TSMC

TSMC

http://www.tsmc.com
https://www.linkedin.com/company/tsmc/

Publicly owned, Taiwan-headquartered TSMC, founded in 1987, employs approximately 19,540 individuals and specializes in semiconductor manufacturing.

Revenue

Founded

1987

Headcount

19,533

Headquarters

Taiwan

Primary Segment

Semiconductor Manufacturing

Ownership

Publicly Owned

News Summary:

On July 31, 2026, speculation mounted that TSMC, the world's largest foundry, may accelerate its mass production timeline for next-generation 1.4-nanometer (nm) process technology to 2028, a move expected to intensify competition in the global semiconductor market. Concurrently, TSMC is reportedly developing an advanced packaging solution, internally dubbed “EMIB-like,” with Kinsus to alleviate pressure on its CoWoS (Chip-on-Wafer-on-Substrate) capacity and prevent potential customer shifts to Intel’s packaging platform.

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Aug

4th

2026

10:10

TSMC pledges NT$51 million for Kumamoto earthquake relief

TAIPEI (Taiwan News) — TSMC pledged NT$51.3 million (US$1.6 million) to support earthquake relief in Kumamoto, Japan, after saying its Japan Advanced Semiconductor Manufacturing fab there had fully recovered from last week’s quake . The company said in a post on X that the donation aims to help affected residents rebuild their lives, while the TSMC Charity Foundation has launched an employee fundraising campaign to support recovery efforts, per CNA .

Aug

4th

2026

06:30

The Geopolitics of Silicon: How US-China Dynamics Reshape Russia’s Tech Frontier

Western sanctions have pushed Russia toward costly, China-centered chip supply chains, limiting its technological autonomy. The Ukraine war has catalyzed a profound shift in the global technology landscape, with far-reaching implications for Russia’s ambitions in artificial intelligence (AI) and advanced computing.

The National Interest

Aug

4th

2026

05:36

Tsmc restores Japan Kumamoto fab to pre-quake output in six days

Tsmc restores Japan Kumamoto fab to pre-quake output in six days TSMC of Taiwan, the worlds largest foundry contract semiconductor manufacturing comp

Aug

4th

2026

04:48

Kumamoto semiconductor production recovers, TSMC's Japan subsidiary returns to normal operations

TSMC has announced that Japan Advanced Semiconductor Manufacturing (JASM), its subsidiary in Kikuyo, Kumamoto Prefecture, has resumed normal operations following production disruptions caused by the recent Kumamoto earthquake.

Aug

4th

2026

04:35

Capital Investment, Financial Results, Emerging Tech, Artificial Intelligence, B2B Tag, Financial Performance, Investments

Stanley Druckenmiller Holds Taiwan Semiconductor After Its Q2 Beat, Betting Chip Demand From Nvidia and AMD Keeps Growing

Key Points Drunkenmiller trimmed his TSMC position in the first quarter, yet it remains the third largest in the Duquesne Family Office portfolio. AI-driven demand is powering TSMC's strong growth, and management is guiding to more opportunities ahead.

Aug

4th

2026

02:30

Emerging Tech, B2B Tag, Facility Expansion

TSMC accelerates advanced process expansion as 3nm and 2nm capacity ramps

The reported increase would place TSMC ahead of previous market expectations and further strengthen its position in the race to supply advanced chips for artificial intelligence, high-performance computing and data centre applications. Alongside its 3nm ramp-up, TSMC’s 2nm programme is also said to be progressing on schedule, with monthly wafer starts expected to approach 100,000 units by the end of 2026.

New Electronics

Aug

3rd

2026

20:59

Emerging Tech, Financial Results, B2B Tag, Financial Performance

Jensen Huang Says $7.9 Trillion. The Semiconductor Industry Makes $791 Billion. The Gap Is the Point.

The Consensus Frame and the Structural Reality NVIDIA CEO Jensen Huang, speaking on the BG2 podcast with Brad Gerstner and Bill Gurley in March 2026, declared that the AI infrastructure industry would grow to $7.9 trillion, citing 205 gigawatts of new data center capacity as the scale anchor.

Aug

3rd

2026

20:42

Artificial Intelligence, B2B Tag

Breaking Computing: Co-Packaged Optics (CPO) foundry roadmaps — breaking down TSMC, Intel, Samsung, and GlobalFoundries’ approach to next-generation scale-up connectivity – What It Means

The requirements of AI clusters have made optical interconnections practical for scale-out connectivity, but as bandwidth requirements increase, optical connectivity is becoming viable for scale-up connections. As a result, the industry is moving optical interfaces closer to CPUs and GPUs, from the front-panel transceiver to the package itself through co-packaged optics (CPO), and eventually directly into the processor package.

Aug

3rd

2026

16:57

Procurement and Sales, B2B Tag, Pricing Updates, Supply Chain and Procurement

Breaking Computing: In a troubling signal, Nvidia RTX 50 sequence costs leap as much as 30% in South Korea — TSMC wafer hikes and $20 GDDR7 modules push RTX 5090 previous $5,100 – System Overview

GPU costs are set to extend in South Korea beginning this month, particularly Nvidia’s desktop GeForce RTX 50 sequence. In response to a latest report, the worth enhance is primarily as a result of latest enhance in worth for superior course of wafers from TSMC (Taiwan Semiconductor Manufacturing Firm), together with the rising worth for GDDR7 reminiscence.

Aug

3rd

2026

11:10

Emerging Tech, Financial Results, B2B Tag, Insider Trading, Financial Performance

TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?

Insider buying isn’t always the signal it once was, given the impact of share-based compensation and option-timing on insider activity. However, signals may still be found, as many insider purchases occur on the open market, such as those posted by Taiwan Semiconductor Manufacturing Company (NYSE: TSM).

InsiderTrades.com

Aug

3rd

2026

09:21

Partnerships and Alliances, New Offerings, Artificial Intelligence, B2B Tag, New Offerings, Partnerships, Facility Expansion

Mass production and capacity expansion accelerate, reshaping foundry landscape in silicon photonics

As AI computing power drives data transmission bandwidth demand to double every two years, the physical limits of copper interconnects are becoming increasingly apparent. How can the “traffic congestion” between chips be alleviated? An increasing number of wafer foundries are turning to one answer: silicon photonics.

Aug

3rd

2026

07:05

Capital Investment, Procurement and Sales, Events, Emerging Tech, B2B Tag, Events and Conferences, Partnerships, Supply Chain and Procurement, Facility Expansion, Investments

Japan Semiconductor Forum Kicks Off: Premier Cho Unveils Strategy to Link Taiwan's 13 Key Industries with Japan's 17 Strategic Sectors — BigGo Finance

The artificial intelligence (AI) wave sweeping the globe has made the semiconductor industry a core strategic focus for nations worldwide. The 2026 Taiwan-Japan Semiconductor Technology Forum convened on the afternoon of the 3rd in Taipei, with Taiwan Premier Cho Jung-tai attending in person to propose linking Taiwan's 13 key strategic industries with Japan's 17 strategic sectors—elevating the bilateral relationship from industrial complementarity to a strategic partnership of co-innovation and co-creation in global markets.

TSMC has suppliers like Qualcomm.

Example Suppliers

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