TSMC's rivals are losing ground, and the gap is growing Read more: TSMC's rivals are losing ground, and the gap is growing
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TSMC's rivals are losing ground, and the gap is growing
READ MORE: TSMC's rivals are losing ground, and the gap is growing
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Samsung may use rival TSMC for Nvidia’s custom HBM4E base dies: Samsung has reportedly agreed to Nvidia's request to manufacture base dies for custom NVHBM ...
sammobile.com/news/samsung-agrees-tsmc-make-custom-nvidia-nvhbm-base-die/
Samsung to use TSMC process for Nvidia’s next-generation memory chips | Taiwan News | Oct. 19, 2026 10:24
taiwannews.com.tw/en/news/6460436
Japan approves plans for TSMC 3 nm fab | Taiwan News | Oct. 17, 2026 17:00: New Kumamoto plant will be first of its kind in Japan | Oct. 17, 2026 17:00
taiwannews.com.tw/en/news/6460077
Taiwan is planning U.S. industrial parks for Nvidia's AI suppliers, starting in Texas
qz.com/taiwan-us-industrial-parks-nvidia-suppliers-texas-101626
TSMC confirms it is considering Terafab chipmaking expansion with Elon Musk — CEO insists TSMC would have to run Texas-based project
tomshardware.com/tech-industry/semiconductors/tsmc-confirms-it-is-considering-terafab-chipmaking-expansion-with-elon-musk-ceo-insists-tsmc-would-have-to-run-texas-based-project
Paid articlePaywall
Michael Burry unpacks his evolving bet against the market's AI trade: Michael Burry said that he's rolled most of his options positions into two index shorts in ...
businessinsider.com/michael-burry-big-short-ai-stocks-ndx-smh-nvda-pltr-2026-10
Taiwan shares rise as TSMC retreat limits gains - Focus Taiwan: Shares in Taiwan closed higher Wednesday but gave up some earlier gains as investors took profits ...
focustaiwan.tw/business/202610140016
What analysts are watching with key semiconductor maker TSMC set to report results
marketwatch.com/story/what-analysts-are-watching-with-key-semiconductor-maker-tsmc-set-to-report-results-c161e86b
Paid articlePaywall
For Interposer: Globalfoundries becomes a TSMC supplier - | Golem.de: TSMC apparently doesn't want to do everything itself in its US semiconductor ...
golem.de/news/fuer-interposer-globalfoundries-wird-tsmc-zulieferer-2610-213908.html
Musk causes unrest - | but Intel sticks to this mega-project: Elon Musk is talking to TSMC about his ambitious chip project Terafab. Intel still wants to ...
wallstreet-online.de/nachricht/21487888-ueberraschende-tsmc-plaene-musk-sorgt-unruhe-intel-haelt-mega-projekt-fest
TSMC supplier Gudeng launches operations at Arizona plant - Focus Taiwan: Taiwan-based wafer and packaging handling solutions provider Gudeng Precision ...
focustaiwan.tw/business/202610070019
Chiayi breaks ground on new town project near TSMC | Taiwan News | Oct. 6, 2026 15:29
taiwannews.com.tw/en/news/6452753
TSMC takes rare step of teaming with Sony as Samsung, China rivals loom: TAIPEI/TOKYO -- The move by Taiwan Semiconductor Manufacturing Co. to partner with Sony ...
asia.nikkei.com/business/tech/semiconductors/tsmc-takes-rare-step-of-teaming-with-sony-as-samsung-china-rivals-loom
Wccftech Jul 12
TSMC Can’t Keep Up With CoWoS Demand, Sending Advanced Packaging Orders Spilling Over To Intel & Rival Taiwanese Fabs
wccftech.com/tsmc-cant-keep-up-with-cowos-demand-advanced-packaging-orders-spilling-over-to-intel-rival-fabs/
Competition for Infineon: How Japan wants to become chip champion: The new Prime Minister wants to significantly expand semiconductor manufacturing in the ...
faz.net/aktuell/wirtschaft/unternehmen/konkurrenz-fuer-infineon-wie-japan-chip-champion-werden-will-200695925.html
trendforce Mar 30
[News] Rapidus Accelerates 1nm Push, Reportedly Targets Six-Month Gap with TSMC: Please note that this article cites information from Nikkei XTech ...
trendforce.com/news/2026/03/30/news-rapidus-accelerates-1nm-push-reportedly-targets-six-month-gap-with-tsmc/
![[News] Rapidus Accelerates 1nm Push, Reportedly Targets Six-Month Gap with ...](https://img.trendforce.com/blog/wp-content/uploads/2026/01/21142454/Rapidus-20250121-624x374.jpg)
Nvidia still hasn't sold its U.S.-approved China AI chips — and it’s worried local AI rivals could take over
cnbc.com/2026/02/26/nvidia-china-chip-sales-export-controls-ai-competition.html
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