TSMC Arizona Fab Delivers 100 Million Chips for Apple Devices
Apple confirmed volume output at the Phoenix plant across iPhone and watch lines, though TSMC has not issued filings detailing…
Company watch
All companies →Apple
Every EAB briefing that touches Apple — capital spending, plants, M&A, earnings and policy exposure. 23 briefings.
- First seen
- September 6, 2026
- Latest
- October 21, 2026
- With a linked document
- 23 of 23
- Subject of the briefing
- 3
- Named as exposed
- 20
- Desks
- Semiconductors (20), Analysis (1), Trade & Policy (1), Energy & Minerals (1)
TSMC plans new 3nm Tainan fab as AI accelerator demand surges
Taiwan Semiconductor Manufacturing Co. expands its leading-edge manufacturing network to four sites, keeping core production in…
GlobalFoundries Signs $21B Japan Pact for New York Chip Fabs
The allied financing structure covers two mature-node facilities producing 1.8 million wafers annually while sheltering the…
TSMC beats quarterly forecasts as 3nm lines hit full capacity
Taiwan Semiconductor Manufacturing Co. posted record third-quarter net income of NT$763 billion on relentless demand for advanced…
TSMC weighs Texas fab campus to broaden US foundry footprint
Taiwan Semiconductor Manufacturing Co. confirmed site evaluation teams in Texas as quarterly revenue jumped 50.9% to NT$1.49…
Japan funds $21 billion GlobalFoundries build in New York
A bilateral vehicle will construct two 300mm fabs adding 1.8 million wafers of annual capacity by 2029, while the Commerce…
GlobalFoundries signs $2B TSMC packaging deal for AI chips
The five-year agreement will produce silicon interposers at the Malta fab in New York starting in 2028 to ease CoWoS bottlenecks…
Shinko buys Japan Display plant to build advanced packaging hub
The 373,483-square-meter Mobara factory will yield a 51.4 billion yen gain for JDI while giving Shinko flip-chip substrate…
TSMC September revenue jumps 55% on booming AI chip orders
The Taiwanese foundry posted record third-quarter sales of NT$1.49 trillion ($46.7 billion), beating its guidance ceiling as Big…
TSMC raises foundry prices for fabless clients by up to 10% in 2027
Mature process nodes face 3% to 10% increases in January while chip designers prepare price hikes of up to double digits to…
MP Materials begins shipping non-China magnets to GM plantsMembers
The Fort Worth facility will supply 1,000 metric tons of finished NdFeB magnets annually for 500,000 electric vehicles under a…
Micron taps TSMC for custom HBM4E memory, taking on SK hynix
The US memory maker will outsource its HBM4E base logic dies to TSMC's advanced node, targeting up to 30% higher bandwidth for…
TSMC weighs second US chip hub in Texas as orders expand
Taiwan Semiconductor Manufacturing Co. is evaluating up to six wafer fabs in Dallas to serve American customers that generated…
TSMC plans to lift wafer foundry prices by 3% to 6% from 2027
Leading-edge 2-nanometer and 3-nanometer lines face the steepest increases as AI chip demand fills foundry capacity through 2030…
TSMC raises 2nm wafer target to 120,000 units as orders surge
The foundry lifted internal production goals by pulling forward capacity additions after Apple, Nvidia and three other anchor…
TSMC captures 72.5% foundry share as gap with Samsung widensMembers
Surging demand for artificial intelligence processors and proprietary advanced packaging leaves contract rivals trailing across…
Qualcomm keeps TSMC for 2nm processors, shutting out Samsung Foundry
The mobile chipmaker affirmed its exclusive production tie to TSMC despite wafer costs topping $30,000, leaving Samsung with…
TSMC begins 1.4nm pilot wafer runs ahead of 2028 volume rampMembers
The foundry accelerated trial activity across Hsinchu and Taichung as it pre-empts rival nodes from Intel and Samsung for…
TSMC warns AI cannot solve physical barriers for 1.4nm chips
Co-Chief Operating Officer Y.J. Mii warns that automated design tools cannot bypass physical manufacturing limits as the foundry…
MediaTek debuts first 2nm mobile AP built on TSMC N2P node
The Dimensity 9600 Pro leapfrogs Qualcomm to secure TSMC nanosheet capacity, cutting multicore power consumption by up to 61%…
TSMC Reaffirms 2028 Target for 1.4nm Chips at Taichung Fab
Taiwan's park authority moves Fab 25 completion to April 2027, but the foundry giant leaves its commercial A14 manufacturing…
TSMC sees 3nm revenue overtake 5nm node on surge in AI accelerators
Surging orders for Nvidia and Apple processors will push third-quarter 3nm output value above $12.7 billion, reinforcing the…
Xi Jinping plans business delegation for Donald Trump summit
Beijing aims to ease trade friction and protect cross-border commerce as U.S.