tldrdailynews.com logo
Tag

Tsmc

All articles tagged with #tsmc

TSMC's Phoenix expansion aims for near-total water reuse amid desert growth
technology1 day ago

TSMC's Phoenix expansion aims for near-total water reuse amid desert growth

TSMC is investing $100 billion in a Phoenix campus that reinforces Arizona as a global semiconductor hub, but its water use draws scrutiny in a desert facing drought constraints. The site currently draws about 4.75 million gallons of water per day, with roughly 3.5 million gallons (65%) recycled on-site; the remainder largely evaporates through cooling. A new reclamation plant under construction should boost reuse to about 90% by 2028, reducing reliance on city water while officials weigh the project’s economic benefits against limited water supplies.

via AZ Family|
#arizona#reclamation-plant#semiconductors
Intel Razor Lake to ride TSMC N2X, laptop bLLC promises a boost
technology6 days ago

Intel Razor Lake to ride TSMC N2X, laptop bLLC promises a boost

Intel’s Razor Lake is reportedly slated to use TSMC’s enhanced N2X 2nm process to push higher frequencies, with hints that Intel’s big Last Level Cache (bLLC) will reach laptop SKUs and that the company may dual-source production similar to Nova Lake, though the exact split between TSMC and Intel Foundry and whether Nova Lake laptops will include bLLC remain uncertain.

via TechPowerUp|
#bllc#n2x#nova-lake
Tepper Bets AI Infrastructure Over Chips: Exits SanDisk, Trims Micron, Bets on CoreWeave, Amazon and Utilities
investing8 days ago

Tepper Bets AI Infrastructure Over Chips: Exits SanDisk, Trims Micron, Bets on CoreWeave, Amazon and Utilities

David Tepper’s Appaloosa disclosed in its Q2 2026 13F a pivot from memory chips to AI infrastructure bets: he trimmed Micron by 690,000 shares to 975,000 and exited SanDisk, while also reducing AMD and Qualcomm, and redeploying the cash into Amazon (5 million shares), a new CoreWeave stake, a larger TSMC position, and NVIDIA, plus new Vistra and NRG stakes—an AI-stack rotation focused on infrastructure and power for data centers regardless of which chipmaker wins.

via 24/7 Wall St.|
#amazon#coreweave#investing
Sony-TSMC Bet Billions on Next-Gen Smartphone Image Sensors
technology14 days ago

Sony-TSMC Bet Billions on Next-Gen Smartphone Image Sensors

Sony and TSMC are forming a $6.3 billion joint venture to mass-produce next-generation CMOS image sensors in southwestern Japan by 2029, with Sony owning 60% and TSMC 40%. The collaboration aims to supply high-performance sensors for Apple’s iPhone and to strengthen Sony’s leadership in image-sensor tech, including LOFIC developments, following prior announcements of the venture.

via PetaPixel|
#image-sensors#iphone#lofic
AI-fueled surge lifts TSMC July revenue nearly 45%
technology15 days ago

AI-fueled surge lifts TSMC July revenue nearly 45%

TSMC posted July revenue of 467.58 billion NTD ($14.5B), up 44.7% year-on-year, driven by strong AI-related chip demand from Nvidia and Google. The company reaffirmed a roughly 40% 2026 revenue growth target and raised capex guidance to $60–64 billion, with high-performance computing AI sales comprising a significant share of Q2 revenue. While monthly results can swing, the AI demand backdrop remains robust and supportive for chipmakers and tech equities.

via CNBC|
#ai#nvidia#revenue
Trump’s Made-in-US Chip Push Tests TSMC Margins
business1 month ago

Trump’s Made-in-US Chip Push Tests TSMC Margins

Trump’s push to manufacture advanced semiconductors in the U.S. is raising costs for TSMC even as it commits about $200 billion to U.S. fabs and a new $100 billion investment. TSMC says U.S. chip production costs run 20–50% higher than Taiwan, with early margin dilution of roughly 2–4% as overseas ramp-ups proceed, and plans price increases up to 10% in 2027; customers are expected to shoulder much of the higher costs while the White House touts the policy as boosting jobs and supply-chain resilience.

via CNBC|
#business#margins#semiconductors
TSMC ramps up Arizona fabs to capitalize on AI demand
technology1 month ago

TSMC ramps up Arizona fabs to capitalize on AI demand

TSMC plans an additional $100 billion for its Arizona expansion, lifting total U.S. investment in the state to $265 billion and directing full-year capex to $60–$64 billion, as it accelerates 4nm to 3nm, drives 2nm as a new revenue driver, and bets on multi-year AI-driven demand, while managing export controls and pursuing a Sony image-sensor JV.

via CNBC|
#ai#arizona#capex
TSMC’s 77% Profit Jump Fails to Lift Shares in Premarket
business1 month ago

TSMC’s 77% Profit Jump Fails to Lift Shares in Premarket

TSMC posted Q2 net income of NT$706.56B ($22.36B) on NT$1,270.38B revenue, up 36% year over year with net income up 77.4%. Gross margin was 67.7% and operating margin 60.3%. Demand for leading-edge nodes remained strong, with 5nm at 33% of wafer revenue and 3nm at 30% (7nm and finer totaling 77%; 2nm ramp under way). For Q3, the company guided revenue of about $44.6–$45.8B with gross margin 65–67% and operating margin 56–58%. Despite the results, TSMC’s shares fell roughly 3.8% in premarket trading.

via Yahoo Finance|
#business#earnings#guidance
TSMC CEO Says Chip Tech Choice Isn’t a Quick Stop, Jealous of Samsung’s Profits
business1 month ago

TSMC CEO Says Chip Tech Choice Isn’t a Quick Stop, Jealous of Samsung’s Profits

TSMC CEO C.C. Wei told Morgan Stanley that selecting a manufacturing process is a long, collaborative effort—not a quick, “milk from 7‑Eleven” decision—and admitted envy of Samsung Foundry’s profits, emphasizing that customer trust, technical capability, and even government support determine success in a highly competitive landscape against Intel and Samsung.

via Wccftech|
#business#cc-wei#foundry-competition
TSMC hikes capex and revenue outlook on AI chip demand
business1 month ago

TSMC hikes capex and revenue outlook on AI chip demand

Taiwan Semiconductor Manufacturing Co. (TSMC) posted record second-quarter revenue of $40.2 billion and raised its 2026 capital expenditure forecast to $60–$64 billion, signaling robust demand for AI chips and data centers. The company also announced a $100 billion investment in Arizona and lifted its revenue-growth outlook to just over 40%, underscoring the multi-year AI megatrend even as management cautioned about rising component prices; the stock fell in premarket trading as investors took profits despite the upbeat outlook.

via Yahoo Finance|
#ai-chips#arizona#business
Chip retreat caps mixed session as TSMC earnings weigh on futures
markets1 month ago

Chip retreat caps mixed session as TSMC earnings weigh on futures

US stock futures are mixed: Dow futures edge higher while S&P 500 and Nasdaq-100 futures slip as chip names come under pressure after Taiwan Semiconductor Manufacturing Co.’s earnings. TSMC posted record Q2 revenue and lifted capex guidance but warned of higher prices, sending its stock lower premarket. Meanwhile, UnitedHealth Group and GE Aerospace beat estimates, Netflix is set to report later, and traders await retail sales and jobless claims data, all amid ongoing geopolitical tensions and oil-market volatility.

via Yahoo Finance|
#chip-stocks#earnings#futures
TSMC expands AI-led growth as Q2 profit soars, eyes bigger Arizona fab drive
business1 month ago

TSMC expands AI-led growth as Q2 profit soars, eyes bigger Arizona fab drive

TSMC posted a 77.4% YoY rise in Q2 net profit to NT$706.56 billion on revenue of NT$1.27 trillion (~$39.45 billion), topping expectations, and guided Q3 revenue of $44.6–$45.8 billion with a 56–58% operating margin. AI demand remains robust, with the company raising its full-year capex to $60–$64 billion and committing an extra $100 billion to Arizona, bringing total state investments to $265 billion to build 2nm MP fabs and advanced packaging. 7nm and under accounted for 77% of wafer revenue; 5nm 33%, 3nm 30%; for 2026, HPC is projected to make up 66% of revenue, smartphones 22%, IoT 5%.

via CNBC|
#ai#business#investment