Chip Maker TSMC Boosts Outlook for Revenue
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TSMC is working to build two plants in Arizona faster, a move that could bring more Apple chip production to Arizona quicker — but don't expect the newest chips.
TSMC’s global expansion also includes a second fab in Kumamoto, Japan, expected to break ground later this year, following the launch of its first plant in late 2024. In Europe, construction of a fab in Dresden, Germany, is progressing steadily, with mass production timing dependent on customer interest.
Contributor content. With construction now well underway on all three planned fabs, TSMC’s Arizona campus will be potentially positioned as the bastion of the U.S. semiconductor industry.
“After completion, around 30% of our 2-nanometer and more advanced [chip] capacity will be located in Arizona, creating an independent, leading-edge semiconductor manufacturing cluster in the U.S.,” TSMC Chairman and CEO C.C. Wei told investors and reporters in an earnings conference on Thursday.
TSMC, the world’s main producer of advanced AI chips, posted record, forecast-beating quarterly profit on Thursday but warned that future income might be hit by U.S. tariffs, though perhaps not until the fourth quarter.
Intel is making moves to tap into the HBM market, estimated to grow at a CAGR of 26.24% driven by increased AI-related demand between 2025-2030. Earlier this month, the company announced its teaming up with SK Hynix to "co-develop next-generation AI accelerators." The two are collaborating on integrating HBM into the Gaudi AI accelerator.
Taiwan Semiconductor Manufacturing Company is speeding up the construction schedule of its second and third factories in the U.S. by “several quarters,” responding to strong demand from its American customers,
Taiwan Semiconductor Manufacturing Company’s expanding footprint in north Phoenix has triggered a cascade of development that extends far beyond its 1,129-acre campus. The chipmaker’s commitment, now totaling $165 billion after
TSMC Arizona interns joined kids from the Boys & Girls Club at JA BizTown last week to teach them about future career paths and personal finance.
Taiwan Semiconductor Manufacturing Co. (TSMC) has reiterated its commitment to growing semiconductor production in Taiwan, despite increasing investments in the US. Supply chain sources say TSMC commits to expanding manufacturing sites locally,
TSMC, which manufactures advanced semiconductors for clients including Nvidia and Apple , said it expects third-quarter revenue to reach between $31.8bn (£23.7bn) and $33bn, a 38