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TSMC News

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台北時報October 19, 2022

The TSMC news comes as global leaders have voiced concern about Taiwan’s continued independence from China.

Apple chipmaker TSMC reportedly considers Japan expansion as China tensions continue
台北時報
Apple chipmaker TSMC reportedly considers Japan expansion as China tensions continue
https://www.cnbc.com/2022/10/19/apple-chipmaker-tsmc-considers-expansion-in-japan-amid-china-tension-report.html
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台北時報October 19, 2022

Rising Taiwan-China and U.S.-China tensions have brought “more serious” challenges for the semiconductor industry, the chairman of Taiwanese chipmaker TSMC said on Wednesday.

Taiwan and U.S. tensions with China pose 'serious' challenges for chip industry
台北時報
Taiwan and U.S. tensions with China pose 'serious' challenges for chip industry
https://www.reuters.com/technology/taiwan-china-us-china-tensions-serious-challenge-chip-industry-tsmc-says-2022-10-19/
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台北時報October 19, 2022

TSMC was supposed to start the production of chips using its 3nm process node last month. However, according to a ...

TSMC's delay in 3nm chip production is good news for Samsung
台北時報
TSMC's delay in 3nm chip production is good news for Samsung
https://www.sammobile.com/2022/10/18/tsmc-3nm-production-delay-good-news-samsung/
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台北時報October 19, 2022

TSMC, the world’s largest contract chipmaker, is caught in the middle of the spat between the US and China, which accounted for 13% of the company’s total...

TSMC chairman warns of "serious challenges" to semiconductor industry posed by China tensions
台北時報
TSMC chairman warns of "serious challenges" to semiconductor industry posed by China tensions
https://www.techspot.com/news/96376-tsmc-chairman-warns-serious-challenges-semiconductor-industry-posed.html
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台北時報October 19, 2022

Bringing Taiwan to the World and the World to Taiwan

Nomura joins peer, calls bottom for Asian stocks
台北時報
Nomura joins peer, calls bottom for Asian stocks
https://www.taipeitimes.com/News/biz/archives/2022/10/20/2003787352
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SmartkarmaOctober 15, 2022

In today’s briefing: Intel Vs. TSMC/​​​UMC Long/​​​Short Monitor: Mgmt Call Takeaways, Calculating a Normalized Valuation Ashok Leyland (AL IN) | Some Pricing Discipline, Inventory Levels Remain High Meta Health: Forging...

Daily Brief Equity Bottom-Up: Intel Vs. TSMC/UMC Long/Short Monitor: Mgmt Call Takeaways and more
Smartkarma
Daily Brief Equity Bottom-Up: Intel Vs. TSMC/UMC Long/Short Monitor: Mgmt Call Takeaways and more
https://www.smartkarma.com/home/daily-briefs/daily-brief-equity-bottom-up-intel-vs-tsmc-%E2%80%8B%E2%80%8B%E2%80%8Bumc-long-%E2%80%8B%E2%80%8B%E2%80%8Bshort-monitor-mgmt-call-takeaways-and-more/
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The Edge MarketsOctober 14, 2022

U.S. regulators will investigate units of Samsung , Qualcomm and Taiwan Semiconductor Manufacturing Co. (TSMC) over certain semiconductor devices and integrated circuits and mobile devices using those components, the U.S. International Trade Commission said on Friday.

U.S. to probe Samsung, Qualcomm, TSMC over semiconductors, circuits
The Edge Markets
U.S. to probe Samsung, Qualcomm, TSMC over semiconductors, circuits
https://www.reuters.com/technology/us-probe-samsung-qualcomm-tsmc-over-semiconductors-circuits-2022-10-14/
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The Edge MarketsOctober 14, 2022

Taiwan Semiconductor Manufacturing Co is the world’s largest and most advanced producer of semiconductors, and is therefore a “bellwether” for the

TSMC: The Leading Indicator For An Entire Industry
The Edge Markets
TSMC: The Leading Indicator For An Entire Industry
https://www.nextplatform.com/2022/10/13/tsmc-the-leading-indicator-for-an-entire-industry/
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The Edge MarketsOctober 14, 2022

MediaTek has scaled back 7nm and 6nm wafer starts at TSMC due to disappointing sales of its smartphone application processors, with the orders cutback likely to carry on into the first half of next year, according to market sources.

MediaTek cutting back 7nm, 6nm wafer starts at TSMC
The Edge Markets
MediaTek cutting back 7nm, 6nm wafer starts at TSMC
https://www.digitimes.com/news/a20221013PD209/6nm-7nm-mediatek-tsmc.html
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TechgenyzOctober 12, 2022

(Bloomberg) -- US-China trade tensions and plunging demand for electronics are prompting analysts to slash their earnings estimates for the semiconductor industry at the fastest pace since 2008. Not, though, for Taiwan Semiconductor Manufacturing Co.Most Read from BloombergHere’s How Weird Things Ar…

TSMC Analysts Not Shaken By Asia’s Worst Stock Rout
Techgenyz
TSMC Analysts Not Shaken By Asia’s Worst Stock Rout
https://finance.yahoo.com/news/tsmc-analysts-not-shaken-asia-100648430.html
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TechgenyzOctober 12, 2022

Taipei, Oct. 12 (CNA) Shares in Taiwan closed slightly lower on Wednesday as government-led funds were believed to have intervened to lend support to the local main board amid ongoing global volatility, dealers said.

Taiwan shares trim earlier losses; TSMC dips below NT$400 mark
Techgenyz
Taiwan shares trim earlier losses; TSMC dips below NT$400 mark
https://focustaiwan.tw/business/202210120016
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TechgenyzOctober 12, 2022

Korean tech firms loosen their grip on the semiconductor industry, perhaps due to the irreproachable throne bestowed on TSMC

Is It Arduous for Korean Semiconductor Firms to Surpass TSMC
Techgenyz
Is It Arduous for Korean Semiconductor Firms to Surpass TSMC
https://www.techgenyz.com/2022/10/12/korean-semiconductor-firms-to-surpass-tsmc/
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Focus Taiwan - CNA English NewsOctober 9, 2022

Taipei, Oct. 9 (CNA) The U.S. government’s recent decision to impose new restrictions on the sale of semiconductors and chipmaking equipment to China could hurt the Chinese foundries of South Korean chipmakers and the sales of TSMC, information advisory firm Trendforce Corp. has concluded.

U.S.' chip ban to hurt Korean facilities in China, TSMC: Report
Focus Taiwan - CNA English News
U.S.' chip ban to hurt Korean facilities in China, TSMC: Report
https://focustaiwan.tw/business/202210090008
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Investor's Business DailyOctober 8, 2022

The Biden administration rolled out new, wide-ranging export controls on the chips and equipment U.S. companies are able to sell to China.

The Biden administration issues sweeping new rules on chip-tech exports to China
Investor's Business Daily
The Biden administration issues sweeping new rules on chip-tech exports to China
https://www.protocol.com/enterprise/chip-export-restrictions-tsmc-intel
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Investor's Business DailyOctober 8, 2022

Alleged US ‘contingency plans’ are merely ‘opinions of a few commentators,’ says economics ministry | 2022-10-08 20:21:00

Taiwan denies US will evacuate TSMC engineers if China invades
Investor's Business Daily
Taiwan denies US will evacuate TSMC engineers if China invades
https://www.taiwannews.com.tw/en/news/4680962
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Investor's Business DailyOctober 8, 2022

A report from Japan indicates that Apple paid $110 per chip for the A16 Bionic, 2.4 times the amount it paid for the A15 Bionic.

TSMC reportedly priced Apple's A16 Bionic SoC 2.4 times higher than its predecessor
Investor's Business Daily
TSMC reportedly priced Apple's A16 Bionic SoC 2.4 times higher than its predecessor
https://www.phonearena.com/news/apple-paid-twice-as-much-for-a16-chip_id142995
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Investor's Business DailyOctober 8, 2022

Dow Jones lost 450 points after strong jobs numbers. AMC warned that its revenue will fall while TSMC beat views. Oil stocks surge.

Dow Jones Dives 450 Points On Strong Jobs; Google Pulls Translate Out Of China
Investor's Business Daily
Dow Jones Dives 450 Points On Strong Jobs; Google Pulls Translate Out Of China
https://www.investors.com/market-trend/stock-market-today/dow-jones-dives-450-points-on-strong-jobs-tsmc-amd-fall-after-reports-google-pulls-out-of-china/