TSMC confirms significant yield and performance improvements in A14 update — strong interest from AI/HPC and smartphone customers

Speaking of customer design readiness, Wei indicated that clients strive to tape-out their A14 designs ahead of schedule, which is a good sign. It is also interesting to note that despite the fact that A14 lacks Super Po…

TSMC commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings

Wei also said TSMC is planning 13 leading-edge and advanced packaging fabs in Taiwan over the next several years, heading off concerns that the U.S. buildout comes at Taiwan’s expense. Execution in Arizona still faces la…