Tesla Retains Terafab Control, Limiting TSMC to Site Leases
The initial $16.8 billion Texas project targets 1 terawatt of annual AI compute with Intel as process partner, while TSMC faces…
Company watch
All companies →TSMC
Every EAB briefing that touches TSMC — capital spending, plants, M&A, earnings and policy exposure. 36 briefings.
- First seen
- August 28, 2026
- Latest
- October 11, 2026
- With a linked document
- 34 of 36
- Subject of the briefing
- 20
- Named as exposed
- 16
- Desks
- Semiconductors (32), Analysis (4)
SK hynix and Samsung push 16-layer HBM4 as Nvidia caps Rubin at 12 dies
South Korean memory makers prepare 48-gigabyte stacks with hybrid bonding as AI accelerator thermal constraints and packaging…
Rapidus holds 2nm chip timeline as 17 partners join network
The Japanese venture keeps its 2027 mass-production goal while enlisting Cadence and Synopsys to lower design barriers against…
Intel joins Applied Materials in $5 billion chip R&D hubMembers
The partnership connects Oregon labs to Silicon Valley cleanrooms as foundry rivals TSMC and Samsung Electronics share toolmaker…
Elon Musk rejects TSMC Terafab deal, backing Intel 14A nodeMembers
Tesla and SpaceX will build and run the $16.8 billion Texas AI chip site directly, while Intel continues technical work on its…
AMD weighs Samsung foundry alliance to ease reliance on TSMC
Lisa Su said in Seoul that the chipmaker is exploring production with Samsung Electronics, testing a hedge against single-foundry…
Samsung revamps HBM thermal packaging to challenge TSMC supply lead
The South Korean chipmaker pairs 4nm base dies with hybrid copper bonding to curb thermal resistance by 20% as Nvidia demands…
Rapidus forms 17-firm design alliance to back 2nm chip ramp
The Japanese foundry partnered with Synopsys, Cadence and domestic design houses to build an IP library and reduce client…
Korean chip toolmakers target Musk's $16.8 billion Texas fab
Hanmi Semiconductor and HPSP pursue supply roles in SpaceX and Tesla's planned Grimes County facility as Elon Musk acknowledges…
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…
AMD and Intel lift chip prices 10% on higher TSMC wafer fees
The planned markups across client processors and accelerators pass through foundry price hikes of up to 10% as advanced packaging…
Foundry 2.0 Revenue Climbs 25%Members
Counterpoint Research said Sept. 29 that global Foundry 2.0 revenue expanded 25% year-on-year to a record $96.6 billion in the…
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…
SK hynix validates HBM5 with TSMC on next-generation CoWoS
The South Korean chipmaker secured TSMC's partner award after completing thermal and electrical trials on eighth-generation…
Synopsys certifies TSMC A14 EDA flows and tapes out 64G UCIe
The milestone expands 2-nanometer IP libraries for HBM4 memory and CoWoS packaging, locking fabless chipmakers into angstrom-era…
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 adds five packaging fabs in Chiayi to ease AI crunch
Taiwan's consultation for a 198.65-hectare Chiayi Science Park expansion clears the path for TSMC to construct five more advanced…
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…
SK hynix weighs Intel alliance for U.S. memory productionMembers
Preliminary talks explore front-end wafer fabrication at Intel's Ohio site alongside SK hynix's $4 billion Indiana packaging…
TSMC and Samsung set High-NA EUV roadmaps for sub-2nm nodes
The foundries committed to ASML's next-generation lithography tools to bridge patterning limits, facing machine costs near $400…
Taiwan clears TSMC fab site for sub-1.4nm chips at Longtan
The National Development Council approved an NT$95.6 billion layout across 104 hectares, granting Taiwan Semiconductor…
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%…
SK hynix taps TSMC for 3D DRAM logic, diverging from Samsung in 2026
The memory maker is outsourcing peripheral circuit fabrication to Taiwanese foundries, challenging Samsung Electronics' vertical…
OpenAI denies Samsung foundry deal for custom AI processors
A clarification follows Seoul executive remarks on joint chip work, keeping TSMC as primary fabricator while preserving Samsung…