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Wednesday 20 September 2023
Taiwan, US delegations explore cybersecurity, 5G, EV cooperation and investment opportunities at Taipei forum
A Taiwan-US supply chain partnership forum held in Taipei alongside the US Business Day on September 19 saw delegations of government and corporate representatives from both sides...
Tuesday 19 September 2023
TSMC and Arizona discussing advanced chip packaging investment
Taiwan Semiconductor Manufacturing Co. and Arizona authorities are talking about adding advanced chip packaging capacity to the chipmaker's plants in the state, Governor Katie Hobbs...
Friday 15 September 2023
What has global supply chain restructuring meant for Taiwan?
After the reconfiguration of global supply chains, it will mark the beginning of Taiwan's great navigation era, and the trend of large-scale supply chain relocation has made supply...
Wednesday 16 August 2023
TSMC may see its US fab struggle for profitability
TSMC's project to build an advanced wafer fab in Arizona may be a financial pitfall, as the Taiwanese pure-play foundry keeps increasing its investment without the US government confirming...
Tuesday 15 August 2023
TSMC should be able to keep its new overseas JV fabs profitable
Market observers view TSMC's overseas expansion strategy with skepticism, which also presents some opportunities for the pure-play foundry. Despite the fact that its wholly owned...
Wednesday 9 August 2023
TSMC unveils plan for JV foundry in Dresden
TSMC has announced that it will invest alongside Robert Bosch, Infineon Technologies, and NXP Semiconductors in European Semiconductor Manufacturing Company (ESMC) in Dresden, Germany...
Monday 7 August 2023
Intel 18A process wins US gov't deal, likely to squeeze potential orders for TSMC Arizona fab
Intel has struck a deal with the US Department of Defense to develop and manufacture chips with its 18A (18-angstrom or 1.8nm) process technology under the DoD's Rapid Assured Microelectronics...
Thursday 3 August 2023
Labor unions may hinder TSMC's overseas fab expansions
The expansion of TSMC's fabs abroad may be hampered by strong labor unions in the US and Europe, according to industry sources.
Friday 21 July 2023
US intros new policy to ease tax burden on TSMC's Taiwanese employees at Arizona plant
TSMC's Arizona plant project has entered a critical stage, and the company and its suppliers will send additional manpower to Arizona to assist in equipment installations, and more...
Thursday 29 June 2023
TSMC to back up Arizona site with manpower, highlighting US talent shortage problem
According to sources, TSMC and its suppliers plan to dispatch hundreds of workers from Taiwan to Arizona, USA, to accelerate the construction of TSMC's fab. The move highlights not...
Tuesday 2 May 2023
TSMC overseas foundry quotes to be 10-30% higher than in Taiwan
TSMC has begun to formulate pricing strategies for its new overseas wafer fabs. Quotes for advanced chips to be fabricated by its plant in Arizona are estimated to be 20-30% higher...
Friday 21 April 2023
TSMC cuts revenue outlook for 2023
TSMC has revised its revenue outlook for this year to a low- to mid-single-digit percentage decrease from the previously projected small gain.
Monday 10 April 2023
TSMC to address 7 major market concerns at upcoming earnings call
With TSMC customers cutting back on orders or delaying shipment pull-in in the first quarter of 2023, market doubts are emerging about whether the foundry's overall business operations...
Tuesday 28 March 2023
LGES resumes Arizona project to produce cylindrical batteries for NA EV customers
South Korean LG Energy Solution has restarted a plan to build battery plants in Arizona, the US. The company said it will invest KRW7.2 trillion (US$ 5.5 billion) in the project to...
Monday 13 March 2023
TSMC new US fab to dent profits, hard to transfer costs to customers
TSMC could hardly achieve profitable mass production of 5/4/3nm chips at its new plant under construction in the US, and will find it a tough challenge to transfer part of its huge...
Global wafer foundry industry analysis and forecast, 2022
DIGITIMES Research Special Report Databases
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
In light of Huawei's 5G smartphone launch, US could pose even stricter sanctions, said DIGITIMES Research
Global foundry revenues anticipated to rise for 2024 despite lingering chip demand weakness, says DIGITIMES Research