TSMC
PulseAugur coverage of TSMC — every cluster mentioning TSMC across labs, papers, and developer communities, ranked by signal.
- founded by Kuomintang 100%
- headquartered in Taiwan 90%
- partners with Japan 90%
- used by 2NM 90%
- partners with Siri 90%
- partners with Taiwan 70%
- competes with Samsung Electronics 70%
- used by ASML Holding 70%
- located in Japan 70%
- instance of AI chips 70%
- competes with Historic England 70%
- competes with High-NA EUV 70%
- 2026-05-14 product_launch TSMC, Intel, and Samsung are initiating mass production of chips using 2nm-class process technology. 来源
- 2026-05-14 research_milestone TSMC projects the global semiconductor market will exceed $1.5 trillion by 2030, with AI and HPC as key drivers. 来源
- 2026-05-14 research_milestone TSMC projects the global semiconductor market will exceed $1.5 trillion by 2030, with AI and HPC as key growth drivers. 来源
- 2026-05-12 funding TSMC approved a capital injection of up to $20 billion for its Arizona factory. 来源
- 2026-05-12 funding TSMC approved up to $20 billion in new investment for its Arizona fabrication plant. 来源
19 天有情绪数据
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Hillhouse Capital boosts Nvidia, Intel, TSMC stakes; Chinese tech stocks dip
Hillhouse Capital has increased its holdings in several key technology companies, including Nvidia, Intel, and TSMC, according to its first-quarter 13F filing. The investment firm also initiated new positions in compani…
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Apple tests Intel process for iPhone, Mac chips
Apple is reportedly testing Intel's advanced 18A-P manufacturing process to produce some of its lower-end and legacy chips for iPhones, iPads, and Macs. This move signifies a diversification strategy for Apple, which ha…
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AI demand causes chip shortage, boosting Chinese foundries
A global shortage of mature-node semiconductors is emerging as AI demand redirects production capacity. Major chipmakers like TSMC are prioritizing high-margin AI chips, leading consumer electronics and IoT companies to…
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Middle East conflict disrupts AI infrastructure, energy, and chip supplies
Geopolitical tensions, particularly in the Middle East, are disrupting the global high-tech industry by impacting critical supply chains for energy, materials, and logistics. This has led to increased operational and fi…
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TSMC, Intel, Samsung diverge on 1.4nm chip production roadmaps
TSMC, Intel, and Samsung are all producing chips using 2nm-class process technology, with Samsung and TSMC having started mass production in mid-to-late 2025. Their future roadmaps diverge significantly: TSMC prioritize…
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SHEIN expands solar capacity; TSMC sees AI driving semiconductor market growth
SHEIN is significantly expanding its solar power installations, with a 66.8% year-over-year increase in photovoltaic capacity in 2025. The company aims for over 85% green electricity usage across its global facilities, …
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TSMC forecasts $1.5T chip market by 2030, driven by AI
Taiwan Semiconductor Manufacturing Company (TSMC) projects the global semiconductor market will surpass $1.5 trillion by 2030, a significant increase from previous forecasts. The company anticipates that artificial inte…
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JSR builds Taiwan photoresist plant to support TSMC's advanced chip production
JSR, a major Japanese chemical supplier, is establishing its first photoresist production facility in Taiwan, aiming to be operational by 2028. This move is a strategic response to the increasing demand for advanced mat…
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TSMC commits $20B to Arizona fab amid water, labor shortages
TSMC has approved a $20 billion capital injection for its Arizona semiconductor fabrication plant, Fab 21, as part of a larger expansion plan. Despite the plant achieving profitability in its first year of operation, TS…
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Mona Lisa's semiconductor venture yields no profit; TSMC injects $20B into Arizona
Mona Lisa, a company primarily focused on architectural ceramics, has announced that its semiconductor materials business has not yet generated any revenue or profit in 2025. The company's main operations continue to re…
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QiJing Auto raises over 1B yuan; Tencent's Ximalaya deal conditionally approved
QiJing Auto, a premium intelligent new energy vehicle brand co-created by GAC Group and Huawei Qiankun, has secured over 1 billion yuan in funding. Investors in this round include CATL, a Bosch investment platform, and …
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Intel reportedly to produce Tesla's AI6 chips amid US pressure
Intel is reportedly poised to secure a contract to manufacture Tesla's AI6 chips, a deal that may have been influenced by pressure from the Trump administration. This potential shift could see production move from Samsu…
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Samsung's market cap hits $1T on AI chip demand, making Lee family richest
Samsung Electronics' market capitalization has surpassed $1 trillion, making its controlling Lee family the four wealthiest individuals in South Korea. This surge is primarily driven by the immense demand for Samsung's …
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Tom's Hardware launches premium subscription for tech industry insights
Tom's Hardware is launching a premium subscription service to help users navigate the rapidly evolving tech and chipmaking industries. The service will offer daily news analysis, deep dives into the semiconductor ecosys…
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Moore's Law economics falter as chip costs rise
Moore's Law, which historically described both physical transistor density and economic cost, is facing challenges. While the physical scaling has been slowing for years, recent reports suggest the economic bargain is a…
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Intel, SK Hynix shares jump on advanced chip packaging partnership rumors
Intel and SK hynix experienced significant stock price increases following reports of a potential chip packaging partnership. SK Hynix is reportedly testing Intel's 2.5D EMIB technology for integrating high-bandwidth me…
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South Korean manufacturers invest in robot data firm Config
Config, a company specializing in robot data, has secured backing from major South Korean manufacturers. Positioned as the "TSMC of robot data," Config aims to provide essential data infrastructure for the robotics indu…
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TSMC Poised to Benefit from Next Wave of AI Development
The next stage of AI development is expected to significantly benefit TSMC, the world's largest contract chip manufacturer. Advanced AI models require increasingly sophisticated and powerful chips, driving demand for TS…
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Apple A20 Pro chip to feature TSMC 2nm process and WMCM packaging
Apple's upcoming A20 Pro chip is set to feature significant upgrades, including the adoption of TSMC's latest 2nm process technology. This transition is expected to enhance performance and improve energy efficiency comp…
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Intel stock surges 490% on government deals and Musk partnership bets
Intel CEO Lip-Bu Tan is reportedly orchestrating a significant turnaround for the chipmaker, marked by a nearly 500% stock increase over the past year. This surge appears to be driven by investor confidence in potential…