Subject


TSMC


2025-10-16

[News] TSMC Confirms N2P for 2H26, Joins A16 to Cement 2nm-Class as Major, Long-Lived Node

As TSMC races toward 2nm mass production by year-end, the foundry is rolling out fresh updates on its N2 and A16 nodes. Chairman C.C. Wei, cited by TechNews, said that while N2 remains on track, TSMC is also preparing N2P — an upgraded extension of the N2 family that promises higher performance an...

2025-10-16

[News] Tokyo Electron Builds Major Kumamoto R&D Hub Near TSMC to Advance 1nm Chip Equipment

According to Nikkei, Japan’s leading chipmaking equipment maker Tokyo Electron opened a large research and development center on Wednesday. The new facility aims to strengthen collaboration with TSMC and other partners in advancing next-generation 1nm semiconductor technologies. As the report n...

2025-10-16

[News] TSMC Posts Record Q3 Profit, EPS NT$17.44 Amid AI Surge, Tariff Concerns

TSMC today announced consolidated revenue of NT$989.92 billion, net income of NT$452.30 billion, and diluted earnings per share of NT$17.44 (US$2.92 per ADR unit) for the third quarter ended September 30, 2025. As Reuters reported, TSMC’s Q3 profit hit a record high on soaring demand for AI inf...

2025-10-14

[News] 2nm Race Drives 300mm Fab Spending to $107B in 2025; SEMI Forecasts $374B Through 2028

With semiconductor giants gearing up for 2nm-class mass production, SEMI, announced in its press release that worldwide spending on 300mm wafer fab equipment is set to exceed $100 billion for the first time in 2025, rising 7% to $107 billion. Meanwhile, investment in 300mm wafer fab equipment is pro...

2025-10-13

[News] China’s Toughest Rare-Earth Rules Hit Global Chip Supply: TSMC, ASML, Samsung on Alert

Right before TSMC’s earnings call this week, the U.S.-China chip war flared up again. On October 9, Beijing tightened rare-earth export rules, requiring case-by-case reviews for semiconductors and AI. According to China’s Ministry of Commerce, the rules cover 14nm-and-below logic chips, 256-laye...

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