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Stories from TSMC come first, newest first, then stories from connected topics (Foundry, Semiconductors, Taiwan, AI chips, AI Chips & Compute, Samsung), each labelled with where it comes from. This view is not indexed by search engines.
AUO Sells Taichung Plant to TSMC for NT$38.8bn, Ends Quanta Deal
AUO will sell its Taichung Phase II plant to TSMC for NT$38.8bn and expects an NT$18.5bn gain. Its NT$19.7bn Huaya plant sale to Quanta is off.
Latest
Taiwan Plans a Texas Industrial Park for TSMC and Foxconn Suppliers
Taiwan plans a Texas park for TSMC and Foxconn suppliers, up to $4bn to start, Kung told Bloomberg. MOEA: firms fund it; land not confirmed.
TSMC Adds Another 3nm Fab in Tainan, With Volume Output in 1H 2028
TSMC will add a further 3nm fab in Tainan, with volume production in the first half of 2028, making three new 3nm fabs in Taiwan, Arizona and Japan.
TSMC Q3 Revenue Rises 50.9% to NT$1.49tn, Guides Q4 to US$52.3-54.3bn
TSMC's third-quarter revenue rose 50.9% to NT$1,494.24bn. It guided Q4 to US$52.3-54.3bn and now expects about 44% revenue growth for 2026.
Applied Materials Unveils Its EPIC Chip R&D Center in Sunnyvale
Applied Materials has opened its EPIC chip R&D center in Sunnyvale with TSMC, Intel, Samsung, Micron and SK hynix. Spending is due to scale to about $5bn.
Microsoft Unveils Maia 300 and Plans Multi-Gigawatt Maia Deployments From 2027; Maia 200 Is Now in Production
Microsoft unveils Maia 300 and says Maia will scale to multi-gigawatt deployments from 2027 as its main inference system. Maia 200 is in production.
AI Chip Supply: GlobalFoundries Will Make a Key Packaging Part for TSMC in New York
GlobalFoundries has signed a multi-year $2 billion agreement to make silicon interposers for TSMC's CoWoS advanced packaging at its New York plant, with volume production expected to ramp in the first half of 2028. TSMC also reported September revenue of about NT$511.86 billion. What an interposer is and what the numbers say.
AI Infrastructure Check: CoreWeave Enters India, Bell’s 1.2 GW Plan, Applied Digital’s Debt and Meta’s 4,500 MW Louisiana Load
CoreWeave plans 240 MW in Navi Mumbai, Bell Canada's Regina campus could reach 1.2 GW with its own gas plant, and Applied Digital reported $341.9 million in quarterly revenue alongside $6.4 billion of debt. Meanwhile the bond financing Meta's Louisiana data centre hit a record low, and Entergy's CEO let slip that the site will draw 4,500 MW. What each company confirmed, and what is reported.
Musk Says Tesla and SpaceX Will Build and Run Terafab, With TSMC Limited to a Sublease
Elon Musk says Tesla and SpaceX will build and run the Terafab AI chip complex in Texas, with TSMC at most subleasing part of it. Intel's CEO says Intel remains involved. What was said, what Terafab is, and the open questions.
The Semiconductor Revolution: 2026s Game-Changers in Chips and AI
From geopolitical supply chain battles to Arm's AI data center CPU, 2026 is redefining the semiconductor landscape. What does this mean for the future of technology?
TSMC 3nm Capacity Crisis: Why the World’s Biggest Chipmaker Is Building a GigaFab
TSMC reveals 3nm capacity is sold out through 2028. The GigaFab expansion aims to double advanced-node production — but not in time to prevent three years of tech bottlenecks.
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