Subject


TSMC


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...

2025-05-08

[News] Why Are Chip Giants Going Silent? Marvell, Samsung & Freeze Forecasts Amid Tariff Turmoil

As the deadline for public comments on the U.S. Section 232 semiconductor probe approaches, anxiety is mounting across the chip industry. The looming tariff decisions have cast a shadow over peak earnings season, with tech giants hesitant to issue clear forecasts amid rising geopolitical and trade t...

2025-05-07

[News] Foundry Margins Under Pressure as Taiwan Dollar Climbs: Impact on TSMC, UMC, Vanguard

The sharp appreciation of the New Taiwan dollar (NTD) is raising concerns about its negative impact on Taiwan’s semiconductor industry, particularly foundries like TSMC, UMC, and Vanguard. As noted by Commercial Times, institutional analysis and industry data indicate that every 1% gain in the NTD...

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