With Intel’s 18A set for mass production in 2H25, Team Blue seems to be already eyeing TSMC as a second source for its next-gen chips. According to Economic Daily News, market buzz suggests the company has joined AMD and Apple as part of TSMC’s first wave of 2nm clients. The report indicates ...

As TSMC advances its U.S. expansion, growing attention has been placed on the contribution of its Arizona operations. According to its 2024 annual report, TSMC’s Arizona facility posted a loss of nearly NT$14.3 billion last year, making it the company’s most costly overseas site. In contrast, it...

Facing chip tariff uncertainties, TSMC offered more clarity on its U.S. expansion plan. Chairman C.C. Wei said the second fab in Arizona has wrapped up construction after the first went into volume production in the fourth quarter of 2024. Notably, he suggested that the third and fourth fabs in Ariz...

Amid rumors that the U.S. government is encouraging closer ties between TSMC and Intel Foundry Services (IFS), concerns over potential technology leakage from TSMC continue to draw market attention. During the company’s earnings call, TSMC CEO C.C. Wei firmly states that the company is not engaged...

TSMC held its Q1 earnings call today (17th), forecasting Q2 revenue to grow 11–14% QoQ, reaching between USD 28.4 billion and USD 29.2 billion. Based on the exchange rate assumption of 1 USD to 32.5 NT dollars, gross margin is expected to hold steady at 57–59%, while operating margin will lik...