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TSMC
Stories curated for TSMC
Tech News
Strange Bedfellows: Samsung Turns to TSMC to Build Nvidia's Custom NVHBM Memory
Samsung Electronics will reportedly use rival TSMC's 3nm process for the base dies of Nvidia's next-generation custom HBM memory. The unprecedented tie-up between two decades-long foundry rivals signals how much power Nvidia now wields over the entire AI chip supply chain.
Semiconductors
GlobalFoundries and TSMC sign $2 billion deal for US silicon interposers in AI packaging
GlobalFoundries will manufacture silicon interposers for TSMC's CoWoS advanced packaging at its Malta, New York fab under a five-year $2 billion agreement, creating the first US source with volume production ramping in early 2028.
Semiconductors
TSMC September revenue rises 54.6% as AI chip demand holds
TSMC reported September revenue of NT$511.86 billion, up 54.6% year over year. The monthly print keeps the AI foundry boom in view ahead of earnings.