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News about TSMC

Stay current with all the latest and breaking news about TSMC, compare headlines and perspectives between news sources on stories happening today. In total, 450 stories have been published about TSMC which Ground News has aggregated in the past 3 months.

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Microsoft · United States

Microsoft rolls out next generation of its AI chips, takes aim at Nvidia's software

57% Center coverage: 23 sources

See the Story

Jensen Huang · China

Nvidia's CEO says China is still finalising licence for H200 chip

64% Center coverage: 11 sources

Nvidia CEO Jensen Huang said on Thursday he hopes China will allow the U.S. technology giant to sell its powerful H200 artificial intelligence chip in the country and that the licence is being finalised.See the Story

CFO

Exclusive: Nvidia to Reportedly Shift 2028 Chip Production to Intel, Reshaping TSMC Strategy

67% Left coverage: 3 sources

TSMC's dominance in advanced process and packaging has made it a prime target amid US manufacturing mandates. Chip customers now face mounting pressure to diversify supply chains due to cost and capacity constraints, accelerating the shift toward multi-sourcing strategies.See the Story

Apple Concedes It Entered The New Year With "Depleted Inventories" And "Less Flexibility" As Memory And Advanced Node Supply Constraints Begin To Bite

Apple is beginning to feel the pinch from the oncoming constraints around memory products and TSMC's choked advanced node supply lines, albeit in a managed fashion. This is the biggest takeaway from Apple's just-concluded Q1 2026 earnings call. Apple is feeling the pinch, and its guidance for the ongoing quarter reflects it As most of our regular readers would be aware, the ongoing AI mania has cornered the global supply of memory products, as H…Apple Read Article

Nvidia CEO denies that US wants to shift 40% of Taiwan's chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation's silicon shield

Nvidia's Huang claims that Taiwan will not lose its silicon shield as TSMC expands overseas because demand for leading-edge semiconductor production is so high that a global chipmaking footprint is essential to meet it.Jensen Huang · Taiwan Read Article

NVIDIA CEO Pushes Back on “Shift” Narrative, Saying the U.S. Chip Production Target Requires TSMC to Add More Capacity, Rather Than Abandoning Taiwan

NVIDIA's CEO has commented on the recent trade deal between the US and Taiwan, which requires the latter to shift a significant portion of its chip capacity to American soil. TSMC's Shift to the US Focuses More On Adding Newer Capacity, Maintaining the Exclusivity in Taiwan TSMC has been a major focus on the geopolitical front, given that chips are becoming a matter of 'national security' for several countries worldwide. More importantly, for Ta…TSMC · Taiwan See the Story

Nvidia's CEO says China is still finalising licence for H200 chip

64% Center coverage: 11 sources

Exclusive: TSMC reshapes advanced packaging expansion, shifting AP8, AP7, and US fab plans

The surge in generative AI (GenAI) and high-performance computing (HPC) demand has pushed advanced semiconductor packaging to become the most critical and constrained capacity bottleneck globally. According to supply chain sources, TSMC will add a P2 fab at its Southern Taiwan Science Park AP8 site, with both fabs focusing on CoWoS technology. Meanwhile, the Chiayi AP7 facility, originally planned for WMCM, SoIC, and CoPoS packaging, will switch…Artificial Intelligence · Chiayi Read Article

VIS licenses GaN technology from TSMC to boost power device development

Vanguard International Semiconductor (VIS) has signed a licensing agreement with Taiwan Semiconductor Manufacturing Company (TSMC) for high-voltage (650V) and low-voltage (80V) gallium nitride (GaN) process technologies, the company announced on January 28. This deal aims to accelerate Vanguard's development of next-generation GaN power devices for applications in data centers, automotive electronics, industrial control, and energy management.TSMC · Hsinchu Read Article

Nvidia Moves 2028 Gpu Production to Intel - Tsmc-Packaging Under Pressure

According to reports, Nvidia plans to carry out parts of the GPU production with Intel from 2028 onwards and not rely solely on TSMC. Background is supply chain diversification, capacity bottlenecks and policy guidelines.Nvidia See the Story

Nvidia Secures Approval For $105 Million Taiwan Hub To Fuel AI Expansion - NVIDIA (NASDAQ:NVDA)

67% Left coverage: 3 sources

Nvidia wins approval for a $105 million Taiwan headquarters as AI demand strengthens its partnership with TSMC, which is expanding overseas to meet global chip needs and manage geopolitical risks.Jensen Huang · Taiwan See the Story

Taiex smashes closing record as TSMC ends at new high

100% Left coverage: 1 sources

Taipei, Jan. 28 (CNA) Shares in Taiwan closed at a record level Wednesday as contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSMC) ended at a new high amid optimism that U.S. tech firms will deliver positive leads during the earnings season, dealers said.TSMC · Taiwan Read Article

Nvidia Overtakes Apple as TSMC's Biggest Customer

100% Center coverage: 1 sources

Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports. Nvidia is expected to overtake Apple as the single largest source of revenue for TSMC. Analyst estimates suggest Nvidia will generate approximately $33 billion in revenue for TSMC during 2026, representing roughly 22% of the foundry's total revenue, compared with an estimated $27 billion, or about 18%, attributable to Apple.Apple · Hsinchu See the Story

News about TSMC

News about TSMC

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Local News Publishers

Top TSMC News

Microsoft rolls out next generation of its AI chips, takes aim at Nvidia's software

Nvidia's CEO says China is still finalising licence for H200 chip

Exclusive: Nvidia to Reportedly Shift 2028 Chip Production to Intel, Reshaping TSMC Strategy

Apple Concedes It Entered The New Year With "Depleted Inventories" And "Less Flexibility" As Memory And Advanced Node Supply Constraints Begin To Bite

Nvidia CEO denies that US wants to shift 40% of Taiwan's chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation's silicon shield

NVIDIA CEO Pushes Back on “Shift” Narrative, Saying the U.S. Chip Production Target Requires TSMC to Add More Capacity, Rather Than Abandoning Taiwan

Nvidia's CEO says China is still finalising licence for H200 chip

Exclusive: TSMC reshapes advanced packaging expansion, shifting AP8, AP7, and US fab plans

VIS licenses GaN technology from TSMC to boost power device development

Nvidia Moves 2028 Gpu Production to Intel - Tsmc-Packaging Under Pressure

Nvidia Secures Approval For $105 Million Taiwan Hub To Fuel AI Expansion - NVIDIA (NASDAQ:NVDA)

Taiex smashes closing record as TSMC ends at new high

Nvidia Overtakes Apple as TSMC's Biggest Customer

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Breaking News Topics Related to TSMC

Apple Concedes It Entered The New Year With "Depleted Inventories" And "Less Flexibility" As Memory And Advanced Node Supply Constraints Begin To Bite

Nvidia CEO denies that US wants to shift 40% of Taiwan's chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation's silicon shield

NVIDIA CEO Pushes Back on “Shift” Narrative, Saying the U.S. Chip Production Target Requires TSMC to Add More Capacity, Rather Than Abandoning Taiwan

Nvidia's CEO says China is still finalising licence for H200 chip

Exclusive: TSMC reshapes advanced packaging expansion, shifting AP8, AP7, and US fab plans

VIS licenses GaN technology from TSMC to boost power device development

Nvidia Moves 2028 Gpu Production to Intel - Tsmc-Packaging Under Pressure

Nvidia Secures Approval For $105 Million Taiwan Hub To Fuel AI Expansion - NVIDIA (NASDAQ:NVDA)

Taiex smashes closing record as TSMC ends at new high

Nvidia Overtakes Apple as TSMC's Biggest Customer

News about TSMC

News about TSMC

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Top TSMC News

Microsoft rolls out next generation of its AI chips, takes aim at Nvidia's software

Nvidia's CEO says China is still finalising licence for H200 chip

Exclusive: Nvidia to Reportedly Shift 2028 Chip Production to Intel, Reshaping TSMC Strategy

Apple Concedes It Entered The New Year With "Depleted Inventories" And "Less Flexibility" As Memory And Advanced Node Supply Constraints Begin To Bite

Nvidia CEO denies that US wants to shift 40% of Taiwan's chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation's silicon shield

NVIDIA CEO Pushes Back on “Shift” Narrative, Saying the U.S. Chip Production Target Requires TSMC to Add More Capacity, Rather Than Abandoning Taiwan

Nvidia's CEO says China is still finalising licence for H200 chip

Exclusive: TSMC reshapes advanced packaging expansion, shifting AP8, AP7, and US fab plans

VIS licenses GaN technology from TSMC to boost power device development

Nvidia Moves 2028 Gpu Production to Intel - Tsmc-Packaging Under Pressure

Nvidia Secures Approval For $105 Million Taiwan Hub To Fuel AI Expansion - NVIDIA (NASDAQ:NVDA)

Taiex smashes closing record as TSMC ends at new high

Nvidia Overtakes Apple as TSMC's Biggest Customer

Covered Most By

Media Bias Breakdown

Breaking News Topics Related to TSMC

Apple Concedes It Entered The New Year With "Depleted Inventories" And "Less Flexibility" As Memory And Advanced Node Supply Constraints Begin To Bite

Nvidia CEO denies that US wants to shift 40% of Taiwan's chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation's silicon shield

NVIDIA CEO Pushes Back on “Shift” Narrative, Saying the U.S. Chip Production Target Requires TSMC to Add More Capacity, Rather Than Abandoning Taiwan

Nvidia's CEO says China is still finalising licence for H200 chip

Exclusive: TSMC reshapes advanced packaging expansion, shifting AP8, AP7, and US fab plans

VIS licenses GaN technology from TSMC to boost power device development

Nvidia Moves 2028 Gpu Production to Intel - Tsmc-Packaging Under Pressure

Nvidia Secures Approval For $105 Million Taiwan Hub To Fuel AI Expansion - NVIDIA (NASDAQ:NVDA)

Taiex smashes closing record as TSMC ends at new high

Nvidia Overtakes Apple as TSMC's Biggest Customer

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