Subject


TSMC


2023-10-20

[News] TSMC’s Global Expansion: Progress in New US, German, and Japanese Fabs

During the 3Q23 Earning Call on October 19th, TSMC provided updates on its international factory construction. Notably, the new plant in Phoenix, Arizona, USA, is on track to commence production in the first half of 2025. The German facility is scheduled for production in 2027. The Kumamoto plant in...

2023-10-19

TSMC Q323 Earnings Call Full Transcript: Question 6 to Question 10

Question 6. Brett Lin from Bank of America Operator: Next one to ask questions, Brett Lin from Bank of America. Brett: Thank you for taking my question. So first of all, congrats on the strong result and then also the impressive gross margin. So I have two questions. One is on the end device A...

2023-10-19

TSMC Q323 Earnings Call Full Transcript: Question 1 to Question 5

Question 1. Gokul Hariharan from JP Morgan Operator: Gokul Hariharan from JP Morgan. Gokul: Yeah, hi, congratulations on the great result and thanks for the details on N3 and N2. My first question is on the technology leadership. Gokul: Given we are hearing a lot of competitive messaging fr...

2023-10-19

[News] TSMC 2023 Third Quarter Earnings Call Excerpts

TSMC held its third-quarter earnings conference today (October 19th), with TSMC CEO C.C. Wei and CFO Wendell Huang presenting the company's third-quarter financial results, fourth-quarter outlook, and updates on advanced processes and overseas expansion. TrendForce transcribed the event using AI too...

2023-10-18

[News] Intel, Samsung, TSMC Race in Cutting-Edge Processes

Driven by emerging technologies like AI and high-performance computing, the semiconductor foundry industry increasingly emphasizes the importance of advanced manufacturing processes. Recently, the industry has seen significant developments. Intel announced that it has commenced large-scale productio...

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