Subject


TSMC


2025-07-25

[News] Trump’s Action Plan Drives U.S. AI Effort, with TSMC Arizona Reportedly at Forefront

As noted by The Wall Street Journal, the Trump administration unveiled  "America's AI Action Plan" yesterday, outlining measures to help tech companies accelerate the construction of data centers for training AI models and securing sufficient power. Meanwhile, according to Commercial Times, sources...

2025-07-24

[News] AMD CEO Says TSMC Arizona Chips Cost Up to 20% More Than Taiwan’s but Are Worth It

At an AI event in Washington on Wednesday, AMD CEO Lisa Su stated that chips produced at TSMC’s Arizona plant cost “more than 5% but less than 20%” more than those made in Taiwan, according to Bloomberg. She also noted that AMD expects to receive its first batch of chips from the Arizona facil...

2025-07-22

[News] TSMC’s Q2 AI Revenue Reportedly Exceeds USD 10B, with Share Expected to Reach Nearly 50%

According to a report from Economic Daily News, TSMC recently announced that its Q2 revenue reached USD 30.07 billion, setting a new record high. Notably, the report highlights that, as indicated by institutional investors, AI-related business accounted for more than one-third of the quarterly total...

2025-07-21

[News] TSMC Reportedly Planning Drone Rollout Starting in Arizona, with Suppliers to Be Confirmed in 4Q25

According to Liberty Times, in response to AI development trends and labor shortages, TSMC is reportedly planning to introduce a drone-based system for safety inspections, including fire safety and perimeter patrols around its facilities. After nearly a year of discussions with potential suppliers, ...

2025-07-21

[News] NVIDIA’s H20 Production Faces Challenges? Inventory Reportedly Holds Amid Full TSMC N4 Capacity

With U.S. approval to restart H20 sales in China, buzz around NVIDIA’s inventory is ramping up. Reuters, citing The Information, reports the AI chip giant has told Chinese clients that H20 supplies are running low, while TSMC has already shifted its reserved production lines—making restocking a ...

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