TL;DR: TSMC is delaying its second semiconductor fab in Japan due to shifting priorities toward expanding US advanced packaging facilities amid US trade tensions. While official reasons cite local ...

The global AI boom has created a severe shortage of NAND flash memory, pushing prices up more than 100 percent in six months, ...

While Samsung’s much-hyped Texas fab is still sitting around looking pretty, struggling to find buyers, TSMC is bulldozing ahead with its American chip-building binge. TSMC is delaying construction of ...

TSMC announced today that its Fab 14, Phase 3 facility based in Southern Taiwan Science Park won certification from the U.S. Green Building Council’s Leadership in Energy and Environmental Design – ...

White House pushes joint venture to keep Intel’s fabs under American control. Troubled Chipzilla has reportedly struck a tentative deal with TSMC to form a joint venture aimed at bailing out Intel’s ...

I find Q2 revenue guidance encouraging, beating revenue expectations by $1.58B and signaling resilient demand for AI chips despite ongoing tariff noise in the US. I expected margin pressure from Fab ...

TSMC ( ($TSM) ) has provided an announcement. On November 11, 2025, TSMC’s Board of Directors approved the company’s third-quarter financial ...