Subject


TSMC


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...

2025-08-14

[News] Japan’s Kanto Denka Fire Threatens NF₃ Supply, Alerts Chipmakers Like TSMC, Samsung and Rapidus

A fire at Japanese industrial gas maker Kanto Denka Kogyo’s nitrogen trifluoride operations is raising alarms over semiconductor supply chain disruptions, as the company supplies major clients including TSMC, Samsung, Micron, and Japan’s Kioxia, Sony, and Rapidus—highlighting the potentially w...

2025-08-14

[News] Apple’s New MacBook Pro Reportedly Delayed as M5 Shifts to LMC Packaging, Eyes CoWoS Future

According to TechNews, citing TechPowerUp and Wccftech, Apple’s next-generation M5 chips—set to be used in new MacBook Pro models launching in 2026—will reportedly feature a major upgrade in packaging technology, adopting LMC (Liquid Molding Compound) exclusively supplied by Taiwan’s Eternal...

2025-08-13

[News] Samsung Reportedly Pushes SoP Packaging on Ultra-Large Panel, Challenging TSMC and Intel

According to ZDNet, Samsung Electronics is developing System-on-Panel (SoP), an advanced semiconductor packaging technology. The report notes that if SoP advances quickly, Samsung could secure a role in Tesla’s next-generation Dojo packaging supply chain. At present, Tesla plans to have its “AI6...

2025-08-13

[News] TSMC Reportedly Phases Out Legacy Production, Closing 6-Inch Fab 2 and 8-Inch Fab 5 by 2027

After announcing in early July plans to wind down its Gallium Nitride (GaN) wafer foundry services by July 31, 2027, TSMC has now confirmed—following yesterday’s board meeting—that it will also phase out 6-inch wafer production within two years and further consolidate 8-inch capacity to improv...

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