Results for: Chip manufacturing

Taiwan’s technology protection laws are preventing TSMC, the world’s leading chipmaker, from producing its most advanced 2nm chips outside of Taiwan. The move is intended to safeguard the country’s technological edge, with officials emphasizing the importance of keeping core technology within Taiwan’s borders. While TSMC has plans to manufacture 2nm chips in the US, these plans face restrictions due to Taiwan’s regulations, which limit the production of chips overseas to those at least one generation behind the most advanced nodes produced domestically.

ASML Holding NV, a leading semiconductor equipment manufacturer, experienced a significant 15% drop in its share price after reporting third-quarter earnings. The sell-off was triggered by a revised 2025 sales forecast, raising concerns about the company’s growth prospects. While ASML reported strong third-quarter results, the lowered sales forecast indicates a potentially softer demand environment for semiconductor manufacturing equipment, especially outside of AI and high-performance computing.

Taiwan’s dominance in the semiconductor industry, particularly with TSMC’s advanced technology, has put China significantly behind. Despite claims of a smaller gap, experts believe China lags by at least 10 years, focusing on mature processes while Taiwan pushes the boundaries of chip manufacturing.

OpenAI CEO Sam Altman’s ambitious plan to build 36 chip manufacturing plants and AI data centers for a total of $7 trillion has been met with skepticism from Taiwan Semiconductor Manufacturing Company (TSMC) executives. TSMC leadership, known for its dominance in the chip manufacturing industry, dismissed Altman as a ‘podcasting bro’ and questioned the feasibility of his plan. This follows Altman’s recent efforts to secure investment for OpenAI’s artificial general intelligence (AGI) goals, including meetings with other Asian chip manufacturers like Samsung and SK Hynix.

Tokyo Electron, a leading Japanese chip equipment manufacturer, is planning to establish an engineering team in India to capitalize on the country’s growing semiconductor industry. This move is part of a broader strategy to align with the Indian government’s ambitious push to attract international electronics companies and chipmakers. As part of this initiative, Tokyo Electron will provide technical support to Tata Electronics and leverage robotics to enhance efficiency. The company’s CEO, Toshiki Kawai, expressed optimism about the global demand for semiconductors, highlighting India’s emergence as a crucial growth opportunity.

Apple is now relying on TSMC’s new Arizona fabrication plant to produce its A16 processors, marking a significant step for American chip manufacturing. This move signifies confidence in TSMC’s US facility and could pave the way for future US-made Apple devices.

Intel Corporation’s shares surged in pre-market trading after announcing a strategic collaboration with AWS to boost US chip manufacturing. Other stocks saw significant gains and losses, with Galmed Pharmaceuticals and Smith Micro Software leading the charge. This report highlights the key movers and shakers in today’s pre-market activity.

TSMC, the world’s leading semiconductor manufacturer, will receive its first High-NA EUV lithography machine from ASML later this month, marking a significant advancement in its manufacturing capabilities and fueling the ongoing race for chip dominance with rivals like Samsung and Intel.

India is set to introduce a fresh package of incentives aimed at boosting domestic semiconductor production. This move comes alongside a new partnership with the United States, further bolstering India’s position in the global chip manufacturing landscape.

Taiwan Semiconductor Manufacturing Company (TSMC) is planning to build its third chip manufacturing facility in Japan by 2030, following the successful launch of its first two plants in the country. The move comes as part of Japan’s strategy to strengthen its semiconductor supply chains and solidify its position in the industry.