All roads lead to TSMC

The head of TSMC reckons it doesn’t really matter whether GPUs or ASICs win the AI chip race. Either way, the orders are heading back to his outfit.

US fab nears full capacity, 2nm yields soar, and chip prices may spike

Nvidia’s next wave of AI chips is heading for mass production at TSMC’s Arizona plant before the end of the year, according to fresh reports from Taiwan.

TSMC downplays tariff threat, touts AI boom and record profits

TSMC says it is on course for record revenue and earnings this year, with AI demand roaring ahead and tariffs posing little direct threat.

Middle Eastern megafab plans tests US national security nerves

TSMC is apparently snuffling around the United Arab Emirates as a possible spot for a new chip fab, despite the fact that it might anger the US ruler Donald Trump who insists that all fabs are belong to him.

Says Low-NA is still pulling its weight

TSMC appears to be in no rush to adopt ASML’s pricey High-NA EUV machines, despite rivals like Troubled Chipzilla already scribbling them into future roadmaps.

Munich centre adds European edge to Taiwan’s global chip dominance

TSMC has given Brussels something to gloat about by announcing a new chip design centre in Munich.

Forced deal with Korean foundry as TSMC loyalty wobbles

Qualcomm normally tries to split chip production between Samsung and TSMC but always ends up relying on TSMC because Samsung cannot fix its yield problems. This year might be different for better or worse.

AMD's chip love affair with Korea over 

AMD has pulled the plug on a once-promising deal with Samsung Foundry, ditching the Korean giant’s SF4X process in favour of TSMC’s shiny US operations in Arizona.

AMD beats Apple and Intel to tape-out

TSMC's 2nm process node is cruising through development and is already showing better defect rates than 3nm and 7nm did at the same stage. 

Intel plays the packaging card to keep customers 

Troubled Chipzilla has decided the path to foundry salvation runs straight through the packaging plant. It’s now shouting from the rooftops that its real ace in the silicon arms race isn’t process nodes but how it wraps the goods.