# TSMC
Latest news and articles about TSMC
Total: 43 articles found
The Silicon Silk Road: How America’s AI Ambitions are Rewiring Asian Economies
Asia is experiencing a historic export surge driven by US demand for AI hardware, shifting the region's economic focus from consumer goods to advanced semiconductors and data center infrastructure. While this provides a significant boost to economies like Taiwan and South Korea, it creates a deep dependency on American tech spending and risks future overcapacity.
The Silicon Cold Shoulder: Why NVIDIA’s Jensen Huang Bypassed Japan
NVIDIA CEO Jensen Huang’s recent tour of China, Taiwan, and South Korea notably excluded Japan, signaling a shift in the global AI hierarchy. While Japan remains a supplier of materials, it lacks the 'AI-native' partners and scale necessary to engage in NVIDIA's high-level strategic ecosystem.
Apple’s 2027 Gambit: ‘Visual Intelligence’ AirPods and the Post-Smartphone Future
Apple is preparing a massive 2027 launch featuring AI-driven AirPods with built-in cameras, a bezel-less 20th-anniversary iPhone, and a second-generation foldable model. This strategy highlights Apple's shift toward 'Visual Intelligence' and ambient computing powered by next-generation 2nm silicon.
Chasing the Ghost of Self-Sufficiency: CSSC Gas Dispels Rumors of TSMC Supply Monopoly
CSSC Special Gas has denied rumors of a massive three-year contract with TSMC that would have seen its supply share of tungsten hexafluoride jump to 70%. While the company confirms ongoing negotiations with major clients, it clarified that the leaked pricing and market share figures are inaccurate and do not reflect current market realities.
The Glass Substrate Evolution: TSMC’s 2028 Roadmap and the Future of Advanced Packaging
TSMC's next-gen CoPoS packaging is expected to enter mass production in H2 2028, utilizing a hybrid structure of glass substrates and ABF film rather than a full replacement of traditional materials.
From Chatbots to Digital Workers: The Infrastructure Boom Fueling the AI Agent Era
AI is transitioning from generative chatbots to autonomous 'agents,' sparking a massive infrastructure surge for hardware giants like Dell and Lenovo. While order backlogs are at record highs, the industry faces a critical challenge in proving the economic return on investment for these complex digital workers.
The Maker and the Mogul: TSMC’s Chief Defers to the $170 Billion AI King
TSMC Chairman C.C. Wei offered a humble assessment of his personal wealth compared to Nvidia CEO Jensen Huang, noting that reaching Huang's $170 billion net worth would require hundreds of years of work. The exchange highlights the massive value capture by chip designers in the current AI boom compared to the manufacturers who build the hardware.
NVIDIA’s Rubin Revolution: Jensen Huang Maneuvers Through the AI Supply Chain Bottleneck
NVIDIA CEO Jensen Huang is set to unveil the Vera Rubin architecture at COMPUTEX 2026, signaling a major shift in AI infrastructure. However, soaring memory costs and supply chain complexities are forcing the chip giant to deepen its diplomatic ties with hardware partners to maintain the momentum of the AI revolution.
TSMC’s Premium Pricing Moat Triggers Record Rally for China’s Domestic Chip Giants
TSMC's plan to raise 3nm chip prices by up to 15% has triggered a record-breaking rally for Chinese chipmakers SMIC and Hua Hong. As advanced silicon becomes more costly, the market anticipates a surge in demand for China's domestic mature-process alternatives and an acceleration of semiconductor self-reliance.
The Trillion-Dollar Silicon Bet: Mapping the AI Infrastructure Boom Through TSMC’s Lens
Analyses of TSMC's production data suggest that global AI capital expenditure is on track to surpass $1.1 trillion by 2027. This infrastructure boom is fueled by the transition to more complex architectures like Nvidia’s Rubin and the increasing value of advanced packaging technologies.
AMD Claims the 2nm Crown: The ‘Venice’ Launch and the New Frontier of High-Performance Computing
AMD has initiated mass production of its ‘Venice’ EPYC processors using TSMC’s 2nm process, making it the first company to bring 2nm technology to the high-performance computing market. This move strengthens AMD’s competitive position against Intel and Nvidia as it targets the burgeoning AI data center sector.
Silicon and Sand: How Regional Conflict in the Middle East Threatens the Global AI Revolution
Escalating conflict in the Middle East is disrupting the global AI supply chain by restricting the supply of critical semiconductor materials like helium and driving up logistics costs. Leading firms including TSMC and Foxconn are warning of sustained pressure on profitability, even if a ceasefire is achieved in the near term.