Subject


TSMC


2026-01-21

[News] TSMC Advanced Packaging CapEx Projected to Grow 24% CAGR in 2025–27; AP7 Eyes WMCM, CoPoS

TSMC is scheduled to hold a media tour in Chiayi on the 22nd, marking the first time its Chiayi AP7 site will be opened to local media. According to Commercial Times, construction at TSMC’s Chiayi facilities is progressing at full speed. Supply-chain sources note that AP7 Plant 2 began equipment i...

2026-01-20

[News] TSMC Reportedly Expands WMCM Packaging for Apple, Capacity May More Than Double by 2027

TSMC has continued to ramp up investment in advanced packaging. According to Commercial Times, alongside its transition to a 2nm process for the A20-series chip used in the iPhone 18, Apple is set to upgrade packaging technology from the current InFO (Integrated Fan-Out) process to WMCM (Wafer-Level...

2026-01-16

[News] Taiwan-U.S. Trade Deal Cuts Tariffs from 20% to 15%, Secures $250B Investment with TSMC at Center

After months of negotiations, Taiwan and the U.S. on Jan. 15 (U.S. time) sealed a long-awaited deal that cuts broad tariffs on most Taiwanese goods exported to the U.S. from 20% to 15%, while Taiwanese chipmakers, including TSMC, stand to benefit from lower duties on semiconductors and related manuf...

2026-01-15

[News] TSMC Addresses Speculations of a 20% Wafer ASP Increase, Says Price Is Not the Main Profit Driver

TSMC addresses concerns over potential wafer price increases during its earnings call today, stressing that its strong profitability is driven not only by pricing, but also by robust demand and high capacity utilization. The comments come after an analyst, during the Q&A session, notes that t...

2026-01-15

[News] TSMC Flags Significantly Higher Capex Over Next 3 Years; Arizona 4th Fab, Packaging Site in Works

Even as TSMC stunned the market by guiding 2026 capital spending at US$52 billion to US$56 billion — a roughly 30% year-over-year jump — the company made clear that this is not the peak. CFO Wendell Huang noted that over the past three years, TSMC has invested roughly US$101 billion in capex, an...

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