Subject


TSMC


2025-07-29

[News] NVIDIA Reportedly Adds 300K H20 Orders on China Demand Surge — TSMC, Memory Makers in Focus

With U.S. approval to restart H20 sales in China, buzz around NVIDIA’s inventory is ramping up. Fueled by strong demand from Chinese buyers, the AI chip giant reportedly placed a 300,000-chip order with TSMC last week, Reuters reports. According to sources cited by the report, the new TSMC orde...

2025-07-29

[News] TSMC’s Senior Executive Wei-Jen Lo Retires After 21 Years, Marking Leadership Transition

According to Economic Daily News, TSMC’s former Senior Vice President of Corporate Strategy Development, Wei-Jen Lo, retired on the 27th, becoming the fourth senior executive to step down in recent months. As more top executives reach retirement age, TSMC is actively advancing its internal leaders...

2025-07-29

[News] Samsung to Produce Tesla’s AI6 Chips, Escalating 2nm Race with TSMC

Per a report by Central News Agency, Samsung Electronics recently announced a 22.8 trillion won (approximately USD 16.5 billion) chip foundry deal with a global company. Tesla CEO Elon Musk later confirmed that Samsung will produce Tesla’s next-generation Full Self-Driving (FSD) AI6 chips at its T...

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...

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