Despite concerns that TSMC’s growing investments in the U.S. might affect its operations in Taiwan, a report from MoneyDJ, citing industry sources, suggests otherwise. Instead of slowing down, TSMC is accelerating the expansion of its advanced packaging capacity within Taiwan. The report highlight...

As TSMC preps for 2nm mass production in the second half of 2025, it is also accelerating advanced packaging expansion to meet strong demand, with a shifting focus beyond CoWoS. According to Commercial Times, NVIDIA’s next-gen Rubin GPU will join AMD and Apple in adopting TSMC’s SoIC (System on ...

Amid speculation about TSMC shifting its most advanced nodes to the U.S., the foundry giant is doubling down on Taiwan. According to Commercial Times, TSMC’s Baoshan plant in Hsinchu, a key 2nm hub, will begin accepting pre-orders for the second half of 2025 starting April 1. In addition, its Kaoh...

At GTC 2025, NVIDIA unveiled Spectrum-X and Quantum-X silicon photonics switches, scaling AI factories to millions of GPUs while cutting energy and costs. Taiwan’s supply chain plays a key role, with TSMC’s COUPE (Compact Universal Photonic Engine) integrating 65nm electronic and photonic ICs in...

In December 2024, industry sources indicated that TSMC's 2nm trial production yield had exceeded 60%, sparking speculation about its first adopters. However, according to Wccftech, Apple—a major TSMC customer known for consistently seeking a competitive edge through advanced manufacturing processe...