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TPE:2330

60 stories mentioning TPE:2330Updated 1d ago

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Update: TSMC Confirms Personnel Safety, Gradual Restart at Kumamoto Fab After Earthquake

(Updates to reflect TSMC's statement to)Taiwan Semiconductor Manufacturing Co. or TSMC (TPE:2330) has confirmed that all personnel are safe and that operations are gradually resuming at its JASM facility in Kumamoto, Japan, following the magnitude-7 earthquake that struck Tuesday.In a statement to, the contract chipmaker noted that the fab recorded a maximum seismic intensity of level 5, triggering immediate evacuations in line with safety protocols.Detailed inspections and impact assessments remain ongoing, while the construction site was unaffected, although parts of building work are suspended as a safety precaution, the company said.TSMC's shares fell nearly 3% in recent trade in Taipei.

Market Chatter: TSMC Resumes Kumamoto Plant Operations After 7.1-Magnitude Quake

Taiwan Semiconductor Manufacturing or TSMC (TPE:2330) has gradually restarted operations at its JASM facility in Kumamoto, Japan, following a 7.1-magnitude earthquake, Reuters News reported Tuesday, citing an emailed statement.All personnel were evacuated and confirmed safe, and structural inspections have cleared the site for resumed activity, though detailed assessments remain underway, the newswire said.Construction work at the site remains partially on hold due to potential aftershocks, but the company reported no major damage to the facility, the publication said.TSMC did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Market Chatter: KKR to Gradually Exit TSMC Supplier LCY

KKR is planning to gradually sell its stake in LCY Group, according to a report by Bloomberg, citing LCY chairman Bowei Lee.The specialty chemicals maker, which counts TSMC (TPE:2330) and Intel as its clients, was acquired by KKR for around NT$47.8 billion in 2019, the report said.Lee declined to disclose the identity of a potential buyer but revealed the exit will allow the company to pursue a more aggressive growth strategy, the report added.The company has been seeking $874 million in loans for capital expenditure, the report noted, citing a person familiar with the matter.LCY did not immediately respond to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Market Chatter: TSMC Refuses to Comment on Report of Raising Chip Prices by Up to 10%

Taiwan Semiconductor Manufacturing or TSMC (TPE:2330) declined to comment on a Nikkei Asia report, which cited unnamed sources as saying the chipmaker plans to raise prices by up to 10% for advanced and mature-node chip production services in 2027 following discussions with customers.The publication said the planned increases would vary by customer and product, and will reflect higher costs associated with materials, manufacturing equipment and overseas capacity expansion.In response to a request for comment from, TSMC said it does not comment on pricing and reiterated that its pricing strategy is strategic rather than opportunistic, adding that it will continue to work closely with customers.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Taiwan Indicts Former TSMC Employee in Espionage Case Tied to China

US Markets9d ago

Taiwan Indicts Former TSMC Employee in Espionage Case Tied to China

Taiwanese prosecutors indicted a former Taiwan Semiconductor Manufacturing Co. (TPE:2330) employee for allegedly stealing company trade secrets for use in China, according to a Monday press release from Taiwan's Ministry of Justice.The defendant, identified only by the surname Chen, was charged with violating the National Security Act. Prosecutors allege Chen colluded with a Hong Kong resident, identified as Ding, between May 2023 and February 2024.Under a scheme dubbed the "Blue Ocean Project," Chen and Ding established a mainland firm called China Semiconductor Materials Analysis (CSMAC). The operation allegedly poached Taiwanese talent to work at CSMAC and infiltrate the domestic semiconductor industry.Prosecutors alleged that Chen stole 21 TSMC trade secrets and reproduced them in China. He was caught after TSMC launched an internal investigation and retrieved the illegally copied documents.Prosecutors are seeking a seven-year prison sentence for Chen. Ding was not prosecuted because he has since died.TSMC declined' request for comment on the matter.The espionage charges come as TSMC expands its global footprint and technological edge.The company aims to expand in the US by investing a further $100 billion to build more facilities in Arizona, taking its total investment plan in the state to $265 billion.The added investment was announced after the company posted a 77% jump in its second-quarter net income to NT$706.6 billion from NT$398.3 billion a year earlier. Net sales during the quarter rose 36% year over year to NT$1.270 trillion from NT$933.8 billion.The semiconductor fab recently announced plans to launch its next-generation A14 chip process in 2028. The nanosheet transistor technology will raise chip density by almost 20% and is anticipated to deliver a 10% to 15% speed improvement at the same power, or a 25% to 30% decrease in power consumption at the same speed, compared with its 2-nanometer process.TSMC's shares rose 3% at midday trading in Taiwan.

Update: Ex-TSMC Manager Indicted Over Alleged Spying Scheme Tied to China

(Updates to add that TSMC declined to comment on' email seeking comment)A former deputy manager at Taiwan Semiconductor Manufacturing Co. (TPE:2330) has been indicted for allegedly stealing trade secrets for intended use in China, Taiwan's Ministry of Justice said in a release on Monday.The defendant, identified as Mr. Chen, was charged under Taiwan's National Security Act and Trade Secrets Act, with prosecutors seeking a seven-year prison sentence.The prosecutors alleged that Mr. Chen conspired between May 2023 and February 2024 with a Hong Kong resident referred to as Mr. Ding, to set up a semiconductor materials analysis company in China under a plan called the "Blue Ocean Project."The venture aimed to attract Chinese investment and recruit technical experts by using 21 copied TSMC files.Mr. Ding was not prosecuted due to his death during the investigation.TSMC declined to comment in an email responding to' query.

Ex-TSMC Manager Indicted Over Alleged Spying Scheme Tied to China

A former deputy manager at Taiwan Semiconductor Manufacturing Co. (TPE:2330) has been indicted for allegedly stealing trade secrets for intended use in China, Taiwan's Ministry of Justice said in a release on Monday.The defendant, identified as Mr. Chen, was charged under Taiwan's National Security Act and Trade Secrets Act, with prosecutors seeking a seven-year prison sentence.The prosecutors alleged that Mr. Chen conspired between May 2023 and February 2024 with a Hong Kong resident referred to as Mr. Ding, to set up a semiconductor materials analysis company in China under a plan called the "Blue Ocean Project."The venture aimed to attract Chinese investment and recruit technical experts by using 21 copied TSMC files.Mr. Ding was not prosecuted due to his death during the investigation.TSMC did not immediately respond to' request for comment.

Update: TSMC Management Confirms Plans to Invest $100 Billion in US Chipmaking Buildout

TSMC (TPE:2330) confirmed its plans to spend an additional $100 billion to expand its US chipmaking capacity, taking its total investment plan to $265 billion, in an email responding torequest for a comment on Thursday.The additional funding will be used to build four chip plants, taking the company's US presence to 10 fabrication plants and two packaging facilities, the company said.The pledge is part of a broader agreement between the US and Taiwan which lowered tariffs on the latter to 15% in exchange for $250 billion in direct US investment, the report noted.The dual-listed semiconductor company intends to deploy additional funding towards building more semiconductor logic wafer fabs for 2-nanometer and below technologies, along with advanced packaging fabs in Arizona, according to Chairman and CEO Dr. C.C. Wei."The company is evaluating how to best deploy the new investment based on market condition and customer needs," according to the company's PR division.

TSMC's Net Income Jumps 77% in Q2

Taiwan Semiconductor Manufacturing Co. or TSMC's (TPE:2330) net income jumped 77% to NT$706.6 billion in the second quarter of the year, from NT$398.3 billion a year earlier, according to a company release on Thursday.Earnings per share also surged by 77% to NT$27.25, compared to NT$15.36 in the year-ago period.Net sales rose 36% year on year to NT$1.270 trillion from NT$933.8 billion.In US dollars, the quarter's revenue was $40.2 billion, an increase of 34% year-over-yearFor the third quarter, the semiconductor company is expecting revenue between $44.6 billion and $45.8 billion.

Market Chatter: TSMC Aims $100 Billion in US Chipmaking Buildout

TSMC (TPE:2330) is planning to spend at additional $100 billion to expand its US chipmaking capacity, taking its total investment plan to $265 billion, Bloomberg reported Thursday, citing an unnamed US official.The additional funding will be used to build four chip plants, taking the company's US presence to 10 fabrication plants and two packaging facilities, the report said.The pledge is a part of a broader agreement between the US and Taiwan which lowered tariffs on the latter to 15% in exchange for $250 billion in direct US investment, the report noted.TSMC did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

TSMC's Quarterly Profit Tops Estimates as AI Chip Demand Stays Robust

US Markets14d ago

TSMC's Quarterly Profit Tops Estimates as AI Chip Demand Stays Robust

Taiwan Semiconductor Manufacturing (TPE:2330) posted a record second-quarter net profit as robust demand for artificial intelligence chips continued to fuel sales of its advanced semiconductor technologies.The world's largest contract chipmaker reported second-quarter net income attributable to shareholders of NT$706.6 billion, up 77% from NT$398.3 billion a year earlier, according to a Thursday press release.The result comfortably exceeded the FactSet consensus estimate of NT$624 billion.Revenue rose 36% year over year to NT$1.270 trillion from NT$933.8 billion.In dollar terms, revenue increased 34% to $40.2 billion, reaching the top end of the company's guidance of $39 billion to $40.2 billion.Advanced technologies, defined as 7-nanometer and below, accounted for 77% of total wafer revenue during the quarter.5-nanometer chips contributed 33% of wafer revenue, followed by 3-nanometer at 30%, 7-nanometer at 11%, and 2-nanometer node at 3%.Last month, Chief Executive C.C. Wei said TSMC was working to keep pace with surging demand for artificial intelligence chips as customers remained optimistic about the technology's long-term growth prospects."Customer demand is so high, and we can only support so much. We are already working very hard," Reuters quoted Wei as saying.Wei added that the rapid expansion of AI had strained suppliers across the semiconductor supply chain, with many companies struggling to keep up with demand.He said TSMC was focused on ensuring it did not become a bottleneck as the AI boom continued.Analysts expect TSMC to lift its full-year revenue outlook and are watching whether it also raises its 2026 capital spending plan, a key indicator of confidence in sustained AI demand.Backed by strong demand, TSMC raised its full-year 2026 capital expenditure guidance to a range of $60 billion to $64 billion, up from its previous estimate of $52 billion to $56 billion.TSMC is also accelerating its manufacturing expansion in the United States. The chipmaker confirmed plans to invest an additional $100 billion in its U.S. manufacturing operations, bringing its total planned investment in Arizona to $265 billion.

Market Chatter: TSMC Expected to Report Record Q2 Profit as AI Demand Surges

TSMC (TPE:2330) is expected to post a 59% year-over-year increase in second-quarter net profit, fueled by strong global demand for AI infrastructure, Reuters reported Thursday, citing an LSEG SmartEstimate based on estimates from 18 analysts.The chipmaker is forecast to report net profit of NT$632.6 billion for the quarter ended June 30. A result above NT$572.5 billion would mark the company's highest-ever quarterly net income and extend its streak of profit growth to a 10th consecutive quarter, according to the report.If the estimate is met, TSMC would also deliver a fifth straight quarter of record earnings, the report said. The company is scheduled to report its quarterly results on Thursday.TSMC said Monday that its second-quarter revenue rose 36% from a year earlier.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Market Chatter: ASML Price Hike Risks Clash with Top Client TSMC

Nasdaq-listed ASML intends to increase equipment prices, potentially straining relations with its biggest customer, Taiwan Semiconductor Manufacturing or TSMC (TPE:2330), which has already voiced concerns over costs, The Information reported on Thursday.TSMC has begun resisting the proposed hike, reflecting broader industry friction between expanding production and controlling expenses, the publication said.ASML declined to comment, but directedto a recording of its Q2 earnings call that addressed the topic of pricing. Taiwan Semiconductor did not immediately reply to a request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Market Chatter: TSMC's Q2 Revenue Jumps 36%

TSMC'S (TPE:2330) second quarter revenue jumped 36% year over year to NT$1.27 trillion, beating market expectations, according to a report by The Star on Monday.The revenue surge was attributed to increased interest in AI applications, the report added.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

TSMC June Revenue Surges 68% to NT$442.7 Billion

Taiwan Semiconductor Manufacturing Co. or TSMC's (TPE:2330) net revenue for June 2026 came in at NT$442.7 billion, surging 67.9% from a year ago, according to a Monday filing with the Taiwan Stock Exchange.Taiwanese multinational semiconductor contract manufacturing and design company's aggregated net revenue for the first six months of the year totaled NT$2.404 trillion, an increase of 35.6% from the same period a year ago.The company's shares were up 1% in recent trade.

Market Chatter: TSMC to Build Three Advanced Packaging Facilities

Taiwan Semiconductor Manufacturing or TSMC (TPE:2330) plans to build three additional advanced packaging facilities at the Chiayi Science Park in Taiwan, Focus Taiwan reported Sunday, citing a groundbreaking ceremony.Wu Cheng-wen, the head of National Science and Technology Council, said the site will be developed into an advanced packaging cluster by TSMC, the report said.The facilities would be Phase 2 of the plans, with Phase 1 already boasting two advanced packaging facilities which began production in June, the report said.Once both phases are fully operations, companies with facilities at the site could generate more than NT$300 billion in annual output, Wu reportedly said.TSMC did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

TSMC Unit Sells Empower Semiconductor Preferred Shares for $22 Million

Taiwan Semiconductor Manufacturing (TPE:2330) unit Emerging Fund has disposed of 867,573 preferred shares in Empower Semiconductor for $22 million, according to a Wednesday Taiwan Exchange filing.Shares slid over 1% in Thursday's midday trade.The stake was sold as part of U.S. firm Analog Devices's acquisition of Empower.TSMC said the transaction will increase retained earnings by $17 million but will have no impact on net income.

Market Chatter: TSMC Gets Green Light for $20 Billion Arizona Project

Taiwan has approved a $20 billion capital injection by Taiwan Semiconductor Manufacturing or TSMC's (TPE:2330) into its Arizona unit, allowing the chipmaker to move ahead with plans to build a 12-inch wafer fab and an advanced packaging plant in the US, Focus Taiwan reported Thursday.The approval from the Ministry of Economic Affairs' Department of Investment Review is the sixth for TSMC's US expansion, bringing the total value of its approved US investments to $44 billion. The company will announce further details of the Arizona project, according to the report.The department also cleared overseas investments by Nanya Technology (TPE:2408), Quanta Computer (TPE:2382) and Lite-On Technology (TPE:2301), along with projects by Formosa Plastics (TPE:1301), Taiwan Union Technology (TWO:6274) and Fubon Life Insurance, the report said.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

TPE:1301TPE:2301TPE:2330TPE:2382TWO:6274

S&P Bumps TSMC's Outlook to Positive on Leading Market Position

S&P Global Ratings has changed the outlook on Taiwan Semiconductor Manufacturing's (TPE:2330) AA- long-term issuer credit rating to positive from stable, while affirming the rating, according to a recent release.The company's solid EBITDA and free operating cash flow expansion amid rising technology and scale challenges for peers support the outlook revision, S&P said.Revenue and margin strengths have bolstered the company's position in the global semiconductor foundry sector, with a major share in semiconductor foundry services for advanced high-performance computing chips.The company has a 72% total revenue share among 10 major global foundry service providers, with a revenue scale that is about 8.7 times larger than its closest rival last year, S&P said.Robust metrics should aid in maintaining an expanding net cash position, even with increased capital expenditure and cash dividends in the next one to two years, the rating agency said.The company is capable of narrowing business volatility given broad-end applications and technology leadership, even with likely uncertainty in AI investments, S&P said.

Market Chatter: Marvell in Talks With TSMC For 1.4-Nanometer Chips by 2028

Marvell Technology is in talks with Taiwan Semiconductor Manufacturing (TPE:2330) to adopt its A14, or 1.4-nanometer, process, targeting mass production by 2028, Nikkei Asia reported Thursday, citing Marvell President and COO Chris Koopmans.Marvell currently uses TSMC's 3-nm node for digital signal processors and is transitioning to 2-nm for data center interconnects, according to the report.Marvell has committed about $1 billion in prepayments to secure TSMC's capacity, the report said.Data center products now drive over 75% of Marvell's revenue, up from under 10% in 2016, the newswire said.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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