We take the liberty of classifying Nvidia as a Taiwan-related company because Nvidia’s long-time CEO, co-founder and co-owner, Jensen Huang, was born in Taiwan.
7th November2024
Foxconn is only able to produce a limited amount of AI servers for Apple in Taiwan due to Nvidia’s domination of Foxconn’s capacity
Apple Plans AI Server Production with Foxconn, Using In-House Chips
Taiwan Semi, GlobalFoundries said to conclude talks over final CHIPS Act awards
Apple’s AI server hopes and TSMC’s extreme machines
TSMC, GlobalFoundries edge closer to US chip act awards
Huawei hiring TSMC employees with triple salary
Experts warn of TSMC supply chain shift to U.S.
Trump presidency dims TSMC and Samsung expansion in US
How a Trump presidency could impact Arizona’s semiconductor industry
We take the liberty of classifying Nvidia as a Taiwan-related company because Nvidia’s long-time CEO, co-founder and co-owner, Jensen Huang, was born in Taiwan.
6th November2024
Foxconn Could Be Tapped To Produce Apple Intelligence Servers In Taiwan; Will Be Intended For Internal Use To Push The Company’s Generative AI Capabilities
UP cabinet approves ₹3,706 Cr semiconductor project by HCL Tech and Foxconn
Apple asks Foxconn to produce servers in Taiwan in AI push
Apple reportedly in talks with Foxconn to build AI servers in Taiwan
Foxconn-HCL chip JV may assemble in UP
Foxconn growth slows, sparks AI, iPhone demand concerns
Hon Hai Precision Industry Co., Ltd. (2317.TW) Stock Price, News, Quote & History
Is the iPhone 16 selling well? Foxconn’s record October revenue offers initial clues
Taiwan’s Foxconn October revenue hits NT$804.84 billion
EnSilica Partners with TSMC, Ships 5 Million ASICs for Premium Automotive Manufacturer
HBM and beyond: SK Hynix deepens strategic partnership with TSMC
Huawei Is Rumored To Be Poaching TSMC Engineers, Offering Them Triple Their Current Salaries In An Effort To Jumpstart Its Chipmaking Endeavors
US election results not likely to impede TSMC
After TSMC, U.S. considers investigating Huawei-SMIC chip ties
Intel CEO briefly visits Taiwan to finalize 3/2nm production capacity at TSMC
We take the liberty of classifying Nvidia as a Taiwan-related company because Nvidia’s long-time CEO, co-founder and co-owner, Jensen Huang, was born in Taiwan.
5th November2024
Foxconn Reports Slower October Sales Growth, Raising AI and iPho
Foxconn says Oct revenue +8.59% y/y, Q4 outlook good
Foxconn meets Karnataka govt for potential investment talks while it builds large iPhone assembly plant
Foxconn’s Shunsin invests $80m in Vietnam
TSMC to receive first High NA EUV lithography machine by end of year
Taiwan Semiconductor (TSM) Faces Rising Electricity Costs and Outages in Taiwan
Nvidia and TSMC Gain Market Value in October Amid AI Chip Demand
Taiwan’s soaring energy prices and growing outages hit chipmaker TSMC
We take the liberty of classifying Nvidia as a Taiwan-related company because Nvidia’s long-time CEO, co-founder and co-owner, Jensen Huang, was born in Taiwan.
3rd November2024
Foxconn to invest $80M in Vietnam province for chip manufacturing expansion
Foxconn Technology Co., Ltd.’s (TWSE:2354) Price Is Out Of Tune With Earnings
Nvidia to Replace Intel on Dow Jones Industrial Index As AI Race Heats Up
What the heck is going on at TSMC?
TSMC Won’t Save Tensor G5 from Underperforming, Leaked Geekbench Score Reveals
Biden administration questioned after TSMC made chips for Huawei
Intel CEO calls TSMC an ‘awesome’ company, says the company is still waiting for CHIPS Act money
Foundry woes push Samsung to weigh once-unthinkable collaboration with TSMC
We take the liberty of classifying Nvidia as a Taiwan-related company because Nvidia’s long-time CEO, co-founder and co-owner, Jensen Huang, was born in Taiwan.
2nd November2024
Apple OEM Foxconn to produce new-energy batteries in Zhengzhou: report
First Shift: Stellantis, Foxconn plan strategic partnership
Foxconn Throws Ice On Byton EV Car Project Due To Financial Instability
Apple’s Big Move! After iPhone 16, iPhone 17 Manufacturing Shifts To India
Intel outlines plan to break free from TSMC manufacturing — 70% of Panther Lake at Intel
Taiwan shares end slightly down as TSMC recoups majority of losses
TSMC to receive first High NA EUV lithography machine from ASML in Q4
Foundry woes push Samsung to weigh once-unthinkable collaboration with TSMC
It is being reported that Intel wants to form an alliance with Samsung Foundry to compete against contract chipmaker TSMC. – SamMobile.
Samsung Electronics and TSMC are ramping up the development of SiPh technology to handle the exponential data growth driven by AI applications
OpenAI partners with Broadcom, TSMC, and AMD to develop custom AI chips, diversify suppliers, and optimize cost efficiency for ChatGPT and future AI models
We take the liberty of classifying Nvidia as a Taiwan-related company because Nvidia’s long-time CEO, co-founder and co-owner, Jensen Huang, was born in Taiwan.
1 November
Foxconn partners with Japan’s QunaSys to advance quantum simulation algorithms
On October 29th, the Hon Hai Research Institute (HHRI) announced a strategic partnership with Japan’s innovative quantum computing software company QunaSys.
Foxconn Industrial Internet Third Quarter 2024 Earnings: Revenues Beat Expectations, EPS Lags
Foxconn Industrial Internet ( SHSE:601138 ) Third Quarter 2024 Results Key Financial Results Revenue: CN¥170.3b (up 40…
Foxconn Industrial stock boosted by CLSA as AI revenue surges 228%
On Thursday, CLSA updated its outlook on Foxconn Industrial Internet (601138:CH) stock, a key player in the technology sector, increasing its price target…
Taiwan emerges as center of global AI supply chain
When Jung Yoonseok was looking for an assembly partner for his artificial intelligence (AI) chip startup, he had his pick of almost any country in Asia,…
TSMC to receive ASML’s next-gen chip machines this year
Taiwan Semiconductor Manufacturing Co. is set to receive its first shipment of the world’s most advanced chipmaking machines from Dutch supp.
Intel CEO to visit TSMC in November, say sources
Intel CEO Pat Gelsinger will visit TSMC in Taiwan in November, according to industry sources, who also believe that recent media claims about TSMC…
Intel CEO calls TSMC an ‘awesome’ company, says the company is still waiting for CHIPS Act money
Intel CEO Pat Gelsinger weighs in on the company’s relationship with TSMC, the status of CHIPS Act funding and the outlook for the business.
Intel Reportedly Lost a Steep Discount at TSMC With Dismissive Comments About Taiwan
CEO Pat Gelsinger made comments that allegedly offended TSMC.
OpenAI partners with Broadcom and TSMC for custom AI chip
OpenAI, the company behind generative artificial intelligence (AI) systems including ChatGPT, is collaborating with Broadcom and Taiwan Semiconductor…
TSMC’s Huawei Headache
Sophgo is suspected of having sold chips it commissioned from TSMC on to Huawei. Eliot Chen and Noah Berman report.
OpenAI Develops Its First “In-House” AI Chip, Collaborating With TSMC & Broadcom To Enhance Inferencing
OpenAI has built its in-house custom AI chip in collaboration with Broadcom and TSMC, as they look to upscale inferencing capabilities.
We take the liberty of classifying Nvidia as a Taiwan-related company because Nvidia’s long-time CEO, co-founder and co-owner, Jensen Huang, was born in Taiwan.
31st October
Foxconn Industrial stock boosted by CLSA as AI revenue surges 228%
On Thursday, CLSA updated its outlook on Foxconn Industrial Internet (601138:CH) stock, a key player in the technology sector, increasing its price target…
iPhone 17 is reportedly already being prototyped in India
Apple’s manufacturing partner, Foxconn, has already started developing the base iPhone 17 in a plant in Bengaluru, India.
A Bold First For iPhones: Apple Moves iPhone 17 Development from China to India
Apple has picked Foxconn’s Bengaluru facility to transform their US prototype into a mass-production ready device; This shows Apple’s massive confidence in…
‘Made in Bharat’ Apple iPhone! ‘33% surge…’ – Union minister Ashwini Vaishnaw on big exports milestone
Apple is rapidly expanding its manufacturing footprint in India, using local subsidies, a skilled workforce, and the country’s technological advancements.
TSMC on alert and Singapore on the rise
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times.
Intel CEO ran his mouth: lost a huge 40% discount from TSMC after remarks about Taiwan, China
Intel CEO Pat Gelsinger made some rather negative comments about TSMC, Taiwan, and China… hurting relations with TSMC, and losing a huge 40% discount.
TSMC Stops Chip Supply Amid Huawei Concerns
The Taiwan Semiconductor Manufacturing Company (TSMC) has become embroiled in controversy after halting chip supplies to two companies suspected of…
Intel CEO’s Missteps Reportedly offended TSMC, Leading to a Canceled 40% Discount
Ahead of Intel’s upcoming Q3 financial announcement on October 31st, the market has speculated that it may suffer another quarter of revenue decline, …
30th October
We take the liberty of classifying Nvidia as a Taiwan-related company because Nvidia’s long-time CEO, co-founder and co-owner, Jensen Huang, was born in Taiwan.
Apple’s manufacturing partner Foxconn has begun early development of the basic iPhone 17 at its plant in Bengaluru, India. This is considered an important
Apple’s iPhone exports from India have reportedly jumped by a third in the six months through September, as the Cupertino-based company looks to
OpenAI Teams Up with Broadcom and TSM to Develop Custom AI Chips
Top Tech News: OpenAI Collaborates with Broadcom and TSMC on First Chip; Elon Musk’s xAI Seeks Funding, Targeting $40 Billion Valuation
TSMC reportedly halts supply to two suspected Huawei proxies, challenges from China’s intermediary networks persist
It is being reported that Intel wants to form an alliance with Samsung Foundry to compete against contract chipmaker TSMC. – SamMobile.
Samsung Electronics and TSMC are ramping up the development of SiPh technology to handle the exponential data growth driven by AI applications
OpenAI partners with Broadcom, TSMC, and AMD to develop custom AI chips, diversify suppliers, and optimize cost efficiency for ChatGPT and future AI models
29th October
We take the liberty of classifying Nvidia as a Taiwan-related company because Nvidia’s long-time CEO, co-founder and co-owner, Jensen Huang, was born in Taiwan.
Foxconn reportedly invested more than $1.4 billion in India as of August 2024. The business has grown to $10 billion. The company employs more than 48000
Apple’s iPhone exports from India have jumped by a whopping one-third in the last six months ending September. The tech giant shipped nearly $6 billion
The ongoing controversy regarding Huawei’s semiconductor dealings has led Sophgo, a Chinese client of TSMC, to clarify its relationship with Huawei
Taiwan’s semiconductor manufacturing is making strides in advanced process and packaging expansion. TSMC’s new 2nm fab in Kaohsiung will hold a tool-i
Citi analysts report that Taiwan Semiconductor Manufacturing Company (TSMC) is well-positioned to handle potential tariffs proposed by Trump, thanks to its
Amkor Technology’s advanced packaging leadership and partnership with TSMC are key growth drivers. Read why AMKR stock is a Buy
TSMC, which acquired Innolux’s 5.5G LCD fab in Tainan (southern Taiwan) in August, intends to acquire additional Innolux facilities that are adjacent to the
TSMC has recently been implicated in a controversy surrounding Huawei’s Ascend 910B chip, which was reportedly manufactured by TSMC. According to Reut
Taiwan’s semiconductor sector is watching US election closely amid geopolitical rivalry between Washington and Beijing
28th October
We take the liberty of classifying Nvidia as a Taiwan-related company because Nvidia’s long-time CEO, co-founder and co-owner, Jensen Huang, was born in Taiwan.
Foxconn’s US$31.8 million equipment buy from Apple signal major iPhone production boost in India. On October 24, Foxconn’s Indian subsidiary, Foxconn Hon Hai Technology India Mega Development Private Limited, announced a transaction with Apple Operations…
Foxconn poised to benefit as manufacturers pivot investment to India amid geopolitical shifts. Amid the countdown to the US presidential election, discussions regarding whether the incoming president will step up manufacturers to invest in India…
India roundup: Nvidia pivots to India as growth engine. Nvidia CEO Jensen Huang urges India to be an AI manufacturing powerhouse as well as an exporter. Foxconn procured equipment from Apple amid global…
Taiwan’s drone sector gains momentum, but supply chain gaps remain. Interest in the drone industry has surged to new heights. Following the 2024 Taipei International Electronics Show (TAITRONICS) and AIoT Taiwan,…
TSMC tech in Huawei’s AI chips raises questions about ‘porous’ supply chain. When a Canadian research firm found that Huawei Technologies’ multi-chiplet artificial intelligence (AI) processor Ascend 910B contained dies made by Taiwan…
TSMC aims for record revenue despite trade hurdles. Morris Chang, founder of Taiwan Semiconductor Manufacturing Co. (TSMC), acknowledged upcoming obstacles due to stricter semiconductor trade restrictions…
TSMC Suspends Shipments to Chinese Firm Over Alleged Huawei Link: Report. Taiwan Semiconductor Manufacturing Co. has suspended shipments to Chinese chip designer Sophgo after discovering that a chip it produced for the firm was…
TSMC Reportedly Halts Shipments to Chinese Firm Sophgo After Chip Found in Huawei Processor. TSMC has halted shipments to Chinese chip designer Sophgo after a chip it manufactured was reportedly found in a Huawei AI processor, according to Reu…
TSMC sports day: What did Morris Chang and C.C. Wei say? Taiwan Semiconductor Manufacturing Company (TSMC) held its 2024 Sports Day in Hsinchu on October 26, with founder Morris Chang, age 93, in attendance.
TSMC Founder Warns ‘Free Trade in Semiconductors Has Died’. The founder of Taiwan’s TSMC, the world’s largest foundry (semiconductor contract manufacturing) company, has warned that the decline of global free trade…
27th October
We take the liberty of classifying Nvidia as a Taiwan-related company because Nvidia’s long-time CEO, co-founder and co-owner, Jensen Huang, was born in Taiwan.
Foxconn invests Rs 1,200 crore in Karnataka manufacturing unit. Foxconn invested around Rs 1200 crore in its Indian subsidiary in Karnataka. With Foxconn’s Singapore arm acquiring over 120 crore shares, this unit will…
Foxconn building world’s largest chip factory for Nvidia. Foxconn is constructing in Mexico the world’s largest facility to manufacture Nvidia’s GB200 superchips for the Blackwell computing platform, driven by the…
PM Narendra Modi meets Foxconn chairman amid government probe into hiring practices. Modi-Liu meet: Prime Minister Narendra Modi on Wednesday met with Foxconn Chairman Young Liu to discuss the company’s investment plans in India.
TSMC suspended shipments to China firm after chip found on Huawei processor, sources say. Taiwan Semiconductor Manufacturing Co (TSMC) suspended shipments to China-based chip designer Sophgo after a chip it made was found on a Huawei AI…
TSMC tech in Huawei’s AI chips raises questions about ‘porous’ supply chain. It remains unknown how TSMC dies found their way into Huawei’s Ascend 910B, but analysts say it shows the limits of Washington’s sanctions.
Up 100% This Year, This Tech Stock Just Joined the Trillion-Dollar Club. Should You Invest Now? TSMC’s stock is trading at an all-time high, but the room for growth remains large.
TSMC denies U.S. is probing the company after report suggests blacklisted Huawei is using its chips. TSMC has denied a report that it is under investigation by the U.S. Commerce department for supposed dealings with Chinese tech company Huawei.
Huawei appears to still be using TSMC chips despite US sanctions. A Canadian research firm called TechInsights took a deep dive on one of Huawei’s artificial intelligence accelerators and found a chip manufactured by…
26th October
We take the liberty of classifying Nvidia as a Taiwan-related company because Nvidia’s long-time CEO, co-founder and co-owner, Jensen Huang, was born in Taiwan.
NVIDIA CEO Jensen Huang admits that the AI chip design flaws are 100% NVIDIA’s fault and TSMC is not responsible, corrected Blackwell chips are in production. When NVIDIA’s AI chips ‘B100’ and ‘B200’ were first. announced in March 2024 , they were said to be available in late 2024. However, it has since been…
Foxconn Invests $31.8 Million In Tamil Nadu Plant To Make iPhone 16 Pro In India. This strategic investment by Foxconn underscores Apple’s growing commitment to diversifying its manufacturing base outside of China.
FOXCONN INDUSTRIAL INTERNET Launches Latest WORLD ECONOMIC FORUM Lighthouse Certified Factory in Bắc Giang, Vietnam, Powered by AI 360 Camera and Immersive Real-Time Digital Twin Technology. Media OutReach Newswire – 25 October 2024 – VIZZIO Technologies, POLYTRON.AI, and Foxconn Industrial Internet (Fii), have once again joined…
Foxconn Sees Significant Growth Driven by AI Demand. Foxconn, whose clients include Apple, Sony and other technology companies, had earlier provided a cautious outlook for 2024, but it said Thursday the AI…
Foxconn Industrial Internet’s Unit To Acquire Assets From Hon Hai Precision’s Subsidiary. SAYS MEXICO UNIT PLANS TO BUY ASSETS FROM HON HAI PRECISION’S UNIT FOR 331.3 MILLION YUAN ($46.51 million). Source text. Further company coverage: 601138.SS.
TSMC Cut Off Chinese Crypto Mogul’s Firm as US Probes Huawei Link. Taiwan Semiconductor Manufacturing Co. earlier this month stopped making chips for a China-based chip design firm founded by a Chinese crypto mogul,…
TSMC’s Arizona Chip Production Yields Surpass Taiwan’s in Win for US Push. Taiwan Semiconductor Manufacturing Co. has achieved early production yields at its first plant in Arizona that surpass similar factories back home,…
TSMC Faces Severe Challenges as Free Trade Falters, Founder Says. Taiwan Semiconductor Manufacturing Co.’s founder Morris Chang said the the company will soon face its “most severe” challenges in driving growth at a time…
TSMC Honors Ansys for Design Excellence in AI HPC and Photonics Systems. Ansys was recognized at the TSMC 2024 Open Innovation Platform (OIP) Partner of the Year awards for excellence in design enablement for AI.
25th October
Apple, Made In India: Foxconn Buys Equipment Worth ₹267 Crore For Tamil Nadu Factory To Locally Make iPhone 16 Series
Taiwanese electronics giant Foxconn has procured equipment worth USD 31.8 million (about Rs 267 crore) for its India factory as it gears up to start
Foxconn gears up for iPhone 16 Pro Series production in India
Foxconn, the Taiwanese electronics manufacturing giant renowned for assembling iPhones, has made a significant investment in its India operations.
Telangana CM visits Foxconn’s project, assures govt’s support
Hyderabad, Oct 14 (PTI) Telangana Chief Minister A Revanth Reddy on Monday visited the upcoming project of Taiwanese electronics major Foxconn here and
Should You Think About Buying Foxconn Industrial Internet Co., Ltd. (SHSE:601138) Now?
Let’s talk about the popular Foxconn Industrial Internet Co., Ltd. ( SHSE:601138 ). The company’s shares received a lot
Hon Hai’s Foxconn Subsidiary Acquires Key Machinery
Hon Hai Precision Industry (HNHPF) has released an update. Hon Hai Precision Industry’s subsidiary, Foxconn Hon Hai Technology India Mega Development
[News] TSMC’s First Plant in Arizona Achieves Early Chip Production Yields Higher than Taiwan’s
According to a report from Bloomberg, TSMC’s first wafer fab built in Arizona, USA, has achieved a major breakthrough in early production yield, surpa
TSMC faces NT$1B carbon fee under 2025 carbon fee plan
Taiwan will introduce a carbon fee in 2025, impacting major firms like TSMC, which may pay over NT$1 billion. The fee aims to reduce emissions and offers
TSMC (TSM) Plans Aggressive Price Hike for 2025 with Focus on Ad
TSMC (TSM) is reportedly planning significant increases in its 2025 foundry prices to mitigate the impact of high operating costs at overseas facilities and
TSMC to see handset chip orders exceed NT$1 trillion in 2024
Despite a rumored drop in iPhone 16 orders, TSMC’s handset chip revenue is expected to exceed NT$1 trillion (US$31 million) in 2024, according to supply
TSMC to hike sub-5nm quotes in 2025; 2nm to exceed US$30,000
TSMC has made adjustments to its foundry quotations for 2025 to clients to alleviate the effects of gross margin losses caused by high operating costs in
We take the liberty of classifying Nvidia as a Taiwan-related company because Nvidia’s long-time CEO, co-founder and co-owner, Jensen Huang, was born in Taiwan.
23d October
NVIDIA’s Vision: Building AI Partnerships From Canada to Mexico. NVIDIA has embarked on an ambitious strategy to build strong AI partnerships between Canada and Mexico, targeting sectors like gaming, manufacturing, and.
Is AI the New Gold Rush? Foxconn’s CEO Thinks So! Foxconn’s CEO predicts that the surge in corporate investments for AI infrastructure isn’t slowing down yet. This excitement is largely driven by the rapid…
Taiwanese companies invited to invest in Juarez. As part of her working tour in Taiwan, the Governor of Chihuahua, María Eugenia Campos Galván, held meetings with members.
Huawei’s latest AI processors were allegedly made by TSMC: Report. Huawei denies existence of its Ascend 910B processor as controversy with TSMC heats up.
Up 100% This Year, This Tech Stock Just Joined the Trillion-Dollar Club. Should You Invest Now? TSMC’s stock is trading at an all-time high, but the room for growth remains large.
Intel and Samsung think of forming a glorious alliance. Fight off the TSMC empire Intel Foundry has reportedly reached out to Samsung to propose a “foundry alliance,” aiming to create a strategic co…
TSMC reports potential Huawei chip regulation breaches to US authorities in dual notification. TSMC reported potential export violations to US regulators—twice—amid concerns that Huawei accessed restricted semiconductor technology through…
TSMC chip found in Huawei AI accelerator, sparking US export violation concerns. TechInsights found a TSMC-made Ascend 910B chip in a Huawei AI accelerator. TSMC emphasized that it had halted all shipments.
NVIDIA Blackwell Ultra AI GPUs To Be Called B300, Feature 12-Hi HBM3E & TSMC CoWoS-L Tech. NVIDIA’s “Blackwell Ultra” is now renamed as the “B300” series, with high-end GPUs and server products now being shifted to the new naming.
Will Trump cut TSMC’s Arizona factory subsidies? As the US presidential election heats up, speculation is swirling about whether former President Donald Trump, if re-elected, would cut off subsidies for…
Taiwan’s TSMC chip found in China’s Huawei product. Taiwan Semiconductor Manufacturing Co. (TSMC) told the US government that one of its chips was allegedly found in a Huawei product,…
22nd October
Foxconn deepens SDV development to support smart car transformation. At the 2024 Hon Hai Tech Day (HHTD24), DIGITIMES Research conducted an insightful interview with Foxconn about the future of software-defined vehicles…
What Does It Take to Make Foxconn a Truly “Global Company”? What does it take to transform a tech manufacturer into a truly global company? Foxconn seems to fit the bill. But its HR chief believes the journey is just…
Taiwanese companies to build chip plants in Jalisco. In addition to Taiwan’s Foxconn, four multinational companies will invest in the construction of semiconductor (chip) factories.
Does Taiwan have the talent to compete in the AI Olympics? Taiwan’s AI industry will generate over NT$1 trillion by 2026, according to projections by the National Development Council (NDC), based largely on Taiwan’s…
The Philippines’ chip industry wants help from Taiwan’s TSMC. THE Philippines has been trying to enlist Taiwanese chip giants in an effort to expand in semiconductors, a bid to catch up with its neighbours who are…
US Commerce Department Probes TSMC, Raising Serious Concerns For Apple. While TSMC has stated that it stopped providing its technology or services to Huawei as soon as the sanctions came in place, US lawmakers have reasons to…
Check out this beautiful die shot of Intel’s new Core Ultra 9 285K on TSMC’s 3nm process node. Intel’s new flagship Core Ultra 9 285K processor gets delidded, die shot treatment: up close with the Compute, Graphics, SoC, and I/O Tiles.
Intel and Samsung explore foundry alliance to challenge TSMC. Intel CEO Pat Gelsinger hopes to meet with Samsung Chairman Lee Jae-yong to discuss cooperation measures in the foundry sector, as the American.
Philippines targets TSMC, UMC for chip manufacturing. The Philippines is seeking partnerships with leading Taiwanese semiconductor firms to enhance its chip manufacturing capabilities.
Taiwan Semiconductor Shares Jump on Outlook. Is It Too Late to Buy the Stock? Shares of Taiwan Semiconductor Manufacturing (NYSE: TSM), or TSMC for short, climbed higher after
21st October
Demand Is “Crazy” for This Spectacular New AI Chip. Should You Buy Nvidia Stock Now Before It Launches? Is it the right time to invest in this tech giant given its much anticipated Blackwell AI chips will soon hit the market?
NVIDIA Reportedly in Talk with Samsung for Potential GPU Orders amid Rumored Tensions with TSMC. Is Samsung finally be able to secure major orders from tech giants, even one of the world’s top AI companies? According to a report by The Information…
Guotai Junan Lifts TSMC (TSM.US) TP to US$238, Earnings Forecasts. Guotai Junan has published a report lifting its 2024-2026 operating revenue forecasts for TSMC (TSM.US) to TWD2.8858 trillion/ TWD3.7517 trillion/ TWD…
TSMC Says 2nm More Sought after than 3nm; A16 Attractive for AI Server Clients. TSMC has passed the test of the market with flying colors as it reported record high profit in the third quarter at the earnings call. By confirming t…
TSMC navigates rumored strained relationship with Nvidia and shipments to Huawei. TSMC’s impressive third-quarter performance in 2024 has captivated the global market, but recent rumors have drawn attention to potential challenges.
TSMC under investigation over chip sales to Huawei. The US Department of Commerce is investigating TSMC over the latter’s suspected sales of chips to Huawei. The Information claims that the US Department of…
Better Chip Stock: ASML vs. TSMC. ASML and Taiwan Semiconductor Manufacturing, also known as TSMC, are both linchpins of the global semiconductor market.
20th October
India moves to restrict imports of Apple’s MacBook Pro. India wants to sharply cut imports of laptops like the MacBook Pro in order to force all technology firms to boost local manufacturing.
TSMC stock correction overdone amid reports of Nvidia delays- Citi. A recent plunge in TSMC’s stock price, on reports of delays in Nvidia’s advanced artificial intelligence chips, was overdone, Citi analysts…
TSMC likely to reclaim lead in sales over Samsung. Samsung Electronics’ chip division is likely to be dethroned by TSMC, the world’s largest foundry company that manufactures Nvidia chips, in terms of the…
Taiwan Semiconductor Manufacturing Offers Upbeat Outlook Following Strong Quarterly Results
US-listed shares of Taiwan Semiconductor Manufacturing Co. (TSM) climbed intraday Thursday after the chipmaker issued an upbeat fourth-quarter revenue…
Taiwan Semi denies expansion plans in EU after Taiwan official says chipmaker eyeing new fabs. Taiwan Semiconductor Manufacturing (NYSE:TSM) is planning more facilities in Europe with a focus on the market for AI chips, Bloomberg News reported,…
AI Boom Is Real—and Really Profitable—Says Chip Maker TSMC. The world’s largest contract chip maker reassured investors that the artificial-intelligence boom is real after reporting a record quarterly profit.
TSMC says it will take ‘prompt action to ensure compliance’ after reported U.S. probe into possible work with Huawei. The U.S. is reportedly probing whether TSMC is making AI or smartphone chips with Huawei, currently barred from accessing chips made with U.S. technology.
Apple Spark Hope For America’s Semiconductor Comeback: Key Supplier TSMC Reportedly Begins Producing Chips In US For iPhone Maker. Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), the leading global chipmaker, has reportedly started manufacturing A16 chips for Apple Inc. at its…
19th October
Mexican government to partner with GM, Foxconn to reduce reliance on imports. Mexico’s deputy economy minister for industry and trade said that the companies have plans to substitute imports for locally made products.
Nvidia notches record close, could unseat Apple as most valuable company. Shares of Nvidia (NVDA.O) closed at their highest ever on Monday, putting the heavyweight AI chipmaker on the brink of dethroning Apple (AAPL.
‘Defense of sovereignty won’t change’. Taiwanese President Lai Ching-te insisted Friday that the island’s determination to defend its sovereignty “will not change”, as he praised.
US Probe Into Potential Sanctions Breach By TSMC Threatens Apple’s iPhone Chips Production. The U.S. Commerce Department has launched an investigation into TSMC for allegedly supplying chips to Huawei in violation of sanctions, which could disrupt…
Taiwan Semiconductor’s Revenue Is Booming. Is the Stock a Buy? Companies listed in the U.S. are only required to divulge their financials once per quarter. However, some companies offer more information to investors to…
Taiwan Semiconductor stock undervalued, Nomura sees AI growth driving further upside. On Friday, Nomura/Instinet maintained a Buy rating on Taiwan Semiconductor Manufacturing Co. Ltd. stock, while increasing the price…
Taiwanese Chipmaker TSMC Stock Hits New High. The world’s largest chip maker is flourishing in Taiwan. The company TSMC saw its shares rocket to record levels on Friday. But what would happen if China…
TSMC factory expansions fuel Taiwan property values. Property prices in 10 Taiwan districts where TSMC has factories have surged by over 20% since 2020, with Baoshan Township in Hsinchu…
TSMC says it will take ‘prompt action to ensure compliance’ after reported U.S. probe into possible work with Huawei. The U.S. is reportedly probing whether TSMC is making AI or smartphone chips with Huawei, currently barred from accessing chips made with U.S. technology.
How difficult is it to take TSMC’s market share? Samsung learns the hard way. Samsung’s Texas factory faces delays due to customer shortages, risking financial setbacks as TSMC dominates the chip manufacturing market.
18th October
Foxconn expands into AI with ambitions of forming full supply chain. With the surging demand for computing power driven by artificial intelligence (AI) applications, the AI market continues its rapid expansion.
Hon Hai plans to issue US$700m convertible bonds. The Hon Hai Technology Group, also known as Foxconn, announced Friday that it will issue US$700 million in unsecured overseas convertible bonds in 2024 next…
Apple suppliers reinforce footprint with Vietnam plans. Several major suppliers of Apple are expanding their investment footprint in Vietnam, leading to a rise in demand for labour recruitment. in revenue for Q3 2023, recording its best…
iPhone assembler Foxconn posts record Q3 revenue. Apple’s (AAPL) largest iPhone assembler, Foxconn Technology (OTCPK:FXCOF), on Saturday reported T$1.85T ($57.3B)
HHTD24: NVLink Switch unveiled, in-house equipment maximizes automation. This year’s Hon Hai Tech Day (HHTD24) not only showcased Foxconn’s latest technological developments and plans to partners, investment institutions,…
China Probes Taiwan Staff at iPhone City for Alleged Bribery. Chinese authorities are investigating four Taiwanese employees at Hon Hai Precision Industry Co., Apple Inc.’s main assembly partner, for suspected criminal…
TSMC Reports Highest Electricity Price in Taiwan, Affecting Next Year’s Gross Margin. During the earnings call on October 17th, TSMC revealed that electricity prices for its factories in Taiwan have doubled in recent years, making them …
ASML rumored to increase chip-making tool price for TSMC. ASML is now rumored to raise the price of chip-making tools for TSMC. The price increment strategy will ultimately aid the chip equipment sup.
TSMC stock hits new high after forecast-beating earnings. The Taipei-listed shares of TSMC hit a record high on Friday after the world’s largest contract chipmaker posted forecast-beating third-quarter earnings and…
U.S. investigates TSMC on chip dealings with Huawei. U.S. is suspecting TSMC over chip dealings with Huawei. The authorities have reportedly begun investigating the Taiwanese semiconductor firm.
17th October
GM, Foxconn to swap imports to Mexico for local production, official says. U.S. automaker General Motors and Taiwanese tech giant Foxconn will announce plans to swap out imports to Mexico for production in the country later this…
Taiwan Urges Probe into Foxconn Employees’ Strange Detention in China. Four employees of Foxconn, the world’s largest iPhone assembler, have been detained in Zhengzhou, China, under what Taiwan calls “strange” circumstances.
Liquid cooling market surge: Perstorp teams up with Intel, Foxconn to tap AI server demand. The rise of AI applications has spurred demand for AI servers. However, the increasing computational power has also led to a growth in cooling requirements,…
Hon Hai’s Foxconn Expands with Zhengzhou Land Acquisition. Hon Hai Precision Industry (HNHPF) has released an update. Hon Hai Precision Industry’s subsidiary, Foxconn Innovation Industry Development Group,…
Foxconn to build world’s largest Nvidia semi fab in Mexico. Project will focus on producing cutting-edge chips, aimed at supporting AI, automotive and gaming sectors.
Nvidia Supplier TSMC Q3 Trumps Estimates On Strong AI Chip Demand, Guides Q4 Above Consensus. Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSMC) announced quarterly results that came in ahead of forecasts, thanks .
TSMC Posts Record Profit as AI Boom Continues. Taiwan Semiconductor Manufacturing Co. reported record net profit for the third quarter, driven by strong demand for smartphone and artificial-intelligence…
16th October
Foxconn’s Young Liu coined ‘sovereign servers’ as demand for localized AI models are expected to surge. Foxconn Chairman Young Liu recently coined the term “sovereign server,” introducing the topic of sovereign AI into the hardware domain.
Weak Financial Prospects Seem To Be Dragging Down Foxconn Technology Co., Ltd. (TWSE:2354) Stock. With its stock down 4.8% over the past three months, it is easy to disregard Foxconn Technology (TWSE:2354). Given that…
Telangana CM A Revanth Reddy reviews Foxconn’s ongoing projects near Hyderabad. CM Reddy appealed to the company to come forward and invest in more sectors. The Chief Minister further urged Foxconn to invest in the electric and lithium…
Nvidia, ASML, TSMC Are Among Chip Firms Caught in Geopolitical Crosswinds. Semiconductor firms such as Nvidia, TSMC and ASML are getting caught ever more directly in the geopolitical crosswinds between Washington and Beijing,…
TSMC raises CoWoS output goal again, say sources. TSMC has been urging its factory engineering and equipment suppliers to expedite shipment pull-ins, enabling the contract chipmaker to raise its monthly…
TSMC trains apprentices for careers in microchip production. Advancing Arizona by growing talent in technology; is part of a new push to bolster the microchip manufacturing workforce as big tech investment floods into…
Why Taiwan Semiconductor Manufacturing Company Shares Are Volatile. Taiwan Semiconductor, the largest contract chipmaker, fell 2.7% Tuesday. Shares of chip stocks are trading lower in sympathy with ASML, which fell after…
TSMC’s €10 Billion Dresden Plant Marks First Step in European Expansion. Taiwan Semiconductor Manufacturing Company (TSMC) is setting its sights on further expansion within the European Union (EU), indicating a significant…
15th October
Inauguration of Foxconn’s facility near Hyderabad in November; State to pursue visa, machinery import issues faced by Apple supplier. Telangana government to speak to Centre about issues with visa and machinery for Foxconn’s new production facility near Hyderabad.
Telangana CM urges Foxconn to invest in electric, battery sectors. He also reassured Foxconn that the government will extend all support.
HPC News Bytes 20241014: AMD Rollout, Foxconn’s Massive AI HPC, AI Drives Nobels, Are LLM’s Intelligent? October 14, 2024 by staff Leave a Comment. Print Friendly, PDF & Email. share · share · share · share · email. Audio Player.
TSMC Stock Price (TSM) hits new high, profit seen jumping on AI chip demand. Taiwan Semiconductor Manufacturing Company, TSMC, the world’s leading semiconductor foundry, is expected to showcase a significant surge in net profits for…
TSMC outlook and key client orders to garner focus at upcoming investor meeting. TSMC will hold an investor meeting on October 17 to review the company’s business and market projections, as well as updates on its capital expenditure…
TSMC, the world’s largest chips producer grows Q3 profits by 40% as AI chip demand continues to soar. The Taiwan Semiconductor Manufacturing Co. (TSMC) reported a 40% profit increase in the third quarter of 2024. The company’s impressive performance is due…
TSMC’s 3nm project list grows: AMD MI350 series, NVIDIA Rubin AI GPU, expected in 2H 2025
TSMC’s huge 3nm project list adds AI chips to the fray: AMD Instinct MI350 and NVIDIA Rubin AI GPU chips to be made on TSMC 3nm in 2025.
Responding to chip headwinds. By A Damodaran. When the Taiwan Semiconductor Manufacturing Company (TSMC) came into existence in 1987, it had neither a strong talent pool of engineers nor…
TSMC’s expansion into Europe is now focused on investing in AI chips. The adoption of generative AI platforms by software companies and manufacturers over the past few years has resulted in the industry gradually expanding its…
14th October
Foxconn’s Model B EV nears production; Luxgen files N5 trademark. Beyond the recent unveiling of the latest Model electric vehicle at the 2024 Hon Hai Technology Day (HHTD24), there is keen interest in which additional…
CM Revanth Reddy to Review Foxconn Project Progress in Kongara Kalan Today. Telangana Chief Minister Revanth Reddy is set to visit Kongara Kalan today to review the progress of the Foxconn project.
Foxconn Employees Detained Amid Corruption Claims. Recent developments have raised eyebrows as four Taiwanese employees of Foxconn, the world-renowned technology manufacturer, were detained by Chinese..
TSMC continues to expand out of Taiwan, to set up more fabs, chip plants across Europe. TSMC has already started building its first fabrication plant in Dresden, Germany, marking the company’s entry into the European Union at a significant…
TSMC invests $10.9b for Germany fabrication plant. Taiwan Semiconductor Manufacturing Company (TSMC) plans to establish additional semiconductor manufacturing facilities in Europe, according to Wu Cheng-wen,…
TSMC third-quarter profit expected to jump by 40% amid rising chip demand. Chip giant Taiwan Semiconductor Manufacturing Co. (TSMC) is expected to report a 40 percent leap in third-quarter profit on Thursday, thanks to soaring…
Preview for TSMC’s Key 3nm Clients ahead of Earnings Call: Order Surge Expected in 2025. Ahead of TSMC’s upcoming third-quarter earnings call this Thursday, a report by the Commercial Times gives a heads-up on the foundry giant’s outlook o…
13th October
Foxconn plans more investment in coming year, put in USD 10 billion in India so far: Chairman. Sriperumbudur, Aug 17 (PTI) iPhone contract manufacturer Foxconn has invested USD 10 billion in India so far and plans more investment in the coming year,…
From the makers of the iPhone come the Foxtron Models C, D and U. Foxtron Models C, D, and U are electric vehicles made by Foxconn, the manufacturers of the iPhone. Read more here.
iPhone Manufacturer and Famed Designer Pininfarina Create New EV Model. At first glance, it might look like a new Kia EV based on its unique, sharp edges and futuristic styling, but no, this new fully-electric vehicle is simply…
HSBC lifts TSMC target on strong Q3 sales, maintains Buy By Investing.com. HSBC updated its financial outlook for Taiwan Semiconductor Manufacturing Co. Ltd. (2330:TT) (NYSE: TSM), raising the price target to NT$1,535.00 from the…
TSMC investor conference closely watched for IC market outlook. An investor conference scheduled by contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSMC) for Oct. 17 will be watched closely for more clues…
12th October
iPhone Maker Foxconn wants to make EVs for car companies. The world’s largest contract manufacturer of electronics, Hon Hai Technology Group has pivoted into the electric vehicle space in recent years.
Tensions soar as China arrests 4 Taiwanese employees from Foxconn factory over ‘breach of trust’. The four individuals were detained in Zhengzhou, a central Chinese city, where Foxconn operates its massive iPhone assembly plant, the largest of its kind…
China Says Detained Foxconn Workers Suspected Of Bribery. China is investigating four workers at Taiwanese technology giant Foxconn for suspected bribery and embezzlement, Beijing’s state media said Saturday,…
Smart Look At The Week Ahead: Bank Of America, Netflix, J&J, ParkwayLife REIT, TSMC And Abbott. A host of Fed officials are scheduled to speak at various events that will undoubtedly keep the debate going about next month’s FOMC interest-rate decision.
Cadence Design Systems and TSMC Collaboration Enhances AI-Driven Design Solutions. Cadence and TSMC join forces to enhance AI-driven design flows and 3D-IC solutions, optimizing performance and speeding time to market.
Nvidia eyes record high, spurred by Blackwell chip, TSMC sales. Nvidia (NVDA) is within striking distance of its stock’s all-time high as it re-approaches this record mark. The chipmaker has risen over 8% in the past…
HSBC lifts TSMC target on strong Q3 sales, maintains Buy. HSBC updated its financial outlook for Taiwan Semiconductor Manufacturing Co. Ltd., raising the price target to NT$1,535.00 from the…
Nvidia Platform to Accelerate Advanced Semiconductor Manufacturing. TSMC moves Nvidia cuLitho platform into production to overcome computation bottlenecks in next-generation chip manufacturing.
11th October
Taiwan says four employees of Apple supplier Foxconn arrested in China. Four Taiwanese employees of Apple supplier Foxconn have been detained in China since January, Taiwan’s national news agency has reported.
Taiwanese Employees of Apple Supplier Detained in China. Taiwan’s government said that they had been accused of a breach of trust, but that their employer, Foxconn, had denied the company suffered any losses.
China detains 4 staff of iPhone maker Foxconn, Taiwan calls move ‘strange’: Politically motivated? China has detained four staffers of the Taiwanese iPhone maker company Foxconn, a move described by Taiwan as ‘quite strange’, reports said on Friday (Oct…
Tensions soar as China arrests 4 Taiwanese employees from Foxconn factory over ‘breach of trust’. The four individuals were detained in Zhengzhou, a central Chinese city, where Foxconn operates its massive iPhone assembly plant, the largest of its kind…
Foxconn flexes AI muscle, showcases breakthroughs in autonomous driving. Foxconn extended HHTD24 to a two-day event, showcasing major advancements in autonomous driving technology and semiconductor developments.
IPhone maker Foxconn teases an MPV concept. Foxtron, an automobile company belonging to IT giant and Apple device manufacturer Foxconn, has unveiled a luxury seven-seater van concept named the Model…
TSMC has a stonking quarter. 39.6 per cent year-over-year revenue increase TSMC reported a stonking 39.6 per cent year-over-year revenue increase for September 2024. The company&#…
Week Ahead: Will TSMC rejoin the trillion-dollar club? US listed TSMC shares ↑ almost 80% YTD. Less than 4% away from all-time high created in July. Forward guidance for Q4 in focus.
AMD Chooses TSMC for AI Chips: No Other Suppliers in the Mix. AMD CEO Lisa Su clarified that the company has no plans to outsource AI chip production to any firms other than Taiwan’s TSMC.
TSMC Drops Massive Bullish News for Nvidia and Other Semiconductor Stocks
In today’s video, I discuss why Taiwan Semiconductor Manufacturing’s (NYSE: TSM) recent announcement is bullish for the vast semiconductor market.
AMD Unveils its Latest AI Accelerators MI325X and MI355X, with TSMC Emerges as the Major Beneficiary. As AMD unveiled the roadmap for its upcoming AI accelerators at Advancing AI 2024, including MI325X and MI355X, its longtime foundry partner TSMC is e…
10th October
Foxconn beats estimates with record third-quarter revenue on AI demand. Taiwan’s Foxconn, the world’s largest contract electronics maker, beat expectations to post its highest-ever revenue for the third quarter on strong demand…
Foxconn gives outlook on potential electric models. At this year’s Tech Day, contract manufacturer Foxconn presented two new reference designs for electric models, the Model D van and the Model U bus.
Foxconn Mega Factory to Build Nvidia Superchip AI Servers. Foxconn is building a mega chip factory in Mexico where it will assemble AI servers using Nvidia’s GB200 superchip for its next-generation Blackwell family…
Foxconn to Build Taiwan’s Fastest AI Supercomputer With NVIDIA’s flagship Blackwell. Nvidia, a leading chipmaker, and Foxconn, the Taiwan-based contract manufacturer, have unveiled plans to construct Taiwan’s largest supercomputer,…
Foxconn to build ‘very, very enormous’ Nvidia plant in Mexico. Taiwanese chipmaker Foxconn plans to build one of the world’s largest assembly plants for US tech company Nvidia in Guadalajara, Mexico, Reuters reports.
iPhone maker Foxconn just revealed two Tesla-rivaling EVs – here’s why that could be a smart move. You’ve probably never heard of Foxconn Technology Group, but it is a Taiwanese consumer electronics manufacturer that is perhaps best known for supplying…
Taiwan Semiconductor sales tops Wall Street estimates improving chip sector sentiments. Taiwan Semiconductor Manufacturing’s (TSM.US) US-listed ADRs gained nearly 1% after the company reported monthly (thus ending the quarter) sales…
3 Talking Points on Why TSMC Deserves Investors’ Full Attention. There are big companies trading on WallStreet that don’t generate the same hype as others who have less to show for. I believe TSMC ($TSM),…
TSMC’s third-quarter revenue easily beats market forecast. TSMC, the world’s largest contract chipmaker, reported on Wednesday third-quarter revenue that easily beat both the market and company’s…
[News] Intel Shifts to TSMC for Chip Production: A Looming Threat for AMD? Intel’s first processor using rival TSMC’s technology, the Lunar Lake, has officially launched, intensifying the competition with AMD. According to a …
Majority Of Taiwanese Citizens Downplay Invasion Threat From China Within. Next 5 Years: Here Is How TSMC, UMC And Others Would Be Impacted
A poll conducted by Taiwan’s Institute for National Defence and Security Research reveals that a majority of Taiwanese citizens believe a Chinese invasion…
9th October
At 50, Foxconn Celebrates Graduation from Connectors to AI Supercomputing. Foxconn is celebrating its 50th birthday this year. It started by making connectors, then moved to systems, and now, a supercomputer.
Tamil Nadu govt approves Foxconn’s iPhone display factory, tech giant to invest Rs 13,180 crore. Foxconn’s new smartphone display module assembly at Tamil Nadu, will solidify the state as a key player in Apple’s supply chain. The plant is set to supply…
Foxconn’s AI ambitions navigating growth amid evolving technology. As large language models (LLMs) evolve, investment in artificial intelligence (AI) infrastructure is poised for significant growth, according to Foxconn…
Foxconn to build Nvidia super chip plant in Mexico. Foxconn is building the world’s largest plant in Mexico to assemble Nvidia’s GB200 superchips, a key component of the U.S. firm.
Apple supplier Foxconn and Nvidia team up to deploy Taiwan’s fastest AI supercomputer. Nvidia has confirmed it will be working with mega electronics contractor Foxconn to construct Taiwan’s most powerful AI supercomputer.
TSMC beats forecasts with sharp rise in third-quarter sales. Taiwan Semiconductor Manufacturing Co. posted a 39% increase in its September revenue, in what saw it beat analysts’ sales forecasts for the third quarter…
TSMC (TSM) Projected to Maintain Strong Revenue Growth Fueled by AI Demand. Analysts at Morgan Stanley predict that Taiwan Semiconductor Manufacturing Company (TSM) could continue achieving a compound annual growth rate (CAGR) of…
8th October
Foxconn building Nvidia superchip facility in Mexico, execs say. Foxconn is building in Mexico the world’s largest manufacturing facility for bundling Nvidia’s GB200 superchips, a key component of the U.S. firm’s…
Foxconn’s AI Bonanza Continues as it Posts Record Q3 Revenue. Foxconn posted its its highest-ever third quarter revenue as demand for artificial intelligence (AI) servers continues to soar. Revenue for Apple’s biggest…
Foxconn Orders Blackwell-Powered 90 AI Exaflops Supercomputer. Nvidia and Taiwanese electronics manufacturer Foxconn are building what the companies said is Taiwan’s largest supercomputer. The system, to be housed at…
Foxconn to Build Taiwan’s Fastest AI Supercomputer With NVIDIA Blackwell. NVIDIA and Foxconn are building Taiwan’s largest supercomputer, marking a milestone in the island’s AI advancement. The project, Hon Hai Kaohsiung Super…
Foxconn unveils new EVs, including US-specific Model C at HHTD24. Addressing increasing market demand and expanding its electric vehicle (EV) lineup, Foxconn debuted the Model D, a next-generation multi-purpose SUV,…
iPhone maker Foxconn says EV business will need years to ramp up. It will probably take another five years for Hon Hai to fully utilise its production lines at an Ohio facility, EV head Jun Seki says.
AMD should be TSMC’s next huge customer for Arizona: HPC AI chips made in the USA in 2025. AMD is reportedly set to make its next-gen, high-perf chips at TSMC’s new fab in Arizona, making it the second big client for the new fab after Apple.
TSMC and Cadence Collaborate on AI-Driven Advanced-Node Design Flows and IP. Cadence is collaborating with TSMC to enhance productivity and optimize product performance for AI-driven advanced-node designs and 3D-ICs.
7th October
India roundup: Fire at Tata’s iPhone plant; Foxconn OSAT venture progress. Fire at Tata’s iPhone parts plant in southen India put its ability to operate sophisticated manufacturing to test. Foxconn may make progress on its OSAT…
Foxconn September sales grow thanks to iPhone and AI servers. Foxconn’s September revenue reached NT$733.024 billion (approx. US$22.91 billion), marking a 33.69% increase quarter-over-quarter and a 10.94% rise…
Foxconn Into Robust Q4 As Smart Electronics Up Production For Year-end Holiday. Taiwan’s semiconductor giant, Foxconn, also the world’s largest OEM1 electronics maker, reported the company’s third quarter results on Saturday that show…
Taiwan’s TSMC continues to expand domestic, international operations. Taiwan Semiconductor Manufacturing Company (TSMC) is building multiple chip fabs at home and abroad to maintain its semiconductor…
TSMC’s three-pronged strategy: Outsourcing CoWoS to Amkor as US plant exceeds expectations. TSMC has taken the unusual step of opening up its Chip-on-Wafer-on-Substrate (CoWoS) outsourcing opportunities and recently announced a memorandum of…
TSMC tests 2nm production while hiking the cost of silicon wafers by 50% to $30K for this node. TSMC is testing 2nm production while it plans to hike the cost of silicon wafers for the 2nm node 50% to $30000.
Ansys, Microsoft, and TSMC Collaborate to Accelerate Photonic Simulations. TSMC has collaborated with Ansys and Microsoft to speed-up simulation and analysis of silicon photonic components over 10X.
TSMC’s Electricity Demand Could Triple by 2030, Raising Concerns on Taiwan’s Power Supply. While TSMC is making advancements on its 2nm at full throttle, an unexpected risk may be emerging, which might be more severe than most could imagine:…
UAE: Global Chip Makers Evaluate Building Plants In The Gulf. Samsung Electronics and Taiwan Semiconductor Manufacturing Company (TSMC) have held talks with United Arab Emirates (UAE) officials that could see the…
6th October
iPhone assembler Foxconn posts record Q3 revenue. Apple’s (AAPL) largest iPhone assembler, Foxconn Technology (OTCPK:FXCOF), on Saturday reported T$1.85T ($57.3B) in revenue for Q3 2023, recording its best…
Can Samsung Semiconductor surpass TSMC with its 2nm products at this critical moment?
Minister lauds TSMC fab, Germany ties. Taiwan looks forward to helping Europe manufacture its own semiconductors and build secure supply chains, Deputy Minister of Foreign Affairs Francois Wu…
TSMC-Amkor deal will help boost Arizona Apple chip production. Amkor headquarters in Arizona [Amkor]. TSMC-Amkor deal will help boost Arizona Apple chip production. READ ALSO. Realme GT Neo 7 Launch Timeline,…
TSMC could charge over $30,000 for each 2nm wafer. Semiconductor industry sources recently told the Taiwan-based Commercial Times that TSMC plans to charge over $30000 for wafers built on its upcoming 2nm N2…
Samsung’s foundry customers could turn to Taiwan’s TSMC. Samsung Foundry customers could be turning to Taiwan Semiconductor Manufacturing Company (TSMC) for chip production, according to…
5th October
Big move by Shiv Nadar as iPhone maker Foxconn agrees to invest Rs 4240000000 with HCL in semiconductor joint. Foxconn had already invested about Rs 246 crore in the JV through its subsidiary Big Innovation Holdings and further increased the investment amount to Rs…
Samsung’s foundry customers could turn to Taiwan’s TSMC. Samsung Foundry customers could be turning to Taiwan Semiconductor Manufacturing Company (TSMC) for chip production, according to…
TSMC praised as inspiration for doctors nationwide. Hyderabad: Appreciating the efforts of the Telangana State Medical Council, Health Secretary Dr Christina Z Chongthu said on Friday the TSMC has become an…
TSMC’s Surging Electricity Demand Could Strain Taiwan’s Energy Infrastructure by 2030, S&P Warns. TSMC’s rising electricity demand, driven by its advanced 3-nanometer chip production, could significantly strain Taiwan’s energy infrastructure by 2030,…
4th October:
Wired For Change: Foxconn’s Tech Makeover Faces Growing Pains. Foxconn Technology Co., Ltd. diversifies into EVs, AI, and semiconductors, facing revenue declines and market issues, impacting prospects. Read more here.
Foxconn’s Q1 profit rise 72% but misses forecasts. Foxconn reported a 72% rise in profit for the January-March quarter to T$22.01 billion from T$12.8 billion a year ago, primarily driven by robust…
Semiconductors: Tsmc and Amkor to build a new plant in the USA. Semiconductors: Tsmc and Amkor to build a new plant in the USA Read the news on Agenzia Nova.
Samsung might copy TSMC after spinning off its faltering foundry. Samsung Foundry is the second largest contract foundry in the world after TSMC. The Taiwan-based chip manufacturer had a leading 61% share of the market…
3rd October
Foxconn unveils new EV models, eyes opportunities amid industry turbulence. Foxconn is set to host its fifth annual Hon Hai Tech Day on October 8-9, where it will showcase its latest electric vehicle (EV) developments.
TSMC’s Plan For Closing The Communication Gap. TSMC held its North American Open Innovation Platform (OIP) Ecosystem Forum at the Santa Clara County Convention Center on Sept.
Typhoon Krathon shuts Taiwan’s stock market, kills 2 people. World’s largest contract chipmaker TSMC said it did not expect a significant impact on operations.
TSMC and G42 connection: Cerebras faces supply chain and geopolitical risks under scrutiny amid IPO. Cerebras Systems, a leading competitor in the AI processor market dominated by Nvidia, is preparing for an initial public offering (IPO) on Nasdaq.
South Korean AI IC Design Companies Shifting to Dual-Foundry Model with Both Samsung and TSMC. The competition between Samsung and TSMC has intensified not only in securing international IC design clients but also in the field of South Korean IC…
2nd October
Foxconn reportedly to invest US$50 million in OSAT venture in India. Foxconn reportedly plans to invest approximately US$50 million in its Outsourced Semiconductor Assembly and Test (OSAT) joint venture with HCL,…
Foxconn says execs from Nvidia, Google, BMW will speak at its annual forum. Foxconn, the world’s largest contract electronics maker, said on Tuesday that executives from companies including Nvidia , Google and BMW will speak at its…
Foxconn to kick off shipments for new-gen AI servers in 4Q24. Hon Hai Technology Group (Foxconn) reaffirmed on October 1 that its next-generation AI servers will begin shipping in the fourth quarter of 2024,…
Synopsys enhances EDA and IP solutions for TSMC advanced technologies with new capabilities. Synopsys has announced its continued, close collaboration with TSMC to deliver advanced EDA and IP solutions on TSMC’s most advanced process and 3DFabric…
TSMC Remains the Bedrock of Taiwan’s Market Growth: Tiger Money. Taiwan’s equity returns may continue to take their cue from TSMC, which accounts for 36% of the market’s index weighting. Exchange-traded funds may keep…
TSMC (TSM) Stock Moves -0.92%: What You Should Know. TSMC (TSM) closed the most recent trading day at $172.07, moving -0.92% from the previous trading session.
Ansys partners with TSMC & Microsoft to speed photonic sims. Ansys has teamed up with TSMC and Microsoft to achieve a tenfold speed-up in silicon photonic simulations, leveraging Azure and NVIDIA GPU technology.
TSMC Ushers in New Leadership for Arizona Operations with Rose Castanares at the Helm. TSMC appoints Rose Castanares as the new president of its Arizona subsidiary, succeeding the retiring Brian Harrison.
Taiwan National Science Council believes China is 10 years behind TSMC. Although some believe SMIC is just a few years behind TSMC, Taiwan officials think differently.
TSMC activates “routine” typhoon alert preparation at Taiwan fabs. TSMC has activated typhoon alert preparation procedures at all its Taiwan fabs and construction sites, in the wake of Typhoon Krathon hitting the region.
1st October
Foxconn to continue growth in 4Q24, buoyed by iPhones, AI servers. Hon Hai Technology Group (Foxconn) expects positive growth in the fourth quarter of 2024, with momentum coming primarily from Apple’s iPhone 16 and strong…
iPhone Maker Foxconn And HCL’s Plant To Come Up Near Jewar Airport. In a significant development, a joint venture (JV) between Taiwan’s Foxconn and India’s HCL Group has acquired around 30 acres of land near the upcoming…
TSMC Founder Morris Chang to Release Autobiography in November, Highlighting His Life at TI and TSMC. Will the secret of the world’s top foundry finally be revealed? The second volume of autobiography of Morris Chang, TSMC founder, is scheduled to be p…
TSMC Is At Least 10 Years Ahead Of China Because Of 2nm Tech Says Minister. The Taiwan Semiconductor Manufacturing Company (TSMC) is at least a decade ahead of China believes Minister Cheng-Wen Wu.
TSMC Activates Typhoon Preparedness Ahead Of Typhoon Krathon. Taiwan’s TSMC, the world’s largest contract chipmaker, announced on Tuesday that it has activated its routine typhoon preparation procedures ahead of the…
TSMC Says It Does Not Expect Significant Impact From Typhoon Krathon. Taiwan’s TSMC, the world’s largest contract chipmaker, said on Tuesday that it has activated its routine typhoon preparation procedures…
TSMC’s SWOT analysis: semiconductor giant rides AI wave amid cost pressures By Investing.com. Taiwan Semiconductor Manufacturing Company (TSMC (NYSE:TSM)), the world’s largest dedicated independent semiconductor foundry, stands at the forefront of…
Strong AI chip demand to boost TSMC market share. TSMC is expected to see its global market share top 70% by 2026, thanks to strong AI chip demand, according to industry sources.
30th September
Foxconn refused to comment on rumored US$1 billion smartphone display module assembly line in India. Foxconn is reportedly evaluating an investment of US$1 billion to establish a smartphone display module assembly plant in Tamil Nadu, India, possibly the…
Foxconn to establish battery energy storage system unit in India
Taiwan’s Minister of Economic Affairs J.W. Kuo led a delegation to Japan and visited the construction site of TSMC’s Kumamoto plant (JASM) on September 24.
TSMC and Cadence Collaborate on AI-Driven Advanced-Node Design Flows and IP
Taiwan-Japan chip ties deepen following TSMC’s fab in Kyushu
In the wake of TSMC’s establishment of a wafer fabrication facility in Japan, Taiwanese and Japanese companies are strengthening their collaboration,…
Taiwan Semiconductor Manufacturing Co (NYSE:TSM) has garnered significant support from retail investors in Taiwan, driven by financial interests and…
Mass production with TSMC could begin in 2026.
Taiwan’s consumer confidence index (CCI) this month edged up 0.09 points from last month to 77.84, gaining for five months and hitting the highest level…
29th September
ZF Foxconn to boost plant capacity in Malaysia to drive sales growth. Global automotive supplier ZF Foxconn Chassis Modules’ (ZFFCN) operations in Malaysia are poised for growth, with Internationally brands like…
Foxconn plans $1 billion display assembly unit in Tamil Nadu. While the upcoming unit will primarily cater to Apple, it will also service other customers. Foxconn’s model is going to be one wherein even other contract…
Japanese tech major Sharp looks for Indian partners to open display fab. Sharp, a Japanese company backed by Foxconn, has held discussions with major Indian players and top vertical heads for potential partners.
Taiwan Semiconductor Remains Key Player Amid Market Trends. The semiconductor industry has been grabbing headlines lately for all the right reasons, and one standout player is Taiwan Semiconductor Manufacturing…
Sam Altman wanted 36 new chip factories from TSMC and others. The OpenAI boss wanted to get not only investors but also chip manufacturers on board for his global AI initiative. This also failed because of politics.
3 Reasons to Buy Taiwan Semiconductor Stocks Like There’s No Tomorrow. Taiwanese semiconductor (NYSE: TSM) has been a brilliant investment over the last five years. The total efficiency is about 350%, which easily outperforms…
28th September
TSMC dismisses Sam Altman’s US$7 trillion chip manufacturing proposal. TSMC rejects OpenAI CEO Sam Altman’s US$7 trillion plan to build chipmaking plants, raising concerns over its feasibility and financial risks.
TSMC, Samsung discuss building chip factories in UAE. Samsung Electronics (KS:005930) and Taiwan Semiconductor Manufacturing Co., (NYSE:TSM),
Tech Stocks on the Move Today: TSMC, SoundHound AI, and More. Tech stocks gained in intraday trading Friday, with the S&P 500 Information Technology Sector Index up 0.5% as of 2:45 p.m. ET.
Trillion-transistor, multi-die chips inch closer with Synopsys and TSMC’s latest updates. In brief: Synopsys and TSMC have been working together for decades, and a new announcement shows that they’re taking their partnership to the next level to…
TSMC’s Arizona Fab Is Officially Making Chips for Apple. Apple is fulfilling its promise from 2022 to use US-made chips from TSMC’s Arizona operation.
Foxconn planning to invest $1 billion in Tamil Nadu for smartphone display module facility. Foxconn is set to invest $1 billion to establish a smartphone display module facility in Tamil Nadu. This move supports Apple’s iPhone production and aims…
27th September
Foxconn to make Macbook, iPad in Vietnam. Fukang Technology, under Foxconn, will manufacture Macbook and iPad in Vietnam with its existing investment worth VND12.5 trillion ($508.1 million).
Foxconn plans $1 billion display assembly unit in Tamil Nadu. While the upcoming unit will primarily cater to Apple, it will also service other customers. Foxconn’s model is going to be one wherein even other contract…
Security Summit discusses TSMC, government cyber security. At the Security Summit organized by on September 25, Herming Chiueh, deputy minister at the Ministry of Digital Affairs (MODA), highlighted the disparity in…
TSMC invests in talent development and smart manufacturing to address global skills shortage. In light of the escalating trade conflict between the US and China, coupled with the 2020 pandemic-induced global chip shortage, numerous nations are…
Ansys, Microsoft, and TSMC collaborate on development of silicon photonic components. ANSYS, Inc. Ansys and TSMC today announced a successful pilot with Microsoft that significantly speeds-up the simulation and analysis of silicon…
TSMC and Cadence Collaborate to Deliver AI-Driven Advanced-Node Design Flows, Silicon-Proven IP and 3D-IC Solutions. Highlights: AI-driven digital and custom design flows available for the latest TSMC N2P and N3 technologies; Cadence is collaborating with TSMC on A16…
Semiconductor talent crunch: TSMC, Micron struggle to compete with Japan’s homegrown giants. Amid rising geopolitical tensions, the global semiconductor sector is witnessing an intense chip war across multiple regions, with a critical shortage of…
TSMC’s global foundry market share has surpassed 60%, due in part to its efficient fab developments. Intel, Samsung, and Huawei have begun modifying their…
