Subject


TSMC


2025-04-17

[News] TSMC Denies Intel Tie-Up Talks, Reaffirms Expansion Plans in Japan and Germany

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...

2025-04-17

[News] TSMC Projects 11–14% Q2 Sales Growth, Flags 2–3% Annual Margin Hit from Early Overseas Ramp

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...

2025-04-17

[News] TSMC Posts NT$13.94 EPS in Q1, Net Income Surges 60% YoY

TSMC today announced consolidated revenue of NT$839.25 billion, net income of NT$361.56 billion, and diluted earnings per share of NT$13.94 (US$2.12 per ADR unit) for the first quarter ended March 31, 2025, according to its press release. Year-over-year, first quarter revenue increased 41.6%, whi...

2025-04-17

[News] TSMC Reportedly Plans 30% Price Hike for 4nm Chip Production at Arizona Plant

Taiwan Semiconductor Manufacturing Co. (TSMC)’s new fab in Arizona has become a pivotal partner in realizing the “Made in America” push by global chipmakers. According to a report by the Economic Daily News, market sources suggest that TSMC is considering raising prices for 4nm chip production...

2025-04-17

[News] China’s New Chip-Origin Rules Put Foundries and IDMs on Edge: Key Updates from 35 U.S. Fabs

Ahead of any official chip duties announced by Washington, the China Semiconductor Industry Association advised last Friday that the origin of integrated circuits should be determined by where the wafer is fabricated, whether packaged or not. Under these rules, according to ijiwei, chips fabricated ...

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