ASML CEO Christophe Fouquet said planned equipment supply for 2027 and 2028 will fall short of customer demand, even after a previously forecast 30% capacity increase by 2028. The company is exploring ways to expand capacity further, and some customers are already discussing orders stretching into 2029 and 2030. Separately, Samsung and TSMC committed in the third quarter to adopting ASML's High NA EUV lithography machines.
techspot.com
· 2026-10-15
TSMC reported third-quarter net income of NT$763.1 billion, a 68.7% year-on-year jump, with revenue of NT$1.49 trillion, both beating analyst estimates. The company's operating margin hit 58.7%, above its own guidance, and it forecast fourth-quarter revenue of $52.3-54.3 billion, up 58% year-on-year at the midpoint.
cnbc.com
· 2026-10-15
ASML said some customers are expressing interest in placing orders for its lithography machines as far out as 2029 and 2030, citing rising short- and medium-term demand forecasts tied to AI investment. The company also reported third-quarter profit that exceeded analyst expectations.
cnbc.com
· 2026-10-14
GlobalFoundries and TSMC signed a five-year, $2 billion manufacturing agreement under which GlobalFoundries will produce silicon interposers for TSMC's CoWoS-S advanced packaging at its Malta, NY fab. Volume production is set to ramp in the first half of 2028, giving TSMC a U.S.-based source for these components.
tomshardware.com
· 2026-10-08
Taiwan Semiconductor Manufacturing Co (TSMC) announced September revenue of approximately $16 billion, marking a 54.6% increase compared to the previous year but a slight decline of 0.6% from August. The company, a key supplier for Nvidia and Apple, has benefited from rising demand for AI chips and has committed to adopting ASML's advanced lithography technology for future chip manufacturing. Its third quarter revenue is expected to be around NT$1.49 trillion, with earnings to be released next week.
cnbc.com
· 2026-10-08
Intel CEO Lip-Bu Tan said Intel will remain involved in Terafab, the chipmaking venture backed by SpaceX, Tesla and xAI that plans to use Intel's 14A process. Elon Musk separately denied rumors that his companies would bring in TSMC to build and operate the fab, insisting Terafab itself will construct and run the facility, though he suggested TSMC could 'sublease' part of it.
tomshardware.com
· 2026-10-07
AMD CEO Lisa Su told reporters in Taipei that the company increased chip supply this year and plans a further major ramp-up in 2027 to meet AI demand. Su is in Taiwan meeting partners including Foxconn, with TSMC talks planned, and will travel to South Korea this week to meet memory suppliers. AMD shares rose nearly 4% on the news, trading at $656.84, up about 194% year to date.
techspot.com
· 2026-10-06
AI hardware startup Etched is evaluating investment proposals exceeding $40 billion, with some reaching $50 billion, just months after raising $700 million at a $21 billion valuation. The company is developing proprietary chips aimed at accelerating AI inference, which has attracted significant investor interest due to its potential to challenge Nvidia and its existing customer orders, including from quant trading firm Jane Street. These funding discussions are still in early stages, and terms may change if a deal is finalized.
techcrunch.com
· 2026-10-05
Elon Musk confirmed on X that discussions are underway with TSMC about a potential collaboration tied to his Terafab chipmaking initiative, saying 'something may come of it.' According to Tim Culpan's Culpium newsletter, the most likely arrangement would have TSMC own and operate a new fab serving only Tesla, SpaceX, and xAI, with SpaceX/Terafab possibly investing or committing to chip purchase volumes; a less likely alternative would give SpaceX majority ownership with TSMC providing operational and process expertise.
tomshardware.com
· 2026-10-03
Leakers Moore's Law is Dead and IT Home discovered a new AMD chip codenamed Gainsborough in recent driver files, built on TSMC's N3P process as a semi-custom design. Import records reviewed by IT Home show AMD has already shipped test equipment for the chip, which measures 25mm by 25mm, the same package size reportedly planned for AMD's upcoming Ryzen Z3 and Z3 Extreme handheld chips.
theverge.com
· 2026-10-01
Intel Foundry CTO Naga Chandrasekaran told KeyBanc that the upcoming 14A (1.4nm-class) process is expected to perform within 5% of TSMC's rival A14 node. The comparison did not specify whether 14A would be faster or slower than TSMC's node.
tomshardware.com
· 2026-09-25
Piper Sandler's research note says eight major US tech firms are evaluating Intel's upcoming 14A chip manufacturing process. None has committed to production contracts yet, but the firm says Intel needs to land an anchor customer by late 2026 or early 2027 ahead of a planned 2028 manufacturing ramp.
techspot.com
· 2026-09-25
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