TSMC: Latest News and Analysis

Reuters
Exclusive: US plans to blacklist company that ordered TSMC chip found in Huawei processor, source says
The Biden administration plans to blacklist a Chinese company whose TSMC-made chip was illegally incorporated into a Huawei artificial-intelligence processor, according to a person familiar with the ...
Reuters
US finalizes up to $6.75 billion in chips awards for Samsung, Texas Instruments, Amkor
The U.S. Commerce Department said on Friday it was finalizing an award of up to $4.745 billion to South Korea's Samsung Electronics and up to $1.61 billion for Texas Instruments to expand chip ...
Reuters
Exclusive-US plans to blacklist company that ordered TSMC chip found in Huawei processor -- source
The Biden administration plans to blacklist a Chinese company whose TSMC-made chip was illegally incorporated into a Huawei AI processor, according to a person familiar with the matter.Chip designer ...
Nikkei Asia
TSMC chief says robots and AI drones to drive tech innovation
TAIPEI -- Advanced robots and AI-powered drones will be two of the next key drivers for growth and innovation in the tech industry, according to Taiwan Semiconductor Manufacturing Co.'s chairman and ...
CNBC
First look at TSMC's new fab where Apple will make advanced chips in the U.S
On 1,100 acres in the Arizona desert north of Phoenix, a newly completed 3.5-million-square foot building is making history as the most advanced chip fabrication plant on U.S. soil. It's Taiwan ...
TechCrunch
Apple reportedly developing AI server chip with Broadcom
Apple is working with semiconductor company Broadcom on its first server chip designed to handle AI applications, according to The Information, which ...
The Verge
Over $6 billion in CHIPS Act funding finalized for Micron plants in the US
The US Commerce Department announced it has awarded memory chip maker Micron Technology with “up to $6.165 billion in direct funding” derived from the CHIPS Act.
Inc
Intel Should Have Focused on AI, Not Chipmaking, Says TSMC Founder
Morris Chang said at a press conference that its former competitor turned customer appeared to be in search of a new strategy after it forced out CEO Pat Gelsinger.
Bloomberg
TSMC Posts 34% Sales Growth in November on Sustained AI Demand
Taiwan Semiconductor Manufacturing Co.’s sales rose 34% in November, reflecting sustained growth from AI demand despite concerns that datacenter building will slow.
Morningstar
TSMC posts 34% surge in November sales in sign of ongoing AI boom
A selection of 18 analysts polled by FactSet are now expecting TSMC will post revenue NT$ 848.87 billion for the final three months of 2023. TSMC has generated combined revenues worth NT$ 590.3 ...
Nikkei Asia
TSMC's Morris Chang share Intel, Samsung and Apple stories in new book
TAIPEI -- The "godfather" of Taiwan's chip industry shared his thoughts on the challenges facing rivals Intel and Samsung in a wide-ranging discussion at the launch event for his latest memoir, in ...
Reuters
Intel should have focused on AI rather than chipmaking, TSMC founder says
Intel should have focused on artificial intelligence rather than trying to become a contract chipmaker, the founder of Taiwan Semiconductor Manufacturing Co said on Monday, in relation to the recent ...
Reuters
Exclusive: TSMC in talks with Nvidia for AI chip production in Arizona, sources say
Taiwan Semiconductor Manufacturing Co is in discussions with Nvidia Corp to produce its Blackwell artificial intelligence chips at the contract manufacturer's new plant in Arizona, three sources ...
Bloomberg
NXP, TSMC Affiliate Plan to Expand $7.8 Billion Singapore Plant
NXP Semiconductors NV and a Taiwan Semiconductor Manufacturing Co. affiliate are discussing an expansion of their $7.8 billion Singapore venture, recognizing a need to diversify chip production in ...
SCMP
Dutch chipmaker NXP, TSMC affiliate plan to expand US$7.8 billion Singapore venture
NXP also plans to broaden its supply chain in mainland China, where it has a testing and packaging facility in Tianjin.
Bloomberg
NXP, TSMC Affiliate Aim to Expand $8 Billion Singapore Plant
NXP Semiconductors NV and a Taiwan Semiconductor Manufacturing Co. affiliate are discussing an expansion of their $7.8 billion Singapore venture, recognizing a need to diversify chip production in ...
Bloomberg
NXP, TSMC Affilate Plan to Expand $8 Billion Singapore Plant
NXP Semiconductors NV and a Taiwan Semiconductor Manufacturing Co. affiliate are discussing an expansion of their $7.8 billion Singapore venture, recognizing a need to diversify chip production in ...
CNBC
TSMC buying or running Intel's fabs is 'incredibly speculative at best': Daniel Newman
Daniel Newman of the Futurum Group discusses the future of Intel and President-elect Trump's mandate of bringining some cutting-edge chip manufacturing back to the United States.
Wired
The US Just Made It Way Harder for China to Build Its Own AI Chips
The Biden administration announced a sweeping set of new export controls that will make it harder for Chinese companies like Huawei and ByteDance to develop cutting-edge artificial intelligence.
Reuters
TSMC founder Morris Chang offered top job to Jensen Huang, memoir shows
TSMC's founder Morris Chang asked Nvidia's Jensen Huang to consider becoming the chief executive of the Taiwanese chip giant more than a decade ago, but was turned down in just 10 minutes, Chang says ...
Reuters
Samsung Electronics changes chip chiefs after Chairman Lee confronts 'crisis'
Samsung Electronics sought to inject impetus into its memory and foundry chip units by appointing new leaders on Wednesday, as it scrambles to catch SK Hynix and Taiwan's TSMC in the booming AI chip ...
Fortune
Three mystery whales have each spent $10 billion-plus on Nvidia’s AI chips so far this year
Jensen Huang's company retains its absolute dominance in artificial intelligence microchips, but longer term demand is eventually expected to prioritize inference over training.
Reuters
Nvidia's AI chip demand still booming but slowing sales growth worries investors
Nvidia forecast its slowest revenue growth in seven quarters on Wednesday, failing to meet lofty expectations of some investors who have made it the world's most valuable firm. Shares of the Santa ...
Reuters
Exclusive-Huawei aims to mass-produce newest AI chip in early 2025, despite US curbs, sources say
China's Huawei plans to start mass-producing its most advanced artificial intelligence chip in the first quarter of 2025, even as it struggles to make enough chips due to U.S. restrictions, said two people familiar with the matter.
Inc
Nvidia’s Blackwell AI Chips in Focus as Sales Growth Slows
The advanced chip maker announces quarterly results this week, as reports suggest its newest chips may overheat in powerful AI servers.
SiliconANGLE
US finalizes $11.6B CHIPS Act financing agreement with TSMC
Under the agreement, the chipmaker will receive up to $6.6 billion worth of grants to finance a fab complex it’s currently building in Arizona. TSMC also has the option to access up to $5 billion in ...
Reuters
US finalizes $6.6 billion chips award for TSMC ahead of Trump return
The U.S. Commerce Department said Friday it has finalized a $6.6 billion government subsidy for Taiwan Semiconductor Manufacturing Co's U.S. unit for semiconductor production in Phoenix, Arizona.
Bloomberg
TSMC’s Chips Act Award Finalized by US, With Funds Coming This Year
The Biden administration finalized its Chips Act incentive awards for Taiwan Semiconductor Manufacturing Co., marking a major milestone for a program meant to bring semiconductor production back to US ...
The Register
TSMC's US operations threatened with employee discrimination class action
An amended complaint [PDF] filed last week saw another 12 additional current and former employees at TSMC's operations in California and Arizona seek to join a putative class action to explore the matter.
Bloomberg
Taiwan Says TSMC’s US Investments Help with Trade Balance
Taiwan Semiconductor Manufacturing Co.’s tens of billions of dollars of investments in the US help reduce the archipelago’s trade surplus with its primary security partner, a senior Taiwanese official said,
SCMP
China’s tech firms fear bigger curbs as TSMC stops AI chip supply on US order
A wider shipment ban on TSMC-made chips could affect a range of mainland businesses from electric vehicles to smartphones.