Subject


TSMC


2025-05-21

[News] NVIDIA Reaffirms TSMC as Preferred U.S. Advanced Packaging Partner, Reportedly Sidelines Intel

During the international press conference for Computex 2025,  NVIDIA CEO Jensen Huang, when asked whether NVIDIA might use Samsung or Intel for advanced packaging in the U.S., said the technology is highly advanced and that NVIDIA currently has no alternative—reaffirming TSMC as its sole partn...

2025-05-15

[News] TSMC to Build 9 Facilities in 2025, Sub-2nm Production Set for Taichung by 2028

Amid tariff pressures, TSMC is ramping up new capacity both at home and overseas. According to CNA and MoneyDJ, the foundry giant plans to build nine new facilities in 2025—eight fabs and one advanced packaging plant—across its global footprint. Most of the newly added capacities will feature...

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...

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