AI boom keep the tills ringing

TSMC has just clocked up its busiest August in history, pulling in 3357.72 billion yuan (€96.1 billion), a 3.9 per cent rise month-on-month and 33.8 per cent up year-on-year.

Taiwanese foundry forced to plan packaging a year in advance

TSMC is finding itself on the back foot as demand for its advanced packaging tech has exploded thanks to the AI chip gold rush, with firms like Nvidia breathing down its neck.

A patent surge, Nvidia’s shove, and a 2026 CPO rollout crank up the pressure.

TSMC has charged into silicon photonics and is trampling Troubled Chipzilla’s toes. Japanese reports say TSMC has filed nearly twice as many US patents in the latest silicon photonics field as Intel.

Korean outfit first to slot ASML’s kit into its fabs

SK Hynix has stolen a march on both Samsung and TSMC by becoming the first chipmaker to integrate ASML’s new High-NA EUV machinery into its fabs.

18a dream node keeps swallowing cash as rivals surge ahead

Troubled Chipzilla is still burning cash at an alarming rate, sinking more than $16 billion into research and development last year, yet it has little to brag about.

We tell other countries what to do

The United States has yanked TSMC's authorisation to freely ship essential kit to its mainland plants, a move that could wreck the foundry’s China operations.

Big Tech to pay more as Taiwan foundry feels the squeeze

TSMC is about to squeeze more cash out of its clients by jacking up prices on its swankiest silicon. The Taiwanese foundry giant is planning a five to ten per cent hike on advanced nodes like 5nm, 4nm, 3nm and 2nm, to prop up its declining profit margins.

China’s silicon brigade tries to fill the GPU hole with homebrew parts

Chinese cloud giant Alibaba has wheeled out a shiny new AI chip, hoping to plug the silicon hole left after Nvidia was kicked in the export rules by Uncle Sam.

Korean giant eyes redemption with second-gen GAA node

Samsung’s messy 3nm debut may soon be old news as attention shifts to its 2nm GAA roadmap.

Punts over a trillion yuan at it

The Taiwanese silicon giant TSMC has begun work early on its next-generation 1.4nm process fab, and it's coughing up more than a trillion yuan to do it.