that TSMC plant in Arizona was funded by Biden
November 2, 2026 at 9:53 PM
that TSMC plant in Arizona was funded by Biden
Tsmc until recently got all of its helium from Qatar.
They have since diversified.
They have since diversified.
October 31, 2026 at 6:36 PM
Tsmc until recently got all of its helium from Qatar.
They have since diversified.
They have since diversified.
Gotta start getting TSMC to pay for mitigation
October 31, 2026 at 8:07 PM
Gotta start getting TSMC to pay for mitigation
Elon Musk may allow TSMC to operate his Texas chip fab, indicating his solo plan is stalling.
Source: DigiTimes Asia
Source: DigiTimes Asia
Musk may let TSMC run his Texas chip fab as his go-it-alone plan stalls
Elon Musk is reportedly reconsidering his approach to collaborating with TSMC on the Terafab project, signaling a potential shift from his original ambition to independently build and operate semiconductor fabs.
www.digitimes.com
November 2, 2026 at 1:38 AM
Elon Musk may allow TSMC to operate his Texas chip fab, indicating his solo plan is stalling.
Source: DigiTimes Asia
Source: DigiTimes Asia
El ministro de Ciencia de Taiwán filtra la posible ubicación de la planta de 1 nanómetro de TSMC
viretec.com/el-ministro-...
viretec.com/el-ministro-...
El ministro de Ciencia de Taiwán filtra la posible ubicación de la planta de 1 nanómetro de TSMC
Durante su intervención en la IEEE Asia Solid State Circuits Conference, el ministro de Ciencia de Taiwán filtra la posible ubicación de la planta de 1 nanómetro de TSMC.
viretec.com
November 2, 2026 at 8:08 PM
El ministro de Ciencia de Taiwán filtra la posible ubicación de la planta de 1 nanómetro de TSMC
viretec.com/el-ministro-...
viretec.com/el-ministro-...
TSMC is paying NT$38.8 billion for AUO's Taichung display plant, clean rooms included, at the top appraisal. Turning display floors into chip floors is the step still open.
https://www.sotkn.com/wire/tsmc-auo-taichung-plant-nt-38-8b-clean-rooms-wire/
https://www.sotkn.com/wire/tsmc-auo-taichung-plant-nt-38-8b-clean-rooms-wire/
November 2, 2026 at 12:30 AM
TSMC is paying NT$38.8 billion for AUO's Taichung display plant, clean rooms included, at the top appraisal. Turning display floors into chip floors is the step still open.
https://www.sotkn.com/wire/tsmc-auo-taichung-plant-nt-38-8b-clean-rooms-wire/
https://www.sotkn.com/wire/tsmc-auo-taichung-plant-nt-38-8b-clean-rooms-wire/
(3b) leading edge fabs cost billions of dollars, take insanely long to build and bring online, and each new “process node” (the assembly line for a given manufacturing technology, basically) is to a degree an experiment to see if it will actually work at scale. this guy’s videos are good:
How TSMC Builds a $19 Billion Fab
YouTube video by Asianometry
youtu.be
October 31, 2026 at 10:29 AM
(3b) leading edge fabs cost billions of dollars, take insanely long to build and bring online, and each new “process node” (the assembly line for a given manufacturing technology, basically) is to a degree an experiment to see if it will actually work at scale. this guy’s videos are good:
Taiwan stocks brace for losses as TSMC slides in US: Taiwan's benchmark Taiex faces heavy selling when trading resumes on November 2 after US-listed shares of Taiwan Semiconductor Manufacturing Co (TWSE: 2330, NYSE: TSM) fell 5.95%… Bne IntelliNews #TaiwanStocks #Taiwan #TSMC #Investing #StockMarket
Taiwan stocks brace for losses as TSMC slides in US
Taiwan's benchmark Taiex faces heavy selling when trading resumes on November 2 after US-listed shares of Taiwan Semiconductor Manufacturing Co (TWSE: 2330, NYSE: TSM) fell 5.95% overnight.
dlvr.it
November 1, 2026 at 7:56 PM
Taiwan stocks brace for losses as TSMC slides in US: Taiwan's benchmark Taiex faces heavy selling when trading resumes on November 2 after US-listed shares of Taiwan Semiconductor Manufacturing Co (TWSE: 2330, NYSE: TSM) fell 5.95%… Bne IntelliNews #TaiwanStocks #Taiwan #TSMC #Investing #StockMarket
TSMC billions juice Phoenix housing. #econsky
TSMC’s $265 billion buildout in Arizona — the biggest foreign investment in US history — is sparking a real estate boom in the Phoenix suburbs. Read more: bloom.bg/4itaaqh
📷️: Rebecca Noble/Bloomberg
📷️: Rebecca Noble/Bloomberg
November 2, 2026 at 5:01 AM
TSMC billions juice Phoenix housing. #econsky
머스크 테라팹 TSMC와 재협상 보도
November 2, 2026 at 9:40 AM
머스크 테라팹 TSMC와 재협상 보도
Krumpáče prodávají ti, co dělají čipy. Jen kdyby datacentra přibrzdila, TSMC a ASML by to v objednávkách pocítily taky, jen o rok dva později.
November 2, 2026 at 8:43 PM
Krumpáče prodávají ti, co dělají čipy. Jen kdyby datacentra přibrzdila, TSMC a ASML by to v objednávkách pocítily taky, jen o rok dva později.
Don't get me wrong: in the long run I'm very bullish on the open models soaking up most of this market. But nvidia, tsmc and intel are gonna need to build a _lot_ more fabs before that can happen.
October 30, 2026 at 5:49 PM
Don't get me wrong: in the long run I'm very bullish on the open models soaking up most of this market. But nvidia, tsmc and intel are gonna need to build a _lot_ more fabs before that can happen.
TSMC isn’t just expanding to Texas—it’s importing its entire ecosystem. Eyeing Sherman for an up to $120B, 6-fab hub next to key Taiwanese suppliers, TSMC is bringing an integrated cluster right to Samsung’s backyard.
#Korea #AI
asiaai.fyi/tsmc-texas-e...
#Korea #AI
asiaai.fyi/tsmc-texas-e...
November 2, 2026 at 9:00 PM
TSMC isn’t just expanding to Texas—it’s importing its entire ecosystem. Eyeing Sherman for an up to $120B, 6-fab hub next to key Taiwanese suppliers, TSMC is bringing an integrated cluster right to Samsung’s backyard.
#Korea #AI
asiaai.fyi/tsmc-texas-e...
#Korea #AI
asiaai.fyi/tsmc-texas-e...
Texas state documents describe a $45 billion, two-fab plan by an unnamed chipmaker, with Sherman a likely site, the Dallas Business Journal reports. The link to TSMC is circumstantial and TSMC has not confirmed any Texas site. #semiconductors
TSMC Reportedly Tied to $45B Two-Fab Plan in Sherman, Texas
Texas state documents cited by the Dallas Business Journal outline a $45B, two-fab plan by an unnamed chipmaker; reports tie it to TSMC and Sherman, which TSMC has not confirmed.
voltgridnews.com
November 2, 2026 at 3:28 PM
Texas state documents describe a $45 billion, two-fab plan by an unnamed chipmaker, with Sherman a likely site, the Dallas Business Journal reports. The link to TSMC is circumstantial and TSMC has not confirmed any Texas site. #semiconductors
New data center proposals are facing huge backlash, even though Arizonans eagerly welcomed a large chipmaking complex built by TSMC.
But both industries must contend with the issue that has plagued Arizona since its founding: There isn’t enough water.
Read more from @gabydvj.bsky.social:
But both industries must contend with the issue that has plagued Arizona since its founding: There isn’t enough water.
Read more from @gabydvj.bsky.social:
Data centers want to suck everything dry — even the desert
The state is barreling toward a water crisis. Data centers might be the breaking point.
www.theverge.com
October 30, 2026 at 1:10 PM
New data center proposals are facing huge backlash, even though Arizonans eagerly welcomed a large chipmaking complex built by TSMC.
But both industries must contend with the issue that has plagued Arizona since its founding: There isn’t enough water.
Read more from @gabydvj.bsky.social:
But both industries must contend with the issue that has plagued Arizona since its founding: There isn’t enough water.
Read more from @gabydvj.bsky.social:
The DRAM manufacturers are just as much to blame here. They could have served both markets, but choose to prioritise greed.
TSMC have booted smaller customers to make space for AI dram. This is going to have a massive knock on effect for everybody short term.
TSMC have booted smaller customers to make space for AI dram. This is going to have a massive knock on effect for everybody short term.
November 1, 2026 at 3:56 PM
The DRAM manufacturers are just as much to blame here. They could have served both markets, but choose to prioritise greed.
TSMC have booted smaller customers to make space for AI dram. This is going to have a massive knock on effect for everybody short term.
TSMC have booted smaller customers to make space for AI dram. This is going to have a massive knock on effect for everybody short term.
TSMC fabricates Nvidia's chips. Seems weird that Nvidia has 2.5 times the value of TSMC - seems to me that the fabrication is the really challenging part...
November 3, 2026 at 3:24 AM
TSMC fabricates Nvidia's chips. Seems weird that Nvidia has 2.5 times the value of TSMC - seems to me that the fabrication is the really challenging part...
S-1: Anthropic says it heavily depends on TSMC chips made in Taiwan and warns of risks from "potential disruption" amid geopolitical tensions with China (Joseph C. Sternberg/Wall Street Journal)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
October 30, 2026 at 3:11 AM
S-1: Anthropic says it heavily depends on TSMC chips made in Taiwan and warns of risks from "potential disruption" amid geopolitical tensions with China (Joseph C. Sternberg/Wall Street Journal)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
TSMC・Intel・サムスンが激突！微細化の主戦場となったBSPDN（裏面配線）と日本企業のナノ研磨技術
https://hubblespacetelescope.blogspot.com/2026/11/tsmcintelbspdn.html
https://hubblespacetelescope.blogspot.com/2026/11/tsmcintelbspdn.html
November 1, 2026 at 4:16 AM
TSMC・Intel・サムスンが激突！微細化の主戦場となったBSPDN（裏面配線）と日本企業のナノ研磨技術
https://hubblespacetelescope.blogspot.com/2026/11/tsmcintelbspdn.html
https://hubblespacetelescope.blogspot.com/2026/11/tsmcintelbspdn.html
Intel foundry push faces critical test after stock's 45% plunge in October
Intel foundry push faces critical test after stock's 45% plunge in October
Intel’s turnaround now hinges on proving its foundry strategy can deliver, as customers look for signs the company will add fab capacity and catch TSMC
cnb.cx
November 2, 2026 at 8:12 PM
Intel foundry push faces critical test after stock's 45% plunge in October
Ruchy Tokio kopiuje Taipei - tam spada TSMC, największy producent najważniejszych czipów - totalny pewniak. W piątek w Stanach spadł ponad 5%, w Taipei 1.7%. TSMC to 40% wartości całej giełdy tajwańskiej!
November 2, 2026 at 10:22 AM
Ruchy Tokio kopiuje Taipei - tam spada TSMC, największy producent najważniejszych czipów - totalny pewniak. W piątek w Stanach spadł ponad 5%, w Taipei 1.7%. TSMC to 40% wartości całej giełdy tajwańskiej!
A TLS1.3 library (picotls-minc), a cross-platform font renderer (edminc), and a TS/JS run-time (tsmc) put together. (work in progress)
October 31, 2026 at 7:28 PM
A TLS1.3 library (picotls-minc), a cross-platform font renderer (edminc), and a TS/JS run-time (tsmc) put together. (work in progress)
TSMC buys AUO's Taichung display complex for NT$38.8B (~US$1.2B), at the higher appraisal. In 2024 it paid below both for Innolux's Tainan plant.
https://www.sotkn.com/wire/tsmc-auo-taichung-plant-nt-38-8b-clean-rooms-wire/
https://www.sotkn.com/wire/tsmc-auo-taichung-plant-nt-38-8b-clean-rooms-wire/
November 2, 2026 at 4:30 AM
TSMC buys AUO's Taichung display complex for NT$38.8B (~US$1.2B), at the higher appraisal. In 2024 it paid below both for Innolux's Tainan plant.
https://www.sotkn.com/wire/tsmc-auo-taichung-plant-nt-38-8b-clean-rooms-wire/
https://www.sotkn.com/wire/tsmc-auo-taichung-plant-nt-38-8b-clean-rooms-wire/