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...

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 market with a 20.45% jump in four...

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 MI325X. Chips imported to support building up the U....

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 the same path, with plans to shutter its Giheung-based ...

Recently, the Shanghai Municipal Government issued the Three-Year Action Plan for Supporting the Transformation and Upgrading of Advanced Manufacturing in Shanghai (2026–2028), in which the integrated circuit (IC) industry is highlighted multiple times. According to the Plan, by 2028, Shanghai ...