#TSMC
5 stories · 4 issues · daily TSMC news timeline
#TSMC timeline · newest first
Fri, Oct 16
TSMC posts NT$763.1 billion in Q3 net profit, a sixth straight record, and confirms Terafab talks while insisting it must run the fab
The value of leading-edge manufacturing lies in process know-how, not buildings, and TSMC would rather pass on a new fab's capacity than hand over operational control.
ASML's equipment sales to China rose 109% quarter on quarter in Q3, and it expects China to be about 20% of full-year sales
With equipment orders stretching four years out, the pace of chip capacity growth now depends more on how fast upstream machines can be built than on how many fabs chipmakers want.
Mon, Oct 5
Musk confirms talks with TSMC on Terafab, saying "just discussions, but something may come of it"
Someone building his own chip plant going back to the leading foundry to talk shows that experience in advanced processes is harder to buy than capital.
Sat, Oct 3
TSMC is reportedly exploring work with Musk's Terafab and a possible presence in Texas
Musk built his own fab because TSMC was too slow and may end up asking TSMC for help, which says more about the barrier to advanced chipmaking than any earnings report.
Tue, Aug 11
Microsoft Reportedly Set to Launch Maia 300 Chip as Early as September, Ordering Over 300,000 Units from TSMC
The 300,000 units are just a foot in the door; what truly decides this game is the queue order at TSMC's advanced packaging.