TSMC's outlook is so fuzzy it's reportedly stalling fab machine deliveries SEMI predicts factory equipment spending will slide another 15% before rebounding in 2024 On-Prem15 Sep 2023 | 7
TSMC gobbles up $430M slice of Intel's IMS Nanofab unit Taiwanese also plot $100M investment in Arm IPO, x86 giant gets real about Thunderbolt 5 Systems12 Sep 2023 |
TSMC warns AI chip crunch will last another 18 months Boss Mark Liu says silicon ready but advanced packaging isn't AI + ML08 Sep 2023 | 4
Intel's Tower bid has shuffled off this mortal coil – so what about foundry plans? Analysis Maybe Pat dodged a bullet – mature process nodes aren't the kind of thing shareholders get excited about Systems18 Aug 2023 | 2
TSMC and pals chip in for €10B German fab NXP, Infineon, Bosch each nab 10% stake in joint venture On-Prem09 Aug 2023 | 14
Wafer shipments still down, but chipmakers are looking up AI runs on chips, remember Systems27 Jul 2023 | 2
TSMC thinks it's got exactly what Taiwan needs – another multibillion-dollar chip plant Talk about all your eggs in one China-coveting basket Systems26 Jul 2023 | 8
One problem with America's chip ambitions: Not quite enough staff Semi industry fears US will be short 70K engineers, technicians, computer scientists by end of decade On-Prem26 Jul 2023 | 40
GlobalFoundries claims German chip subsidies will 'distort competition' US semiconductor manufacturer unhappy rival TSMC is bagging billions Systems25 Jul 2023 | 15
Germany raids climate piggy bank for €20B to bankroll chip fabs Less than a quarter will go to locals though On-Prem25 Jul 2023 | 23
AMD mulls new chip manufacturing partners amid supply chain jitters TSMC has too much capacity when China has made no secret of its desire for Taiwan Systems24 Jul 2023 | 9
TSMC says Arizona fab behind schedule, blames chip geek shortage Output of 4nm parts stalled until at least 2025 On-Prem20 Jul 2023 | 17
Chips still down for TSMC with glimmer of hope this quarter Global economic conditions? Check. Sluggish end market demand? Check. Customer inventory adjustment? Bingo! Systems20 Jul 2023 | 2
Samsung 'closing the gap' with TSMC on 3nm, 4nm The race to 2nm is getting crowded as Intel, Japan's Rapidus enter the fray Systems18 Jul 2023 | 2
Now Foxconn hopes to lure TSMC, Japan’s TMH into India chip fab pact – report After that $20B Vedanta deal went up in smoke Systems15 Jul 2023 | 6
Us, hacked by LockBit? No, says TSMC, that would be our IT supplier So, uh, who's gonna pay that $70M ransom? Black Hat and DEF CON30 Jun 2023 | 3
Samsung to start mass producing 2nm silicon in 2025, first for mobile devices Forms a packaging posse to do the chiplet thing On-Prem29 Jun 2023 | 8
TSMC boss tells investors everything's fine, that ten percent revenue drop is a blip Taiwan's silicon titan races to ready 2nm process On-Prem06 Jun 2023 |
The challenges Intel faces to compete with TSMC, Samsung Analysis Fabs still need to be built, process tech needs to be proven – and Pat's gotta make it price competitive Systems06 Jun 2023 | 25
Climate agenda slips at TSMC, Greenpeace says Analyst responds: perhaps not a fair fight as semiconductors cannot ever transition to 100% renewable Systems09 May 2023 | 5
TSMC and pals dream of €10B German chip fab UK not included, too busy enjoying Brexit's sunlit uplands instead Systems04 May 2023 | 27
Now you've all quit buying RAM and personal gear, chip wafer demand stumbles We thought you loved us, cries someone in a fab somewhere, probably Systems03 May 2023 | 6
TSMC chips away at the competition with 2nm production set for 2025 World's largest semiconductor contract manufacturer also gives details on 3nm nodes Systems02 May 2023 | 6
TSMC brags of 20TWh solar scheme. Feels a bit like greenwashing to us A welcome development, but let's not overdo it Emerging Clean Energy Tech Week22 Apr 2023 | 11
Taiwan asks US if it could chill out on the anti-China rhetoric We're trying to run a chip business here Systems21 Apr 2023 | 53
TSMC revenues slide for the first time in four years The world's largest semiconductor contract manufacturer isn't immune to ongoing chip slump Systems20 Apr 2023 | 3
When you're ASML, not even a semiconductor downturn can dent your outlook Dutch lithography giant doesn't see China curbs affecting business either Systems19 Apr 2023 | 4
China reportedly let AI control a satellite, which then observed rivals India and Japan Asia in Brief Plus: Warren Buffett’s TSMC worries; CHIPS Act bits China; Japan’s quantum investment; and more AI + ML16 Apr 2023 | 2
TSMC wants to cash its US CHIPS but seems unhappy with the red tape Could it be the profit sharing, China ban, or demands for trade secrets? On-Prem11 Apr 2023 | 10
Nvidia hooks TSMC, ASML, Synopsys on GPU accelerated lithography GTC What's next – AI designing AI chips? Oh wait... that's exactly what's next Systems21 Mar 2023 | 4
As chip sales slump, inflation makes the price of Samsung's Texas fab blow out South Korean titan budgeted $17 billion. Could now need over $25 billion to bring the facility online Systems16 Mar 2023 | 2
Globalization is over, and it'll cost you, according to TSMC founder Free trade not quite as dead, 'but it's in danger' says Morris Chang Systems16 Mar 2023 | 29
The US would sooner see TSMC fabs burn than let China have them Successful invasion would make China 'the OPEC of silicon chips' Systems14 Mar 2023 | 100
As Big Tech lays off staff, TSMC swoops in to hire 6,000 Updated Good news: Jobs for all! Bad news: Employer may be invaded by China Systems06 Mar 2023 | 16
Chipmakers, you can have these billions – but Uncle Sam wants a cut of your profits Where's my money? You got money for wafers, where's my money? Systems28 Feb 2023 | 10
99 year old man says cryptocurrency is for idiots Charlie Munger also thinks semiconductors are a terrible business, Taiwan's safe from China, Elon Musk is 'peculiar' Software16 Feb 2023 | 142
Warren Buffet cashes out of TSMC, which splashes cash on fabs Legendary investor appears to have made many millions in under 90 days On-Prem15 Feb 2023 | 17
TSMC injects a bonus $3.5B into Arizona chip fabs Roses are rad, violets are lame, Taiwan's playing a very long game Systems14 Feb 2023 |
Taiwan's chip exports rose as China's imports fell in 2022 US export controls having an effect, but semi industry in for a rough ride everywhere Systems16 Jan 2023 | 2
TSMC bucks chip biz trend with Q4 sales lift, but will cut spending in 2023 Advanced chipmaking lifts world's biggest chipmaker, but softer demand, US trade issues lie ahead Systems12 Jan 2023 |
US think tank says China would probably lose if it tries to invade Taiwan But even a short conflict would wreck the economy, which would be bad news for semiconductor supplies Government Tech Week12 Jan 2023 | 60
Taiwan rolls out tax credits for chipmakers to keep R&D local Measures have been described as an answer to the US CHIPS Act Systems09 Jan 2023 | 1
TSMC said to be considering first European semiconductor plant Taiwanese company won't rule it out amid reports execs are visiting Dresden, Germany Systems23 Dec 2022 | 14
TSMC’s CEO is not pleased with the growing US-China rift Leader of the the world's largest contract chip manufacturer would like it if the two world powers could work out their differences Systems21 Dec 2022 | 18
TSMC founder says 'globalization is almost dead' as Asian foundry giant expands in US Comment A sober reflection on the industry as supply chains bifurcate in the East and West Systems08 Dec 2022 | 85
TSMC triples spending on Arizona advanced chip site with extra 3nm fab Analysis Biden thinks it's a big deal, but TSMC's Taiwan output will still dwarf US fabs Systems06 Dec 2022 | 9
Apple pushes TSMC to make more advanced chips in US by 2024 Biden to join Tim Cook as well as AMD and Nvidia chiefs for an announcement from the semiconductor giant next week Systems01 Dec 2022 | 6
Head of Intel Foundry Services resigns just as chip biz gets going Exclusive Randhir Thakur led Intel’s big bet to take on Asian foundry giants TSMC and Samsung Systems21 Nov 2022 | 3
TSMC confirms 3nm fab in Arizona to make neighbor Intel sweat a little more Analysis Next-gen chip plant could appeal to customers for supply chain, national security reasons Systems21 Nov 2022 | 5
Warren Buffett buys billions of dollars worth of TSMC stock There's gold in them there chip mountains? World's sixth richest man seems to think so Systems15 Nov 2022 | 6
TSMC: You know what would be fab? Some local neon supplies Chipmaker tired of Putin choking the supply chain of the gas Systems10 Nov 2022 | 8
TSMC reportedly looks to raise a second Arizona chip fab America's Chip Act looking a bit less like 'expensive exercise in futility' Systems09 Nov 2022 | 14
Chipmakers cripple products to dodge US China ban Nvidia’s A800 is the new A100, but slower, Biren’s A100 now 64GBps slower Systems08 Nov 2022 | 34
This startup reckons its chiplet interconnect tech can best Intel, TSMC If Eliyan’s designs work, this could lower reliance on Asia for chip manufacturing Systems08 Nov 2022 | 6
TSMC wants to unleash a flood of chiplet designs with 3DFabric Alliance Good for AMD and Apple? Now let's make it easier for everyone, Taiwanese chipmaker says Systems28 Oct 2022 |
Samsung bucks industry trend, maintains memory investments This is despite weakening demand and operating profit down by 49% in semiconductor division Systems27 Oct 2022 |
China chip imports down 12.4% as tech trade war with US intensifies That's 6.7 billion fewer chips than was delivered in September 2021 Systems24 Oct 2022 | 16
Samsung, TSMC in US patent infringement investigation Complaint filed by Daedalus Prime – wasn't he a Transformer? Systems17 Oct 2022 | 7
TSMC downgraded as analysts warn of worst slump in a decade Some estimates say the sector will have contracted by as much as 23% by the end Systems17 Oct 2022 | 11
Xi Jinping hails 'improved cyber ecology', says state to direct strategic tech research Asia In Brief Samsung and TSMC hit with chip tech patent suit; Ant Group's DB hits AWS; PayPal drops Hong Kong rights group; and more Security16 Oct 2022 | 5
TSMC cuts back on investment budget despite revenue surge Not even the world's largest semiconductor manufacturer is immune to chip downturn Systems13 Oct 2022 |