Subject


TSMC


2025-10-22

[News] TSMC Reportedly Doubles Lithography Patents From 2016 to 2023, Extending Lead Over Rivals

EUV lithography has become the cornerstone of advanced chip manufacturing, and as the foundry race intensifies at ever-smaller nodes, major players are accelerating the development of related technologies. According to Nikkei XTECH, TSMC has significantly ramped up its patent filings in semiconducto...

2025-10-21

[News] Google’s First Arm-Based CPU Axion Reportedly Built on TSMC 3nm with GUC Design Support

As global cloud providers ramp up in-house AI ASICs, Google is also doubling down. Alongside advancing TPU v7p (Ironwood), the company is betting on Axion—its first Arm-based CPU—reportedly built on TSMC's 3nm node with design support from the foundry's affiliate Global Unichip, according to Com...

2025-10-20

[News] TSMC Reportedly to Break Ground 1.4nm Taichung Fab on Nov. 5; Mass Production Slated in 2H28

Fresh off celebrating the first NVIDIA Blackwell wafer produced in Arizona, TSMC is ramping up its 1.4nm expansion in Taiwan. According to Economic Daily News, the company filed construction plans with the Central Taiwan Science Park Administration on October 17 and plans to break ground on November...

2025-10-16

[News] TSMC Plans Faster Shift to N2 and More Advanced Nodes in Arizona amid Soaring AI Demand

TSMC held its earnings call today, with its overseas expansion — particularly in the U.S. — as a key focus. Chairman and CEO C.C. Wei said the company is accelerating capacity expansion in Arizona and has made tangible progress. Notably, Wei stated that they are preparing to “upgrade their ...

2025-10-16

[News] TSMC Unfazed by NVIDIA GPU Curbs in China, Eyes Mid-40%+ AI Revenue CAGR Through 2029

TSMC held its third-quarter 2025 earnings call today, with one of the key concerns focused on whether restrictions on NVIDIA’s GPU sales to China would affect the company’s outlook. Addressing questions about how China’s AI development and the NVIDIA GPU restrictions might influence TSMC’...

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