TSMC's $165bn U.S. expansion push: 'Inevitable' but risky
6 Articles
6 Articles
Under DPP authorities, TSMC is 'a piece of meat on the chopping block': spokesperson
Taiwan Semiconductor Manufacturing Company (TSMC) has become as a piece of meat on the chopping block as the Democratic Progressive Party (DPP) authorities used it to curry favor with the United States, a Chinese mainland spokesperson said Wednesday.
TSMC's $165 Billion Bet On US Chip Manufacturing Raises Alarms In Taiwan Amid China Threat — Experts Warn Taipei Must Plan Beyond Its 'Silicon Shield' - Apple (NASDAQ:AAPL), Intel (NASDAQ:INTC)
Taiwan Semiconductor Manufacturing Co.'s (NYSE:TSM) $165 billion U.S. expansion is reportedly driven by geopolitical pressure, supply chain security, and customer demands, but it comes with major risks for Taiwan. What Happened: TSMC’s accelerated U.S. expansion aims to meet the demands of American clients like Apple Inc. (NASDAQ:AAPL) and Nvidia Corp.(NASDAQ:NVDA). However, experts warn that Taiwan’s strategic importance could diminish as the …
Sources: after taking five years to build its first US plant, TSMC expects new factories to take two years; a 3nm plant is set for 2028 and 2nm before 2030
Nikkei Asia: Sources: after taking five years to build its first US plant, TSMC expects new factories to take two years; a 3nm plant is set for 2028 and 2nm before 2030 — TAIPEI — When TSMC Chairman and CEO C.C. Wei stood next to U.S. President Donald Trump early this month and announced …
TSMC’s big US bet and China’s chip tool challenger – Sky News: The Latest News from the World
Hello! This is Lauly, saying hi from the warm weather in Taipei. I can’t believe it’s already been weeks since I returned from Barcelona covering the annual Mobile World Congress, one of the biggest tech exhibitions in a year. As my colleague Annie Cheng Ting-Fang mentioned in her newsletter, we had to take cold showers […]
TSMC bags a massive 2nm chip order while Samsung Foundry sits pretty
Samsung Foundry has ambitions of taking a big chunk out of TSMC's market share but it's not even close. As of Q4 2024, TSMC's share of the global foundry market hit nearly 70%, more than double that of Samsung's and it's showing no signs of slowing down. Meanwhile, Samsung Foundry is having to grapple with yield and quality issues that seem to have led to a loss of confidence in customers. It would have hoped that things get better as chipmaker…
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