Semiconductor News & Analysis Feed

Taiwan Semiconductor Manufacturing Co. today posted second-quarter results that handily topped analyst expectations. The company also announced plans to expand its fab complex in Arizona. TSMC intends to build at least four additional facilities at a cost of $100 billion, which will bring its total investment in the site to $265 billion. The chipmaker’s profit surged 77% year-over-year in the se

US President Donald Trump recently claimed that Taiwan's TSMC will double the size of its Arizona fab project, reviving attention on his goal of raising the US share of the global chip market to 50% before the end of his term. TSMC declined to comment on the report, but investors may press the company on the issue at its second-quarter 2026 earnings call.

Tesla hires an Intel veteran, who most recently was responsible for installing advanced tools at Intel's Arizona fab that is now ramping production of chips using 18A fabrication process.

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