NVIDIA says TSMC's new $100 billion semiconductor fab investment will be the new 'foundational pillar' of new tech supply chain centered in the USA.

Ming-Chi Kuo has debunked rumors of a major reduction in Nvidia's 2025 CoWoS wafer orders at TSMC, confirming expansion remains on track.

The Wall Street Journal reports that this afternoon, we’ll hear about how the chipmaker that Apple, Nvidia, and many others rely on “intends to invest $100 billion in chip manufacturing plants in the U.

More than 70% of TSMC’s CoWoS-L advanced packaging capacity has already been booked, fueled by strong demand for Nvidia’s Blackwell GPUs. This surge is also driving orders to major backend packaging and testing providers,

TSMC, the world’s biggest semiconductor manufacturer, produces chips for companies including Apple, Intel and Nvidia.

TSMC, the world’s biggest semiconductor manufacturer, produces chips for companies including Apple, Intel and Nvidia.

Taiwan Semiconductor Manufacturing might be ready to invest $100 billion in the U.S., but that doesn’t mean it is ready to bring all of its technology to American shores.That could be good news for Intel’s own chip-manufacturing hopes.

It's not entirely clear if the new investment is entirely distinct from the $65 billion TSMC has already said it plans to invest in the US. But at minimum, it's a significant scal

Trump announced the semiconductor manufacturing investment but did not say if it would provide security for Taiwan.