Tag - tsmc

 
 

TSMC

Taiwanese chipmaker Taiwan Semiconductor Manufacturing Co. has halted shipments to a client after discovering semiconductors delivered to them found their way into Huawei products.
BUSINESS / Tech
Oct 24, 2024
TSMC cuts off client after discovering chips sent to Huawei
It’s unclear whether the TSMC client was acting on Huawei’s behalf, or where it’s based.
Taiwan Semiconductor Manufacturing Company notified the U.S. that one of its chips had been found in a Huawei product, revealing a possible violation of export restrictions on the Chinese company.
BUSINESS / Tech
Oct 23, 2024
TSMC told U.S. of chip in Huawei product after TechInsights finding, source says
The revelation could show how difficult enforcing export controls can be for both companies making highly desired products and regulators.
The Taiwan Semiconductor Manufacturing Co. campus in Hsinchu, Taiwan, on July 16. The incessant demand for electricity that the artificial boom is placing on chipmakers such as TSMC has made opposition to nuclear power harder to maintain.
BUSINESS / Tech
Oct 21, 2024
Taiwan signals openness to new nuclear tech amid surging AI power demand
Premier Cho Jung-tai's comments underscore what appears to be a shift by a government that has opposed using nuclear power for safety reasons.
The ASML headquarters in Veldhoven, Netherlands, on Thursday. Semiconductor equipment makers such as ASML have unusually long-range views of how their customers are feeling, and at the moment, they’re flashing a caution signal for everything other than artificial intelligence.
BUSINESS / Tech
Oct 21, 2024
ASML shows chasm in chip land: AI winners versus everyone else
The semiconductor equipment makers’ results sparked worries about the health of the chip industry, which is being hurt by weakness in non-AI businesses.
The Taiwan Semiconductor Manufacturing Co. logo at the TSMC Museum of Innovation in Hsinchu, Taiwan, on May 29. Analysts say TSMC's longer-term outlook, which hinges on demand for the high-end chips used to train and host artificial intelligence models, should remain intact.
BUSINESS / Tech
Oct 17, 2024
TSMC bulls expect strong results to support record-high shares
TSMC is seen as more resilient than its key equipment supplier, ASML Holding, whose outlook cut sparked a slide in global chip stocks.
A semiconductor wafer at the Taiwan Semiconductor Manufacturing Co. (TSMC) Museum of Innovation in Hsinchu, Taiwan, in 2022
BUSINESS / Tech
Sep 23, 2024
TSMC and Samsung weigh adding chip factories in UAE, WSJ says
Projects of the scale under consideration could cost more than $100 billion to complete and may not come to fruition, the paper reported.
Taiwan Semiconductor Manufacturing Co.’s plant in Kikuyo, Kumamoto Prefecture. The chipmaker is building a second plant in the prefecture that is scheduled to commence production in 2027.
BUSINESS / Companies
Sep 19, 2024
Third TSMC plant in Japan remains up in the air 
Taiwan Minister of National Development Liu Chin-ching, who is on TSMC’s board, says it hasn't been decided yet.
The Taiwan Semiconductor Manufacturing Company facility in Phoenix. The tech giant modeled its facility in Phoenix on one at home. But bringing the company's highly complex manufacturing process to America has been a bigger challenge than it expected.
BUSINESS / Companies
Aug 10, 2024
What works in Taiwan doesn’t always work in Arizona, a chipmaking giant learns
Bringing TSMC's highly complex manufacturing process to America has been a bigger challenge than it expected.
Inside TSMC’s plant in Taiwan. Chip plants, with rows of advanced equipment, require massive amounts of electricity.
BUSINESS / Companies / Regional Voices: Kyushu
Aug 5, 2024
TSMC’s Kumamoto plant pledges to use 100% renewables despite high costs
The move is not just an exercise of corporate responsibility but also a response to demands from the chipmaker's large customers.
While chip stocks have been on a tear this year, some strategists see signs of overheating within the sector.
BUSINESS / Tech
Jul 22, 2024
Top Taiwan tech fund says there’s still more juice in AI rally
Fund manager sees more opportunities in Taiwanese and Japanese stocks amid tensions between the U.S. and China.
The S&P 500 drops from all-time highs amid a selloff in chipmakers.
BUSINESS / Tech
Jul 18, 2024
High-flying chipmakers see worst plunge since 2020
Concern about tighter U.S. restrictions on chip sales to China spurred a selloff in the industry that has led the bull market in stocks.
Shares in Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker and a major Apple and Nvidia supplier, closed 2.4% lower on Wednesday.
WORLD / Politics
Jul 17, 2024
Trump says Taiwan should pay for defense, sending TSMC stock down
The U.S. is Taiwan's key international supporter and arms supplier, although there is no formal defense agreement between them.
Taiwan Semiconductor Manufacturing Co. (TSMC) is the world's leading chip contract manufacturer.
BUSINESS / Tech
Jun 5, 2024
Chinese AI chip firms downgrading designs to secure TSMC production
They submitted the less-powerful designs to TSMC — the world's leading chip contract manufacturer — to comply with U.S. restrictions, sources say.
The Taipei 101 building in Taipei in December 2023. Taiwan was the biggest recipient of foreign inflows in May among emerging Asian countries excluding China.
BUSINESS / Tech
Jun 3, 2024
AI fever lures $2.7 billion foreign funds back to Taiwanese stocks
Taiwan’s dominant position in the AI value chain will get another boost this week as tech giants gather on the island for its annual electronics showcase event.
Taiwan Semiconductor Manufacturing Co. has pledged to build three advanced plants in the U.S. state of Arizona with total investments exceeding $65 billion.
BUSINESS / Companies
May 27, 2024
TSMC’s foreign investments are good for Taiwan, official says
TSMC is the world’s biggest contract chipmaker, with Apple and Nvidia relying on it for their most important products.
A lithography system made by ASML at an Intel facility in Hillsboro, Oregon, on April 19.
ASIA PACIFIC / Politics
May 21, 2024
ASML and TSMC can disable chip machines if China invades Taiwan
Sources said the chipmakers have ways to shut-off the world’s most sophisticated chipmaking machines in the event of an attack.
Rapidus Chairman Tetsuro Higashi speaks during an interview at the company's headquarters in Tokyo on Thursday.
BUSINESS / Companies
May 17, 2024
Rapidus 'last opportunity' to put Japan back on global chip map
Rapidus' chairman says "Japan is more than a decade behind others" in digital technology, adding that "it will require enormous money just to catch up."
Taiwan’s experience offers valuable lessons for China, the most important being the “financialization of innovation,” whereby technology investment is funded by risk capital from the stock market rather than by the risk-adverse banking system.
COMMENTARY / World
May 15, 2024
China should emulate Taiwan’s tech policies
A small island with few natural resources, Taiwan punches well above its weight. From 1980-2008, its annual real GDP averaged 6.8%.
U.S. President Joe Biden touts the economic benefits of semiconductor investment at Intel’s Ocotillo Campus in Chandler, Arizona, on March 20.
BUSINESS / Tech
May 13, 2024
Global chips battle intensifies with $81 billion subsidy surge
The rush of funding has hardened battle lines in the U.S.-China trade war, including in nations like Japan.
TSMC’s factory in Kikuyo, Kumamoto Prefecture
BUSINESS
May 12, 2024
Kumamoto Prefecture wants to host TSMC’s third Japan plant
Kumamoto hopes enough chip-related companies will settle in the prefecture to create something akin to Taiwan’s Hsinchu Science Park.

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