TSMC
PulseAugur coverage of TSMC — every cluster mentioning TSMC across labs, papers, and developer communities, ranked by signal.
- 2026-06-25 product_launch TSMC announced plans to significantly increase its advanced manufacturing capacity for N2/A16 processes to meet projected AI and HPC demand. source
- 2026-06-24 product_launch TSMC is reportedly planning price increases for its advanced chip manufacturing nodes. source
- 2026-06-22 research_milestone TSMC's Fab 15A has reduced its 28nm production by over 25% as part of a strategic shift. source
- 2026-06-12 funding TSMC announced record investments of $56 billion to meet AI demand. source
- 2026-06-10 product_launch TSMC is significantly expanding its manufacturing capacity and accelerating the ramp of its N2 process technology to meet AI chip demand. source
- 2026-06-04 product_launch TSMC CEO C.C. Wei stated that the company will continue to face a long-term shortage in meeting AI chip demand. source
- 2026-06-04 product_launch TSMC CEO C.C. Wei stated that the company will continue to face a long-term supply shortage for AI chips. source
- 2026-06-04 product_launch TSMC is struggling to meet the high demand for AI-related semiconductors. source
- 2026-06-04 product_launch TSMC's advanced CoPoS packaging technology is projected to reach significant production scale within two to three years. source
- 2026-06-04 funding TSMC projects over 30% revenue growth for the year, driven by sustained demand in the AI sector. source
- 2026-06-04 funding TSMC anticipates its full-year revenue growth to exceed 30% in USD, driven by sustained demand in the AI sector. source
- 2026-05-27 funding TSMC announced an average bonus increase of over 30% for all employees. source
- 2026-05-26 controversy TSMC issued a statement to address rumors of potential employee strikes due to dissatisfaction with welfare benefits and bonus levels. source
- 2026-05-26 funding TSMC issued a statement denying rumors of reduced employee bonuses and stating that full-year bonuses are expected to grow. source
- 2026-05-14 product_launch TSMC, Intel, and Samsung are initiating mass production of chips using 2nm-class process technology. source
28 day(s) with sentiment data
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Intel challenges TSMC with new chip tech, boosting stock value
Intel is emerging as a potential challenger to TSMC in the chip manufacturing industry, particularly for AI chips. Intel's new "18A" chip designs feature advanced technologies like gate-all-around (GAA) transistors and …
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Apple to Hike iPhone 18 Pro Prices Amid Rising Costs and Service Shift
Apple is reportedly planning to increase the price of its upcoming iPhone 18 Pro models due to rising manufacturing costs, particularly for memory and storage. Analysts predict a price hike of $100 to $200, driven by in…
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Huawei unveils Tau Scaling Law to redefine chip innovation under pressure
Huawei has introduced the Tau (τ) Scaling Law, a new framework for semiconductor innovation that focuses on reducing signal delay rather than solely shrinking transistor size. This approach, developed over six years, ai…
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US cultivates ties with Taiwan's KMT opposition party during legislative speaker's visit
Taiwan's Legislative Speaker Han Kuo-yu recently visited Washington, a trip seen by analysts as part of a broader US strategy to strengthen ties with the island's main opposition party, the Kuomintang (KMT). This visit …
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TSMC projects $1.5T semiconductor market by 2030, driven by AI; Pop Mart collectibles see price drop · 1 source tracked
TSMC anticipates the global semiconductor market will surpass $1 trillion this year and reach $1.5 trillion by 2030, driven primarily by high-performance computing and AI. The company plans significant increases in adva…
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TSMC boosts advanced chip capacity by 70% to meet AI demand
TSMC is significantly increasing its advanced manufacturing capacity, with plans for N2/A16 processes to grow at a 70% compound annual rate between 2026 and 2028. This expansion is driven by the surge in AI and high-per…
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AI infrastructure planning overlooks critical CPU needs, SemiAnalysis reports
A recent analysis from SemiAnalysis highlights a significant underestimation of CPU requirements in AI infrastructure planning. The report details how emerging AI demands, such as reinforcement learning, agentic models,…
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IBM unveils 0.7nm chip design, surpassing TSMC's 2nm targets
IBM has announced a breakthrough in chip design, achieving a 0.7nm process node. This development surpasses current industry targets, including the 2nm nodes being pursued by companies like TSMC. The advancement suggest…
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Microsoft, Apple hike prices on Xbox, MacBooks, iPads due to AI chip demand · 9 sources tracked
Microsoft and Apple are increasing prices on their Xbox consoles, MacBooks, and iPads due to a significant rise in component costs, particularly memory and storage chips. This surge in demand is attributed to the rapid …
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IBM unveils nanostack chip tech to extend Moore's Law for a decade
IBM has unveiled a new chip architecture called nanostack that vertically stacks transistors in two layers, potentially extending Moore's Law for another decade. This technology, which builds transistors upwards rather …
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Micron earnings spark global tech stock rally, Amazon sees investment surge
Micron Technology's strong earnings report has fueled a significant rally in tech stocks, leading global markets upward. The chipmaker exceeded revenue and capex expectations, causing its stock to surge and boosting con…
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Billionaire fund managers bet on undervalued Amazon amid AI boom
Several prominent billionaire fund managers, including Bill Ackman and David Tepper, have significantly increased their investments in Amazon. These investors view Amazon as a bargain within the booming artificial intel…
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China's LineShine CPU-only supercomputer tops TOP500 list, ending US reign
China's new LineShine supercomputer has claimed the top spot on the TOP500 list, achieving 2.198 exaflops using only CPUs and no GPUs. This marks a significant return for China to the number one position, which it last …
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TSMC plans 5-10% price hikes on advanced chip nodes, impacting major tech firms
TSMC is reportedly planning to increase prices for its advanced chip manufacturing nodes, including 3nm, 5nm, and 7nm processes. These price hikes, estimated to be between 5% and 10%, are expected to affect a significan…
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Morgan AM sees lithium recovery potential; TSMC to hike chip prices
Morgan Asset Management's China fund manager, Zhao Longlong, identified the lithium battery industry as a potential leading indicator for energy sector recovery. He highlighted upstream components like lithium carbonate…
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TSMC hikes advanced chip prices; AI demand may boost aluminum prices
TSMC is reportedly increasing prices across its advanced chip manufacturing processes, including 3nm and 7nm, with increases ranging from 5% to 10%. This move is expected to impact approximately 75% of TSMC's wafer reve…
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AI stock sell-off continues amid spending and valuation fears · 6 sources tracked
The stock market experienced significant volatility driven by concerns surrounding the AI boom. While some news, like Micron's performance, temporarily boosted AI-themed stocks, broader fears about spending and valuatio…
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US Tech Stocks Slump Amid AI Valuation Concerns
The U.S. stock market experienced a significant downturn, largely driven by a slump in major tech companies including Nvidia, Amazon, and Meta. This decline, which also affected international tech stocks, highlights the…
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China ships H100/H200-class AI chips, challenging NVIDIA's market share
At least seven Chinese companies are now producing AI chips comparable to NVIDIA's H100 and H200, with many of these firms having recently gone public. These companies are categorized into "dragons" (large tech firms li…
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AI Mania Fuels Stock Market Surge in Taiwan, Chip Production Hub
AI enthusiasm has significantly impacted stock markets globally, with Taiwan experiencing a particularly strong surge. As the leading producer of chips essential for AI technology, Taiwan's market is heavily influenced …