With U.S. approval to restart H20 sales in China, buzz around NVIDIA’s inventory is ramping up. Reuters, citing The Information, reports the AI chip giant has told Chinese clients that H20 supplies are running low, while TSMC has already shifted its reserved production lines—making restocking a ...

As semiconductor giants embrace fan-out panel-level packaging (FOPLP) for larger, more efficient chip designs, Japan’s Nikon is joining the race. The company has begun taking orders in July for its new DSP-100 digital lithography system, designed specifically for 600 mm square panels used in advan...

TSMC CEO C.C. Wei leads the company’s 2025 second quarter earnings call today and shares the latest progress on the company's Arizona facilities. Notably, he says that construction of the second fab in Arizona, which uses the 3nm process, has already been completed, and the company is now working ...

With Q2 earnings surging to new high despite strong Taiwan Dollar and tariff risks, TSMC projects its third-quarter revenue to land between US$31.8 billion and US$33.0 billion, which translates into an 8% sequential increase or a 38% year-over-year increase at the midpoint, according to the company....

TSMC today announced consolidated revenue of NT$933.79 billion, net income of NT$398.27 billion, and diluted earnings per share of NT$15.36 (US$2.47 per ADR unit) for the second quarter ended June 30, 2025. Year-over-year, second quarter revenue increased 38.6%, while net income and diluted EPS b...