TSMC to increase capex by 34%, driven by AI spends and N2 node ramp. Peak margins expected, but structural improvements may ...
But it seems Taiwanese megfab TSMC is determined to crank out new silicon regardless. The latest reports claim TSMC's ...
Major tech firms may have to remain dependent on Taiwan-based plants, increasing their exposure to geopolitical risks.
TSMC's N2 (2nm) process node is "well on track" for volume production in the second half of 2025, as scheduled, Wei said.
TSMC's revenue from AI accelerators tripled in FY24 and is expected to double in FY25, supported by increased CAPEX for ...
It is not hard to figure out who is in the catbird seat in the semiconductor foundry business. In 2024, according to CC Wei, ...
Intel’s hopes of overtaking TSMC in process technology this year or next year have taken a knock after a TSMC statement about ...
Speaking at a National Taiwan University event, Wei outlined a series of obstacles that have slowed progress and increased costs for TSMC's U.S. expansion. These challenges ...
According to the leaker, AMD's next-generation GPUs based on its unified GPU technology known as "UDNA" will be fabricated on TSMC's N3E process. N3E is the second generation of TSMC's N3 process and ...
Apple is currently in the final stages of verifying the locally made A-series chips. TSMC’s Arizona chip production is ...
Silicon Shield dropping Taiwan Semiconductor Manufacturing Company (TSMC) has received government approval to manufacture ...