Subject


TSMC


2025-05-15

[News] Tariff Concerns and Early Shipments Drive April Revenue Surge for Taiwan’s Top IT Firms

According to MoneyDJ, citing Nikkei, strong demand for AI servers and semiconductors, along with tariff concerns, has prompted customers to pull in shipments early, driving continued revenue growth for Taiwan’s major IT firms in April 2025. As noted by the report, the monthly revenue of 19 Taiw...

2025-05-14

[News] TSMC Offloads Gear to Vanguard JV in Singapore, Reportedly Eases Off Mature Node Production

According to a report from Commercial Times, TSMC’s board on May 13 approved the sale of equipment to VisionPower Semiconductor Manufacturing Company (VSMC), a Singapore joint venture between its subsidiary Vanguard and NXP. As TSMC shifts toward more advanced nodes, it is scaling back mature node...

2025-05-12

[News] Chip Tariffs Could Hit by Late June: What’s the Impact on Fab Construction Costs and TSMC?

The U.S. Department of Commerce’s public comment period on proposed semiconductor tariffs closed on May 7. Notably, according to Commercial Times, major players like SK hynix and HP have weighed in. With a summary report expected this week, the industry is now bracing for tariffs that could kic...

2025-05-12

[News] TSMC’s $165B Arizona Investment to Create 12,000 Jobs Once All Facilities Are Operational

According to Commercial Times, citing Wccftech, Rose Castanares, president of TSMC Arizona, recently stated in an interview with Axios that TSMC’s total investment of USD 165 billion in the U.S. is expected to directly create 12,000 jobs once all sites are completed and fully operational. As no...

2025-05-09

[News] TSMC’s April Sales Hit Record on Tariff Rush, but Currency Gains Cloud Outlook

TSMC announced today (May 9) that its consolidated revenue for April 2025 reached approximately NTD 349.57 billion (about USD 11.6 billion), up 22.2% from March 2025 and 48.1% higher than April 2024. Its April revenue surpassed the previous record high of NTD 314.24 billion set in October 2024, m...

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