TSM·NYSE·US
TSMC
Taiwan Semiconductor Manufacturing Company is the world's largest dedicated semiconductor foundry, producing chips designed by customers such as Apple, NVIDIA, AMD, and Qualcomm. It leads the industry in advanced process nodes and advanced packaging, making it the critical manufacturing link in the global AI and consumer-electronics supply chain.
Recent Activity
Updated Oct 31, 2026
–TSMC is reportedly preparing to start mass production of its A14 process node in the first half of 2028, with capacity reportedly eyed at 7.5 times that of Intel's 14A, and to scale SRAM after almost a decade.
–TSMC is reportedly weighing a CoWoS advanced packaging price increase of up to 20%, as demand for AI GPUs and custom ASICs, including Nvidia's Blackwell and Rubin chips, and rising packaging complexity strain capacity.
–TSMC is exploring alternatives to rare-earth components in factory equipment to reduce its exposure to China's grip on rare earths, according to three people familiar with the matter.
–TSMC Co-COO Y.P. Chyn said longer hours do not improve R&D, recalling the company's 24-hour "Night Owl" R&D program, which lasted only six months.
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