TSMC profits surge amid relentless AI demand
World’s leading contract chipmaker beats estimates in third quarter
Financial Times - Technology1 min read
TSMC
14 stories
Jensen Huang couldn't get TSMC to return his calls. Then its founder called.
Before Nvidia became an AI powerhouse, Jensen Huang was a startup founder struggling to get a Taiwanese chipmaker to return his calls.
Business Insider - AI2 min read
Applied Materials unveils AI chip hub with TSMC, Intel
The facility is intended to bring chipmakers, equipment suppliers, and university researchers together to develop chipmaking technologies for AI.
Tech in Asia1 min read
TSMC, Intel supplier Qnity bets on local production to win business
TAIPEI --The CEO of Qnity, a leading supplier of semiconductor chemicals and materials, says a "local-for-local" strategy, including sourcing more tha
Nikkei Asia Tech1 min read
Microsoft makes ‘biggest bet yet’ on its own silicon, unveils new AI chip to reduce reliance on Nvidia
Microsoft says its homegrown Maia chips will handle most of the AI work behind Copilot and its other products, with the new Maia 300 rolling out in 2027. The company says the new chip does more AI work with the same amount of electricity than the GPU-based systems that power most AI today. Read More
GeekWire3 min read
GlobalFoundries to produce silicon interposers for TSMC's CoWoS in the US — Five-year agreement valued at $2 billion
GlobalFoundries becomes a part of TSMC's CoWoS supply chain in the U.S.: set to participate in production of leading-edge AI and HPC accelerators without investing in leading-edge process technologies.
Tom's Hardware AI5 min read
TSMC taps GlobalFoundries to bolster US silicon interposer production in $2B deal
Advanced packaging tech is essential to the domestic production of high-performance semiconductors used in AI datacenters
The Register5 min read
TSMC Q3 sales hit record, beating forecasts
TSMC, which supplies Nvidia and Apple, had forecast quarterly revenue of US$44.6 billion to US$45.8 billion.
Tech in Asia1 min readElon Musk Rules Out Potential TSMC Role in Terafab Operations
Elon Musk said his business empire will build and operate Terafab independently, quashing speculation about industry leader Taiwan Semiconductor Manufacturing Co. swooping in to run his ambitious chipmaking venture.
Bloomberg Technology1 min read
TSMC and other Taiwan players boost AI spending in US, Southeast Asia
TOKYO -- Taiwanese companies have stepped up overseas investment as they rush to build out supply chains that can handle surging demand for artificial
Nikkei Asia Tech1 min read
Elon Musk confirms discussions with TSMC about Terafab chipmaking collaboration
Elon Musk and TSMC reportedly discuss multiple collaboration opportunities within the Terafab project.
Tom's Hardware AI3 min read
TSMC eyes a multibillion-dollar Texas campus for more AI chips
TSMC is weighing a new Texas campus of multiple fabs, each costing at least $20B, contingent on Congress extending a 35% manufacturing tax credit. Its only European plant, the Dresden joint venture, totals above EUR 10B and will run 28nm to 12nm nodes rather than anything used for AI.
The Next Web AI2 min read
Siemens, TSMC expand work on AI-powered chip design
Siemens already participates in TSMC’s Open Innovation Platform ecosystem.
Tech in Asia1 min read
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
Compute is the lifeblood of AI. He who controls the spice controls the universe the compute will control the production of tokens and reap the benefits of AI. Without compute you do not have a seat at the table.
SemiAnalysis24 min read
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