Subject


TSMC


2026-03-24

[News] Tesla Reportedly Ramps TeraFab Hiring in Taiwan; TSMC Talent Seen as Primary Target

Please note that this article cites information from Economic Daily News, Tesla on LinkedIn, and UDN News. Elon Musk’s TeraFab chip plant, reportedly a $20 billion to $25 billion push into 2nm chips, is ramping talent recruitment, drawing attention as the industry watches its potential impact on...

2026-03-23

[News] Under Qatar’s Shadow: Helium Crunch Hits South Korea Harder, Putting Samsung, SK hynix, TSMC in Spotlight

Please note that this article cites information from CNBC, Liberty Times, TechNews, Maeil Business, Hankyung and Solution News. The Middle East war, widely known for driving oil prices up, is also threatening the semiconductor industry by hitting a critical yet little-known resource: helium. As r...

2026-03-23

[News] Musk’s Terafab Vision Raises Questions Over TSMC Impact; Advanced Packaging May be Best Entry Point

Please note that this article cites information from Commercial Times, Tom’s Hardware, and Economic Daily News. Tesla CEO Elon Musk has unveiled the Terafab mega-fab vision, aiming to integrate logic, memory, and advanced packaging, raising questions about potential pressure on foundry leader T...

2026-03-20

[News] SK hynix Reportedly Weighs TSMC 3nm for HBM4E Logic Dies to Gain Edge over Samsung

Please note that this article cites information from the Chosun Daily, ETNews, and TechPowerUp. With all three leading memory giants now close to shipping HBM4, the race for next-gen HBM is intensifying, with advanced nodes taking center stage. Samsung is reportedly set to use its in-house 4nm pr...

2026-03-18

[News] NVIDIA Rubin Ultra and Feynman Reportedly to Boost TSMC SoIC; Besi, Applied Materials, TEL to Benefit

NVIDIA’s GTC revealed plans to launch an enhanced Rubin Ultra in 2027, while its next-generation architecture, Feynman, is also coming into view for 2028. According to Commercial Times, SoIC (System on Integrated Chips) is expected to be a key technology for TSMC to meet customer design needs for ...

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