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Founded1987

Key PeopleC.C. Wei

HeadquartersHsinchu, Taiwan

Top News

AI Stocks Tumble as Investors Question Massive AI Infrastructure Spending and Valuations

Global markets experienced sharp declines as AI stocks and chip stocks faced intense selling pressure. The Philadelphia Semiconductor index shed over 11% since June, while Japan's Nikkei 225 plunged more than 5%. Investors are questioning whether billions in AI infrastructure spending will deliver expected returns, triggering widespread profit-taking across technology sectors.

Business12 sources

AI Stocks Tumble as Investors Question Massive AI Infrastructure Spending and Valuations

Business12 sources

Samsung's Taylor fab begins Tesla AI5 chip production on 2nm, proving yield breakthrough

Samsung has completed its version of Tesla's AI5 self-driving chip and is preparing production at its Taylor, Texas foundry using its advanced 2nm process. The development suggests Samsung's 2nm yield has crossed the critical 60% threshold, enabling high-volume manufacturing for Tesla's next-generation Full Self-Driving solutions and potentially attracting customers like Anthropic.

Technology4 sources

Samsung's Taylor fab begins Tesla AI5 chip production on 2nm, proving yield breakthrough

Technology4 sources

TSMC adds $100 billion to Arizona investment as AI chip demand drives record $22 billion profit

TSMC posted a record $22 billion quarterly profit, up 77%, fueled by surging demand for AI chips from customers like Nvidia. The chipmaker is committing an additional $100 billion to its Arizona expansion, bringing total investment to $265 billion, as CFO Wendell Huang signals confidence in multi-year AI-driven growth despite construction challenges and geopolitical headwinds.

Business24 sources

TSMC adds $100 billion to Arizona investment as AI chip demand drives record $22 billion profit

Business24 sources

TSMC expands advanced chip packaging capacity in Taiwan to meet surging AI demand from Nvidia

TSMC is building two additional advanced chip packaging plants at its Chiayi Science Park in southern Taiwan, responding to relentless demand from AI chip designers like Nvidia. The expansion will create over 9,000 jobs and generate $9.35 billion in annual production value. The move transforms a small Taiwanese city into one of the world's largest advanced packaging hubs, addressing the global AI chip supply bottleneck.

Business2 sources

TSMC expands advanced chip packaging capacity in Taiwan to meet surging AI demand from Nvidia

Business2 sources

AMD Zen 6 EPYC CPUs with 256 cores debut at Advancing AI event, promising 1.7x AI speed boost

AMD confirms its next-generation Epyc 'Venice' processors will debut at the Advancing AI 2026 conference on July 22 in San Francisco. Built on TSMC's 2nm process, the Zen 6-based EPYC server CPU lineup features up to 256 cores and promises up to 1.7 times faster performance for AI workloads compared to previous-generation chips.

Technology3 sources

AMD Zen 6 EPYC CPUs with 256 cores debut at Advancing AI event, promising 1.7x AI speed boost

Technology3 sources

Applied Materials stock soars as CEO sees years of AI-driven semiconductor demand ahead

Applied Materials shares surged after CEO Gary Dickerson revealed the company has tremendous visibility into customer demand for the next 24 months. Mizuho raised its price target to $650, projecting wafer fabrication equipment spending to reach $192 billion in 2027 as AI infrastructure growth accelerates across memory and foundry sectors.

Business2 sources

Applied Materials stock soars as CEO sees years of AI-driven semiconductor demand ahead

Business2 sources

Meta to start producing in-house AI chip in September, targeting 14 gigawatts of capacity

Meta plans to begin manufacturing its custom AI chip, code-named Iris, in September 2026 as part of its MTIA program. The chip cleared testing in just six weeks and will be produced by TSMC with Broadcom's design support. Meta aims to double its computing capacity to 14 gigawatts by 2027 while reducing dependence on Nvidia and AMD GPUs.

Technology13 sources

Meta to start producing in-house AI chip in September, targeting 14 gigawatts of capacity

Technology13 sources

Taiwan Central Bank Chief Warns of AI Bubble Risk Amid Tech Sector Over-Leveraging

Taiwan's central bank Governor Yang Chin-long has raised concerns about an AI bubble risk despite acknowledging real growth in the sector. Speaking at a parliamentary hearing, Yang warned that aggressive corporate borrowing and speculative capital expenditures in the tech sector could lead to over-expansion, even as Taiwan's AI-driven economy hits record highs anchored by TSMC and partnerships with Nvidia.

Business4 sources

Taiwan Central Bank Chief Warns of AI Bubble Risk Amid Tech Sector Over-Leveraging

Business4 sources

Etched raises $800M, hits $5B valuation with $1B in sales for AI inference chips

AI chip startup Etched has raised $800 million and secured $1 billion in sales contracts for its specialized inference chips, positioning itself as a serious Nvidia competitor. The company successfully manufactured its first silicon with TSMC and plans to start shipping frontier inference clusters this summer, backed by AI luminaries including Geoffrey Hinton and Peter Thiel.

Startups4 sources

Etched raises $800M, hits $5B valuation with $1B in sales for AI inference chips

Startups4 sources

Apple fast-tracks AI-focused M7 chip for 2027, skips high-end M6 Pro and Max variants entirely

Apple is breaking its M-series pattern by skipping M6 Pro and Max chips entirely, jumping straight to an AI-focused M7 family in 2027. The move accelerates the M7 timeline by up to six months, targeting 240 GB/s memory bandwidth for on-device AI processing. It marks the first time since M1 that a generation won't include higher-end variants, reflecting Apple's urgent response to AI competition.

Technology12 sources

Apple fast-tracks AI-focused M7 chip for 2027, skips high-end M6 Pro and Max variants entirely

Technology12 sources

AI Boom Creates Stark Economic Divide in Taiwan and South Korea's Chip Powerhouses

Taiwan and South Korea are experiencing explosive growth as global AI-driven demand for semiconductors pushes exports to record highs. Yet behind the headline numbers, workers outside the chip sector face stagnant wages, soaring housing costs, and mounting household debt. The AI riches are concentrating wealth in a narrow industry, creating a K-shaped economy where the semiconductor elite thrive while most struggle.

Business2 sources

AI Boom Creates Stark Economic Divide in Taiwan and South Korea's Chip Powerhouses

Business2 sources

US claims ASML's EUV lithography machines reached China, company denies export breach

US Commerce Secretary Howard Lutnick told ASML executives he believes one of the Dutch chipmaker's extreme ultraviolet lithography machines may be operating in China, violating export controls from the first Trump administration. ASML, Europe's most valuable company at $700 billion, flatly denies the allegations and insists no EUV machine has ever been shipped to China. The dispute highlights tensions in the AI arms race and sent ASML shares down 2.6% before recovering.

Business2 sources

US claims ASML's EUV lithography machines reached China, company denies export breach

Business2 sources

Amazon plans to sell Trainium AI chips directly, mounting a $50 billion challenge to Nvidia

Amazon Web Services is in talks to sell its Trainium AI chips to other companies for use in data centers, marking a major shift in strategy. The move could create a $50 billion business that directly competes with Nvidia's AI chip dominance. AWS AI chief Peter DeSantis confirmed early-stage discussions are underway, driven by surging demand that has seen Trainium3 capacity sell out almost instantly.

Technology3 sources

Amazon plans to sell Trainium AI chips directly, mounting a $50 billion challenge to Nvidia

Technology3 sources

Google and Samsung negotiate AI chip deal as tech giant diversifies manufacturing beyond TSMC

Google is in talks with Samsung Electronics to manufacture a critical component of its tenth-generation Tensor Processing Unit, codenamed Icefish, using advanced 2-nanometer technology. The partnership would split production between TSMC and Samsung, with mass production potentially starting in 2028, marking Google's strategic move to diversify chip manufacturing sources amid surging AI demand.

Technology5 sources

Google and Samsung negotiate AI chip deal as tech giant diversifies manufacturing beyond TSMC

Technology5 sources

Google orders over 3 million AI chips from Intel as TSMC capacity crunch forces industry shift

Google has placed a massive order with Intel for more than 3 million Tensor Processing Units to be manufactured in 2028, marking a significant validation of Intel's foundry ambitions. The deal comes as TSMC's advanced packaging lines remain sold out through 2027, forcing major AI players to diversify chip suppliers and consider Intel as a credible TSMC alternative.

Technology7 sources

Google orders over 3 million AI chips from Intel as TSMC capacity crunch forces industry shift

Technology7 sources

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