With NVIDIA unveiling a massive up to $500 billion investment in the U.S., AMD, another American chip powerhouse, is also doubling down on domestic production. CEO Lisa Su confirmed today that AMD is boosting U.S. output, and according to Reuters, its flagship chips will soon roll off TSMC’s new A...

With China Semiconductor Industry Association now saying chip origin should be based on where wafers are made, another major shakeup on semiconductors may be coming. Reuters and Tom’s Hardware report that U.S. chipmakers like Qualcomm and AMD, which outsource production to TSMC, could dodge China�...

As TSMC preps for 2nm mass production in the second half of 2025, it is also accelerating advanced packaging expansion to meet strong demand, with a shifting focus beyond CoWoS. According to Commercial Times, NVIDIA’s next-gen Rubin GPU will join AMD and Apple in adopting TSMC’s SoIC (System on ...

Is the new U.S. Chip National Team in the making? According to Reuters, TSMC, after an additional $100 billion in the American soil on March 3rd, has reportedly approached NVIDIA, AMD, Broadcom, and Qualcomm about investing in a joint venture to run Intel's foundry operations. The report suggests...

While TSMC is set to expand its U.S. investment to a staggering $165 billion, price hikes for its advanced nodes seem to be inevitable, with adjustments reflecting the high cost of U.S. fabs, as per Commercial Times. With Trump ruling out the possibility for subsidies, analysts expect at least a 15%...