TSMC buys more land in Arizona
Second site on the cards, faster 2nm ramp, and a giga fab cluster plan
TSMC, chairman, Wei Zhejia said that strong AI demand means the outfit will need to buy a second plot near its new Arizona, US factory to back an expansion push and calm any supply chain jitters.
Google’s pricey Indian AI play
A big data centre lands in Andhra, water worries tag along
Alphabet AI is opening its wallet in India and will pour $15bn into a 1GW AI data centre in Visakhapatnam over five years, teaming with Adani Group and Airtel.
ASML announces its Q3 2025 financial results with €7.5b net sales and €2.1b net income
Expects even higher Q4 2025 results
ASML has released its financial results for the third quarter of 2025, reporting a total net sales of €7.5 billion, with a gross margin of 51.6 percent, and net income of €2.1 billion. ASML also shipped its first TWINSCAN XT:260 to a customer.
TSMC smashes profit record again on AI chip frenzy
Monster demand for GPUs and HPC silicon
Taiwan’s semiconductor darling TSMC has once again bathed in the glow of the AI gold rush, reporting a massive 39.1 per cent jump in third-quarter profit and setting a fresh all-time record.
TSMC 2nm price hike might push Qualcomm and Mediatek to Samsung
Intel off the table for now
Chipmaking behemoth TSMC has decided that its next shiny thing, the 2-nanometre wafer, will cost about 50 per cent more than the current 3-nanometre kit, and its biggest customers are not amused.