All articles tagged with #tsmc
Taiwan Semiconductor Manufacturing Co (TSMC) reported record third-quarter revenue of T$1.49 trillion, up 50% year-over-year, driven by surging AI chip demand. The stock hit a record high, with analysts forecasting continued growth into 2027.
Intel shares defied a broader chip-sector decline on October 7, 2026, after Elon Musk confirmed early discussions regarding the Terafab project with Intel CEO Lip-Bu Tan. While the broader semiconductor market faced pressure, Intel’s resilience highlighted investor interest in its potential role in AI chip manufacturing. Simultaneously, TSMC stock reached an all-time high following Musk’s confirmation of talks, signaling strong market confidence in advanced chip supply chains despite recent volatility in AI-related equities.
AMD CEO Lisa Su announced in Taipei that the company will substantially increase chip supply in 2027, though she acknowledged current demand still outpaces production. Su stated that AMD now plans capacity three to five years ahead, up from one to two years previously, and emphasized the critical need for advanced wafer capacity and CoWoS packaging. The company has committed over $10 billion to its Taiwan supply chain, a figure Su indicated will grow. While Su singled out CPUs as facing high demand, she did not specify if the increased supply will reach consumer Ryzen or Radeon products. This announcement follows AMD’s recent surge to a $1 trillion market cap and its acquisition of World Labs for $8.2 billion to secure AI model expertise.
Elon Musk confirmed on Sunday that discussions are underway for TSMC to join Terafab, a Texas-based chip venture. This news triggered a sharp sell-off in Intel shares, which dropped approximately 2% on Monday, while TSMC stock hit an all-time high. The development raises concerns about Intel's exclusive role in the project, as its 14A process was previously the only named technology for the facility.
Intel shares fell 2.6% on Monday after Elon Musk confirmed ongoing discussions with TSMC regarding the Terafab chip project. While Intel joined the venture in April, Musk's comments suggest TSMC may play a larger manufacturing role, causing investors to reassess Intel's exclusive position in the deal.
TSMC is in discussions with Elon Musk's Terafab to establish advanced semiconductor manufacturing in the United States. The potential joint venture would see TSMC provide manufacturing expertise while Terafab offers financial backing and equity. This move aims to boost US chip production and diversify supply chains, potentially involving a Texas facility. The collaboration could complement existing Intel-Terafab ties, though details on technology transfer remain unclear.
TSMC is reportedly exploring a partnership with Elon Musk’s startup, Terafab, to serve as an anchor client for a future semiconductor factory in Texas. This move could help TSMC secure a foothold in the US market while providing Terafab with advanced manufacturing capabilities.
SemiAnalysis’s teardown of Intel’s Panther Lake processor confirms the first commercial use of the 18A process, featuring RibbonFET transistors and PowerVia backside power delivery. While 18A achieves logic density comparable to TSMC’s N3E, it does not surpass TSMC’s newer N2 or Samsung’s SF2 nodes. The chip uses a multi-tile design, with compute on 18A but graphics and I/O on TSMC nodes, highlighting a mixed manufacturing strategy.
Rumors suggest Qualcomm's next flagship chip, codenamed 'Honu,' will target 5.4GHz clocks on TSMC's 2nm node but offer under 10% performance gains, while the company simultaneously expands its AI PC ecosystem.
AMD is reportedly planning a 10% price increase across its GPUs, motherboard chipsets, and possibly CPUs as wafer costs rise with TSMC. Because AMD relies on TSMC for fabrication, higher wafer pricing is passed on to partners and consumers, with details on how the changes will be communicated still unclear and expected to be defined in Q4.
AMD reportedly notified partners of a roughly 10% price increase on its chips due to higher wafer costs at TSMC, with the change planned for Q4 2026. Ryzen prices aren’t confirmed, but the move could push CPU costs higher as AMD tends to pass rising manufacturing costs to customers; Intel has pursued similar hikes in a broader CPU/tech-price trend.
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.
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.
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.
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.