Sources: the Trump administration plans to spare US hyperscalers from upcoming tariffs on chips; exemptions would be based on TSMC's US investment commitments
Sources: the US nears a trade deal with Taiwan that would reduce tariffs on the island's exports and include a TSMC commitment to build 5+ more fabs in Arizona
Sources: the US nears a trade deal with Taiwan that would reduce tariffs on the island's exports and include a commitment from TSMC to build 5+ fabs in Arizona
The trade deal would cut tariffs and include a commitment from Taiwanese Semiconductor Manufacturing Corporation …
TSMC says the US government has granted the company an annual license to import US chip manufacturing equipment to its facilities in Nanjing, China
Samsung, SK hynix likewise receive go signal from Commerce Department Gideon Wolf / COINOTAG : TSMC Secures US Export License for China Plant Amid AI Demand and Analyst Upgrades Hyunjoo Jin / Reuters ...
As TSMC readies its €10B Germany plant for 2027, its Taiwanese suppliers say they're struggling with the EU's complex permitting, labor, and environmental rules
European chipmakers need TSMC's help to grow their own semiconductor supply chain, but the chip giant's Taiwanese suppliers find Europe a tough place to do business.
After Trump and Xi's meeting, China says it will suspend its rare earth export controls issued on October 9 for one year, but says nothing about earlier limits
let the Chinas work it out; (2) remove the chips controls. China (1) removes rare earth controls; (2) agrees to sell TSMC to US investors and guarantees Demetri / @dimi : China's commerce ministry sai...
TSMC says the US revoked its authorization to ship gear to its main Chinese chipmaking base in Nanjing, after the US revoked Samsung's and SK Hynix's waivers
The US has revoked Taiwan Semiconductor Manufacturing Co.'s authorization to freely ship essential gear to its main Chinese chipmaking base …
Sources: TSMC plans to stop using Chinese chipmaking equipment, like AMEC's etching tools, from its most advanced 2nm process to avoid potential US restrictions
TAIPEI — Taiwan Semiconductor Manufacturing Co. is eliminating the use of Chinese chipmaking equipment in its most advanced chip plants …
Source: the Trump administration considers taking equity stakes in CHIPS Act recipients but not in firms that are increasing US investment, like TSMC and Micron
Wall Street Journal :
Sources: US Commerce Secretary Howard Lutnick is looking into government equity stakes in Micron, TSMC, Samsung, and others that receive CHIPS Act funding
‘We should get an equity stake for our money’ Rich Smith / Motley Fool : Why Micron Stock Got Clobbered Today Tyler Lee / Android Headlines : Trump's Plan: Turn CHIPS Act Grants Into Stakes in Samsung...