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17.08.26 - 11:06
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TSMC overseas fabs see profit flip in 1H26 (Digitimes)
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Since 2020, when TSMC began its overseas manufacturing buildout, the company has tracked financial results at its foreign subsidiaries across the first half of 2025, full-year 2025, and the first half of 2026. The Arizona fab, long seen as difficult to make profitable, has expanded sharply, while Japan's JASM has turned from loss to profit, China operations have remained stable, and Germany's ESMC is still in the red as it remains under construction....
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17.08.26 - 06:12
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TSMC and Micron boom drives Taiwan ′fab five′s 1H26 profits (Digitimes)
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TSMC, Micron, ASE, and SPIL continue to expand their advanced-node and OSAT investments, driving stronger first-half 2026 results for Taiwan's fab engineering players — including UIS, MIC, L&K Engineering, YKE and Acter. Together, these five companies, which design and build the specialized facilities and infrastructure that chipmakers rely on, make up what the industry calls the "fab five." With expanding reach into the US, ASEAN and Singapore, the "fab five" have maintained high order backlogs....
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13.08.26 - 03:06
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Progate posts record profit on TSMC, Synopsys ecosystem gains (Digitimes)
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Progate Group Corporation posted record second-quarter and first-half 2026 revenue and profit, as stronger operations and deeper ties with the TSMC, Synopsys, and ASE ecosystems boosted results. The Taiwan-based design services provider said demand from U.S. customers and advanced-process projects also supported its performance....
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21.07.26 - 14:36
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Chipfertiger TSMC hebt offenbar die Preise an (Cash)
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TSMC will einem Zeitungsbericht zufolge zum Jahreswechsel die Preise um bis zu zehn Prozent anheben... --- Damit reagiere der weltgrösste Chip-Auftragsfertiger auf steigende Kosten, schrieb das Wirtschaftsblatt «Nikkei Asia» am Dienstag unter Berufung auf Insider. Der taiwanische Konzern wollte sich auf Anfrage nicht direkt zu diesem Thema äussern. «Unsere Preisstrategie ist langfristig ausgerichtet und nicht opportunistisch», betonte ein Sprecher..
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17.07.26 - 09:00
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Global tech stocks fall as chip sell-off deepens; Burberry sales boosted by gen Z shoppers – business live (The Guardian)
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Rolling coverage of the latest economic and financial newsJim Reid at Deutsche Bank says that the Japanese Nikkei index is now on course for its worst day in more than three months.The Nikkei is currently likely on course for its worst day since March, and also leaves the index on track for technical correction territory, having now shed over 12% since its peak less than a month ago.There wasn't a single catalyst behind the selloff, but we had TSMC's earnings shortly after we went to press yesterday, and their share price is down -5.26% this morning after they said that capital expenditure would be higher than previously forecast.TSMC's focus on increased capex raised market concerns around valuations and the returns on capex. The sector has been under pressure with position unwinds as it was one of the most crowded sectors in the market in June.In our view, the market moves have been driven by high expectations and position unwinds rather than underwhelming earnings. Our positioning indices suggest th...
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