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While TSMC is set to expand its U.S. investment to a staggering $165 billion, price hikes for its advanced nodes seem to be inevitable, with adjustments reflecting the high cost of U.S. fabs, as per Commercial Times. With Trump ruling out the possibility for subsidies, analysts expect at least a 15%...
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At the White House, President Donald Trump and TSMC CEO C.C. Wei announced the foundry giant's plan to invest at least another $100 billion in the U.S. While some worry this could divert funds from other projects, TSMC told Central News Agency that its Japan and Taiwan plans remain on track, with...
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TSMC unveiled the largest foreign investment in U.S. history, adding $100 billion for three new fabs, two advanced packaging plants, and a major R&D center. However, the deal raises key concerns. Here are six big questions from Taiwan’s Economic Daily News, along with an analysis of each. H...
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Amid rumors of acquiring Intel’s fabs, TSMC is ramping up U.S. investment to counter rising chip tariffs. According to Reuters and TSMC’s press release, the company will invest an additional $100 billion to build five more semiconductor plants in the coming years. CEO C.C. Wei announced the p...
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Despite NVIDIA's strong Q4 earnings and upbeat Q1 outlook, supply chain sources suggest renewed concerns over potential CoWoS order cuts, with reports indicating a reduction in advanced packaging orders at foundries. According to Commercial Times, as NVIDIA’s Hopper GPU approaches the end of it...