TSMC

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Founded1987

Key PeopleC.C. Wei

HeadquartersHsinchu, Taiwan

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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

SpaceX reveals GPU manufacturing plans as chip supply risks threaten $1.75 trillion IPO

SpaceX disclosed plans to manufacture its own GPUs in its S-1 filing ahead of a $1.75 trillion IPO expected this summer. The company warns investors it lacks long-term contracts with chip suppliers and faces substantial capital expenditures to build in-house AI infrastructure. The move connects to Elon Musk's Terafab chipmaking venture in Austin, Texas.

Technology10 sources

SpaceX reveals GPU manufacturing plans as chip supply risks threaten $1.75 trillion IPO

Technology10 sources

TSMC unveils chip manufacturing technology that bypasses $400 million ASML machines

Taiwan Semiconductor Manufacturing Co revealed two new chipmaking technologies—A13 for AI chips arriving in 2029 and N2U for affordable phone and laptop processors. The company plans to leverage existing extreme-ultraviolet lithography machines rather than invest in costly upgrades, while advancing chip stitching techniques that could assemble 10 large chips and 20 memory stacks by 2028.

Technology2 sources

TSMC unveils chip manufacturing technology that bypasses $400 million ASML machines

Technology2 sources

AMD partners with GlobalFoundries for Co-Packaged Optics in Instinct MI500 AI accelerators

AMD is preparing to integrate Co-Packaged Optics into its Instinct MI500 AI accelerators, partnering with GlobalFoundries for photonic integrated circuits and ASE for packaging. The 2027 launch aims to address interconnect bandwidth bottlenecks in AI infrastructure as the silicon photonics race with NVIDIA intensifies.

Technology2 sources

AMD partners with GlobalFoundries for Co-Packaged Optics in Instinct MI500 AI accelerators

Technology2 sources

Taiwan stock market surges past UK with $4.14 trillion valuation as AI boom fuels TSMC growth

Taiwan's stock market has overtaken the UK to become the world's seventh-largest, reaching $4.14 trillion in market capitalization. The surge comes as TSMC reported record earnings with 58% net income growth, driven by insatiable demand for AI chips. The Taiex Index has gained 26.5% year-to-date, while TSMC alone represents 45% of Taiwan's entire market cap.

Business2 sources

Taiwan stock market surges past UK with $4.14 trillion valuation as AI boom fuels TSMC growth

Business2 sources

TSMC profit surges 58% on AI demand as chipmaker expands 3nm capacity amid rising costs

Taiwan Semiconductor Manufacturing Co. posted a record $18 billion quarterly profit, driven by surging global demand for chips used in AI applications. The world's largest contract chipmaker raised its 2026 revenue guidance to above 30% growth and announced plans to add three new 3-nanometer fabrication plants. However, TSMC warned that geopolitical tensions in the Middle East could impact profitability as supply chain costs increase.

Business12 sources

TSMC profit surges 58% on AI demand as chipmaker expands 3nm capacity amid rising costs

Business12 sources

Tesla completes AI5 chip design with 40X performance leap, but deployment still years away

Elon Musk announced Tesla's successful tape-out of the AI5 chip, designed to power Full Self-Driving systems in vehicles and Optimus robots. The chip promises up to 40x performance improvement over its predecessor, featuring 12 memory packages and a 384-bit interface. However, the milestone comes nearly two years behind schedule, with volume production not expected until mid-2027.

Technology6 sources

Tesla completes AI5 chip design with 40X performance leap, but deployment still years away

Technology6 sources

ASML raises 2026 sales forecast to €40 billion as AI chip demand outpaces supply

Dutch chipmaking equipment giant ASML boosted its full-year revenue outlook to €36-40 billion, up from €34-39 billion, as surging AI infrastructure investments drive unprecedented demand. First-quarter net sales hit €8.8 billion while customers including TSMC and Samsung accelerate capacity expansion, though export controls on China sales pose geopolitical risks.

Business13 sources

ASML raises 2026 sales forecast to €40 billion as AI chip demand outpaces supply

Business13 sources

Taiwan Semiconductor's Energy Crisis Could Disrupt Global AI Supply Chain

TSMC controls over 90% of advanced semiconductor manufacturing, but Taiwan's reliance on liquefied natural gas imports through the Strait of Hormuz creates a critical vulnerability. With LNG stockpiles lasting only days, the Middle East crisis threatens to halt chip production that powers Nvidia, AMD, and the entire AI industry.

Business2 sources

Taiwan Semiconductor's Energy Crisis Could Disrupt Global AI Supply Chain

Business2 sources

Intel bets billions on advanced packaging as Google and Amazon eye alternatives to TSMC bottleneck

Intel is in talks with Google and Amazon to provide advanced chip packaging services worth billions annually, positioning itself as an alternative to capacity-constrained TSMC. The chipmaker's CFO projects packaging revenue exceeding $1 billion, up from hundreds of millions, as AI demand creates a critical bottleneck in chip production. Intel's EMIB technology competes directly with TSMC's CoWoS as tech giants scramble for custom AI chip capacity.

Technology4 sources

Intel bets billions on advanced packaging as Google and Amazon eye alternatives to TSMC bottleneck

Technology4 sources

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