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Monthly Archives: January 2026
[News] TSMC Q1 Revenue Guidance Hits $35.8B, Up 38% YoY; Unveils Record $56B Capex for 2026
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 …
[News] OpenAI Reportedly to Deploy Custom AI Chip on TSMC N3 by End-2026, Second-Gen Planned for A16
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, …
Posted in Artificial Intelligence, Emerging Technologies, Semiconductors
Tagged OpenAI, Samsung, TSMC
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[News] TSMC 2025 Q4 Net Profit Soars 35% YoY to Record NT$505.7B, EPS Hits NT$19.5
TSMC today announced consolidated revenue of NT$1,046.09 billion, net income of NT$505.74 billion, and diluted earnings per share of NT$19.50 (US$3.14 per ADR unit) for the fourth quarter ended December 31, 2025. As reported by Reuters, TSMC already surprised the …
[News] Trump Targets NVIDIA H200, AMD MI325X with 25% Tariff; U.S. Infrastructure Spared
The White House has issued a new order on semiconductor tariffs. According to Reuters, U.S. President Donald Trump on Wednesday imposed a 25% tariff on select AI chips, including NVIDIA’s H200 AI processor and a comparable product from AMD, the …
[News] Global 8-Inch Wafer Market Tightens: Samsung Giheung S7, TSMC Closures Put China Fabs in Spotlight
Global 8-inch wafer capacity seems to be entering a contraction phase, driven by major foundries shifting focus to advanced nodes. TSMC began scaling back in 2025, aiming to fully close selected fabs by 2027, and Samsung appears to be following …
Posted in IC Manufacturing, Package&Test, Semiconductors
Tagged HuaHong Group, Samsung, SMIC, TSMC
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