Subject


Semiconductors


2025-02-11

[News] OpenAI Reportedly to Finalize In-House AI Chip Design Soon, Set for TSMC’s 3nm Production

OpenAI, the maker of ChatGPT, is set to finalize its first in-house AI chip design in the coming months, taking a key step toward reducing its reliance on NVIDIA. According to Reuters, the company is expected to send the chips to TSMC for fabrication soon as it aims for mass production in 2026. N...

2025-02-11

[News] Taiwan’s Exports to Mexico Soar 480% in January, Fueled by GPU Demand Ahead of Trump’s Tariff War

With Trump back in the White House, the renewed tariff war has pushed companies to ramp up shipments. Notably, according to Taiwan’s Ministry of Finance, Taiwan’s exports to Mexico soared to $2.7 billion in January, a 4.8-fold increase compared to the same period in 2024, setting a record. Be...

2025-02-11

[News] TSMC Reportedly Set to Announce New Chief Human Resources Officer at Its First U.S. Board Meeting

According to a report from Liberty Times, TSMC will hold its board meeting in the U.S. on the 12th, marking the first time in the company's 37-year history that the board meeting will be held outside Taiwan. The Liberty Times report states that the agenda for this board meeting includes discussio...

2025-02-10

[News] TSMC Expects Q1 Revenue at Lower End of Guidance due to Earthquake, with NT$5.3 billion Losses

Following the 6.4 earthquake on January 21, TSMC quickly restored operations and resumed normal production within a few days, though the full impact has not been disclosed. Today, the Taiwanese foundry giant announced in a press release that due to a number of wafers in process being affected and sc...

2025-02-10

[News] TSMC’s Impact? Kumamoto Sees Wave of Corporate Bankruptcies Amid TSMC’s Expansion

According to a report from Commercial Times, citing NHK, TSMC’s first factory in Kikuyo Town, Kumamoto Prefecture, began mass production in December 2024. Many had anticipated that TSMC’s presence would help boost the local economy. However, the report points out that recent data has revealed an...

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