With Intel’s 18A set for mass production in 2H25, Team Blue seems to be already eyeing TSMC as a second source for its next-gen chips. According to Economic Daily News, market buzz suggests the company has joined AMD and Apple as part of TSMC’s first wave of 2nm clients. The report indicates ...

As EUV machines are now essential for pushing sub-2nm chips into mass production in the angstrom era, partnerships with ASML remain a key industry focus. However, according to etnews, ASML and Samsung appear to have dropped plans for their joint EUV research center in Hwaseong, as ASML has begun sel...

Following market rumors that Samsung may slow down its U.S. investment and further delay the timetable for its Taylor plant to 2027, a latest report from KXAN suggests that Samsung pushed back, claiming it still aims to start operations by the end of 2026. According to South Korean media outlet T...

Facing chip tariff uncertainties, TSMC offered more clarity on its U.S. expansion plan. Chairman C.C. Wei said the second fab in Arizona has wrapped up construction after the first went into volume production in the fourth quarter of 2024. Notably, he suggested that the third and fourth fabs in Ariz...

TSMC held its Q1 earnings call today (17th), forecasting Q2 revenue to grow 11–14% QoQ, reaching between USD 28.4 billion and USD 29.2 billion. Based on the exchange rate assumption of 1 USD to 32.5 NT dollars, gross margin is expected to hold steady at 57–59%, while operating margin will lik...