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Founded1987

Key PeopleC.C. Wei

HeadquartersHsinchu, Taiwan

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Anduril and Qualcomm Partner to Build US-Made Laptops for Defense and Government

Defense tech firm Anduril and Qualcomm announced BlueChip, a new line of US-made laptops designed for government, military, and first responder use. The rugged laptops will feature Qualcomm Snapdragon X chips and target 2027 availability, with circuit board assembly planned at Anduril's Ohio facility as part of efforts to rebuild domestic computer manufacturing.

Business2 sources

Anduril and Qualcomm Partner to Build US-Made Laptops for Defense and Government

Business2 sources

TSMC Eyes 20% CoWoS Price Increase as Nvidia Blackwell and Rubin Chips Strain Packaging Capacity

TSMC is considering a 10% to 20% price increase for its CoWoS advanced packaging technology as AI chip demand surges. Equipment lead times have stretched to eight months, while Nvidia's Blackwell and upcoming Rubin processors demand increasingly complex packaging. The move reflects mounting supply chain pressures across the semiconductor industry.

Business2 sources

TSMC Eyes 20% CoWoS Price Increase as Nvidia Blackwell and Rubin Chips Strain Packaging Capacity

Business2 sources

Taiwan Plans $4 Billion Texas Industrial Park to Support Nvidia and TSMC Suppliers

Taiwan's Ministry of Economic Affairs announced plans for a $2 billion to $4 billion industrial park in Texas, marking the first of several U.S. industrial parks designed to help smaller Taiwanese manufacturers establish operations near major semiconductor and AI hardware supply chains. The initiative targets suppliers to TSMC and Nvidia, with private businesses providing funding while the government offers loan guarantees and administrative support.

Business2 sources

Taiwan Plans $4 Billion Texas Industrial Park to Support Nvidia and TSMC Suppliers

Business2 sources

TSMC in Talks for Texas Expansion as AI Chip Demand Outpaces Supply by Wide Margin

Taiwan Semiconductor Manufacturing Co. confirmed it's evaluating a Texas expansion and discussing participation in Elon Musk's proposed Terafab chip manufacturing complex. The world's largest chipmaker reported record $24 billion quarterly profits as AI market demand continues to far exceed its current production capacity.

Business2 sources

TSMC in Talks for Texas Expansion as AI Chip Demand Outpaces Supply by Wide Margin

Business2 sources

Microsoft Unveils Maia 300 AI Chip in Major Push to Reduce Reliance on Nvidia

Microsoft announced its third-generation custom AI chip, Maia 300, designed to become the primary AI inference system across its products. Starting production in 2027, the chip delivers 40% more tokens per megawatt than leading GPU-based systems and seven times the rack-scale throughput of its predecessor. This marks Microsoft's biggest bet yet on self-designed silicon as it aims to reduce dependence on Nvidia.

Technology24 sources

Microsoft Unveils Maia 300 AI Chip in Major Push to Reduce Reliance on Nvidia

Technology24 sources

Taiwan Exports Surge 60.9% to $87.2 Billion September Record Fueled by Booming AI Hardware Demand

Taiwan's exports soared to an unprecedented $87.2 billion in September, driven by surging global demand for AI hardware. The 60.9% year-on-year jump marked the 35th consecutive month of growth, with the United States and ASEAN markets leading the charge as cloud providers accelerate AI infrastructure investments.

Business2 sources

Taiwan Exports Surge 60.9% to $87.2 Billion September Record Fueled by Booming AI Hardware Demand

Business2 sources

GlobalFoundries Secures $2 Billion TSMC Deal to Produce Critical AI Chip Components in New York

GlobalFoundries announced a $2 billion, five-year manufacturing agreement with TSMC to supply U.S.-produced silicon interposers for advanced AI chip packaging. The Malta, New York facility will become the first U.S.-based source of these critical components, with volume production ramping up in early 2028.

Business4 sources

GlobalFoundries Secures $2 Billion TSMC Deal to Produce Critical AI Chip Components in New York

Business4 sources

TSMC Reports Sixth Straight Quarter of Record Profit Driven by AI Chip Demand

TSMC posted a $23.59 billion net profit for Q3 2026, marking a 68.7% year-over-year surge and its sixth consecutive record quarter. Despite the earnings beat driven by surging demand for AI chipmaking, shares fell 2% as broader semiconductor stocks faced a selloff amid macroeconomic uncertainty.

Business8 sources

TSMC Reports Sixth Straight Quarter of Record Profit Driven by AI Chip Demand

Business8 sources

Musk Confirms Tesla and SpaceX Will Control $119B Terafab AI Chip Complex, Rejects TSMC Ownership

Elon Musk definitively stated that Tesla and SpaceX will build and operate the Terafab AI chip complex in Texas, quashing speculation about TSMC taking operational control. While TSMC may sublease part of the facility, Intel remains the sole named manufacturing partner with its 14A process node. The $16.8 billion initial investment could reach $119 billion across all phases.

Business3 sources

Musk Confirms Tesla and SpaceX Will Control $119B Terafab AI Chip Complex, Rejects TSMC Ownership

Business3 sources

AMD Plans Massive AI Chip Supply Ramp in 2027 as Demand Outpaces Production Capacity

AMD CEO Lisa Su announced plans to substantially increase AI chip supply in 2027 during her Taiwan visit, meeting with TSMC and Foxconn to secure production capacity. The chipmaker is investing over $10 billion in Taiwan's supply chain as booming AI demand continues to outrun current manufacturing capabilities.

Business9 sources

AMD Plans Massive AI Chip Supply Ramp in 2027 as Demand Outpaces Production Capacity

Business9 sources

Elon Musk Confirms SpaceXSI Rebrand Following Trump's Super Intelligence Executive Order

Elon Musk announced SpaceXAI will become SpaceXSI after President Trump's executive order directing federal agencies to replace Artificial Intelligence with Super Intelligence. The September 29 directive aims to rebrand AI terminology across government communications, with Musk becoming the first major tech leader to commit to the change.

Policy13 sources

Elon Musk Confirms SpaceXSI Rebrand Following Trump's Super Intelligence Executive Order

Policy13 sources

MediaTek Launches Dimensity CX C10 Max 3nm Processor to Power Premium Googlebook Laptops

MediaTek introduced the Dimensity CX C10 Max, its first flagship laptop chip built on TSMC's 3nm process. The processor debuts in upcoming Lenovo Googlebook devices, offering 55 TOPS of AI performance with an octa-core CPU and 11-core GPU. However, questions arise about its performance claims and how it positions against established competitors.

Technology6 sources

MediaTek Launches Dimensity CX C10 Max 3nm Processor to Power Premium Googlebook Laptops

Technology6 sources

MediaTek Unveils Dimensity 9600 Pro with 2nm Chip for Enhanced AI Performance and Gaming

MediaTek launched its Dimensity 9600 Pro, the first smartphone chip built using TSMC's cutting-edge 2nm process. The flagship processor delivers 51% improved AI performance with dedicated neural processing unit, 185fps gaming, and 17% faster single-core speeds. MediaTek aims to capture more premium smartphone market share against Qualcomm.

Technology19 sources

MediaTek Unveils Dimensity 9600 Pro with 2nm Chip for Enhanced AI Performance and Gaming

Technology19 sources

TSMC Revenue Soars 53% to $16.35 Billion in August as AI Chip Demand Reaches New Heights

Taiwan Semiconductor Manufacturing Co. shattered records with August revenue of $16.35 billion, marking a 53.3% year-over-year surge. The world's largest contract chipmaker continues its growth streak as AI demand keeps advanced 5nm, 4nm, and 3nm production lines fully booked.

Business6 sources

TSMC Revenue Soars 53% to $16.35 Billion in August as AI Chip Demand Reaches New Heights

Business6 sources

Fujitsu Monaka CPU Stacks Entire Cache on Separate 5nm Die, Delivers 2x AI Performance

Fujitsu unveiled its 144-core Monaka server CPU at Hot Chips 2026, featuring a 2nm compute die stacked atop a 5nm SRAM die that holds the entire last-level cache. The chip targets green AI data centers with dual 256-bit SVE2 vector units, 12-channel DDR5-8000 memory, and ships in 350W and 500W SKUs for 2027 production.

Technology2 sources

Fujitsu Monaka CPU Stacks Entire Cache on Separate 5nm Die, Delivers 2x AI Performance

Technology2 sources

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