees chip market crossing $1.5 trillion by 2030 on AI boom
TSMC has raised its long-term semiconductor industry forecast, projecting the global market to exceed $1.5 trillion by 2030, driven by artificial intelligence and high-performance computing demand. The company expects rapid growth in advanced chip production and is aggressively expanding manufacturing capacity across the US, Japan and Germany.
TSMC plans to open chip packaging plant in Arizona by 2029, executive says
Modern artificial intelligence chips, such as those made by Nvidia, are not single chips but several chips glued together with advanced packaging technologies, a step that has become a supply bottleneck for Nvidia and others. In a January earnings call, TSMC said it was applying for permits to begin construction of its first advanced packaging plant in an existing Arizona facility, but did not give a timeline for when it will come online.
TSMC targets 2028 completion for new Tainan fab amid AI-driven expansion
Taiwan Semiconductor Manufacturing (TSMC) aims to complete a new fabrication plant in Tainan by 2028 as part of an aggressive capacity expansion driven by global demand for artificial intelligence chips.
TSMC files lawsuit against former executive on security concerns
In an emailed statement to Reuters, TSMC said the lawsuit is based on the terms of the employment contract between TSMC and Lo, the non-compete agreement signed by Lo, and regulations such as the Trade Secrets Act.
TSMC seeks permit to build high-speed chip fab in Central Taiwan
Taiwan Semiconductor Manufacturing Co (TSMC) has submitted an application to build a new facility in the Central Taiwan Science Park to produce advanced high-speed wafers, the National Science and Technology Council (NSTC) announced on Saturday.
Intel, TSMC reach preliminary chipmaking deal: Report
Intel and TSMC have reached a preliminary agreement to form a joint venture for Intel's chipmaking facilities, amid US efforts to boost domestic semiconductor production. TSMC will hold a 20% stake in the new company. Concerns include potential disruption to Intel's technology and job cuts due to which the deal faces internal resistance.
Taiwan to review TSMC investment in US, cabinet spokesperson says
Michelle Lee said the Taiwanese government's position on overseas investment was to view it positive if it contributed to the globalisation of its industry and raised the country's overall competitiveness.
US finalizes up to $6.6 bn funding for chip giant TSMC
The US government will provide up to $6.6 billion in funding to Taiwan's TSMC for the construction of three chip plants in Arizona. This initiative, part of the CHIPS Act, aims to boost US semiconductor production and create thousands of jobs. The first plant is scheduled to be fully operational by early 2025.
US finalises up to $6.6 billion funding for chip giant TSMC
The United States will award Taiwanese chip giant TSMC up to $6.6 billion in direct funding to help build several plants on US soil, officials said Friday, finalising the deal before a new administration enters the White House. Besides the $6.6 billion in direct funding, the United States is also providing up to $5 billion in proposed loans to TSMC Arizona under the award.
State in talks with TSMC on advanced packaging: Arizona governor
In July, TSMC said production at its first chip fabrication facility, or fab, in Arizona would be delayed until 2025 due to a shortage of specialist workers, and it was sending technicians from Taiwan to train local staff. Production had been due to start next year.
Taiwan's semiconductor maker TSMC is becoming the global chipmaker it didn’t aspire to be
Taiwan's semiconductor maker TSMC is about to have factories in five countries across three continents with a new facility beginning operations in 2027 near Dresden, Germany.
TSMC plans for first German chip fab with cost up to €10 billion
In 2021, TSMC Chairman Mark Liu told shareholders that the company had begun assessments on establishing manufacturing operations in Germany.
TSMC seeks $15 billion from US but objects to certain conditions: Report
TSMC, which in December more than tripled its planned investment at its new Arizona plant to $40 billion, is concerned about rules that could require it to share profits from the factories.
Taiwan chipmaker TSMC says quarterly profit up 78%
Revenue for the final quarter of 2022 rose 42.8% over a year earlier to 625.5 billion New Taiwan dollars ($20.6 billion), the company announced. Profit was 295.9 billion New Taiwan dollars ($9.7 billion).
TSMC plans to make more advanced chips in US on Apple's push: report
TSMC is expected to announce the new plan when US President Joe Biden and Commerce Secretary Gina Raimondo visit Phoenix for a ceremony next Tuesday
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