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...

Amid rumors that the U.S. government is encouraging closer ties between TSMC and Intel Foundry Services (IFS), concerns over potential technology leakage from TSMC continue to draw market attention. During the company’s earnings call, TSMC CEO C.C. Wei firmly states that the company is not engaged...

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...

TSMC today announced consolidated revenue of NT$839.25 billion, net income of NT$361.56 billion, and diluted earnings per share of NT$13.94 (US$2.12 per ADR unit) for the first quarter ended March 31, 2025, according to its press release. Year-over-year, first quarter revenue increased 41.6%, whi...

Despite concerns over looming U.S. tariffs lasting through 2026, ASML says demand from China is stronger than expected, as the Dutch chipmaking tool giant now anticipates the market to account for over 25% of its 2025 sales, according to Reuters and Seeking Alpha. However, amid speculations that ...