From a purely U.S. manufacturing perspective, Intel’s position remains firmly unshaken, with its Arizona Fab 52 said to exceed TSMC’s Fab 21 in both capacity and process technology. According to Tom’s Hardware, Fab 52’s capacity is comparable to the combined output of TSMC’s Fab 21 Phase ...

TSMC is reportedly moving to accelerate advanced U.S. chip production. According to Nikkei, sources say the company plans to begin moving chipmaking equipment into its second Arizona plant around the summer of 2026, setting the stage for 3nm manufacturing in 2027. Sources cited by the report say ...

TSMC has been actively expanding its advanced packaging capacity. According to MoneyDJ, the company held an opening ceremony for its AP7 facility in Chiayi, Taiwan, on the 4th. Supply chain sources note that Phase 2 of AP7 has recently begun equipment installation and testing, with production expect...

As TSMC accelerates its expansion in the U.S., the performance of its American operations has drawn heightened attention. According to Commercial Times, TSMC’s U.S. subsidiary recorded NT$41 million in profit for the third quarter, a steep decline from NT$4.232 billion in the previous quarter. ...

TSMC held its earnings call today, with its overseas expansion — particularly in the U.S. — as a key focus. Chairman and CEO C.C. Wei said the company is accelerating capacity expansion in Arizona and has made tangible progress. Notably, Wei stated that they are preparing to “upgrade their ...