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TSMC, AI and Arizona

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Top News
Overview
 · 20h
TSMC CFO: Ramping up Arizona buildout to seize AI ‘megatrend’, 2nm chips ready to power Q3 revenue
TSMC ( TSM ), the world's largest contract chipmaker, is racing to accelerate capacity at its Arizona factory as the company continues to see a “multi-year demand mega trend” from its customers, CFO W...

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 · 21h
TSMC sees multi-year demand for AI chips, ramps up Arizona investment
 · 1d · on MSN
TSMC is accelerating Arizona factory buildout to capitalize on AI 'megatrend,' CFO says
 · 20h
Rains and floodwaters hit Chile as army, police rescue stranded
Chilean army and police forces rescued stranded residents over the weekend as a severe storm system battered the country's central-north regions.

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 · 21h
TSMC’s $265 Billion US Spend Driven by Demand, Rivals, CFO Says
 · 1d
TSMC CFO: higher U.S. investment driven by strong customer demand and U.S. government support
MoneyWeek
4d

How Taiwan's TSMC became the world's top chip company

When Morris Chang first had the idea for TSMC, no one took him seriously. Now the Taiwanese chip company is indispensable – but is it still worth buying?
Seeking Alpha
2mon

TSMC debuts new A13, N2U chip manufacturing ‌technology

Taiwan Semiconductor Manufacturing Co (TSM) on Wednesday launched its newest generation of chip manufacturing ‌technology aimed at creating smaller and faster chips, especially for artificial intelligence. The company said A13 is scheduled to enter ...
U.S. News & World Report
2mon

TSMC Shows Smaller, Faster Chips Without a Pricey New Tool From ASML

SANTA CLARA, California, April 22 (Reuters) - ⁠Taiwan ⁠Semiconductor Manufacturing Co on Wednesday showed ⁠its newest generation of chip manufacturing technology, saying it expects to be able to create smaller, faster chips without requiring ...
Hosted on MSN
1mon

TSMC says the chip shortage will keep trailing AI demand for years

TSMC, the world’s largest contract chipmaker, disclosed in its Q1 2026 earnings materials filed with U.S. regulators that demand from artificial intelligence customers continues to outstrip available capacity. The filing, which includes the company’s ...
4don MSN

Four new TSMC chip factories may be coming to Arizona

TSMC could add four new chip plants in Arizona as AI demand surges. Here’s what the expansion could mean for the Valley.
techtimes
1mon

TSMC Readies Panel-Level Packaging for AI Chips, Setting Up a Showdown With Samsung

TSMC is preparing to mass-produce panel-level packaging (PLP), a next-generation chip-packaging technology — setting up a direct contest with Samsung Electronics, which entered the field earlier. According to industry reporting, TSMC is building out a ...
Cult of Mac
2mon

Apple looks beyond TSMC to make iPhone and Mac chips

A decade ago, Apple used Samsung’s foundries to make iPhone chips. But then, it switched entirely to TSMC. In 2020, it ditched Intel CPUs for Apple silicon on Macs, moving away from Intel’s foundry as well. As Samsung and Intel’s foundries fell ...
Android
3mon

TSMC Just Made It Possible for Phone Chips to Hit 5GHz

TSMC’s advanced lithography is pushing smartphone chips past 5GHz for the first time, with Qualcomm and MediaTek expected to hit that milestone this fall. Meanwhile, Huawei is stuck on 7nm chips that can’t even break 3GHz, showing just how much the U.S ...
Digital Trends
1mon

TSMC’s latest chip packaging breakthrough promises lower costs and better performance

Making chips smaller has dominated the semiconductor conversation for years, but TSMC’s next big leap may come from how those chips are packaged instead. According to analyst Ming-Chi Kuo, the company is developing a new Chip-on-Panel-on-Substrate, or ...
Wall Street Journal
1mon

TSMC Says It Isn’t Falling Behind in Next-Gen Chips

TSMC's CEO dismissed concerns that it’s at a disadvantage to rivals already adopting ultra-expensive equipment to make cutting-edge chips. C.C. Wei said today that the chip giant has bought high-end machines made exclusively by ASML, and that it's ...
CNBC
3mon

TSMC and ASML post-earnings stock moves could be a sign of what's to come from chip companies

Taiwan Semiconductor Manufacturing Co. and ASML both reported strong earnings this week, but saw their stocks sink. It is the latest example of how astronomical expectations have weighed on chipmakers, as Nvidia's last blowout report was met with a sell-off.
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