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TPE:2330

40 stories mentioning TPE:2330

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Asia

TSMC Trims Vanguard International Stake to 19% While Retaining Tech Alliance

Taiwan Semiconductor Manufacturing or TSMC (TPE:2330) plans to sell up to 152 million shares, or about 8.1% of Vanguard International Semiconductor (TWO:5347), through a block trade to financial institutional investors, according to Friday Taiwan Exchange filing.TSMC said the sale will not affect its strategic relationship with VIS, including the outsourcing of interposer production and licensing of GaN technology.Vanguard International Semiconductor's shares have slumped about 10% in recent trade.The company currently holds around 27.1% of Vanguard International Semiconductor on a fully diluted basis and expects its stake to fall to nearly 19% after the transaction.The divestment is part of TSMC's strategy to focus resources on its core business activities, it said.

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Asia

Market Chatter: TSMC's AI, HPC to Account for 55% of Total Output by 2030

Taiwan Semiconductor Manufacturing or TSMC's (TPE:2330) artificial intelligence and high-performance computing (HPC) will become the dominant force in the global semiconductor industry, accounting for about 55% of total output value by 2030, CNA reported, citing executive Chang Hsiao-chiang.While addressing company's Taiwan Technology Forum in Hsinchu, Taiwan, he estimated the overall semiconductor market will reach $1.5 trillion by the end of the decade. He added that the wafer foundry model has become central to enabling AI accelerators through close integration with chip designers, the report said.Chang also highlighted emerging technologies such as photonic engines, advanced packaging, and AI-enabled devices as part of the next phase of industry growth, CNA 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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Asia

Sony, TSMC Reach Preliminary Deal on Image Sensor Partnership

Sony Group (TYO:6758) said its semiconductor unit signed a preliminary agreement with Taiwan Semiconductor Manufacturing (TPE:2330) to form a strategic partnership for developing and manufacturing next-generation image sensors, according to a Friday filing on the Tokyo Stock Exchange.Sony Semiconductor Solutions and TSMC plan to establish a joint venture in which Sony will hold a majority stake to build development and production lines at Sony's new plant in Kumamoto Prefecture, Japan.The partnership will combine Sony's image sensor design capabilities with TSMC's semiconductor manufacturing and process technologies to improve sensor performance and support applications in areas such as automotive and robotics, the companies said.The companies are discussing phased investments tied to market demand, including additional spending at Sony's Nagasaki plant, with plans contingent on support from the Japanese government.

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Asia

Market Chatter: Taiwan to Assess Taoyuan's Longtan Science Park Expansion Plan

Taiwan's National Science and Technology Council will evaluate the expansion proposal for Taoyuan's Longtan Science, Taiwan News reported Thursday, citing a park bureau official.The proposal will be adjusted based on the review before being sent to the Cabinet for approval by July, with construction targeted for late 2029, the report quotedHsinchu Science Park Bureau director Hu Shih-min as saying.Taiwan Semiconductor Manufacturing (TSMC) (TPE:2330) is evaluating the site for a potential advanced fab or next-generation packaging facility, Hu reportedly said.The government also plans upgrades to water, power, and infrastructure at the science park, Hu was quoted as saying.(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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Asia

TSMC Unit Invests $42 Million in Corporate Bonds

Taiwan Semiconductor Manufacturing or TSMC's (TPE:2330) unit, TSMC Global, acquired corporate bonds worth about $42.3 million, according to a Wednesday Taiwan Exchange filing.Shares gained about 3% in Thursday's midday trade.The purchases were made between March 17 and May 6 as part of the group's fixed-income investment strategy.The securities investment accounts for about 6.03% of total assets and 8.09% of equity.

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Asia

Market Chatter: TSMC Revives Plan for Advanced Fab at Taiwan's Hsinchu Science Park

Taiwan Semiconductor Manufacturing (TPE:2330) is seeking government approval for an advanced fab in Hsinchu Science Park several years after the company shelved a similar plan, Focus Taiwan reported Monday.A TSMC wafer factory is part of a proposal for the third phase of the Longtan Science Park that will be submitted later this month to Taiwan's National Science and Technology Council for review, the park bureau reportedly told the news outlet in a written reply.In 2023, the company abandoned a plan to build a fab at the Longtan campus due to strong local opposition, according to the report.(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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Asia

Market Chatter: JSR to Build Semiconductor Material Plant in Taiwan

JSR (TYO:4185) looks to construct its first production facility for semiconductor materials in Taiwan, Nikkei Asia reported Monday.The plant will supply advanced photoresists, used to make circuit patterns on silicon wafers, to Taiwan Semiconductor Manufacturing (TPE:2330), according to the report.The Japanese chemical producer teamed up with a local partner in April for a new joint venture dedicated to the project, the report said.The company will invest tens of millions of dollars in the plant and aims to make it operational as early as 2028, Nikkei Asia said.The move comes as Japanese producers aim to maintain their share of the Taiwanese market amid heightened competition from Chinese peers, the report said.Japanese producers have an 80% share of the global photoresist market, with JSR the second-biggest supplier, the report said.The company will look into making other products aside from photoresist at the Taiwan plant, according to the report.(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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Asia

Market Chatter: Japan Consumer Firms Step up Chip Materials Push

Japanese consumer goods makers are moving further into semiconductor materials to capture AI-led demand, Nikkei reported Thursday.Kao Corporation (TYO:4452) has set up a Taiwan hub to develop and produce chip-cleaning agents with customers including Taiwan Semiconductor Manufacturing Company (TPE:2330), as advanced chips increase the need for contamination control, according to the report.Its semiconductor cleaning sales rose about 40%, supporting a 7% gain in chemical revenue to 451.5 billion yen, the report said.Ajinomoto (TYO:2802) is expanding capacity for its ABF insulating film, which holds over 95% global share in chip substrates, with more than 25 billion yen in planned investment through 2030, according to the report.Sakura Color Products Corporation and Nisshin Seifun (TYO:2002) unit Nisshin Engineering are also applying legacy technologies to chip production processes, 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.)

Nikkei 225TPE:2330TYO:2002TYO:2802TYO:4452
Asia

TSMC, Partner Divest Entire Stake in Arm for $231 Million

Taiwan Semiconductor Manufacturing (TPE:2330), or TSMC, and its unit TSMC Partners have disposed of shares in Arm for $231 million.The transaction, carried out between April 28 and April 29, involved the sale of 1.11 million shares at an average price of $207.65 per share, according to a Wednesday Taiwan Exchange filing.The disposal generated a gain of about $174 million, and the company no longer holds any shares in Arm.The move was part of TSMC's equity investment disposal, it added.

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Asia

Market Chatter: TSMC's Ex-Engineer Jailed Over Leaking Trade Secrets

Taiwan Semiconductor Manufacturing (TPE:2330), or TSMC's, engineer has been sentenced to 10 years in prison after a court found him guilty of leaking trade secrets related to the company's advanced 2-nanometre chip technology under Taiwan's National Security Act, Taipei times reported Tuesday.The Intellectual Property and Commercial Court also handed prison terms of two to six years to three other former engineers, while another defendant received a suspended sentence and fine.The case also implicated Tokyo Electron Taiwan, which was fined NT$150 million with conditions for partial suspension. Prosecutors said sensitive information, including etching equipment data, was improperly accessed and used to support equipment development for advanced chip production, reportedly.TSMC reported the breach in July 2025 following an internal probe and reiterated its zero-tolerance stance on trade secret violations while tightening internal safeguards, the news outlet 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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Asia

Market Chatter: South Korea Becomes Eighth-Largest Stock Market in the World

South Korea became the eighth-largest stock market in the world after the total market capitalization of South Korean-listed companies surged over 45% in 2026 to hit $4.04 trillion, Bloomberg News reported Tuesday.South Korea surpassed the UK to take the spot, with the total market capitalization of UK-listed firms gaining about 3% to reach $3.99 trillion, the report said.The surge in Korean stock prices is a result of gains made by firms related to AI, in particular, Samsung Electronics (KRX:005930) and SK Hynix (KRX:000660). These two firms make up for more than 40% of the total market capitalization of the country's primary index, the Korea Composite Stock Price Index, or Kospi, according to the report.The surge in Korean stock prices is similar to gains in Taiwan, which overtook the UK in April to become the world's seventh-largest equity market. Taiwan's rally was driven largely by Taiwan Semiconductor Manufacturing (TPE:2330), which makes up about 45% of its benchmark index. Taiwan's total market value has hit $4.48 trillion, 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.)

^KOSDAQKOSPIKRX:000660KRX:005930TPE:2330
Asia

Alchip Technologies Buys Machinery Worth NT$671 Million from TSMC; Shares Rally 5%

Alchip Technologies (TPE:3661) procured machinery and equipment worth NT$670.7 million, according to a Thursday Taiwan Exchange filing.Shares rose nearly 5% in Friday's early afternoon trade.The equipment was purchased from Taiwan Semiconductor Manufacturing (TPE:2330), or TSMC, between Jan. 1 and April 23.The acquisition is aimed at supporting the company's production operations, the filing said.

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Asia

TSMC Unit Buys Corporate Bonds Worth Nearly $27 Million; Shares Rise 4%

Taiwan Semiconductor Manufacturing (TPE:2330), or TSMC, unit TSMC Global acquired corporate bonds worth $26.8 million, according to a Thursday Taiwan Exchange filing.Shares rose over 4% in Friday's late morning trade.The purchase involved 270,000 units priced at $99.36 each, as part of the group's fixed income investment strategy.Following the transaction, TSMC's cumulative holdings of the bonds reached about $209.7 million.

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Asia

TSMC Rolls Out A13 Process Node, Plans Chip Packaging Expansion in Arizona

Taiwan Semiconductor Manufacturing (TPE:2330), or TSMC, launched its latest A13 process node, targeting rising demand from AI, high-performance computing, and mobile applications, according to a Thursday press release.The A13 chip is a smaller version of the A14 platform, reducing chip size by 6% while staying fully compatible for easier design transfer. It also improves performance and power efficiency, with mass production planned for 2029, the chipmaker said.TSMC also highlighted upcoming A12 and N2U upgrades, along with expanded advanced packaging technologies to support more powerful AI computing systems.According to a separate Reuters report, TSMC is set to open a chip packaging plant in Arizona by 2029, an executive ​told the news agency on Wednesday.

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Asia

Market Chatter: TSMC to Delay Use of ASML's Next-Generation Chipmaking Gear Over Cost Concerns

Taiwan Semiconductor Manufacturing (TPE:2330), or TSMC, plans to postpone the use of next-generation high-NA EUV lithography systems from ASML for chip production until at least 2029, over cost concerns, Bloomberg News reported Thursday.TSMC's Deputy Co-COO Kevin Zhang said existing EUV tools continue to deliver sufficient performance, with the company targeting mass production of its A13 chips in 2029. The advanced machines, priced above 350 million euros each, are currently being used by the chipmaker only for research purposes, according to the report.The delay may dampen expectations for ASML, which is relying on wider industry adoption of the technology to drive future revenue, Bloomberg 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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Asia

TSMC Buys Corporate Bonds Worth $10 Million

Taiwan Semiconductor Manufacturing (TPE:2330), or TSMC, acquired corporate bonds worth $9.9 million on behalf of its unit, TSMC Global, according to a Monday Taiwan Exchange filing.Shares gained about 2% in Tuesday's afternoon trade.The purchase involved 100,000 units priced at $98.57 each. The investment is part of the group's fixed income strategy.The securities investment accounts for 6.07% of total assets and 8.15% of equity.

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Asia

Market Chatter: TSMC Sees Over 30% Revenue Expansion in 2026

Taiwan Semiconductor Manufacturing (TPE:2330), or TSMC, projected its 2026 sales to jump by more than 30% in US dollar terms, supported by strong global demand for AI-related chips, Focus Taiwan reported Wednesday, citing Chairman and CEO C.C. Wei.CWei said the ongoing AI boom continues to lift demand for advanced computing and semiconductor production. The chipmaker upgraded its outlook slightly from earlier guidance, reflecting stronger-than-expected momentum in AI applications, reportedly.TSMC also posted record quarterly revenue and earnings in the first quarter. However, it said it is closely watching geopolitical tensions and cost pressures while maintaining a cautious business outlook, 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.)

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Asia

Market Chatter: TSMC Warns Higher Gas Costs May Impact Margins

Taiwan Semiconductor Manufacturing (TPE:2330), or TSMC, warned that rising costs of gas and chipmaking materials linked to Middle East tensions could pressure margins and add to broader economic uncertainty, The Nikkei Asian Review reported, citing Chairman and CEO C.C. Wei.The company said higher prices for components, including memory, may also weigh on demand in price-sensitive consumer segments, even as premium devices remain resilient. Wei said supply chain risks tied to LNG, helium and hydrogen are being closely monitored, though diversified sourcing and inventory buffers should limit operational disruption.Separately, Wei described both Intel and Tesla as customers as well as competitors, noting no change to the industry's reliance on technology leadership, manufacturing strength and customer trust. He added that tight capacity is driving ongoing fab expansion, with new production planned across Taiwan, the US and Japan through 2028, alongside progress in 2-nanometer and next-generation technologies.The chipmaker's comments came as it reported a record quarter, with profit rising more than 58% on-year and revenue climbing over 35%, supported by strong demand tied to artificial intelligence, 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.)

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Asia

TSMC's Q1 Net Income Soars 58%

Taiwan Semiconductor Manufacturing (TPE:2330), or TSMC, reported first-quarter net income of NT$572.5 billion, or NT$22.08 per share, surging 58% from a year earlier.The chipmaker attributed the performance to continued strong demand for its leading-edge process technologies, according to a Thursday Taiwan Exchange filing.Revenue rose 35% annually to NT$1.134 trillion, the filing said.During the quarter, shipments of 3-nanometer chips accounted for 25% of total wafer revenue, 5-nanometer chips for 36%, and 7-nanometer chips for 13%, with advanced technologies making up 74% of total wafer revenue.Looking ahead, TSMC expects second-quarter revenue to range between $39 billion and $40.2 billion, supported by sustained demand for advanced nodes, with gross margin projected at 65.5% to 67.5% and operating margin at 56.5% to 58.5%.

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Asia

TSMC's Revenue Soars 45% in March

Taiwan Semiconductor Manufacturing (TPE:2330) booked consolidated revenue of NT$415.2 billion for March, up 45% versus a year earlier.Monthly, the figure increased 31%, according to a Friday Taiwan Exchange filing.Cumulative revenue for the first three months of 2026 reached NT$1,134.10 billion, soaring 35% from the same period in 2025.

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