TSMC

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. » Więcej na 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. » Więcej na finance.yahoo.com

TSMC posted an August revenue record of 514.8 billion Taiwan dollars, its fourth consecutive month of rising sales. The figures reflect persistently stronger demand for AI chips alongside fully utilized 5-, 4- and 3-nanometer production lines. The shortage strengthens the market position of large foundries, increases pressure on competitors such as Samsung and Intel to expand their own capacities, and accelerates the need for new technologies like High NA EUV for production from 2030. » Więcej na finanzen.net