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TSMC publicly rejected a report from The Information claiming it was exploring 3D DRAM production at Nvidia's request amid global memory shortages. The company stated it remains a pure-play logic foundry, though the original report cited two sources saying TSMC had begun preparing plans for the initiative under VP Hsu Kuo-chin, a former Micron Taiwan executive.
Major Asian tech and chip stocks sold off sharply Friday after the Nasdaq Composite fell 5.5% overnight and entered correction territory. SK Hynix, Samsung, TSMC, SoftBank, Advantest and Tokyo Electron all posted double-digit or near-double-digit losses, with the Philadelphia Semiconductor Index dropping 12.2% in the prior session.
Intel's stock suffered its worst monthly drop on record in October, down 45%, after the company warned quarterly revenue could fall $1 billion to $2 billion short of analyst estimates. CEO Lip-Bu Tan cited a weakening PC market, with rising memory and component costs discouraging consumer upgrades, while Intel's foundry business still lacks a marquee external customer for its most advanced chips. The stock fell another 8% on Monday following a 29% single-day drop, its worst since the 1970s.
Tachyum Slovakia filed for bankruptcy in Bratislava on October 22, 2026, and a municipal court has initiated proceedings after finding the filing met legal requirements. Under Slovak law, a company that files voluntarily is presumed insolvent, so Tachyum Slovakia is technically bankrupt, according to Forbes. The company never shipped working silicon for its long-delayed Prodigy processor, which was first unveiled in 2018.
Bolt Graphics powered on a 12nm test chip built with TSMC, confirming its design works ahead of the full Zeus GPU, which won't reach volume production until 2028. The startup also opened a Taipei office to work more closely with manufacturing partners, and Reuters reported it is seeking roughly $100 million in funding at a $700 million valuation.
Phoenix's TSMC chip plant uses roughly 5 million gallons of municipal water daily, part of a pre-pandemic bet to revive the region's economy that largely succeeded without major local opposition. Arizona now hosts 172 data centers, but newer, larger proposed developments from Phoenix to Tucson are drawing resistance over their heavier demands for water, power and land.
TrendForce, citing supply chain sources, reports that TSMC is considering raising prices for its CoWoS advanced packaging technology by up to 20%. The move reflects tight capacity for packaging AI chips, driven by demand for Nvidia's Blackwell and upcoming Rubin GPUs, along with longer equipment lead times. TSMC has not confirmed the report.
TSMC has reportedly begun asking its equipment suppliers whether they can build factory automation machinery using motors that avoid rare-earth materials, according to a Reuters report citing people familiar with the matter. The move targets electric motors in TSMC's fabrication plants that typically rely on permanent magnets made from elements like neodymium, dysprosium and terbium.
Three contractor employees were killed and a fourth left in intensive care after falling from an upper floor during steel-hoisting work at TSMC's Fab 22 construction site in Kaohsiung, Taiwan. Officials suspect a bolt on a steel connection plate broke, sending the workers and steel components down; TSMC and the Southern Taiwan Science Park Bureau have halted related steel hoisting and launched an investigation.
Taiwan's Electrical and Electronic Manufacturers' Association is raising at least $4 billion to build an industrial park in Texas, aimed at housing smaller suppliers that support chipmakers like TSMC and Foxconn. Economic Affairs Minister Kung Ming-hsin said the project will create a sustainable supply chain open to American firms and local workers, not just Taiwanese companies. The government plans loan guarantees and help with visas and permits, and says it may build more than one site, each costing $2-4 billion.
TSMC posted its sixth consecutive quarter of record profit and forecast fourth-quarter revenue up 58% year-over-year, driven by demand for advanced chipmaking. Executives say wafer capacity is stretched thin as clients including Nvidia, AMD, Apple, Google, Amazon, Microsoft, Meta and OpenAI compete for production slots.
TSMC CEO C.C. Wei told analysts on an earnings call that the company is evaluating US expansion beyond Arizona, including Texas, and confirmed ongoing discussions with Elon Musk about using capacity at Terafab. Wei said any TSMC involvement would require TSMC itself to manage the facility, a condition that conflicts with Musk's earlier suggestion that Terafab would operate the fab while only sub-leasing cleanroom space to TSMC.