8 stories · “tsmc”.
TSMC's Q3 2026 net income hit a record NT$763 billion on 15 October, up 68.7% year on year, as AI demand beat its own guidance and chip stocks fell anyway.
Taiwan plans to add AI servers and cutting-edge chips to its export-control list, making unauthorised shipments to China a crime under the Foreign Trade Act.
A Piper Sandler research note says Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia and Qualcomm are evaluating Intel's 14A process, with no commitments.
Meta will deploy its MTIA 450 inference chip, designed with Broadcom and built by TSMC, in data centers in the first half of 2027, as it scales custom silicon.
Apple's first 2nm iPhone chip tops Geekbench 7's single-core chart and beats desktop CPUs there, but it still trails far behind them on multi-core workloads.
TSMC is raising advanced-node capacity sharply, targeting a roughly 70% increase in 3nm wafer output over 18 months as AI chip demand outstrips supply.
TSMC's August 2026 revenue hit a record NT$514.8 billion, up 53.3% year on year, as AI demand keeps outrunning its expanding fab and packaging capacity.
TSMC has completed development of its 1.6nm-class A16 process with Super Power Rail, targeting Q4 mass production for AI and HPC customers.
