Latest about TSMC
Memory makers are set to earn $551 billion from the AI boom, twice as much as contract chip manufacturers
Premium While all makers of microelectronics are set to benefit from the AI supercycle, the memory industry is projected to generate more than twice the revenue of the foundry industry.
TSMC's board approves $45 billion spending package on new fabs
TSMC's board of directors approves spending on new production capacities and promotes a key executive leading the development of A10 fabrication process due in 2030 or later.
Taiwan rejects possibility of transferring 40% of the island's semiconductor capacity to U.S.
Taiwan authorities have no problems with TSMC investing in the U.S. As long the bulk of its fabs and leading-edge process technologies remain in Taiwan.
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TSMC is on track to have more employees than Intel for the first time in history
Premium After years of job cuts, Intel is about to get behind TSMC in terms of the headcount.
Photonics and high-speed data movement is the next big AI bottleneck
Premium Generative AI is pushing demand in all areas of the industry, and data interconnects, such as Silicon Photonics, may well be the next big bottleneck that hyperscalers need to be paying attention to.
Apple concedes it is constrained by TSMC's supply of advanced chips; storage and memory are also in short supply
Premium As Nvidia is ramping up production of the Rubin platform, other 3nm-class process suffer
