In the on-again, off-again saga of TSMC's supposed designs on Intel's chip factories, there's a new twist. Reuters reports ...

Supply chain sources indicate that TSMC's CoWoS capacity target for 2025 has been slightly adjusted downward, however, it is ...

It's undeniable that expanding TSMC's US presence has long been a goal for the US. TSMC announced its first fab in 2020, initially committing $12 billion over 10 years. Since then, TSMC's ...

The investment will go into building three new fabrication plants in Phoenix, Arizona, as well as two packaging facilities ...

The Taiwanese chipmaker intends to run operations of Intel’s fab division but does not want to own more than 50% of it and is ...

Fab 2 - 2nm/3nm chips in 2028. Fab 3 - 2nm chips or better in 2030. After TSMC CEO C.C. Wei met Donald Trump at the White House, the $100 billion plan involves a goal of building 5 additional chip ...

Confused? You're not alone. EE Times reports that various analysts have responded to the WSJ report, with one asserting that, "TSMC has no interest in the wafer-fab facilities of Intel." ...

The extra $100 billion investment adds to TSMC’s $65 billion commitment for its Fab 21 site near Phoenix, Arizona. This makes TSMC, the world’s largest contract chip manufacturer, one of the ...

JASM, TSMC's Japan subsidiary, plans to build a second wafer fab in Kumamoto. The firm states that construction will begin in 2025, possibly later than the initially stated first quarter.

TSMC's Arizona fab is well-received, potentially mitigating geopolitical risks, but may reduce margins due to higher labor costs. TSMC is undervalued at a 26x multiple, with a fair value estimate ...

TL;DR: TSMC is full-steam ahead with its 2nd semiconductor fab in Japan, going against new reports from Japanese media that it would be delayed. TSMC plans for its 2nd fab in Japan remain ...