Subject


TSMC


2025-08-22

[News] Trump Reportedly Spares TSMC, Micron from Equity Grabs after Chipmakers Ramp U.S. Investment

U.S. Commerce Secretary Howard Lutnick confirmed in a CNBC interview that the administration is seeking a 10% stake in Intel, sparking fears of broader equity grabs from CHIPS Act recipients. But according to The Wall Street Journal, Washington has ruled out moves against major investors like TSMC a...

2025-08-21

[News] U.S. Eyes TSMC Stake: Legal Hurdles, Shareholder Concerns, and What’s at Play

U.S. Commerce Secretary Howard Lutnick, as per Reuters, is weighing a plan to swap CHIPS Act subsidies for equity stakes in recipients such as TSMC, Samsung, and Micron—an idea drawing intense scrutiny over both its impact and feasibility. According to the Economic Daily News, before the plan c...

2025-08-20

[News] U.S. Reportedly Mulls Stakes in CHIPS Act Recipients after Intel, Raising Risks for TSMC, Samsung

While U.S. Commerce Secretary Howard Lutnick confirmed in a CNBC interview that the administration is pursuing a 10% stake in Intel, Washington is considering going further. According to Reuters, Lutnick is exploring a plan to take equity stakes in other CHIPS Act recipients—such as TSMC, Samsung,...

2025-08-19

[News] TEL President Reportedly Set for September Taiwan Visit to Meet TSMC Execs After 2nm Data Leak

TSMC has recently faced a confidential 2nm data leak involving staff from its 2nm pilot line and a former employee at Tokyo Electron. According to TechNews, sources say Tokyo Electron President Toshiki Kawai may visit Taiwan in September to meet with TSMC executives during SEMICON Taiwan. The Jap...

2025-08-18

[News] TSMC Arizona Delivers 2Q25 Investment Income; as Kumamoto Fab Struggles with Losses

According to Commercial Times, TSMC reported a net profit of NT$398.27 billion in the second quarter of 2025. Within this, TSMC Arizona posted NT$4.232 billion in net income, its second straight quarter of profitability. For the first time, it also contributed NT$6.447 billion in investment income r...

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