With Micron setting its groundbreaking for the massive Clay, New York, chipmaking complex on January 16, syracuse.com reports that Commerce Secretary Howard Lutnick—whose department will oversee up to $20 billion in federal subsidies—is slated to attend the ceremony, alongside Micron CEO Sanjay ...

TSMC addresses concerns over potential wafer price increases during its earnings call today, stressing that its strong profitability is driven not only by pricing, but also by robust demand and high capacity utilization. The comments come after an analyst, during the Q&A session, notes that t...

Even as TSMC stunned the market by guiding 2026 capital spending at US$52 billion to US$56 billion — a roughly 30% year-over-year jump — the company made clear that this is not the peak. CFO Wendell Huang noted that over the past three years, TSMC has invested roughly US$101 billion in capex, an...

After posting new high net profit in the fourth quarter, TSMC management projects 1Q26 revenue to land between $34.6 billion and $35.8 billion, representing a year-over-year increase of approximately 38% and a sequential gain of around 4%. On the profitability front, assuming an exchange rate of US$...

TSMC is set to hold its earnings call on the 15th, with demand for advanced process technologies in focus. According to Commercial Times, sources say OpenAI plans to launch a self-developed AI chip, codenamed “Titan,” by the end of 2026, using TSMC’s N3 process. The report adds that a second-g...