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2025-07-17

[News] TSMC Accelerates 2nd Arizona Fab Production; Ramp-Up Schedules for Japan, Germany Undisclosed

TSMC CEO C.C. Wei leads the company’s 2025 second quarter earnings call today and shares the latest progress on the company's Arizona facilities. Notably, he says that construction of the second fab in Arizona, which uses the 3nm process, has already been completed, and the company is now working ...

2025-07-17

[News] TSMC Raises 2025 Sales Growth to 30%, Forecasts 8% QoQ USD Revenue Growth amid Exchange Headwinds

With Q2 earnings surging to new high despite strong Taiwan Dollar and tariff risks, TSMC projects its third-quarter revenue to land between US$31.8 billion and US$33.0 billion, which translates into an 8% sequential increase or a 38% year-over-year increase at the midpoint, according to the company....

2025-07-17

[News] TSMC Reports Record Q2 Profit, EPS at NT$15.36 Despite Strong Taiwan Dollar

TSMC today announced consolidated revenue of NT$933.79 billion, net income of NT$398.27 billion, and diluted earnings per share of NT$15.36 (US$2.47 per ADR unit) for the second quarter ended June 30, 2025. Year-over-year, second quarter revenue increased 38.6%, while net income and diluted EPS b...

2025-07-17

[News] NAND Flash Price Hikes Reportedly Set for Q3, with Supply Shortage Likely Stretching Into 2026

As memory giants wind down DDR4 production, DRAM prices are climbing, and now NAND prices are set to follow suit. According to Commercial Times, industry sources predict NAND price hikes in Q3, with products under 512Gb seeing the largest increases. As per TrendForce, while suppliers shift focus ...

2025-07-17

[News] Trump Sets 19% Tariff on Indonesia, Giving Edge to Taiwan’s Foxconn, Pegatron

According to Economic Daily News, the U.S. has announced a significant reduction in tariffs on Indonesian goods, cutting the rate from 32% in early April to 19%—the lowest among all Asian countries at present. Taiwanese electronics manufacturers such as Foxconn and Pegatron, which have production ...

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