Tag Archives: TSMCs

NVDA, AVGO, MU: Chip Stocks Gain on TSMC’s Rosy Outlook and New AI Deals

NVDA, AVGO, MU: Chip Stocks Gain on TSMC’s Rosy Outlook and New AI Deals

Semiconductor stocks edged higher on Thursday after Taiwan Semiconductor Manufacturing Co. (TSM) reported strong quarterly results and lifted its 2025 outlook, citing strong demand for artificial intelligence (AI) chips. The upbeat report from the world’s largest contract chipmaker, along with a series of new AI partnership announcements across the industry, boosted sentiment in the sector. Major names like Nvidia Corporation …

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Qualcomm, MediaTek Are Considering Shifting 2nm Chipset Production To Samsung As TSMC’s Price Hike Is Denting Their Profits

Qualcomm, MediaTek Are Considering Shifting 2nm Chipset Production To Samsung As TSMC’s Price Hike Is Denting Their Profits

0-20%: Unlikely – Lacks credible sources 21-40%: Questionable – Some concerns remain 41-60%: Plausible – Reasonable evidence 61-80%: Probable – Strong ecidence 81-100%: Highly Likely – Multiple reliable sources Samsung was last reported to have started the mass production of its Exynos 2600 on its 2nm GAA process, with the chipset said to power various Galaxy S26 models. The Korean …

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MediaTek Tapes Out Flagship SoC Using TSMC’s 2nm Process, Mass Production & Availability By End of 2026

MediaTek Tapes Out Flagship SoC Using TSMC’s 2nm Process, Mass Production & Availability By End of 2026

MediaTek has announced the tape-out of its flagship SoC, fabricated on TSMC’s 2nm process node, which will be available by the end of 2026. MediaTek has just made a surprise announcement regarding its next-gen and flagship SoC (system-on-chip). This unnamed chip has been taped out using TSMC’s 2nm process node and will be ready for mass production by the end …

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Xiaomi’s XRING 02 Rumored To Arrive In 2026, Will Continue Using TSMC’s 3nm Process But Will Be Found In More Products

Xiaomi’s XRING 02 Rumored To Arrive In 2026, Will Continue Using TSMC’s 3nm Process But Will Be Found In More Products

The success of the XRING 01 and how Xiaomi’s first in-house 3nm chipset stood up to the competition always meant that a successor was in the works. However, as TSMC reportedly begins the mass production of 2nm wafers in the fourth quarter of 2025, a lot of the Chinese firm’s competitors will gravitate to this technology, meaning that to maintain pace with …

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US revokes TSMC’s fast-track China export status as controls tighten

US revokes TSMC’s fast-track China export status as controls tighten

(Reuters) -The U.S. has revoked Taiwan Semiconductor Manufacturing Co’s authorization to ship key equipment to its main China facility, the chip manufacturer said on Tuesday. The change removes a fast-track export privilege known as Validated End User (VEU) status, effective December 31, meaning future shipments of U.S.-origin chipmaking tools to TSMC’s Nanjing site will require individual licenses. The U.S. has …

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US Pulls TSMC’s Waiver for China Shipments of Chip Supplies – Bloomberg.com

US Pulls TSMC’s Waiver for China Shipments of Chip Supplies  Bloomberg.com Shares in Samsung, SK Hynix drop after US makes it harder to produce chips in China  Reuters As US adds more semiconductor hurdles, Chinese firms could seize an opportunity  South China Morning Post Trump Takes Aim at South Korean Chipmakers’ China Operations  The New York Times U.S. Export Waiver Revocations Put Samsung and …

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Snapdragon 8 Elite Gen 2 To Feature Bumped Up CPU & GPU Clock Speeds Thanks To The TSMC’s Newer 3nm Process; Rumor Claims That SoC’s AnTuTu Score Is Almost 50 Percent Higher Than The Fastest Smartphone

Snapdragon 8 Elite Gen 2 To Feature Bumped Up CPU & GPU Clock Speeds Thanks To The TSMC’s Newer 3nm Process; Rumor Claims That SoC’s AnTuTu Score Is Almost 50 Percent Higher Than The Fastest Smartphone

Qualcomm will likely be tweaking the Snapdragon 8 Elite Gen 2’s specifications before it officially announces its flagship SoC on September 23, though it should be noted that the initial samples had their performance cores tested at more than 5.00GHz. However, it appears that the final version has been watered down, but thankfully, a tipster has mentioned that the CPU …

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Chip Maker TSMC’s Stock Rises on Upbeat Outlook for Revenue, Strong AI Demand

Chip Maker TSMC’s Stock Rises on Upbeat Outlook for Revenue, Strong AI Demand

KEY TAKEAWAYS Taiwan Semiconductor Manufacturing Co. on Thursday boosted its full-year revenue growth projections, as strong AI demand continued to fuel results at the world’s largest contract chipmaker. CEO C.C. Wei said he saw full-year sales growth of around 30% in U.S. dollar terms, up from around mid-20% levels previously. TSMC’s second-quarter earnings per share and revenue came in higher than …

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