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%
- 2026-05-26 controversy TSMC issued a statement to address rumors of potential employee strikes due to dissatisfaction with welfare benefits and bonus levels. 来源
- 2026-05-26 funding TSMC issued a statement denying rumors of reduced employee bonuses and stating that full-year bonuses are expected to grow. 来源
- 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
20 天有情绪数据
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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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受政府交易和马斯克合作押注推动，英特尔股价飙升 490%
据报道，英特尔首席执行官陈立武（Lip-Bu Tan）正在为这家芯片制造商进行重大转型，过去一年股价飙升近 500%。此次飙升似乎得益于投资者对潜在政府交易、与埃隆·马斯克（Elon Musk）等知名人士的合作以及与苹果（Apple）和特斯拉（Tesla）等大公司的初步协议的信心。尽管取得了这些积极进展，英特尔的内部运营仍面临挑战，芯片产量落后于竞争对手，内部团队据报道正在调整错过的最后期限。
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索尼与台积电合作开发下一代图像传感器制造
索尼半导体解决方案公司已与台积电合作开发和制造下一代图像传感器。此次合作将在索尼位于日本熊本的晶圆厂建立生产和研发线，索尼将持有合资企业多数股权。此举旨在推动尖端图像传感器技术的发展。
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Sony and TSMC partner to develop next-gen image sensors in Japan
Sony Semiconductor Solutions has announced a joint venture with TSMC to develop and manufacture next-generation image sensors. The partnership will establish production and R&D lines at Sony's facility in Kumamoto, Japa…
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台积电报告4月销售额增长17.5%，Airbnb营收增长18%
台积电公布了4月份的销售额，达到4107.3亿新台币，同比增长17.5%。今年前四个月的累计销售额为15448.3亿新台币，增长29.9%。另外，Airbnb公布了其2026年第一季度的财务业绩，营收为27亿美元，增长18%，净利润为1.6亿美元。
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AMD launches MI350P PCIe AI card, claiming 40% speed advantage over Nvidia H200
AMD has introduced the Instinct MI350P, a new PCIe AI accelerator card featuring 144GB of HBM3E memory. This card is designed as a direct upgrade for air-cooled servers and claims to offer a significant performance adva…
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Apple boosts MacBook Neo production to 10M units amid rising costs
Apple is significantly increasing production targets for its MacBook Neo to 10 million units in 2026, up from an initial goal of 5-6 million, to meet high market demand. This surge in production comes with increased cos…
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TSMC taps wind power to fuel AI chip demand amid Taiwan energy crunch
TSMC has entered into a 30-year agreement to purchase all power from the Hai Long offshore wind project, a significant move driven by the immense energy demands of AI chip manufacturing. This partnership with Northland …
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三星电子因人工智能芯片需求而市值突破万亿美元
三星电子的市值已突破1万亿美元，这得益于人工智能芯片的巨大需求。这一里程碑使三星成为继台积电之后，第二家达到这一精英财务地位的东亚公司。内存芯片需求的激增极大地提振了三星的股价，使其在过去一年中的价值增长了两倍多。
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Rivian invests hundreds of millions in custom chip development for autonomous driving
Rivian is investing hundreds of millions of dollars into developing its own custom chips for its vehicles. The first chip, codenamed RAP-1, is expected to launch this year, with subsequent versions, RAP-2 and RAP-3, pla…
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Samsung avoids chip strike; JSR builds Taiwan photoresist plant
Samsung Electronics has averted a potential strike by reaching a tentative wage agreement with its union, which represents nearly 48,000 workers. The deal, which is subject to a worker vote, was struck just hours before…
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苹果寻求英特尔、三星生产芯片以实现供应链多元化
据报道，苹果公司正与英特尔和三星进行初步洽谈，以实现芯片制造的多元化，并寻求在美国建立生产基地。此举是在苹果面临其主要供应商台积电（TSMC）的限制之际，旨在减轻对单一来源的依赖所带来的风险。潜在的合作关系可能会促进英特尔的代工业务和三星的制造能力，同时降低苹果供应链的脆弱性。
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Apple eyes Intel, Samsung for chips amid AI boom; Samsung hits $1T valuation
Samsung Electronics has surpassed a $1 trillion market valuation, becoming the second East Asian company after TSMC to reach this milestone. This surge is attributed to booming demand for AI-related stocks and potential…
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Taiwan forms quantum computing team to foster next TSMC
Taiwan is establishing a "Quantum National Team" to advance its quantum computing capabilities, aiming to become a leader in the field similar to its dominance in semiconductor manufacturing with TSMC. This initiative i…
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英伟达对亚洲供应链的依赖度升至90%，因AI需求激增
英伟达零部件在亚洲供应链上的依赖度已升至其生产成本的90%，高于一年前的65%。这种依赖性影响了其数据中心GPU和Jetson Thor机器人平台等较新的实体AI产品，这些产品争夺台积电3nm晶圆产能和LPDDR5X内存等受限资源。该公司还在增加股息并面临不断增长的投资者预期，一些人预测其可能在年底加入万亿美元市值俱乐部。
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台积电通过更精细的间距推进3D芯片堆叠路线图，以支持未来CPU
台积电公布了其系统级集成芯片（SoIC）3D堆叠技术的路线图，目标是在2029年前将间距尺寸从6微米减小到4.5微米。这项进步将实现面对面芯片堆叠，富士通即将推出的Monaka CPU预计将利用这项技术。该路线图表明台积电致力于推动半导体集成技术的边界，以支持未来高性能计算。
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TSMC subsidiary sells $231M in Arm Holdings stock
TSMC's subsidiary, TSMC Partner Limited, has divested 1.11 million shares of ARM Holdings. The transaction, which occurred between April 28th and 29th, generated a total of $231 million. This sale was disclosed via exch…
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TSMC plans 2029 AI chips with 48x compute, 34x memory bandwidth
TSMC has outlined its next-generation Chip-on-Wafer-on-Substrate (CoWoS) packaging roadmap, projecting a significant leap in AI processor capabilities by 2029. The company anticipates enabling up to 48 times more comput…
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TSMC accelerates expansion plans, doubling production speed for 2nm chips to meet AI demand.
Taiwan Semiconductor Manufacturing Company (TSMC) is accelerating its expansion plans to meet surging demand for AI and high-performance computing. The company is advancing its production capacity at double the usual pa…
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Asia's markets diverge based on AI chip supply chain integration
Asian markets are showing a divergence based on their integration into the global semiconductor supply chain. Companies deeply embedded in this sector are performing differently from those that are not. This trend highl…