As TSMC accelerates its push into advanced nodes—led by 2nm and 3nm—to meet surging AI demand, the foundry heavyweight is quietly dialing back its 8-inch footprint. Citing IC design house sources, the Economic Daily News reports that TSMC currently runs about 5 million 8-inch wafers annually, wi...

AI demand powers foundries through the slow season. According to Central News Agency, the first quarter is traditionally a slow season for foundries, but this year is benefiting from strong AI demand alongside a recovery in panel driver IC orders. As a result, foundries including TSMC are expected t...

TSMC’s surprise move to upgrade Kumamoto Fab 2 to 3nm—lifting total investment to about US$17 billion—has put its overseas footprint back in the spotlight. Citing analysts, Economic Daily News reports that as U.S., Japan, and Germany fabs ramp, overseas capacity is set to reach ~20% or more of...

While TSMC’s Japan operations have been suffering from lackluster automotive chip demand, the company is now mulling to make a bold pivot in its process strategy to capitalize the AI opportunity. According to Yomiuri Shimbun, the foundry giant has finalized plans to mass-produce Japan’s first 3n...

NVIDIA CEO Jensen Huang hosted a dinner on the evening of the 31st for senior executives from key supply-chain partners. As noted by Economic Daily News, Huang said TSMC must work at full stretch this year, underscoring tight capacity for its advanced nodes. TSMC’s 2nm capacity has reportedly been...