Topic
Contract chip fabrication businesses that manufacture other companies' designs, including specialty, low-volume and defence-trusted process lines.
TSMC CEO C.C. Wei confirmed talks with Musk's Terafab on the third-quarter call and said TSMC must run any fab. Musk has said his companies will build and run it, so each side is claiming the operator's job.
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TSMC's third-quarter net profit rose 68.7% to a record NT$763.1 billion, its sixth straight record. Its chief executive still said the company will be prudent in planning 2027, citing rising component prices.
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GlobalFoundries unveiled FDX Fusion, a 7nm-class planar FD-SOI node due in production at Dresden in 2028. It claims over twice 22FDX's transistor density for automotive, edge AI and industrial chips that value low power and cost over peak performance.
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Elon Musk says Terafab will build and run its own chip fab, and TSMC could at most sublease part of it. Anyone counting on Terafab capacity is therefore planning around a Musk-controlled site whose Intel licence terms are still unpublished.
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TSMC is weighing a Texas campus of up to six $20 billion fabs that reportedly hinges on a 35% CHIPS Act tax credit expiring at the end of 2026. At $7 billion a fab, the credit lets Congress set about a third of the price before TSMC's board has voted.
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The federal government is funding exactly half of Anderon's upstate New York plant. The outside customers IBM hopes to sell wafers to include three quantum developers that each took up to $100 million from Commerce this month.
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Chief financial officer Jean Hu put high-performance computing at $3 trillion by 2030, up from about $2 trillion in July, with the server-CPU slice alone going from roughly $60 billion to roughly $220 billion.
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Superion 256 opens for orders with deliveries due in 2027. The six tapeouts IonQ ran in half a year say more about whether its 2028 fault-tolerance date is real than the qubit count does.
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