TSMC executive drops blunt message on AI chip’s next frontier:

arabtimesonline.com/news/ai-boom-pushes-taiwans-tsmc-into-record-expansion-and-global-supply-chain-shift/

arabtimes Sep 08

AI Boom Pushes Taiwan's TSMC Into Record Expansion and Global Supply Chain Shift

reuters.com/business/retail-consumer/energy-use-forcing-rethink-ai-chip-design-tsmc-says-2026-05-28/

Credibility A

May 29

Energy use forcing rethink of AI chip design, TSMC says: A senior TSMC executive said on Thursday that surging electricity ‌demands from AI are making energy ...

reuters.com/world/asia-pacific/tsmc-says-global-chip-market-hit-15-trillion-by-2030-ai-drives-growth-2026-05-14/

May 14

TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth: TSMC , the world's largest contract chipmaker, expects the global semiconductor ...

asahi.com/ajw/articles/16336439

17 0

The Asahi Shimbun

Feb 06

TSMC to make advanced AI semiconductors in Japan in boost for its chipmaking ambitions | The Asahi Shimbun: Breaking News, Japan News and Analysis

7 similar articles

CNBC

Jan 26

Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic'

cnbc.com/2026/01/26/nvidia-set-to-supplant-apple-as-tsmcs-largest-customer.html

techcrunch.com/2025/08/05/trump-says-hell-announce-semiconductor-and-chip-tariffs/

3 0

TechCrunch

B+

Aug 05 25

Trump says he’ll announce semiconductor and chip tariffs: This announcement comes as the Trump administration is also mulling over its approach to AI chip export ...

androidauthority.com/google-tensor-shakeup-open-thread-3561405/

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398 4 3

Android Authority

May 27 25

Google is planning a big Tensor shakeup. Too little, too late?: Google is handing over the Tensor reins to TSMC, but is the chipset project already a lost cause? ...

3 similar articles

tomshardware.com

Apr 21 25

TSMC says it cannot guarantee that its chips don't end up in China: In its annual report, TSMC acknowledged it cannot fully track how its chips are ultimately ...

tomshardware.com/tech-industry/tsmc-says-it-cannot-guarantee-that-its-chips-dont-end-up-in-china

asia.nikkei.com/techAsia/TSMC-s-big-U.S.-bet-and-China-s-chip-tool-challenger

0 5

Nikkei Asia

Mar 27 25

TSMC's big U.S. bet and China's chip tool challenger: Hello! This is Lauly, saying hi from the warm weather in Taipei. I can't believe it's already ...

reuters.com/technology/us-plans-blacklist-company-that-ordered-tsmc-chip-found-huawei-processor-source-2024-12-20/

Dec 20 24

Exclusive: US plans to blacklist company that ordered TSMC chip found in Huawei processor, source says

5 similar articles

9 0

tomshardware.com

Nov 08 24

TSMC to stop supplying advanced AI processors for all of its China customers: Report

tomshardware.com/tech-industry/tsmc-to-stop-supplying-advanced-ai-processors-for-all-of-its-china-customers-report

11 similar articles

The Rio Times

C+

Nov 07 24

Taiwan’s Chip Industry Soars: A.I. Fuels Record-Breaking $165 Billion Output: Taiwan's semiconductor sector is poised for a remarkable year ...

riotimesonline.com/taiwans-chip-industry-soars-ai-fuels-record-breaking-165-billion-output/

Ars Technica

Oct 21 24

US suspects TSMC helped Huawei skirt export controls, report says: US probing whether TSMC helped Huawei make AI chips.

arstechnica.com/tech-policy/2024/10/us-suspects-tsmc-helped-huawei-skirt-export-controls-report-says/

Key FactsTSMC Sees Significant Profit Growth in Q3 2024

Oct 17, 2024 · Reading time: ~30 sec.
Summary created with AI assistance · Source: thejakartapost.com

TSMC reported a larger-than-expected net profit of NT$325.26 billion (US$10.1 billion) for Q3 2024, a 54.2% increase from the previous year.

Revenue rose 36% to US$23.5 billion, driven by strong demand for smartphones and AI technology.

Geopolitical tensions and export restrictions on high-tech chips to China pose challenges for TSMC, which is based in Taiwan.

The company is planning new factories in the U.S. and Europe to diversify production and reduce reliance on Taiwan.

51 similar articles

7 0

The Diplomat

Oct 02 24

Unveiling the Remote-Poaching Model: Taiwan’s Strategy to Limit China’s AI Chip Progress

thediplomat.com/2024/09/unveiling-the-remote-poaching-model-taiwans-strategy-to-limit-chinas-ai-chip-progress/

Key FactsTaiwan’s Strategy to Curb China’s AI Chip Growth

Sep 28, 2024 · Reading time: ~30 sec.
Summary created with AI assistance · Source: thediplomat.com

China aims for AI chip self-reliance amid US tech rivalry but depends on Taiwan’s advanced semiconductor capabilities.

The remote-poaching model enables Taiwanese engineers to design chips for Chinese firms without relocating to China.

Taiwan enforces strict investigations and investment screenings to block unauthorized technology transfers linked to China.

This cross-strait cooperation reveals challenges in global supply chains, urging continuous updates to economic security measures.

reuters.com/technology/tsmc-samsung-discuss-building-middle-eastern-megafactories-wsj-reports-2024-09-22/

Sep 23 24

TSMC, Samsung mull building big chip factories in UAE, WSJ reports: Two of the world's largest chipmakers, TSMC and Samsung Electronics , have discussed building ...

Key FactsTSMC and Samsung Explore New Chip Manufacturing in UAE

Sep 22, 2024 · Reading time: ~30 sec.
Summary created with AI assistance · Source: bloomberg.com

Taiwan Semiconductor Manufacturing Co. and Samsung Electronics Co. are considering establishing new factories in the United Arab Emirates to meet the rising demand for AI computing.

Executives from TSMC have visited the UAE to discuss a potential plant complex, while Samsung has also engaged in talks about new operations there.

These projects are still in early discussions and may face various technical challenges and costs exceeding $100 billion, making realization uncertain.

The UAE aims to become a regional AI hub while reducing its reliance on oil-based industries.

9 similar articles

reuters.com/technology/asml-ceo-says-world-needs-legacy-chips-china-is-producing-handelsblatt-reports-2024-07-08/

Jul 08 24

ASML CEO says world needs the legacy chips China is producing, Handelsblatt reports

Key FactsIdeological Nature of US-China Chip Wars

Jul 8, 2024 · Reading time: ~30 sec.
Summary created with AI assistance · Source: theregister.com

Former ASML boss Peter Wennink says the US-China "chip wars" are mainly ideological in nature and warns that the conflict is likely to last for decades.

ASML has been facing increasing restrictions due to Washington's battle to curb China's technology advances, leading to pressure on limiting exports to China, its largest market after Taiwan.

Despite restrictions, ASML grew by 30% in 2023, with a net sales of €27.6 billion ($30 billion), and a similar trend is expected in 2024.

Wennink fears the US-China dispute may last for decades before easing, reminiscent of past US trade restrictions, such as those against Japan in the 1980s when Japanese DRAM manufacturers surpassed US counterparts.

5 similar articles

7 1