Lip-Bu Tan isn’t yet signaling a major departure from Intel’s past strategy, but expectations for change are high.

Former TSMC executive Chiang Shang-Yi says Intel is no longer a chip industry leader and should stop chasing cutting-edge ...

Moreover, an onshore R&D presence allows American companies to work more closely with TSMC, leading to more optimized chip designs and cutting-edge developments in AI and robotics. For tech ...

Instead, the US president now says TSMC’s additional investment will bring “a big percentage” of chip manufacturing on to US territory. Investors are a lot less enthusiastic, with TSMC ...

TSMC recently announced that it plans to invest $100 billion to boost chip production in the US. As TSMC aims to be in line with President Trump’s goal of increasing domestic manufacturing, it ...

My 2026 PT implies a 27.78% upside. This investment de-risks TSMC’s geographic exposure, enhances AI and robotics development, and cements its dominance as the world’s most advanced ...

TL;DR: Former TSMC co-COO Chiang Shang-yi criticized Intel, suggesting it focus on mature chip manufacturing rather than trying to compete with TSMC's advanced processes. He advised Intel to ...

TL;DR: TSMC plans to expand its semiconductor production in the US, investing $165 billion in Arizona for three high-end fabs, including the production of advanced 1.6nm chips. This move ...

That puts it well ahead of Intel as far as 2nm production goes and likely gives TSMC a significant advantage in attracting customers. Although Apple appears to be the first customer, other major ...

TSMC's U.S. chip production efforts won't be making the latest chips for Apple products for the foreseeable future, with factories that haven't broken ground lagging roughly five years behind ...