Subject


TSMC


2025-06-27

[News] TSMC Reportedly Eyes 10-Year Boom from Humanoids, Backed by NVIDIA Jetson and Tesla’s Chips

At the June 25 shareholders meeting, NVIDIA CEO Jensen Huang highlighted AI and robotics as the company’s biggest growth opportunities, with both markets holding multi-trillion-dollar potential, according to CNBC. Echoing his outlook, Commercial Times reports that NVIDIA’s Jetson and Tesla’...

2025-06-25

[News] Samsung Pushes for 2nm Breakthrough as Industry Bets on TSMC’s 3nm FinFET

Market speculation is mounting that Samsung is aggressively shifting resources toward 2nm development, with plans to debut the next-generation process as early as next year at its Texas fab—potentially aiming to leapfrog TSMC. However, citing sources within the semiconductor industry, Commercial T...

2025-06-24

[News] Fujitsu Taps TSMC for 2nm CPU, But Flags Rapidus as Key to Supply Chain Diversification

According to MoneyDJ, citing Nikkei, Fujitsu is developing a 2nm CPU named “MONAKA” based on designs from Arm. The chip is scheduled for commercialization in 2027 and is intended for AI and data center applications. A higher-performance successor is planned for the next-generation supercomputer ...

2025-06-23

[News] If US Revokes Chip Tool Exemptions: Unpacking TSMC, Samsung, and SK hynix’s China Operations

The U.S. Commerce Department is mulling to revoke licenses previously granted to major chipmakers like TSMC, Samsung, and SK hynix—a move that could create fresh obstacles for their operations in China, according to Reuters. Citing the Wall Street Journal, Wccftech points out that Jeffrey Kessl...

2025-06-23

[News] TSMC Q2 Margins Reportedly Under Pressure as U.S. Eyes Waiver Revocation, NTD Surge

According to Economic Daily News, as the second quarter enters its final stretch, TSMC is reportedly facing two major challenges: the White House is said to be considering revoking the exemption that allows its China-based facilities to access U.S. technology, and the New Taiwan dollar has surged by...

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