Foundry competition heats up as Japan’s Rapidus says 2nm chip tech on track for 2027 That's just... checks notes... two years behind everyone else Systems18 Jul 2025 | 3
TSMC aims to make 30% of high-end chips in US with Arizona fab build out Shovels in the dirt at Fab 3 as Fab 2’s 3nm ramp charges in several quarters early On-Prem17 Jul 2025 | 20
Taiwan thumbs its nose at Beijing by blocking chip exports to SMIC and Huawei A symbolic political move Channel17 Jun 2025 | 7
TSMC strengthens Japan ties with joint R&D lab in Tokyo University collab underscores pivot to Asia amid unpredictable US policy Systems12 Jun 2025 | 1
Trump official warns they're putting the squeeze on CHIPS Act winners Commerce secretary wants bigger bang for taxpayers' buck Systems05 Jun 2025 | 16
Nvidia sets up shop in Taiwan with AI supers and a factory full of ambition Computex Researchers and TSMC to benefit from expanded infrastructure AI Infrastructure Month19 May 2025 | 4
Intel tweaks its 18A process with variants tailored to mass-market chips, big AI brains Direct Connect If Lip Bu Tan can't sell you his LLM accelerator, he's more than willing to build yours On-Prem30 Apr 2025 | 1
TSMC prepping for tariff turmoil, denies joint venture talks with Intel Chip contract manufacturer not immune to 'uncertainties and risks' caused by Trump's import taxes Systems17 Apr 2025 |
Nvidia joins made-in-America party, hopes to flog $500B in homegrown AI supers by 2029 Blackwell production already underway in Arizona with server manufacturing coming to Texas within 15 months AI + ML15 Apr 2025 | 11
TSMC blew whistle on suspected verboten exports to Huawei – that may cost it $1B+ What did we learn today, hm? On-Prem08 Apr 2025 | 28
Trump yanks CHIPS Act cash unless tech giants pony up more of their own dough Commerce chief threatens to pull grants so firms double down on US spending Systems01 Apr 2025 | 91
TSMC's US builds won't make America great at chips again, says ex-Intel boss Gelsinger Argues making stuff using foreign-designed tech isn't leadership, as x86 giant shakes up board On-Prem28 Mar 2025 | 21
TSMC promises $100B US expansion that Trump hails without clarifying chip tariff threat Three more fabs on the way which will come online just in time for — checks calendar — Donald to leave office On-Prem04 Mar 2025 | 25
US stocks slip as Trump pulls trigger on Canada, Mexico, China tariffs Updated With friends like these... Public Sector03 Mar 2025 | 110
Wanna save Intel? Fire the board, bring back Pat, ex-CEO Craig Barrett says Comment Shareholders urged to press CTRL-Z on loyal Gelsinger's 'retirement' On-Prem03 Mar 2025 | 14
Apple promises to spend $500B, hire 20K over 4 years to swerve Trump import tariffs Sorry, that should read: Boost US manufacturing and R&D, believe in the American people, etc etc On-Prem24 Feb 2025 | 28
Talk of Broadcom and TSMC grabbing pieces of Intel lights fire under investors Chipzilla's design and manufacturing limbs said to be on the table Systems20 Feb 2025 | 12
January earthquake shook $165M off TSMC’s revenue forecast Promises production schedule will get back on track On-Prem11 Feb 2025 | 1
Trump eyes up to 100% tariffs on foreign semiconductors, TSMC in crosshairs No wonder OpenAI needs $500B for Stargate Systems28 Jan 2025 | 271
TSMC pauses production after strong earthquake hits Taiwan Geopolitical rumblings one day, geological rumblings the next Off-Prem21 Jan 2025 | 9
TSMC plans to have 1.6nm chips in 'volume production' by 2026 You've got to spend money – like $36 billion+ – to make, er, AI chips Systems16 Jan 2025 | 3
US adds Chinese RISC-V player that TSMC suspected of helping build Huawei GPUs to risky company register Sophgo scores a place on Entity List, Indian nuclear boffins taken off Legal16 Jan 2025 | 4
TSMC revenue booms and you don’t need AI to figure out why Asia In Brief PLUS: China plans unified APIs; Singapore lets Police run scam victims’ bank accounts; Fujitsu now too cool for aircon Systems12 Jan 2025 | 6
Taiwan reportedly claims China-linked ship damaged one of its submarine cables More evidence of Beijing’s liking for gray zone warfare, or a murky claim with odd African entanglements? Security06 Jan 2025 | 13
TSMC bets big on 2nm by 2025 – but can it deliver? analysis Ambition meets reality as geopolitical, technical, and logistical challenges loom Systems29 Nov 2024 | 14
TSMC confirms 'unexploded ordnance' removed from wafer fab construction site Probably a relic of a Japanese WWII naval site Off-Prem14 Nov 2024 | 6
TSMC's US operations threatened with employee discrimination class action Updated Allegedly it's hard to get ahead at the chipmaker unless you speak Mandarin CxO13 Nov 2024 | 7
TSMC halts advanced chip shipments to Chinese AI companies Move to suspend 7 nm and smaller processes follows US pressure Systems08 Nov 2024 | 4
TSMC prioritizing high-NA EUV scanners for R&D May not see full use until 2030 – even if it arrives this year Systems07 Nov 2024 |
CHIPS Act funding in question as House Speaker waffles on plan to repeal bill UPDATED Breaking with Trump, Mike Johnson now suggests streamlining regulation out of funding bill Systems04 Nov 2024 | 20
OpenAI reportedly asks Broadcom for help with custom inferencing silicon Fabbed by TSMC, needed for … it's a secret AI + ML30 Oct 2024 | 7
TSMC reportedly cuts off RISC-V chip designer linked to Huawei accelerators You know what they say, where there's a will there's a Huawei Systems28 Oct 2024 | 4
TSMC blows whistle on potential sanctions-busting shenanigans from Huawei Chip giant tells Uncle Sam someone could be making orders on the sly Systems22 Oct 2024 | 11
AI's energy appetite has Taiwan reconsidering the nuclear option Premier indicates possible shift in post-Fukushima policy Science22 Oct 2024 | 17
Tesla, Intel, deny they're the foreign company China just accused of making maps that threaten national security As TSMC defends itself against report it may have helped Huawei Security21 Oct 2024 | 13
TSMC revenue up 36% as world+dog demands AI and smartphone chips Biggest semi contract manufacturer – and Nvidia supplier – building out capacity in US and Europe Systems17 Oct 2024 | 3
TSMC and Amkor link up to bring advanced packaging stateside Arizona looks like the place to be for US semiconductor manufacturing Systems04 Oct 2024 | 7
TSMC preps facilities as Taiwan braces for powerful Super Typhoon Krathon Plants in Tainan and Kaohsiung face heavy rainfall Systems01 Oct 2024 | 3
US may exempt latest chip fabs from eco red-tape, but power is still a trip Comment AC/DC: America's grid might need to brace itself Systems25 Sep 2024 | 36
TSMC, Samsung reportedly eye UAE's silicon fields for fab expansion There’s no shortage of sand, but chip plants are thirsty for something even more precious: Water Systems23 Sep 2024 | 6
Pat Gelsinger's grand plan to reinvent Intel is in jeopardy Comment Foundry faces a reckoning CxO06 Sep 2024 | 66
OpenAI allegedly wants TSMC 1.6nm for in-house AI chip debut Another job for Broadcom, then AI + ML04 Sep 2024 | 5
TSMC confirms it'll dig into Dresden for chip giant's first fab on Euro soil Partnership with NXP, Infineon, and Bosch finally gets under way Systems30 Jul 2024 | 3
TSMC boss predicts AI chip shortage through 2025, says Trump comments don't change his strategy Overseas expansion to continue, insists C.C. Wei Systems18 Jul 2024 | 2
AI demand pushes TSMC revenue for 2024 up 28% so far Taiwan's silicon supremo comfortably sails past analyst forecasts Systems10 Jul 2024 |
TSMC chip plant construction halted by discovery of archaeological ruins Ancient ruined architecture? What's Intel's Itanium doing in Taiwan? Systems18 Jun 2024 | 5
TSMC mulled moving chip fabs from Taiwan over China threat CEO says it even spoke to customers about the switch but decided it was not feasible Systems04 Jun 2024 | 9
Even TSMC can't cook chips fast enough to sate AI's hunger Semiconductor foundry industry thanks its lucky stars amid slow general recovery Systems22 May 2024 |
ASML could brick Taiwan's chipmaking machines in case of uninvited guests If I can't have you, then no one will! Systems21 May 2024 | 36
China's top rideshare boss vacates her role ASIA IN BRIEF PLUS: Grab's fintech profits surges; TSMC exec gets ASML sticker shock; US and China talk about AI, and more. Software20 May 2024 | 2
Hypothetical TSMC invasion 'absolutely devastating' says Raimondo No it's not happened, but officials want readiness in the South China Sea Systems09 May 2024 | 45
TSMC fully booked on advanced packaging until 2025 TrendForce warns of 'potential crowding out effects on HBM' Systems07 May 2024 | 2
TSMC says first 1.6nm chips coming in 2026 Watch out Intel ... Angstrom-class A16 with Super Rail backside power tech incoming Systems25 Apr 2024 | 8
Rapidus US chief says AI chip crunch, supply chain paranoia make for an ideal growth climate Interview Japanese foundry upstart aims to bolster domestic production while catering to growing demand for custom accelerators Systems24 Apr 2024 | 2
TSMC expects customers to pay more for chips fabbed overseas It'll be pricier, but there are geopolitical benefits, says CEO Systems18 Apr 2024 | 9
TSMC sees semiconductor bounce as Q1 revenues rise 16.5% Early figures post a $18.44B haul for industry bellwether Personal Tech10 Apr 2024 | 1
TSMC scores $11.6B funding infusion for Arizona fabs, now plans for third plant Nevermind the fact that the first two plants are facing delays and costs are rising – build, build build! Systems08 Apr 2024 | 7
Taiwan quake to hit chipmakers' capex, not chip supply Some equipment suffered minor damage, but the silicon show must go on Off-Prem05 Apr 2024 | 1
TSMC shrugs off impact of Taiwan earthquake Nonetheless DRAM prices may yet feel slight aftershocks Off-Prem04 Apr 2024 | 3
TSMC boss says one-trillion transistor GPU is possible by early 2030s Timing predictions aside, multi-chip designs with 3D stacking will be the path forward Systems01 Apr 2024 | 15
TSMC's 3nm node powers up, setting stage for tech giants' next-gen chips AMD, Apple, Intel throw weight – and cash – behind process technology Systems27 Mar 2024 | 3
Suppliers to Intel and TSMC's Arizona fabs now face build delays Updated You know where plants are much cheaper to construct? Asia Systems19 Mar 2024 | 7