The Hot Take: Bitch and moan, better than paying the tariffs sir.
TSMC's CFO Wendell Huang shared last week that the firm is seeing strong demand from US customers. The executive's comments came after the Taiwanese firm's latest earnings report, which also saw it announce an additional $100 billion investment in the US. Huang outlined that TSMC's 3-nanometer facilities in the US should come online by the second half of next year and added that the costs of building facilities in the US were higher than in Taiwan. TSMC CFO Says US Fabs Cost Four To Five Times More To Build Than In Taiwan TSMC's latest $100âŚ
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The Hot Take: We'll see how long before they go to Intel because TSMC is filled up in Arizona FABs.
Nvidia will stay TSMCâs biggest customer in 2027, but AMDâs EPYC Venice could pinch the CPU bragging rights.
TSMC is seeing rising demand for 2.5D advanced packaging as CPUs become more important in the agentic AI bunfight. Apparently, GPUs alone are no longer enough to feed the machine.
Morgan Stanley reckons Nvidia will remain TSMCâs largest CoWoS customer in 2027. TSMC is expected to reach wafer capacity of 200,000 wafers a month that year.
Nvidia is using TSMCâs CoWoS packaging for two main product families. CoWoS-L is for AI GPUsâŚ
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The Hot Take: Will only complicate shortages once this hits.
The seemingly never-ending bonus-related saga at Samsung is now spurring a chain reaction across Asia's industrial heartland, with some TSMC employees now actively advocating for the tactics employed by Samsung's unions in recent days to counter the management's penny-pinching ways. TSMC Employees are increasingly coalescing around the idea of threatening Samsung-style strikes to defend their wage-related perks A lot of TSMC employees appear to be venting their rage in recent days on select Facebook pages, honing in on persistent rumors thatâŚ
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The Hot Take: I'm wondering if they're holding out to see if China catches up to ASML's equipment as I know they are dumping boat loads of money to try and catch up to ASML's monopoly.
ASML has launched its 0.55 High Numerical Aperture Extreme Ultraviolet (High-NA EUV) in an effort to extend Moore's Law. The market had originally expected TSMC to adopt it first, but the company has held back. TSMC Senior Vice President of Global Business Kevin Zhang stated at the North America Technology Symposium that there are currently no plans to introduce High-NA EUV before 2029, mainly because "it's too expensive!" This decision also reflects how TSMC is shifting competition focus from equipment to process integration and costâŚ
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The Hot Take: Definitely looks like Apple is getting priority on the latest from TSMC.
The first wave of 2nm chipsets is scheduled to arrive later this year, with Apple introducing its A20 and A20 Pro range for its iPhone 18 family, but thereâs little time for taking breaks, especially in the silicon industry, because the question is, what comes after this manufacturing process? According to the latest report, the trillion-dollar entityâs exclusive semiconductor partner, TSMC, is planning to achieve a new milestone by introducing its sub-1nm technology in a few years, with trial production expected in 2029. New lithographyâŚ
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The Hot Take: Intel & Samsung need to catch up to bring prices down.
As the artificial intelligence (AI) era advances, approximately 133 companies are actively developing or selling AI chips, according to a SEMIEcosystem report citing Jon Peddie Research. Major suppliers include Nvidia, AMD, Broadcom, and Google, alongside numerous startups focusing on edge AI solutions.
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The Hot Take: Electronics will soon be dirt cheap again in the USA soon enough.
New rumor indicates that TSMC is looking forward to expand its presence in the U.S. to 12 fabs and four packaging facilities.
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The Hot Take: The Fab competition is heating up states side from the look of it.
A new report claims TSMC wants an Arizona âGigaFabâ cluster that can rival what it produces in Taiwan.
DigiTimes says TSMCâs US plans have already âexceeded expectationsâ and the outfit is now eyeing a total of 12 fabs. The idea is to mirror the kind of fab network it runs in Hsinchu, Taiwan, only with more cactus and less typhoon risk.
The report reckons TSMCâs and Taiwanâs combined US investment could hit half a trillion dollars, with the spending framed as groundwork for something bigger than a couple of token plants. That is a lot ofâŚ
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