Morning Overview on MSN

TSMC is now running five 2nm chip fabs at once and every wafer through 2026 is already sold

TSMC is building five fabrication plants in Kaohsiung, Taiwan, all dedicated to its 2nm process node, creating the largest ...

TSMC Is Doubling Its 2nm Chip Production, and the Scale Is Hard to Wrap Your Head Around

TSMC double 2nm production is happening fast, with five fabs ramping at once. Here's what that means for your next device.

Bull vs. Bear: Is Taiwan Semiconductor Manufacturing Stock a Buy or Sell?

Let's dive into why the stock could keep hitting all-time highs, and why investors may want to take some profits. Taiwan ...
ZDNet

Intel's $20 billion in new fabs won't end chip shortage

Intel has begun building two massive chip fabs in Arizona at $10 billion a piece once fully equipped. But these will not come into production in time to end a chronic semiconductor shortage that's ...
Fudzilla

TSMC throws $56bn at fabs and still can’t feed AI

TSMC is spending like crazy and it still says the AI crowd will be left queuing. The foundry giant said on its earnings call that capital expenditure is expected to hit $56 billion in 2026, with the ...
TweakTown

TSMC chairman says US fabs are already fully booked into 2027, new 2027 lines already reserved

TL;DR: TSMC's US fabs are fully booked through 2027, with new production lines reserved. The company plans a $100 billion investment in US semiconductor fabs, while expanding in Taiwan with 11 new ...