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HSINCHU, Taiwan, R.O.C. – Feb. 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for January 2026: On a consolidated basis, revenue for January 2026was approximately NT$401.26 billion, an increase of 19.8 percent from December 2025 and an increase of 36.8 percent from...
Several hundred employees began working at the factory in November, readying the plant to kickstart production by the end of this year.
Construction continues on Samsung's new plant near Taylor on Oct. 16, 2025. The company recently confirmed that the facility’s first chips are expected to...
TSMC will do what customers ask them to do. I have read quotes that it was Morris Chang who brought TSMC to AZ but that is not true. Customers lobbied CC Wei and that is how it was done. Morris spoke out against it many times based on his experience with the TSMC Washington fab.
I do not think...
TAIPEI, Feb 9 — Taiwan has pushed back forcefully against U.S. calls to relocate a large share of its semiconductor production, saying it would be “impossible” to move 40% of the island’s chipmaking capacity to the United States.
Taiwan Vice Premier Cheng Li-chiun, who also serves as the...
Two important things happened on January 20, 2025. In Washington, D.C., Donald Trump was inaugurated as President of the United States. In Hangzhou, China, a little-known Chinese firm called DeepSeek released R1, an AI model that industry watchers called a “Sputnik moment” for the country’s AI...
TSMC is transforming its multibillion-dollar Arizona investment into a massive "goldmine," shifting from a high-risk gamble to a cornerstone of U.S. semiconductor manufacturing with plans for up to six fabs by 2030. Fueled by AI demand, the Phoenix "GigaFab" cluster is accelerating production...
Step into the future of advanced chipmaking with our High NA EUV platform: the TWINSCAN EXE. Committed to keep powering technology forward, together with our ecosystem, we're innovating lithography to improve the performance, functionality and energy efficiency of tomorrow's chip technology...
AI chip startup Ricursive hits $4B valuation two months after launch
Ricursive Intelligence, a startup building an AI system to design and automatically improve AI chips, has raised $300 million at a $4 billion valuation. The company said Monday the round was led by Lightspeed.
Ricursive says...
CNA file photo
Taipei, Feb. 6 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) has scheduled a board meeting in Kumamoto on Monday, marking the first time the world's largest contract chipmaker will hold such a meeting in Japan, a source close to the event said on Thursday.
According to the...
They generally do not count foundry revenue since it will be double counting. Yes we will hit $1T before 2030 but it is the ASPs that are getting us there, not the additional semiconductor unit count. Blame Nvidia, chip prices are through the roof! There is an AI surcharge on just about anything...
I think there will be a lot of AI running on-premises. Individual companies like banks, semiconductor companies, etc... will do localized training, AI/ML development and operations.
Remember, OpenAI, Xai, Google, etc... are building HUGE LLMs used for generative AI. Individual companies not so...
I agree. We saw the same with bitcoin mines, which now can probably become AI farms?
I saw a keynote by Google saying the same. Just build more datacenters. SemiWiki is in Google cloud, we are probably on an old cloud since we are small potatoes.
Some fabs can be updated to new process...
Memory prices have soared 80%-90% in Q1 2026 so far compared to Q4 2025, with DRAM, NAND and HBM all hitting record-breaking highs.
To mitigate cost pressures, OEMs are reducing memory content per device or prioritizing premium lineups equipped with LPDDR5, where price pressure is relatively...
Why pursue the NOT TSMC market? If I was a semiconductor CEO I would be concerned with:
Wafer Pricing. The foundry business thrived on second and third source manufacturing to keep wafer prices down. Samsung is famous for selling on price. We do not have that ability at 3nm and 2nm as of yet...
Agreed, it would have to be a joint venture like last time. TSMC, along with European partners Robert Bosch GmbH, Infineon Technologies AG, and NXP Semiconductors, established a joint venture called European Semiconductor Manufacturing Company (ESMC) GmbH to build a semiconductor fabrication...
"Japan is also heavily subsidizing homegrown foundry venture Rapidus, which will produce cutting-edge chips on the northern island of Hokkaido. The government has determined the two companies' chips will have different uses and will not be in competition, Yomiuri reported."
Interesting. When...
I agree. TSMC N3 is the last of FinFETs and will most definitely be manufactured in Japan, USA, Japan, and maybe even India. You never know. It is Deja vu 28nm which was another dominant TSMC process.
Japan's Prime Minister Sanae Takaichi meets TSMC's CEO C.C. Wei in Tokyo
TOKYO/TAIPEI, Feb 5 (Reuters) - TSMC plans to mass produce advanced 3-nanometre chips in Kumamoto in southern Japan, TSMC CEO C.C. Wei said on Thursday, an investment local media reported was worth $17 billion as the...
