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...

Amid Trump’s tariffs, TSMC has been stepping up its investment in the U.S. According to Economic Daily News, the company is accelerating the timeline for its second Arizona fab. In addition, TSMC is reportedly set to introduce its latest fan-out panel-level packaging (FOPLP) technology in the U.S....

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...