Subject


TSMC


2026-01-13

[News] TSMC Reportedly Plans 5 More Fabs in Arizona Under U.S. Trade Deal, Investment Could Top $100B

Just days ahead of its January 15 earnings call, TSMC stepped up its U.S. push with a US$197 million land purchase for a future gigafab — a move that signals the foundry giant is preparing for another major wave of investment. The New York Times and The Wall Street Journal report that Washington i...

2026-01-12

[News] TSMC May Reallocate Select 45–90nm Mature-Node Capacity to CoWoS-Related Production

As AI, HPC, and heterogeneous integration architectures gain rapid adoption, TSMC is accelerating adjustments to its manufacturing plans. According to Commercial Times, industry sources say TSMC is evaluating a reallocation of part of its 40nm–90nm mature-node capacity, which could be redirected t...

2026-01-09

[News] TSMC Reportedly Plans Mature-Node Tool Shift to Singapore, Accelerates Exit as Arizona Expands

As TSMC steps up its Arizona push with a US$197 million land purchase for a future gigafab, the foundry is also reshaping capacity at home — trimming mature-node output to make room for more advanced processes. According to the Economic Daily News and Investor.com, it is considering shifting some ...

2026-01-08

[News] TSMC Reportedly Suspends New 3nm Kick-offs, Steers Customers to 2nm to Optimize Costs

TSMC recently announced the successful mass production of its 2nm process, while industry rumors suggest the company has put new 3nm projects on hold. According to Commercial Times, sources indicate that TSMC has not only raised prices for its 3nm process this year, but has also temporarily suspend...

2026-01-05

[News] Largan Precision Reportedly Teams Up With TSMC on CPO; Samples Said to Involve AMD

As AI data transmission volumes continue to surge, the shift toward optical interconnects is gaining momentum, with Taiwan’s Largan Precision, a key optical lens supplier in Apple’s supply chain, reportedly poised to benefit. According to Economic Daily News, sources say Largan is expanding into...

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