As global cloud providers ramp up in-house AI ASICs, Google is also doubling down. Alongside advancing TPU v7p (Ironwood), the company is betting on Axion—its first Arm-based CPU—reportedly built on TSMC's 3nm node with design support from the foundry's affiliate Global Unichip, according to Com...

Fresh off celebrating the first NVIDIA Blackwell wafer produced in Arizona, TSMC is ramping up its 1.4nm expansion in Taiwan. According to Economic Daily News, the company filed construction plans with the Central Taiwan Science Park Administration on October 17 and plans to break ground on November...

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 ...

TSMC held its third-quarter 2025 earnings call today, with one of the key concerns focused on whether restrictions on NVIDIA’s GPU sales to China would affect the company’s outlook. Addressing questions about how China’s AI development and the NVIDIA GPU restrictions might influence TSMC’...

As TSMC races toward 2nm mass production by year-end, the foundry is rolling out fresh updates on its N2 and A16 nodes. Chairman C.C. Wei, cited by TechNews, said that while N2 remains on track, TSMC is also preparing N2P — an upgraded extension of the N2 family that promises higher performance an...