Semiconductor intelligence profile built from Inside Semicon's classified news database, including technologies, categories, India activity and strategic developments.
Generated from recent classified coverage
TSMC currently has 15 tracked articles across 5 technology areas and 5 intelligence categories. The intelligence feed below highlights the company's most important recent semiconductor developments.
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Multi-year $2 billion agreement will expand capacity for advanced packaging ecosystem and support growing demand for AI and high-performance computing technologies MALTA, N.Y., Oct. 08, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced a manufacturing agreement with TSMC
Fab expansion accelerates; China advances memory and EUV; Teradyne's test deal; SEMICON West and OCP highlights; 3D SiP; TSMC and ASML signals; 300mm fab spending; optical and 3D-compute startups raise fresh funding; quantum HW advances. The post Chip Industry Week In Review appeared first on Semiconductor Engineering .
HBM shortages threaten AI expansion; TSMC weighs price hikes; advanced packaging ramps; domain-specialized AI models; Infineon and UMC boost fab investments; Intel's quantum move; Lam and imec advance 3D integration; Google expands TPUs; AI-driven earnings; CPU benchmarking methodology for agentic AI. The post Chip Industry Week In Review appeared first on Semiconductor Engineering .
[TSMC | Investment | AI] TSMC is raising its 2026 capital budget to $64 billion and adding $100 billion to its U.S. investment for AI. The post TSMC Boosts 2026 Expansion Budget, Adds $100B to U.S. Investment appeared first on EE Times .
GlobalFoundries is to establish a U.S.-based supply of silicon interposers for TSMC’s CoWoS packaging ecosystem. Under the agreement, GF will provide manufacturing service to TSMC, and add fabrication capacity at […] The post Globalfoundries to make silicon interposers for TSMC appeared first on Electronics Weekly .
TSMC is reported to be considering an investment in Texas which could be bigger than its planned $265 billion investment in Arizona. The Texas investment is said to be for […] The post TSMC looking to build six fabs in Texas appeared first on Electronics Weekly .
TSMC is said to have appointed vice-president Hsu Kuo-Chin to look at how the company could get into 3D DRAM, according to multiple industry reports, but it would seem that […] The post TSMC rumoured to be eyeing 3D DRAM appeared first on Electronics Weekly .
Nvidia has asked Samsung, Hynix and Micron to use base dies made on TSMC’s 3nm node for its custom HBM called NVHBM (pictured), reports the Seoul Economic Daily. The base […] The post Samsung, Micron, Hynix to use TSMC base dies for NVHBM appeared first on Electronics Weekly .
AI agents move deeper into chip design; China doubles down on AI compute and memory; chip supply chains tighten for equipment and critical materials; TSMC partners accelerate; ICs head to space; optics advances, neural super resolution, auto PQC; Purdue-UIUC workforce training. The post Chip Industry Week In Review appeared first on Semiconductor Engineering .
[Keysight | Manufacturing | Fab / Foundry] Amkor's $1.5B deal; Intel Foundry revenue up 31%; Siemens' dual buys; SiC plant dies; AMD's big week; TSMC price hike; Nokia's fab buy; earnings; $300M for accelerating inference; Keysight's multiphysics; copper interconnect alternative. The post Chip Industry Week In Review appeared first on Semiconductor Engineering .
$2B foundry pact; hyper-NA EUV; TSMC, Samsung financials; Canon readies nanoimprint; AI chips under scrutiny; $10T data center buildout; $1.5B SiC boost; chip smuggling; 800V power gains traction; quantum HW scales up; wireless EV road charging; sub-nm gate dielectrics; mobile fab. The post Chip Industry Week In Review appeared first on Semiconductor Engineering .
[Intel | Manufacturing | Fab / Foundry] Intel’s fabs are healing, but $293M in outside revenue won’t scare TSMC yet. The post Intel Foundry Improves Execution, but External Customers Remain the Test appeared first on EE Times .
IC-Link by imec, imec’s design and manufacturing service provider for ASICs and silicon photonics, and TSMC are have simplifying customer access to advanced-node semiconductor design capabilities. As the newest member of […] The post IC-Link by imec simplifies access to advanced nodes appeared first on Electronics Weekly .
The most popular ones on the site include Micron having a $54bn revenue quarter, Anthropic revealing the biggest pre-IPO loss in history and TSMC looking to build six fabs in Texas... The post Most Read – VersaBeam Mini, Micron booming, TSMC fabs appeared first on Electronics Weekly .
Aggressive prediction of $1T by 2030 was $700B too low. Here's why. The post TSMC OIP: Chip Industry Growth Blows Past Forecast appeared first on Semiconductor Engineering .
