Second site on the cards, faster 2nm ramp, and a giga fab cluster plan

TSMC, chairman, Wei Zhejia said that strong AI demand means the outfit will need to buy a second plot near its new Arizona, US factory to back an expansion push and calm any supply chain jitters.

Monster demand for GPUs and HPC silicon

Taiwan’s semiconductor darling TSMC has once again bathed in the glow of the AI gold rush, reporting a massive 39.1 per cent jump in third-quarter profit and setting a fresh all-time record.

Intel off the table for now

Chipmaking behemoth TSMC has decided that its next shiny thing, the 2-nanometre wafer, will cost about 50 per cent more than the current 3-nanometre kit, and its biggest customers are not amused.

Fruity cargo cult’s chip clout under threat

The fruity cargo cult Apple may be about to lose its long-held grip over TSMC as Nvidia muscles in with a deluge of orders for high-performance computing parts and AI kit.

Rare earth clampdown could pull the plug on America’s AI supply chain

The cocaine nose jobs of Wall Street are twitching nervously as China’s new rare earth export restrictions threaten to upend the global chip industry and potentially block firms like TSMC from selling semiconductors to American companies.

Hopes to win back Qualcomm with shiny new silicon

Samsung has shipped a Snapdragon 8 Elite Gen 5 sample produced on its 2nm GAA process to Qualcomm for evaluation, marking a potential turning point in its bruised relationship with the US chip designer.

Performance beats forecasts 

TSMC pulled in around NT$330.98 billion [US$11.41 billion] in consolidated revenue in September 2025, down 1.4 per cent from August but up 31.4 per cent year on year, marking a new record for the month.

Early figures suggest it may have a proper comeback chip

Troubled Chipzilla might actually have something to smile about for once. Early details on Intel’s Panther Lake lineup suggest the new mobile platform could deliver the kind of efficiency and power Intel has been promising for years.

Chip clients breathe a sigh of relief

It turns out TSMC’s next big price jump will not be quite the wallet-melter everyone expected.

ARM boss says slow EUV adoption and mobile missteps handed TSMC the crown

ARM chief executive Rene Haas has delivered a stinging assessment of Intel’s attempts to compete with TSMC, claiming the chipmaker squandered vital opportunities and is facing a near-impossible climb back to the top.