Subject


TSMC


2025-02-17

[News] TSMC, Broadcom Reportedly Explore Breaking Up Intel: Key Scenarios and Impacts in a Nutshell

With Trump pushing tariffs to boost U.S. chipmaking, rumors swirl about a TSMC-Intel deal. Now, Wall Street Journal and Reuters report that while TSMC eyes Intel’s foundry unit, Broadcom may join in, targeting Intel’s chip design and marketing business. Broadcom has had informal talks on pricing...

2025-02-13

[News] Shocking Yet Feasible: U.S. Reportedly Pushes TSMC-Intel Joint Venture to Boost Domestic Chipmaking

TSMC hasn’t announced any U.S. expansion plans at the board meeting yesterday, but rumors are swirling on Wall Street. Reports from the Wall Street Journal and ijiwei suggest the U.S. is pushing the foundry giant and Intel to form a joint venture to co-own and develop multiple chip foundries. C...

2025-02-12

[News] TSMC Board Approves USD 17 billion Investment to Boost Capacity, No Update on U.S. Expansion Plans

With the world watching, TSMC has unveiled its board meeting decisions. According to its press release, the chip giant has greenlit a massive US$17 billion investment to boost production capacity. Reports hinted that TSMC might unveil plans for a third Arizona fab, a potential fourth fab, or its ...

2025-02-12

[News] TSMC Fast-Tracking 3nm Progress in U.S., Equipment Installation Reportedly Starting Mid-2026

Ahead of TSMC's upcoming board meeting in the U.S., there are speculations that the company may speed up or expand investments due to potential tariffs on Taiwanese semiconductors. Industry sources cited by MoneyDJ suggest that TSMC's second Arizona fab, featuring 3nm, will likely progress ahead of ...

2025-02-11

[News] OpenAI Reportedly to Finalize In-House AI Chip Design Soon, Set for TSMC’s 3nm Production

OpenAI, the maker of ChatGPT, is set to finalize its first in-house AI chip design in the coming months, taking a key step toward reducing its reliance on NVIDIA. According to Reuters, the company is expected to send the chips to TSMC for fabrication soon as it aims for mass production in 2026. N...

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