TSMC is evaluating a potential investment in Texas to expand U.S. chip production, on top of the $265 billion it has committed to Arizona. Plans have not been finalized.
bullish 65 · impact 40
Synopsys and TSMC announced new collaborations including A14 design enablement, AI-assisted workflows, CoWoS support for multi-die designs, and unified multiphysics signoff to accelerate AI, HPC, and advanced semiconductor systems.
DigiTimes reports TSMC plans wafer price increases of 3%-6% starting January 2027. Increases could be larger for 2nm and 3nm. 8-inch utilization above 100%, sub-45nm capacity fully loaded. TSMC declined to comment.
bullish 70 · impact 60
Japanese materials firms Resonac and Nitto Denko have joined TSMC and ASML in a US investment initiative aimed at easing AI production bottlenecks. The move signals a broadening effort to strengthen the domestic semiconductor supply chain for AI chips.
bullish 65 · impact 30TSMC posts record August revenue, sales up 53.3% YoY.
bullish 80 · impact 80
ASML and TSMC push EUV masks to 12-inch format, targeting 2031 pilot line
bullish 70 · impact 50
TSMC says its need for chipmaking tools has nearly doubled since the end of last year, according to a Bloomberg report. The company is building about 20 factories globally but faces a shortage of experienced construction workers in Taiwan. Customers Nvidia and AMD continue raising orders, and TSMC cannot fully meet demand despite expanding at 4-5x its normal pace.
bullish 70 · impact 70