1. TSMC's 3nm process technology is gaining momentum, with Apple as a key customer for its latest chips; 2. The advanced 3nm node enhances performance and energy efficiency, positioning TSMC as a leader in semiconductor manufacturing; 3. Future growth is expected from next-generation chips in AI, HPC, and consumer electronics, reinforcing TSMC's market dominance.
Recent #TSMC news in the semiconductor industry
1. TSMC's Q2 revenue rose 40% YoY to $20.67 billion, surpassing market expectations; 2. Growth driven by surging demand for AI chips from clients like Nvidia; 3. Despite smartphone and automotive sector declines, AI boom supports TSMC's leadership in advanced semiconductor manufacturing.
1. TSMC achieves a breakthrough in 2nm chip manufacturing technology, solidifying its lead in advanced semiconductor processes; 2. Apple secures initial orders for 2nm chips, likely for future iPhones and Macs; 3. Intel faces challenges in catching up with TSMC's process advancements amid foundry market competition.
1. TSMC announces its new A16 chip manufacturing technology, set for release in 2026, claiming superior performance and power efficiency; 2. The technology is positioned to outperform Intel’s 18A process, intensifying competition in advanced semiconductor manufacturing; 3. TSMC highlights innovations like nanosheet transistors and backside power delivery to achieve breakthroughs in chip density and energy efficiency.
➀ Intel's SEC filing suggests uncertainty about its 14A node development, hinging on securing external customers to justify continued investment;
➀ Employee morale and talent retention face risks due to potential project cancellations and R&D cuts, as competitors like TSMC outspend Intel in capex;
➂ The company’s struggle to maintain process leadership, despite its Moore’s Law legacy, highlights a strategic crisis threatening its long-term viability.
1. The U.S. government plans to award TSMC $6.6 billion in subsidies to support the construction of advanced semiconductor plants in Arizona; 2. The move aims to reduce reliance on Asian chip manufacturing and strengthen U.S. competitiveness in semiconductor production; 3. The funding is part of the CHIPS Act, which seeks to revitalize domestic chip manufacturing and address supply chain vulnerabilities.
1. TSMC announces its new A16 chip manufacturing technology, set for release in 2026; 2. The technology will utilize ASML's advanced High-NA EUV lithography machines; 3. This innovation aims to enhance semiconductor performance and efficiency for next-generation applications.
1. TSMC solidifies its leadership in the global foundry market with its advanced 3nm process technology, offering 15-20% performance improvements and 30% power efficiency gains; 2. The technology is driving innovation in AI, HPC, and mobile devices, with major clients like Apple and NVIDIA adopting the node; 3. Intensifying competition emerges as Samsung and Intel accelerate their 2nm/18A process development to challenge TSMC's dominance.
1. TSMC's Q2 revenue exceeded expectations driven by strong AI-related chip demand and advanced packaging technology; 2. The company highlighted AI processors as a primary growth driver, offsetting weaker smartphone and traditional server markets; 3. TSMC plans to expand advanced packaging capacity to address supply shortages, maintaining its leadership in semiconductor manufacturing.
1. TSMC's 3nm process technology is in high demand, with Apple, Qualcomm, and MediaTek competing for production capacity; 2. The surge in orders reflects the industry's push for advanced semiconductor nodes to meet AI and high-performance computing needs; 3. TSMC plans to expand 3nm production to address supply constraints and maintain its leadership in cutting-edge chip manufacturing.
➀ Synopsys finalized its acquisition of Ansys, enhancing AI design tools with predictive simulation capabilities;
➁ TSMC maintains dominant leadership in the semiconductor foundry industry, solidifying its market position;
➂ UK companies Magdrive and Perpetual Atomics collaborate on integrating radioisotope power systems with plasma propulsion for long-duration space missions.
1. TSMC maintains leadership in 3nm semiconductor process technology but faces growing competitive pressure; 2. Samsung and Intel are accelerating breakthroughs in advanced chip manufacturing processes; 3. Intensified industry competition drives technological innovation and impacts global supply chain dynamics.
1. TSMC plans to mass-produce 2nm chips in 2025, with Apple and NVIDIA as key initial clients; 2. The 2nm process offers significant performance and energy efficiency improvements, reinforcing TSMC's leadership in advanced semiconductor manufacturing; 3. The breakthrough faces technical challenges but may accelerate innovations in AI and consumer electronics.
1. TSMC secures Apple's full order for 2nm process chips, solidifying its leadership in advanced semiconductor manufacturing; 2. Intel's foundry business faces significant setbacks as it loses key clients and struggles with technological competitiveness; 3. The development intensifies competition in global chip manufacturing, with TSMC and Samsung dominating cutting-edge processes while Intel attempts strategic adjustments.
1. TSMC's Q2 revenue exceeded market expectations due to strong demand for AI chips; 2. The company highlighted its role as a major supplier for AI-related semiconductor applications; 3. Increased orders from AI and high-performance computing sectors drove revenue growth.
➀ TSMC reported a record $30.07 billion revenue in Q2 2025, driven by AI processor demand;
➁ Plans to build 15+ new fabs worldwide, including 11 in Taiwan and overseas expansions;
➂ N2 node enters mass production in late 2025, with AI-focused A16 node on track for 2026.
1. TSMC shares surged to a record high driven by strong AI-related demand; 2. Morgan Stanley raised its price target for TSMC to NT$1,080, citing optimism about AI chip growth; 3. The rally reflects broader market confidence in semiconductor companies benefiting from AI advancements.
1. TSMC secures all Apple's 3nm chip orders, consolidating its leadership in advanced semiconductor manufacturing; 2. Samsung faces challenges in competing with TSMC due to lower yields and technical limitations in its 3nm process; 3. The development highlights TSMC's dominance in cutting-edge chip production and Apple's reliance on its manufacturing capabilities.
➀ TSMC's Q2 2025 profit surged 60.7% YoY to $12.8 billion, with revenue rising 44.4% YoY and 17.8% QoQ to $30 billion;
➁ Gross margin reached 58.6%, while 3nm/5nm/7nm technologies contributed 74% of total wafer revenue, dominated by 3nm (24%) and 5nm (36%) nodes;
➂ Advanced nodes (7nm and below) maintained strong adoption, reflecting TSMC's leadership in cutting-edge semiconductor manufacturing.
1. TSMC's 3nm process technology is critical to Apple's next-generation M4 and A18 chips, enhancing performance and energy efficiency; 2. Apple relies on TSMC's advanced manufacturing to maintain its competitive edge in mobile and computing devices; 3. The collaboration underscores TSMC's leadership in semiconductor innovation amid global chip industry competition.