Subject


TSMC


2026-01-15

[News] OpenAI Reportedly to Deploy Custom AI Chip on TSMC N3 by End-2026, Second-Gen Planned for A16

TSMC is set to hold its earnings call on the 15th, with demand for advanced process technologies in focus. According to Commercial Times, sources say OpenAI plans to launch a self-developed AI chip, codenamed “Titan,” by the end of 2026, using TSMC’s N3 process. The report adds that a second-g...

2026-01-15

[News] TSMC 2025 Q4 Net Profit Soars 35% YoY to Record NT$505.7B, EPS Hits NT$19.5

TSMC today announced consolidated revenue of NT$1,046.09 billion, net income of NT$505.74 billion, and diluted earnings per share of NT$19.50 (US$3.14 per ADR unit) for the fourth quarter ended December 31, 2025. As reported by Reuters, TSMC already surprised the market with a 20.45% jump in four...

2026-01-15

[News] Global 8-Inch Wafer Market Tightens: Samsung Giheung S7, TSMC Closures Put China Fabs in Spotlight

Global 8-inch wafer capacity seems to be entering a contraction phase, driven by major foundries shifting focus to advanced nodes. TSMC began scaling back in 2025, aiming to fully close selected fabs by 2027, and Samsung appears to be following the same path, with plans to shutter its Giheung-based ...

2026-01-14

[News] TSMC Earnings Preview: $150B Capex Over Next Three Years Tops Five Key Focuses

Ahead of TSMC’s earnings call on January 15, the market has already been flooded with reports that the company may build five additional fabs in Arizona under a U.S.–Taiwan trade framework. But what else should investors be watching when results are released tomorrow? A TechNews report flags ...

2026-01-13

[News] TSMC Reportedly Plans 5 More Fabs in Arizona Under U.S. Trade Deal, Investment Could Top $100B

Just days ahead of its January 15 earnings call, TSMC stepped up its U.S. push with a US$197 million land purchase for a future gigafab — a move that signals the foundry giant is preparing for another major wave of investment. The New York Times and The Wall Street Journal report that Washington i...

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