Subject


TSMC


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...

2025-03-06

[Insights] Trump’s Chip Tariffs Shake Up the Game: Dive Into TSMC’s Huge U.S. Investment Plans

On February 13, 2025, U.S. President Donald Trump officially signed the "Reciprocal Tariffs" presidential memorandum, aiming to ensure "fair trade" for the U.S. in international commerce. According to TechNews, the key principle of this policy is that the U.S. will impose reciprocal tariffs on coun...

2025-03-05

[News] TSMC’s $100 Billion U.S. Investment Puts Pressure on Samsung and SK hynix’s Next Move

According to a report from TechNews, citing Chosun Biz, Taiwanese semiconductor giant TSMC’s massive investment plan in the U.S. is intensifying pressure on Samsung Electronics and SK hynix to take similar action, as U.S. President Donald Trump continues to escalate threats of tariffs and other ec...

2025-03-05

[News] TSMC’s U.S. Investment Could Lead to 15% Price Hike, with AMD and NVIDIA Cheering on the Expansion

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%...

2025-03-04

[News] TSMC Denies Scaling Down Japan, Taiwan Expansion After $100B U.S. Investment

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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