OrganizationFoundry

TSMC

Taiwanese semiconductor contract manufacturer that fabricates chips for fabless designers.

tsmc.comChief Executive Officer: C.C. Wei

Articles · since Mar 2026

9117

Coverage · About TSMC

All 18 articles →

Aug 2, 2026

EmergingAnalysis

Advanced Packaging Is Constraining AI Accelerators - While US Funding Targets the Next Bottlenecks

TSMC says packaging capacity is limiting customer growth. The $874 million Commerce proposes funds the bottleneck after this one.

Aug 2, 2026 · By SCN Staff · 11 min read

Jul 1, 2026

AINews

Three Bets Against Nvidia's Inference Margin, One Shared Dependency

OpenAI, Qualcomm, and Etched are betting against Nvidia's inference margin. Escaping it means queuing for the same TSMC packaging and memory. Most ASIC challengers die on software, not silicon.

Jul 1, 2026 · By SCN Staff · 9 min read

Mar 31, 2026

EmergingNews

Samsung Bets Vertical Integration Can Close TSMC's Silicon Photonics Lead

Samsung launched a silicon photonics foundry platform at OFC 2026, targeting 2028 PIC mass production and 2029 CPO services, pitching vertical integration of HBM, logic, packaging, and photonics against TSMC's production lead

Mar 31, 2026 · By SCN Staff · 5 min read