Subject


TSMC


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...

2025-04-10

[News] Tariffs on Chip Gear Could Spike U.S. Fab Costs: TSMC Reportedly to Spend $6B or More

Trump may have hit the brakes on tariffs for 90 days, but concerns still linger. If they go into effect later, chipmakers like Intel and TSMC could face 20% higher costs for ASML gear if they plan to use it in U.S. fabs, according to BITS & CHIPS. The BITS & CHIPS report highlights that w...

2025-04-10

[News] Preview of Key Topics ahead of TSMC’s Earnings Call: Intel JV, CoWoS Concerns, Tariff Threats and More

With TSMC's earnings call coming up on April 17, all eyes are on the foundry giant as it is expected to address key issues in the chip industry amid Trump's tariff threats and its own take on upcoming challenges. Here's a quick preview of what to watch for at the event. Industry Vibes: Intel JV a...

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