Tsmc

Employees at TSMC, the chipmaker behind Apple’s most powerful iPhones, have been arrested for allegedly stealing secret 2nm chip technology. They may face up to 12 years in prison under Taiwan’s national security law.

Nvidia to produce AI servers worth up to $500 billion in US over four years

Monday's announcement includes production of its Blackwell AI chips at TSMC's factory at Phoenix, Arizona and supercomputer manufacturing plants in Texas by Foxconn and Wistron that are expected to ramp up in 12 to 15 months.

TSMC could face $1 billion or more fine from US probe, say sources

The US Department of Commerce has been investigating the world's biggest contract chipmaker's work for China-based Sophgo, the sources said. The design company's TSMC-made chip matched one found in Huawei's high-end Ascend 910B artificial intelligence processor, according to the people, who requested anonymity because they were not authorized to speak publicly about the matter.

TSMC slumps 10% on tariff woes as Taiwan returns from holiday

The chipmaker’s Taipei-listed shares slid 10%, putting pressure on the benchmark Taiex, which fell as much as 9,8%.

Intel, TSMC tentatively agree to form chipmaking joint venture: Report

TSMC, the world's largest contract chipmaker, will take a 20% stake in the new company, the report said

Trump, TSMC announce $100 billion investment | U.S. chip plants | Arizona main beneficiary | N18G

Taiwan Semiconductor Manufacturing Co (TSMC) announced an investment of at least $100 billion in the United States to expand its semiconductor production. The investment will fund five new advanced fabrication facilities, with a significant portion directed to Arizona, where TSMC has already invested heavily. This expansion, which follows a prior $65 billion commitment during President Biden's administration, includes three new fabrication plants, two advanced packaging facilities, and a research and development center, creating approximately 40,000 construction jobs over the next four years. TSMC's CEO, C.C. Wei, stated the investment would support advancements in AI and smartphones. Taiwanese officials have said they will review the investment to ensure it aligns with Taiwan’s semiconductor interests, considering the sector's competitiveness. There are concerns that shifting too much production abroad could weaken Taiwan’s "Silicon Shield," its dominant role in chipmaking, which is seen as a key geopolitical asset amid tensions with China.

TSMC poised to announce $100 billion investment in US plants

TSMC is the world’s leader in production of advanced semiconductors used for artificial intelligence, and the investment would help bolster Trump’s pledge to make the US dominant in AI

World Street | Open AI rejects Musk, Japan GDP rises, Dell’s AI deal and more

From AI-driven stock surges and potential Intel breakups to OpenAI rejecting Musk’s bid and Dell securing a major AI deal, here’s a roundup of the latest market movements shaping the global economy.

TSMC considers running Intel’s US factories after Trump team request

Trump officials raised the idea of a deal between the two companies in recent meetings with the Taiwanese chipmaker

China chip index nears 3-year high as TSMC order fuels self-reliance bets

TSMC will from Monday suspend shipments of certain sophisticated chips to some Chinese clients after receiving a letter from the U.S. Department of Commerce imposing export restrictions on those products, Reuters reported on Sunday.

US ordered TSMC to halt shipments to China of chips used in AI applications: Report

The Department of Commerce sent a letter to TSMC imposing export restrictions on certain sophisticated chips, of 7 nanometer or more advanced designs, destined for China that power AI accelerator and graphics processing units (GPU), the report added.

TSMC to suspend production of advanced AI chips for China from Monday, FT reports

Any future supplies of such semiconductors by TSMC to Chinese customers would be subject to an approval process which is likely to involve Washington, two of three people quoted said

Market value of Nvidia and TSMC surges in October on strong AI chip demand

Nvidia's market cap rose 9.3 percent in October to $3.26 trillion, while the company's supplier, TSMC, saw its market value increase 6.5 percent to $832.8 billion

TSMC's third-quarter revenue easily beats market forecast

Taiwan Semiconductor Manufacturing Co, whose customers include Apple and Nvidia, has been at the forefront of the march towards AI that has helped it weather the tapering off of pandemic-led demand

TSMC Q2 profit rises 36%, better than forecast

Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker and a major Apple and Nvidia supplier, saw April-June net profit rise to T$247.8 billion from T$181.8 billion a year earlier.

TSMC Q2 revenue handily beats market forecasts

An LSEG SmartEstimate, drawn from 21 analysts, predicted second quarter revenue of T$654.27 billion.

ASML and TSMC can disable chip machines if China invades Taiwan

Officials from the US government have privately expressed concerns to both their Dutch and Taiwanese counterparts about what happens if Chinese aggression escalates into an attack on the island responsible for producing the vast majority of the world’s advanced semiconductors, two of the people said, speaking on condition of anonymity

TSMC says no damage to its Arizona facilities after incident

Firefighters responded to a reported explosion on Wednesday afternoon at the Taiwan Semiconductor Manufacturing Company plant in Phoenix, the Arizona Republic reported, citing the local fire department.

World Street | Meta's AI assistant, Nordstorm's plans to go private, TSMC's selloff and more

From Nordstorm's plans to go private and TSMC's earnings disappointment to US' call for action against Chinese EV players, here's a look at some of the major developments from across the world.

TSMC, UMC evacuate chipmaking lines after major Taiwan quake

Taiwan Earthquake: TSMC, the main contract chipmaker to Apple Inc. and Nvidia Corp., moved staff out of certain areas and said it’s assessing the impact of a temblor measuring 7.4 in magnitude off the east coast.

The three kings of AI

Three companies in very different parts of the world have emerged as the largest gainers of the current AI boom. Three companies in very different parts of the world have emerged as the largest gainers of the current AI boom

Missed Chances: Don’t ask star fund manager Cathie Wood about Nvidia, or TSMC

She mistimed the offloaded of shares in both companies, an epic miscalculation given how AI is giving chip companies a second wind. Cathie Wood is now sounding the alarm on chip stocks. Given her track record, one has to take Wood’s comments with a grain of salt. Among providers of mutual and exchange-traded funds, her firm Ark topped the chart in wealth destruction. But her caution nonetheless resonates with those who worry we are nearing another dot-com burst

TSMC considering advanced chip packaging capacity in Japan

The deliberations are at an early stage, they added, declining to be identified as the information was not public.

TSMC reclaims spot in world's 10 most valuable companies after stock rallies to record

A 14% rally last week has elevated the chipmaker’s market capitalization to a record, before a 2% decline in early trading Monday pared it to $634 billion.

Global Chip Rebound: TSMC thanks you for your love of chat bots

All TSMC and co need now is for us to keep chatting with bots, create AI-generated cat videos, and let computers write school essays. Global semiconductor industry revenue will climb at least 10 percent this year