Subject


TSMC


2026-03-24

[News] Broadcom Reportedly Flags TSMC Capacity as 2026 Bottleneck, With Lasers and PCBs Also in the Squeeze

Please note that this article cites information from Reuters and The Motley Fool. While NVIDIA—reportedly TSMC’s largest customer—has repeatedly signaled it is pushing for additional wafer allocation amid tight supply, it is far from alone in feeling the strain. According to Reuters, citing ...

2026-03-24

[News] TSMC Reportedly Eyes 2H27 3nm Mass Production at Arizona Fab 2; Four U.S. Fabs Said to Be Fully Booked

Please note that this article cites information from Commercial Times and Economic Daily News. TSMC is accelerating its capacity expansion both at home and abroad, with construction timelines reportedly being compressed across the board. According to Commercial Times, sources say progress at the c...

2026-03-24

[News] Tesla Reportedly Ramps TeraFab Hiring in Taiwan; TSMC Talent Seen as Primary Target

Please note that this article cites information from Economic Daily News, Tesla on LinkedIn, and UDN News. Elon Musk’s TeraFab chip plant, reportedly a $20 billion to $25 billion push into 2nm chips, is ramping talent recruitment, drawing attention as the industry watches its potential impact on...

2026-03-23

[News] Under Qatar’s Shadow: Helium Crunch Hits South Korea Harder, Putting Samsung, SK hynix, TSMC in Spotlight

Please note that this article cites information from CNBC, Liberty Times, TechNews, Maeil Business, Hankyung and Solution News. The Middle East war, widely known for driving oil prices up, is also threatening the semiconductor industry by hitting a critical yet little-known resource: helium. As r...

2026-03-23

[News] Musk’s Terafab Vision Raises Questions Over TSMC Impact; Advanced Packaging May be Best Entry Point

Please note that this article cites information from Commercial Times, Tom’s Hardware, and Economic Daily News. Tesla CEO Elon Musk has unveiled the Terafab mega-fab vision, aiming to integrate logic, memory, and advanced packaging, raising questions about potential pressure on foundry leader T...

  • Page 4
  • 178 page(s)
  • 890 result(s)

Get in touch with us