TSMC

ARPU
The Friendly Fire Trade War
TSMC Enforces a Non-CompeteThe basic premise of United States industrial policy right now is that semiconductor manufacturing is a matter of national security. The government has poured billions into subsidies—and, under recent administration moves, even taken an equity stake—to ensure that Intel can build leading-edge
Bloomberg
TSMC and Intel Clash Over Trade Secrets Allegations
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Debby Wu recounts a kerfuffle that’s emerged around the move of a former TSMC executive to Intel.
TSMC and Intel Clash Over Trade Secrets Allegations
Bloomberg
Taiwan Charges Tokyo Electron in TSMC Secrets Theft Case
Taiwanese prosecutors charged Tokyo Electron Ltd. for failing to prevent staff from allegedly stealing Taiwan Semiconductor Manufacturing Co. trade secrets, escalating a dispute involving two Asian linchpins of a chip industry increasingly vital to national and economic security.
Taiwan Charges Tokyo Electron in TSMC Secrets Theft Case
NPR
As political winds shift, top chipmaker TSMC looks beyond Taiwan
The lifeblood of Silicon Valley — advanced microchips — pumps from a science park on Taiwan's west coast, mostly from TSMC, the world's biggest chipmaker. But now the company is looking abroad for places to grow.
CNBC
TSMC stock falls as it sues former exec alleging he took trade secrets to Intel
TSMC on Tuesday filed a lawsuit against Wei-Jen Lo, a former senior vice president at the Taiwanese semiconductor firm who recently joined Intel.
Bloomberg
TSMC Sues Ex-Executive Who Joined Intel Over Trade Secrets
Taiwan Semiconductor Manufacturing Co. sued a former executive who left to work for Intel Corp., saying there is a high likelihood that he leaked trade secrets from the world’s most advanced chipmaker to his new employer.
TSMC Sues Ex-Executive Who Joined Intel Over Trade Secrets
Bloomberg
TSMC Sues Ex-Executive Over Move to Join Intel
Taiwan Semiconductor Manufacturing Co. sued a former executive who left to work for Intel Corp., saying there is a high likelihood that he leaked trade secrets from the world’s most advanced chipmaker to his new employer.
TSMC Sues Ex-Executive Over Move to Join Intel
SCMP
Semiconductor giant TSMC posts slowest growth in 18 months amid AI bubble debate
Taiwan Semiconductor Manufacturing Co (TSMC) posted its slowest monthly revenue growth in more than a year, lending credence to concerns that the artificial intelligence stock rally is not justified by the industry’s business prospects. TSMC, the main contract manufacturer to AI chip leader Nvidia, posted a 16.9 per cent rise in sales for October, the slowest pace since February 2024. Still, that tracks with the average analyst estimate for a 16 per cent sales increase in the current quarter....
Bloomberg.com
TSMC's Slowing Monthly Sales Fuel AI Sustainability Debate - Bloomberg.com
Taiwan Semiconductor Manufacturing Co. reported slowing growth in monthly revenue, highlighting uncertainty over the sustainability of the AI boom...
Bloomberg
TSMC Posts Slowest Growth in 18 Months Amid AI Bubble Debate
Taiwan Semiconductor Manufacturing Co. reported slowing growth in monthly revenue as investors debate the sustainability of an AI boom that has propelled the stocks of customers like Nvidia Corp. this year.
TSMC Posts Slowest Growth in 18 Months Amid AI Bubble Debate
Bloomberg.com
Nvidia CEO Asks TSMC for More Wafers to Meet Strong AI Demand - Bloomberg
Nvidia's three AI memory chip suppliers — SK Hynix Inc., Samsung Electronics Co. ... Nvidia CEO Jensen Huang News Conference. Why Is Nvidia the King of...
Bloomberg
Chip Startup Substrate Draws Skepticism in Quest to Take On TSMC
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Ed Ludlow and Ian King report on the skepticism that has greeted startup Substrate’s announcement that it will produce new chipmaking equipment — and new chips — that can shake up the entire industry.
Chip Startup Substrate Draws Skepticism in Quest to Take On TSMC
Data Center Dynamics
First US-made Nvidia Blackwell wafer manufactured at TSMC's Arizona fab - DCD
In a statement announcing the news, Nvidia said the production of the wafer signals that Blackwell has reached volume production. Nvidia TSMC.
Tech in Asia
TSMC seeks approval to build new chip plant in Taiwan - Tech in Asia
... news here. Just now. ·. News. TSMC seeks approval to build new chip plant in Taiwan. TSMC has applied for approval to build a new semiconductor plant...