TSMC

Y.J. Mii, Co-COO of TSMC, calls AI a “three-year-old Superman” and stresses that the company uses artificial intelligence in research and development only very cautiously because of risks such as data leaks and data tampering. He currently considers AI of little help in designing the next generation of semiconductors. Despite the caution, TSMC is benefiting massively from the AI boom: revenue in August was more than 50% above the prior year, and NT$3.38 trillion was generated year-to-date. Industry representatives also warn that the high pace of innovation can lead to technical errors in production, with costly consequences for AI deployment. » More on faz.net

ESMC held a topping-out ceremony for the new microchip factory in the north of Dresden; production of up to 12-nanometer chips for the automotive industry is due to start in 2027, and the production equipment will be moved into the cleanrooms in the second half of 2027. TSMC holds 70 percent of the joint project, while Bosch, Infineon and NXP each hold ten percent; the investment totals ten billion euros, of which five billion come as federal funding. The factory is expected to employ about 2,000 people and further strengthen the "Silicon Saxony" ecosystem. » More on finanzen.net

Taiwan Semiconductor Manufacturing reported record August revenue of over $16 billion, up 53% year‑over‑year and 10% month‑over‑month, with January–August revenue nearly 40% higher year‑over‑year. TSMC attributed the gains to strong demand for AI chips, reinforcing visibility across the AI supply chain. The report adds confirmation to Nvidia's recent demand trends for data‑center GPUs and supports a positive near‑term outlook for Nvidia's AI-driven revenue growth. » More on finance.yahoo.com