Subject


TSMC


Huawei
2025-03-10

[News] Huawei Reportedly Acquired Over 2 Million AI Chip Dies Manufactured by TSMC Through Shell Companies

According to a report from Central News Agency, the latest report from the Washington-based think tank, the Center for Strategic and International Studies (CSIS), indicates that Huawei has reportedly used shell companies to acquire over 2 million AI chip dies manufactured by TSMC and has stockpiled ...

2025-03-07

[News] Intel Reportedly Has 30% Wafers Outsourced, Hails TSMC as a Great Supplier

While Intel pushes ahead with its 18A and advanced node roadmaps, the company’s ambition to boost its foundry business appears evident. However, according to Tom’s Hardware and information provided by Seeking Alpha, as the company initially aimed to eliminate its reliance on TSMC a year ago, it ...

2025-03-06

[News] TSMC Chairman C.C. Wei: U.S. Capacity Fully Booked Through 2026, Sparking $100B Investment

After announcing a $100 billion investment in the U.S., TSMC Chairman C.C. Wei held a press conference earlier today at Taiwan’s presidential office to explain the company’s decision behind the multi-billion-dollar commitment He revealed that TSMC's U.S. capacity is fully booked through 2025 ...

2025-03-06

[News] Trump Pushes to Scrap CHIPS Act, Jeopardizing TSMC Subsidies and Intel’s Ohio Plans

Shortly after TSMC announced an additional $100 billion investment on American soil, President Donald Trump urged lawmakers to repeal the CHIPS and Science Act, which casts a cloud over TSMC’s pending subsidies, according to Commercial Times and the Economic Daily News. Meanwhile, concerns have...

2025-03-06

[News] Micron Strengthens Board with Former TSMC Chairman Mark Liu, Hinting at Deeper HBM Collaboration

On March 5, Micron Technology announced the appointment of former TSMC Chairman Mark Liu to its Board of Directors. TrendForce suggests that Micron's addition of Mark Liu to its board of directors indicates a deeper collaboration between Micron and TSMC—particularly in custom HBM logic die desi...

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