TSMC

According to reports, TSMC is in talks about a possible stake in Elon Musk's Terafab project in Texas and could operate factories or provide technology. Elon Musk only confirmed talks; TSMC did not comment. Market observers see the possibility that Intel's 14A process could be excluded from the project. The news put Intel shares under premarket pressure and increases uncertainty for Intel's loss-making foundry business. » Plus sur finanzen.net

TSMC intends to further expand its US presence and, according to reports, will build a second large fab campus in the Greater Dallas, Texas area with six new semiconductor plants. The planned campus is expected to be more expensive than the already ongoing Arizona project, for which ten fabs and two advanced backend fabs have so far been budgeted at $265 billion. Reasons include strong demand in the US, pressure from Washington, and space and energy constraints in Taiwan; Arizona also faces water and skilled labor supply issues. » Plus sur golem.de

Workers in Taiwan are demanding higher profit-sharing and long-term mechanisms, exemplified by the Micron spin-off, putting pressure on the chip industry's wage structure. TSMC responded proactively by expanding existing profit-sharing, while rising labor costs could weaken Taiwan's competitive advantage and thus the “Silicon Shield.” Higher chip prices would push up costs in the AI industry and across the IT value chain and influence resilience and production relocation decisions in the US and Europe. » Plus sur wiwo.de