On top of that, we don't know what technology node is planned for the fab in Arizona. I'm retired now, but I've done design work in TSMC 7nm, 5nm, and 3nm. As I was leaving I was hearing rumblings ...

Despite the US's heightened curbs on AI chips against China, TSMC's 3nm and 5nm fab utilization rates have topped 100% in the first quarter of 2025, according to industry sources. Save my User ID ...

It's undeniable that expanding TSMC's US presence has long been a goal for the US. TSMC announced its first fab in 2020, initially committing $12 billion over 10 years. Since then, TSMC's ...

According to overseas media DigiTimes, chips manufactured at 4nm and 5nm class production nodes ... The funds will be used to expand TSMC's Arizona fab, as well as build three new semiconductor ...

TL;DR: Tesla has partnered with TSMC to produce new FSD chips for China using 4nm-5nm process nodes. Tesla has reportedly tapped TSMC to make its new FSD chips for China, using the company's 4nm ...

Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) yesterday said that its investment plan in Arizona is going according to schedule, following a local media report claiming that the company is ...

Taiwan Semiconductor Manufacturing (TSMC) has announced plans to invest some $100 billion into US chip manufacturing. US President Donald Trump called the pledge a “tremendous move by the most ...

TSMC’s U.S. fab plans driven by customers, not Intel partnership, Morgan Stanley Conagra Brands trims 2025 profit forecast Dubai-based Huda Beauty sells fragrance line KAYALI to co-founder and ...

TSMC's Arizona fab is well-received, potentially mitigating geopolitical risks, but may reduce margins due to higher labor costs. TSMC is undervalued at a 26x multiple, with a fair value estimate ...