Subject


TSMC


2025-07-28

[News] TSMC’s Arizona Fab Reportedly Meets Only 7% of U.S. Chip Demand for Now Despite Expansion Push

TSMC is accelerating its U.S. push, with its third Arizona fab (F21 P3) reportedly breaking ground in Q2. Still, the foundry giant is playing catch-up—Treasury Secretary Scott Bessent revealed TSMC’s Arizona site currently meets just 7% of U.S. chip demand, according to Wccftech via The The All-...

2025-07-25

[News] TSMC Reportedly Delays Kumamoto 2nd Fab Launch to 2029 Amid U.S. Expansion Push

TSMC’s U.S. expansion has been accelerating, but its plans in Japan are reportedly facing renewed delays. According to MoneyDJ, citing Nikkan Kogyo Shimbun, the launch of TSMC’s second fab in Kumamoto could be postponed by up to a year and a half, with operations now expected to begin in the fir...

2025-07-25

[News] Trump’s Action Plan Drives U.S. AI Effort, with TSMC Arizona Reportedly at Forefront

As noted by The Wall Street Journal, the Trump administration unveiled  "America's AI Action Plan" yesterday, outlining measures to help tech companies accelerate the construction of data centers for training AI models and securing sufficient power. Meanwhile, according to Commercial Times, sources...

2025-07-24

[News] AMD CEO Says TSMC Arizona Chips Cost Up to 20% More Than Taiwan’s but Are Worth It

At an AI event in Washington on Wednesday, AMD CEO Lisa Su stated that chips produced at TSMC’s Arizona plant cost “more than 5% but less than 20%” more than those made in Taiwan, according to Bloomberg. She also noted that AMD expects to receive its first batch of chips from the Arizona facil...

2025-07-22

[News] TSMC’s Q2 AI Revenue Reportedly Exceeds USD 10B, with Share Expected to Reach Nearly 50%

According to a report from Economic Daily News, TSMC recently announced that its Q2 revenue reached USD 30.07 billion, setting a new record high. Notably, the report highlights that, as indicated by institutional investors, AI-related business accounted for more than one-third of the quarterly total...

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