Subject


TSMC


2025-05-09

[News] TSMC’s April Sales Hit Record on Tariff Rush, but Currency Gains Cloud Outlook

TSMC announced today (May 9) that its consolidated revenue for April 2025 reached approximately NTD 349.57 billion (about USD 11.6 billion), up 22.2% from March 2025 and 48.1% higher than April 2024. Its April revenue surpassed the previous record high of NTD 314.24 billion set in October 2024, m...

2025-05-08

[News] Why Are Chip Giants Going Silent? Marvell, Samsung & Freeze Forecasts Amid Tariff Turmoil

As the deadline for public comments on the U.S. Section 232 semiconductor probe approaches, anxiety is mounting across the chip industry. The looming tariff decisions have cast a shadow over peak earnings season, with tech giants hesitant to issue clear forecasts amid rising geopolitical and trade t...

2025-05-07

[News] Foundry Margins Under Pressure as Taiwan Dollar Climbs: Impact on TSMC, UMC, Vanguard

The sharp appreciation of the New Taiwan dollar (NTD) is raising concerns about its negative impact on Taiwan’s semiconductor industry, particularly foundries like TSMC, UMC, and Vanguard. As noted by Commercial Times, institutional analysis and industry data indicate that every 1% gain in the NTD...

2025-05-06

[News] TSMC Reportedly Asks Suppliers for Revised Quotes, Aiming for 30% Cost Cut Amid TWD Surge

The recent sharp appreciation of the New Taiwan Dollar (TWD) has sparked concerns across Taiwan’s export-driven semiconductor and electronics sectors, with investors closely watching whether TSMC’s margins and revenues will be squeezed by foreign exchange losses. According to a TechNews report c...

2025-05-06

[News] AMD Reportedly Drops Samsung Foundry in Favor of TSMC’s 4nm Production in Arizona

Samsung Foundry’s challenges continue to grow, with AMD reportedly shifting its 4nm chip orders to TSMC’s U.S. facilities, according to Wccftech. The appeal of TSMC’s American operations might be a key factor behind AMD’s decision, as the report notes. AMD had reportedly been working clos...

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