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Founded1987

Key PeopleC.C. Wei

HeadquartersHsinchu, Taiwan

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TSMC warns chip supply won't meet AI-fueled demand for years despite massive expansion

Taiwan Semiconductor Manufacturing Company's CEO C.C. Wei told shareholders that global chip supply will fall short of AI-fueled demand for years, even as the company expands production with $165 billion in U.S. investments. The chipmaker forecasts over 30% sales growth this year but says production capacity bottlenecks remain a critical constraint in building global AI infrastructure.

Business4 sources

TSMC warns chip supply won't meet AI-fueled demand for years despite massive expansion

Business4 sources

SK Hynix to double wafer capacity by 2030 as AI boom drives HBM demand

SK Hynix announced plans to double its wafer capacity over the next five years, driven by surging demand for high-bandwidth memory chips used in AI systems. Chairman Chey Tae-won warned that memory supply bottlenecks could persist through 2030, while expressing hopes to become a major HBM supplier for Nvidia's upcoming Vera Rubin system.

Business2 sources

SK Hynix to double wafer capacity by 2030 as AI boom drives HBM demand

Business2 sources

NVIDIA and TSMC Deploy AI Across Taiwan's Manufacturing Ecosystem With 500+ Partners

NVIDIA partners with TSMC and over 500 Taiwan-based manufacturers to transform AI infrastructure production. The collaboration integrates accelerated computing, simulation, and physical AI across chipmaking and server assembly operations. Companies like Foxconn report 80% faster root-cause analysis and 15% productivity gains using NVIDIA's AI tools.

Technology2 sources

NVIDIA and TSMC Deploy AI Across Taiwan's Manufacturing Ecosystem With 500+ Partners

Technology2 sources

TSMC targets 30% power savings as AI energy crisis forces chip design rethink

TSMC says surging electricity demands from AI are making energy efficiency the main constraint shaping future chip development. The world's largest contract chipmaker expects to cut power consumption by up to 30% by 2028 while delivering over 20% higher computing performance, as customers from smartphones to AI data centers prioritize performance with lower power usage.

Technology2 sources

TSMC targets 30% power savings as AI energy crisis forces chip design rethink

Technology2 sources

Silicon Motion SM2524XT delivers 14 GB/s speeds to mainstream SSDs with AI optimization

Silicon Motion has introduced the SM2524XT, a PCIe Gen5 DRAMless SSD controller that brings 14 GB/s read speeds to mainstream drives. Built on TSMC's 6nm process, the controller targets AI inference workloads and KV cache operations with 25% better random performance and reduced latency. The chip addresses storage bottlenecks in AI PCs running local large language models.

Technology3 sources

Silicon Motion SM2524XT delivers 14 GB/s speeds to mainstream SSDs with AI optimization

Technology3 sources

Netrasemi completes A2000 chip testing, targets 2027 launch for edge AI and smart cameras

Kerala-based Netrasemi has successfully tested its A2000 AI system-on-chip, marking a milestone for Indian semiconductor design. The chip, fabricated at TSMC's 12nm node, is now production-ready and undergoing early trials with customers in surveillance and automotive sectors. Commercial production is targeted for mid-2027.

Technology3 sources

Netrasemi completes A2000 chip testing, targets 2027 launch for edge AI and smart cameras

Technology3 sources

Nvidia's Jensen Huang calls Taiwan AI epicenter as company commits $150 billion annual spend

At Computex Taipei 2026, Nvidia CEO Jensen Huang declared Taiwan the epicenter of the AI revolution, revealing the company now spends roughly $150 billion annually on the island. The announcement came alongside the full production launch of the Vera Rubin platform and RTX Spark, Nvidia's first Arm-based Windows PC. Despite ongoing supply constraints, Huang assured investors the company has secured enough capacity to sustain robust growth in both CPUs and GPUs.

Technology15 sources

Nvidia's Jensen Huang calls Taiwan AI epicenter as company commits $150 billion annual spend

Technology15 sources

AMD EPYC Venice enters production as first 2nm HPC chip with 256 cores and 70% performance leap

AMD has begun production ramp of its next-generation EPYC processor codenamed Venice on TSMC's 2nm process, making it the first high-performance computing product to reach this milestone. The 256-core EPYC Venice promises a 70% compute performance gain over current EPYC Turin chips and will feature Zen 6 architecture, positioning AMD to extend its 46% server CPU revenue share.

Technology3 sources

AMD EPYC Venice enters production as first 2nm HPC chip with 256 cores and 70% performance leap

Technology3 sources

AMD commits over $10 billion to Taiwan AI ecosystem to scale next-generation infrastructure

AMD announced a massive investment of over $10 billion across Taiwan's semiconductor sector to expand partnerships and manufacturing capabilities for AI systems. The commitment supports the company's Helios platform, featuring 6th Gen EPYC CPUs and Instinct MI450X GPUs, as AMD positions itself to compete more aggressively with Nvidia in the rapidly growing AI accelerator market.

Technology5 sources

AMD commits over $10 billion to Taiwan AI ecosystem to scale next-generation infrastructure

Technology5 sources

TSMC raises semiconductor market forecast to $1.5 trillion by 2030 as AI demand surges

TSMC now expects the global semiconductor market to exceed $1.5 trillion by 2030, up from a previous $1 trillion estimate. The world's largest contract chipmaker attributes this 50% upward revision to surging AI silicon demand, with AI and high-performance computing projected to account for 55% of the market. The company is accelerating capacity expansion with nine new wafer fabs planned for 2026.

Business3 sources

TSMC raises semiconductor market forecast to $1.5 trillion by 2030 as AI demand surges

Business3 sources

Applied Materials and TSMC join forces to accelerate AI chip development at $5 billion EPIC Center

Applied Materials and TSMC have announced a partnership to fast-track AI chip development at the EPIC Center in Silicon Valley. The collaboration builds on 30 years of joint work and focuses on materials engineering, equipment innovation, and process integration to deliver energy-efficient chips for data centers and edge devices.

Technology2 sources

Applied Materials and TSMC join forces to accelerate AI chip development at $5 billion EPIC Center

Technology2 sources

Sony and TSMC form joint venture to build next-generation image sensors for AI and robotics

Sony Semiconductor Solutions and TSMC signed a non-binding memorandum of understanding to establish a joint venture in Kumamoto, Japan, focused on developing next-generation image sensors. With Sony as the majority shareholder, the partnership targets automotive and robotics markets where AI perception systems are becoming critical infrastructure.

Technology4 sources

Sony and TSMC form joint venture to build next-generation image sensors for AI and robotics

Technology4 sources

Asia's tech giants drive AI bull run as chipmakers post record earnings and Seoul market doubles

A fresh investor frenzy has shifted the AI bull run's focus to Asia, with Seoul becoming the world's hottest stock market. Samsung, TSMC, and SK Hynix are posting record earnings, with chip revenues at Samsung leaping nearly 50 times last quarter. South Korea's KOSPI has doubled in six months as Asian chipmakers cement their pivotal role in the global AI supply chain.

Business2 sources

Asia's tech giants drive AI bull run as chipmakers post record earnings and Seoul market doubles

Business2 sources

OpenAI fast-tracks AI phone with customized chip, aiming for 30 million shipments by 2028

OpenAI is accelerating development of its first smartphone, targeting mass production in early 2027. Supply chain analyst Ming-Chi Kuo reports the AI-focused smartphone will use a customized MediaTek Dimensity 9600 chip with an enhanced image signal processor for visual sensing. The ambitious project aims for 30 million combined shipments by 2028.

Technology14 sources

OpenAI fast-tracks AI phone with customized chip, aiming for 30 million shipments by 2028

Technology14 sources

Asian Suppliers Surge to 90% of Nvidia's Production Costs as Physical AI Drives New Rally

Nvidia's expansion into physical AI has intensified its reliance on Asian partners, with Asian suppliers now accounting for 90% of production costs compared to 65% last year. The shift extends beyond semiconductors into robotics and autonomous systems, triggering stock rallies across the region as companies from LG Electronics to Taiwan's Nanya Technology benefit from deepening partnerships with the chip giant.

Business4 sources

Asian Suppliers Surge to 90% of Nvidia's Production Costs as Physical AI Drives New Rally

Business4 sources

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