The US faces a massive uncertainity with its chip industry under China's newest rare earth export control measures, and they could potentially force TSMC not to sell its chips to American companies. Beijing Is Moving Towards Introducing an Export License For Foreign Entities If They Are Reliant on Chinese Rare Earth Materials The US-China trade dispute has taken a massive turn in the past few days, especially after the announcement by Beijing that it will be ramping up the export controls on 'rare earths', adding extra scrutiny towards semiconductor firms like TSMC. As the world's largest producer of rare earths, […]

Read full article at https://wccftech.com/tsmc-could-be-barred-from-selling-chips-to-the-us-under-china-rare-earths-export-control/

TSMC's market share in the foundry business shows that the Taiwan giant has created a 'monopoly' over the markets, giving others no space to compete at all. TSMC's Massive Market Share Is Attributed To Capable Nodes Like the 3nm, Along With Prolonged Client Trust There's no doubt that TSMC is the leading supplier for all chip needs, which is why every major tech giant looks to it for their semiconductor orders, including Apple, NVIDIA, AMD, and Qualcomm. In particular, with the AI frenzy, TSMC has seen a significant increase in the utilization rate of its production lines, which is why, […]

Read full article at https://wccftech.com/tsmc-dominates-global-foundry-market-with-a-jaw-dropping-share/

NVIDIA's CoWoS orders at TSMC have reached a new high, according to UBS, driven by current-gen Blackwell AI chips, as well as future Rubin products. NVIDIA's AI GPU Production Is Anticipated to See a Huge Rise, Giving Firms Like TSMC Little Time To Adjust The demand for AI hardware isn't waning anytime soon, based on multiple reports, and with that, NVIDIA has already started to prepare the supply chain, as, according to UBS analyst notes, it is revealed that Team Green has sees demand for 678,000 CoWoS wafers in 2026, which marks almost a 40% increase from the figure of […]

Read full article at https://wccftech.com/nvidias-cowos-demand-is-expected-to-see-a-massive-yearly-rise-driven-by-strong-orders/

OpenAI's CEO has given his verdict on whether the tech giants should look towards an alternative to TSMC, such as Intel Foundry, and Altman claims he would rather stick with the Taiwan giant. Sam Altman Isn't Inclined Towards the Idea of Using Intel Foundry For Now, But The Prospect Is Always There The idea that Intel is a viable alternative to TSMC in semiconductor manufacturing has gained significant traction in the mainstream media, particularly following the collaboration between the US government and Team Blue. Personalities like NVIDIA's CEO Jensen Huang, AMD's CEO Lisa Su, Jim Keller, and now, OpenAI's CEO […]

Read full article at https://wccftech.com/openai-ceo-says-he-would-prefer-tsmc-to-build-up-chip-production-rather-than-collaborating-with-intel/

When asked about Intel's ability to compete with TSMC, ARM's CEO, Rene Haas, had some interesting points to share, stating that Intel had missed key opportunities. Rene Haas Comments About Intel's Late EUV Adoption, Failing to Produce Mobile Chips & Delays In Adopting Market Trends The debate over whether Intel can be a sufficient replacement for TSMC has garnered significant attention on the internet, particularly following investments from the Trump administration and NVIDIA. The idea behind Intel acting as an alternative to TSMC revolves around whether America could look to an entity other than TSMC in case the Taiwan giant […]

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Intel is the 'hedge' against geopolitical and supply risks associated with depending on TSMC, according to an analyst, who says that Team Blue would eventually be needed. "You Don't Need It, Until You Need It," says Analyst When Talking About Whether Intel Could Serve As a Replacement to TSMC Intel's role in the chip industry has evolved dramatically over the past few years, particularly as the native chipmaker producing cutting-edge nodes in America. However, with the Trump administration's push to produce in the US, companies like TSMC have ramped up their investments in America, and they are seeing massive interest, […]

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Well, there is a lot of uncertainty around whether TSMC is looking for an investment in Intel, but according to an analyst, investing in the US chip industry is a 'way better' choice. TSMC Should Ramp Up US Investments, Rather Than Looking For Investment Into Intel, Which Isn't Going to Happen Either Way For those unaware, rumors had circulated about TSMC potentially investing directly in Intel to contribute to the 'American chipmaking' cause. However, the Taiwan giant later denied the reports, claiming that it was not looking for a partnership or investment at all. However, the rumors do indicate that […]

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TSMC's production lines are reportedly operating at almost maximum capacity, as the Taiwan giant has seen tremendous demand for its 3nm and 5nm processes. TSMC Sees Huge Demand For All Its Current-Gen Processes, Driven By Mobile & HPC Client Adoption With the AI hype in play, the Taiwan giant has witnessed demand for its semiconductors unlike any other period. This is mainly due to firms like NVIDIA, AMD, and Apple rushing to integrate the firm's chips into their consumer products. A report by Ctee discloses that TSMC's 3nm and 5nm production lines are projected to be 'fully booked' by next […]

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The Taiwan chip giant has revealed details about its next-gen processes, revealing that A14 development is making impressive progress. TSMC's A14 Process Will Bring Massive Improvements Over N2 In Performance & Power-Efficiency When you look at the semiconductor firms discussing beyond 2nm, there are a few apart from TSMC. Intel Foundry has disclosed plans around their 14A process, but for now, details around expected performance or even yield figures haven't surfaced yet. Now, in information revealed by TSMC (via Ray Wang), it is reported that TSMC's A14 node has achieved "yield performance" ahead of schedule. More importantly, the Taiwan giant […]

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It seems that the people of Taiwan are indeed worried about TSMC's investments in the US, as they believe that it has already laid the foundation for a "US-SMC." TSMC's Inclination Towards the US Is Apparently Bothering Taiwan, But The Core Technology Still Remains In the Nation The idea of TSMC becoming an American Foundry has been emerging in the media ever since the Taiwan chip giant invested 'hundreds of billions' in the US under the influence of the Trump administration. Things did take a turn when it was rumored that the USG is considering getting a stake in TSMC, […]

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TSMC's N2 process is reportedly witnessing massive demand, and according to a new claim, it is revealed that the Taiwan giant has secured fifteen customers for their 2nm node. TSMC's 2nm Node Will See Huge Adoption From The HPC Segment, Driven By NVIDIA/AMD & ASIC Clients The Taiwan giant is preparing for the next phase of 'semiconductor demand,' which involves providing its customers with cutting-edge 2nm nodes. TSMC is known to have been preparing for massive demand for N2 and its derivatives, and now, according to remarks from Bren Higgins, Executive VP and CFO at KLA Corporation, it is revealed […]

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TSMC has showcased its 'cutting-edge' honey jars produced from bees around its Taiwan facility due to the company's effective ecological changes. TSMC's Eco-Friendly Changes Have Brought Restored Wildlife Around The Firm's Taiwan Fabs The Taiwan chip giant is one of the most important companies in the world. As the largest semiconductor fab and consuming several natural resources such as land and water, the firm does have an environmental responsibility. And apparently, TSMC has focused on ensuring that their operations don't affect the natural ecosystem around their facilities, which is why at the '2025 Asia Pacific Sustainability Expo', the company's SVP […]

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TSMC will never be an American entity, according to the latest remarks by Taiwan's premier, who claims that investments in the US won't push the Taiwan chip giant away from its origin. TSMC's Investments in the US Chip Industry Won't Fully Meet America's Demands, Claims Taiwan's Premier Taiwan has shown a 'cautious' approach towards TSMC investing in America, and according to previous reports, the government didn't want the chip giant to produce high-end nodes in the US at all. However, the stance did soften when the Trump administration came in, since it became necessary for TSMC to invest in America […]

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AMD's next-gen Ryzen CPUs based on the Zen 6 core architecture are reportedly going to use TSMC's 2nm & 3nm process for CCD & IOD. AMD's Zen 6-Based Ryzen CPUs Leverage TSMC's N2P For CCDs, and N3P For IOD, 2nm Ramp Expected In Q3 2026 Zen 6 is going to bring a leap in performance and efficiency for Ryzen and EPYC CPUs. The architecture will define the next generation of desktop, mobile, and server platforms. AMD has already confirmed its Venice CCD featuring Zen 6 cores will be fabricated on TSMC's 2nm process technology, and now, we've reports from Kepler_L2 […]

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Taiwanese prosecutors are seeking jail sentences as long as 14 years for former TSMC employees involved in the unauthorized sharing of the firm's trade secrets. An investigation conducted by the Taiwanese authorities reveals that a former TSMC employee asked those working at the firm to share with him key details of the firm's 2-nanometer manufacturing technology. Prosecutors charged three individuals with violating Taiwan's national security laws, which could see them face as much as 14 years in prison. Former TSMC Employee Working For Tokyo Electron Asked TSMC Workers To Share Sensitive Information, Says Report The investigation conducted by the Taiwanese […]

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TSMC is seeing massive demand from its US customer base to the point that the firm has accelerated the expansion of its production lines by several quarters. TSMC's Arizona Fab Is Expected To See Cutting-Edge Nodes Being Introduced Way Earlier Than The Original Timeline The Taiwan chip giant is having a great time building facilities in America, mainly because the firm is seeing massive adoption from companies like NVIDIA, Apple, and AMD. TSMC's Arizona fab is reported to be fully booked regarding upcoming capacity, and now, according to a report by the Taiwan Economic Daily, there is an urgency within […]

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NVIDIA's CEO recently paid a visit to Taiwan, and his trip was all about TSMC and how both parties will evolve moving ahead in the 'AI revolution'. NVIDIA's CEO Was Spotted In Taiwan Appreciating TSMC's Importance All Along His Media Talk There's no doubt that the chip giant is NVIDIA's most important partner, and the chip giant is behind all of Team Green's architectures. Jensen Huang has acknowledged TSMC's importance on many occasions; however, on his recent visit to Taiwan, the NVIDIA CEO was found appreciating the Taiwan giant a lot more frequently. Speaking with the media, Jensen claimed that […]

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Earlier today, President Trump opined publicly on the US government's equity stake agreement with Intel, terming it a "great deal" that was now likely to be replicated with other semiconductor players. Intel's CEO Lip-Bu Tan and Trump are poised to unfurl the nitty-gritty surrounding this equity deal at a dedicated event in the White House later today. As we've been noting ad nauseum over the past few days, the Trump administration has been looking to acquire a 10 percent stake in Intel. To do so, the administration is planning to convert into equity the $7.9 billion in grants earmarked for […]

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A lot of details surrounding the Tensor G5 are currently kept in the dark by Google, but a stream of leaks had previously hinted that the chipset would be mass produced on TSMC’s second-generation 3nm process, also known as ‘N3E.’ Unfortunately, the company would still be a whole generation behind the competition, which was scheduled to unveil its chipsets with the newer lithography. However, stumbling upon the latest report, we have learned that Google is apparently two steps ahead of its rivals as the Tensor G5 is fabricated on TSMC’s latest and greatest 3nm ‘N3P’ technology, which is also referred to […]

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