Taiwan moves to tighten control over TSMC's advanced chip exports and overseas investments
TSMC's overseas expansion faces new hurdles under the revised regulations
TSMC unveils plans for giant AI chips to meet surging compute demands
The big picture: The semiconductor industry is approaching a significant milestone as TSMC prepares to expand the physical scale of its chip packaging technology. At its recent North American Technology Symposium, the company detailed plans for a new generation of CoWoS (Chip-on-Wafer-on-Substrate) technology, enabling the assembly of multi-chiplet processors much larger than those currently in production.
TSMC to begin 1.4nm A14 chip production in 2028, expands 3nm family with N3P and N3X
Next-gen 2nm node launches this year ahead of A14 rollout
Intel to adopt TSMC's next-gen 2nm process for upcoming Nova Lake CPUs
Nova Lake will also debut a new LGA 1954 motherboard socket
TSMC denies reports of joint venture with Intel as US pushes for domestic chip solutions
CEO C.C. Wei shut down the reports
AMD Epyc 'Venice' will be built on TSMC's N2 node, 5th-gen Epyc to be fabbed in Arizona
On track to be released in 2026
Nvidia shifts AI supercomputer production to the US for the first time
Nvidia to produce $500 billion worth of AI infrastructure in Arizona and Texas
TSMC could face over $1 billion fine for violating Huawei export ban
Whether TSMC knew about it is another question
Intel and TSMC reach preliminary agreement on US chip manufacturing joint venture
TSMC will take a 20% stake in the new company
The AI shift is leaving traditional compute vendors behind
Bending metal: The future of Taiwan's electronics complex
Pat Gelsinger warns TSMC's $100 billion investment will not restore US semiconductor dominance
"If you don't have R&D in the US., you will not have semiconductor leadership in the US."
TSMC spends just 10% more on silicon wafers manufactured in the USA than in Taiwan fabs
A hot potato: TSMC has repeatedly said that funding a new chip-making venture outside Taiwan is very expensive for numerous reasons. However, a new analysis tries to debunk the company's alleged financial issues with building new plants in other parts of the world.
TSMC's 2nm chips near production, iPhone 18 Pro likely to be first to adopt
Yields estimated to be far above 60 percent
How profitable are TSMC's nodes: crunching the numbers
Legacy nodes are more valuable than they appear
Samsung's ambitious 1.4nm plans in jeopardy as foundry challenges mount
The node is expected to afford improved efficiency and performance
TSMC seeks Intel foundry stake in joint venture with Nvidia, AMD, Broadcom, and Qualcomm
TSMC would run Intel's foundry division operations
Intel embraces the multi-foundry approach, currently outsourcing 30% of its wafer production to TSMC
Intel sees TSMC as a key supplier while refining its foundry model
TSMC announces extra $100 billion investment in US chip manufacturing, bringing total to $165 billion
TSMC has committed to creating new factories and thousands of jobs
TSMC wafer found in a dumpster - is this the ultimate case of chip binning?
"So that's where the missing ROPs ended up"
China accuses Taiwan of "selling out" its semiconductor industry to the US
Would Taiwan give away TSMC to secure Trump's backing?
Building semiconductor plants in the US takes twice as long, costs twice as much as in Taiwan
Experience and streamlined processes give Taiwan a big edge
Intel's $13B foundry loss raises stakes for potential TSMC partnership
Can TSMC save Intel's foundry business?
In context: Once the undisputed leader in semiconductor manufacturing, Intel now finds itself at a critical juncture as its foundry operations face significant financial challenges. It remains uncertain whether a deal with TSMC can rescue Intel's foundry business, but without it the company – better known in its heyday as "Chipzilla" – must find a way to address its manufacturing challenges and financial losses.
Intel considers breakup as Broadcom and TSMC explore separate deals
Broadcom is eying Intel's chip design business while TSMC considers manufacturing arm
Intel's 18A found to be faster but TSMC's N2 is denser in process node showdown
Bottom line: Intel and TSMC are both gearing up to launch their respective 18A and N2 process nodes, each offering significant advancements. On one side, Intel claims 18A will deliver much higher generational performance gains. On the other, TSMC is emphasizing N2's impressive transistor density. But which one is truly superior? As it turns out, the answer isn't so straightforward.
Intel may team up with TSMC to strengthen US chip production
Meanwhile, Trump is pushing hard to bring semiconductor manufacturing back to the US