Subject


TSMC


2025-11-20

[News] TSMC Dresden Fab Reportedly Enters Structural Build, Eyes Equipment Move-In in 2H26

Construction of TSMC’s European fab is advancing. According to Commercial Times, sources say the company’s new Dresden facility has entered its main structural construction phase and is expected to move into fab-system installation and equipment move-in during the second half of 2026. The plant ...

2025-11-19

[News] Ex-TSMC SVP Wei-Jen Lo Moves to Intel: Sub-2nm Data Leak Concerns and TSMC Strategy in Focus

Fresh off a 2nm data leak involving its engineers in August, TSMC is now facing an even bigger headache: rumors that former Senior VP Wei-Jen Lo—who reportedly joined Intel recently after retiring in July—had subordinates brief him and photocopy sensitive sub-2nm process materials before he left...

2025-11-18

[News] Former TSMC SVP Wei-Jen Lo Said to Have Joined Intel, Allegedly Bringing Sub-2nm Process Files

Amid rumors that former TSMC Senior VP Wei-Jen Lo might join Intel in the sub-2nm race, Liberty Times reports he returned to Team Blue in late October as VP of R&D, shocking the semiconductor industry. The report, citing industry sources, also claims that before retiring in July, Lo allegedly us...

2025-11-17

[News] TSMC Arizona Hit by Q3 Profit Drop; Recovery May Hinge on 2nd Fab 3nm Mass Production in 2027

As TSMC accelerates its expansion in the U.S., the performance of its American operations has drawn heightened attention. According to Commercial Times, TSMC’s U.S. subsidiary recorded NT$41 million in profit for the third quarter, a steep decline from NT$4.232 billion in the previous quarter. ...

2025-11-12

[News] TSMC, Samsung Reportedly Cut 8-Inch Wafer Output, Boosting Korea’s DB HiTek

Samsung and TSMC are reportedly scaling back their 200mm (8-inch) foundry operations in response to shifting industry dynamics. According to South Korean outlet Hankyung, the two chipmakers have recently begun focusing more on advanced manufacturing using 300mm (12-inch) wafers to produce high value...

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