TAIWAN SEMICONDUCTOR Aktie

 

The battle for dominance in 2-nanometer (nm) chip manufacturing has officially begun. While Samsung Electronics is gaining ground by offering lower prices and faster response times, its Taiwanese rival, TSMC, is doubling down on a high-price, no-discount strategy—setting the stage for a pivotal clash in next-generation semiconductor production....

Shining a Spotlight on Intel Intel (NASDAQ:INTC) has emerged from the shadows of its semiconductor rivals, capturing the attention of investors and policymakers alike. After years of struggling to keep pace with competitors like Nvidia (NASDAQ:NVDA) and Taiwan Semiconductor Manufacturing (NYSE:TSM), Intel is now at the center of a flurry of investment interest.  Over the […] The post Is Intel the Hot AI Growth Stock to Buy Now? appeared first on 24/7 Wall St.....

US-Handelsminister Howard Lutnick hat seine eigene Sichtweise zu Staatshilfen für Intel. (Intel, TSMC)...

Taiwan Semiconductor ramps up global fabs in the United States, Japan, and Europe, but soaring investments raise pressure on margins in 2025 and beyond....

Where there's a commanding market share, there's Wall Street....

A recent teardown of Huawei's new Kunpeng 930 data center processor suggests the chip may still rely on TSMC's five-year-old 5nm manufacturing node. The finding underscores how US sanctions continue to block Huawei's access to cutting-edge semiconductor technology and limit its advancement in the data center market....

US President Donald Trump recently announced that semiconductor tariffs could reach 300%, yet this has not triggered panic in the chip industry. Supply chain players stress that the market's primary concern is the impact on TSMC, but in reality, whether the tariff rate is 100%, 300%, or even 500%, the US risks mostly harming itself....

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Despite TSMC's US$165 billion investment in the US, Taiwan does not appear to have any special favor from the United States. Taiwan faces a higher reciprocal tariff compared to Japan and South Korea, and US President Donald Trump has even threatened to impose a 300% tariff on semiconductors. However, companies that already have factories or plan to build them in the US are exempted....

Below are the top DIGITIMES Asia stories from August 11 to 17, 2025. Leading the headlines: Apple is preparing to launch a US$599 MacBook, with mass production of key components expected by the end of 2025. China's leading DRAM manufacturer has begun domestic production of HBM3 chips, with samples already sent to Huawei for final validation. Meanwhile, a reported leak of TSMC's 2nm technology involving employees from TSMC and Tokyo Electron (TEL) sparked espionage concerns but appears less severe after further investigation....

Intel has showcased a non-x86 reference system-on-chip built on its Intel 18A process, underscoring the US chipmaker's commitment to expanding its most advanced manufacturing technology across a broader range of markets while winning more customers for Intel Foundry Services. In a newly released video, the company presented the prototype as proof that 18A can serve not only its upcoming Panther Lake processors but also designs from external clients, potentially including Apple's M-series, Qualcomm's Snapdragon line, and Nvidia's Grace CPUs....

Xintec Inc., TSMC's backend packaging and testing unit, posted a strong second-quarter 2025 rebound in wafer probe revenue, driven by increased outsourcing from TSMC and the accelerated ramp of a jointly built 12-inch wafer testing facility....

Tesla's Dojo team has been disbanded—an announcement that has sent ripples through the tech industry. The decision to abandon Dojo in favor of Samsung for AI6 wafer fabrication suggests deeper shifts in Tesla's relationship with TSMC, which had previously been the exclusive foundry for the first-generation Dojo D1 chip....

Taiwan Semiconductor Manufacturing is one of the top AI companies to invest in right now....

Over the past two weeks, Tesla CEO Elon Musk has promoted his company's new partnership with Samsung Foundry for manufacturing its AI chips. At one point, South Korean media speculated that Samsung might even take over exclusive foundry orders for Tesla's Dojo chips originally handled by TSMC, only to discover later that Musk had decided to shut down the supercomputer project....

TSMC is pushing its advanced packaging roadmap beyond its CoWoS platform and the wafer-level multi-chip module (WMCM) — an enhanced InFO-PoP due in 2026 — with a new integration called Chip-on-Panel-on-Substrate, or CoPoS. The platform merges CoWoS with fan-out panel-level packaging (FOPLP), replacing round wafers with large square panels to sharply boost output capacity....

Pushpala brings three decades of experience to help scale Ferric's business and deepen industry partnershipsNEW YORK--(BUSINESS WIRE)--Ferric, a leader in cutting-edge power conversion solutions, today announced the appointment of Sagar Pushpala to its Board of Directors, effective immediately. Pushpala brings to the board more than 30 years of leadership experience in the semiconductor and technology sectors, with senior roles at National Semiconductor, Maxim Integrated, Intersil, Nuvia and TSMC. He also serves as a board member, advisor, and investor to several deep-tech companies, including Orca Systems, Ather Energy, and ATREG. He is currently the Operating Advisor at ReX Capital, contributing to efforts in venture capital for technology startups. “We are thrilled to welcome Sagar to Ferric's Board of Directors as we turn our focus to scaling Ferric's business and expanding the high-volume manufacturing of our industry-leading Integrated Voltage Regulator products,” said Noah Sturcken, CEO and ...

Samsung Electronics is reportedly investing JPY25 billion (approx. US$170 million) to set up an advanced packaging research institute in Yokohama and acquire a major office tower in the city's Minato Mirai 21 district. Industry analysts say the move directly challenges TSMC's lead in cutting-edge packaging and reflects a strategic push to leverage Japan's strengths in materials, components, and semiconductor equipment....

Samsung's Exynos flagship processors may return in the 2026 Galaxy S26 lineup, industry sources say, marking a potential revival after years on the sidelines. Built on Samsung's gate-all-around (GAA) manufacturing process, the new Exynos chips are reportedly closing the gap with TSMC's 3nm products in performance and power efficiency, a development insiders see as key to regaining market share....

AblePrint Technology (APT), a key supplier of advanced degassing equipment to major chipmakers such as TSMC, reported strong second-quarter 2025 revenue growth but saw profit drop sharply on foreign exchange losses from a stronger New Taiwan dollar. The company said it will shift some customer payment currencies to reduce FX exposure....