TSMC widens CoWoS supply chain with $2 billion US interposer deal
A five-year agreement with GlobalFoundries establishes the first US manufacturing source for AI silicon interposers, challenging…
Company watch
All companies →Taiwan Semiconductor Manufacturing Co
Every EAB briefing that touches Taiwan Semiconductor Manufacturing Co — capital spending, plants, M&A, earnings and policy exposure. 27 briefings.
- First seen
- August 28, 2026
- Latest
- October 12, 2026
- With a linked document
- 27 of 27
- Subject of the briefing
- 24
- Named as exposed
- 3
- Desks
- Semiconductors (24), Analysis (2), Trade & Policy (1)
GlobalFoundries agrees to build silicon interposers for TSMC in $2B deal
The five-year contract establishes domestic manufacturing in Malta, New York, for TSMC's CoWoS packaging ecosystem, with…
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…
Gudeng Precision opens Arizona plant for TSMC fabs in Glendale
The Taiwan carrier maker launched its Glendale facility on Oct. 7 to machine tooling parts for TSMC and aerospace buyers,…
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…
TSMC weighs Texas foundry campus to expand US chip capacity
Deliberations over an additional manufacturing site follow $265 billion committed to Arizona, as North American customers…
Japan Prefectures Woo Taiwan Chip Vendors With Site Grants
Regional governments across Kyushu are preparing dedicated industrial parks to house supply chains feeding TSMC’s planned $17…
TSMC Dismisses Terafab Rumors as Texas Factory Talks Surface
While TSMC dismissed market talk of joining Elon Musk's 1-terawatt AI compute initiative, Intel remains the sole confirmed…
Air Liquide invests €170M to expand Japan chip gas capacity
The French industrial gas supplier will build on-site cryogenic units in southern Japan under a long-term contract, bringing its…
Synopsys expands TSMC pact with agentic AI chip design tools for A14
The deployment validates autonomous EDA workflows across TSMC's 1.4-nanometer A14 node, multi-die CoWoS interposers and HBM4…
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…
Vanguard and NXP open Singapore fab, weigh second chip plant
The $6.7 billion joint facility begins risk production at 40nm to 130nm nodes, offering Western automotive and AI hardware…
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…
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…
Taiwan breaks ground on TSMC packaging base to relieve CoWoS limits
The 88.7-hectare Baipu park will host tool-validation labs and supplier lines to ease advanced chip packaging constraints for AI…
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…
Samsung Electronics opens HBM4 base die supply to rival TSMC for AI
The South Korean memory maker will offer customers external wafer fabrication alongside its internal 4nm lines as it prepares…
TSMC revenue rises 53% on AI demand to record NT$514 billion
The Taiwanese contract chipmaker reached NT$514.81 billion in August sales as advanced-node orders widened its global foundry…
AMD Reaffirms TSMC Alliance While Evaluating Rival Foundries
The chip designer projected an AI market of up to $3 trillion by 2030, keeping its wafer volume anchored at TSMC while conducting…
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…
Samsung deploys TSMC-tested photonics probers for CPO push
The South Korean chipmaker deployed FormFactor and MPI probe stations to inspect optical wafers internally, aligning with TSMC…
ASML expands Japan workforce to 700 to support Rapidus 2nm and TSMC fabs
The Dutch lithography supplier plans a 40% headcount increase by 2030 to install and maintain EUV equipment for cutting-edge…
Skytech opens TSMC-backed advanced process lab to speed chip tool verification
The joint Taiwan facility focuses on thin-film deposition tools, film modification techniques and chemical precursor screening…
TSMC and Japanese Auto Suppliers Scale 28nm BCD Power Chip ProductionMembers
Automotive suppliers integrate high-voltage power management silicon into domestic 300mm foundry lines to secure electrified…