Subject


TSMC


2025-04-15

[News] NVIDIA Plans $500 billion AI Investment in U.S., with Taiwan’s TSMC and Foxconn Leading the Charge

Shortly after Trump signaled new tariffs on chips coming over this week, NVIDIA announces plans to pour up to $500 billion into U.S. AI server production over the next four years. Notably, Taiwanese tech giants like TSMC and Foxconn are set to play key roles in driving this massive initiative, accor...

2025-04-14

[News] China’s New Chip Origin Rules Could Benefit Qualcomm, AMD, while Intel and TI May Feel the Heat

With China Semiconductor Industry Association now saying chip origin should be based on where wafers are made, another major shakeup on semiconductors may be coming. Reuters and Tom’s Hardware report that U.S. chipmakers like Qualcomm and AMD, which outsource production to TSMC, could dodge China...

2025-04-14

[News] TSMC’s Kumamoto Fab 2 Reportedly Delayed Again Amid Weak Auto Demand and Strategic U.S. Shift

As TSMC ramps up its investments in the U.S., progress at its Taiwan facilities is also steadily advancing. However, according to Economic Daily News, citing NHK, the company’s second fab in Kumamoto, Japan, has reportedly faced another delay. TSMC had originally scheduled the groundbreaking fo...

2025-04-14

[News] Trump’s New Chip Tariff: Three Scenarios Reportedly Loom, with “Big Reservoir Model” Hit Hardest

Last Friday’s tariff break on electronics like smartphones and laptops is just a breather, as media reports say they could soon face individual tariffs alongside semiconductors. While Trump is expected to reveal more details on chip tariffs Monday, this has sparked alarm in the chip industry, with...

2025-04-11

[News] Global Wafer Foundry Market Pattern Could be Reshaped

Amidst a complex international landscape and a sharply polarized end-market demand, the global foundry industry is entering a period of reorganization, marked by frequent personnel changes and merger rumors. Meanwhile, the development of advanced process technologies has picked up steam, while the m...

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