tsmc

The Semiconductor Industry Association reported February 2026 sales of $88.8 billion, a 61.8 percent year-over-year surge driven by AI infrastructure spending, as the chip market remains on pace to cross $1 trillion in annual revenue for the first time.

TSMC's US footprint could triple from $165 billion to $465 billion under a proposed tariff deal, with four Arizona fabs already fully booked before construction is complete.

Both x86 chipmakers have notified OEMs of 10-15% price increases effective March-April, as AI data center demand consumes manufacturing capacity and pushes delivery times from weeks to months.

Apple expands its U.S. supply chain initiative with four new semiconductor and sensor partners, committing $400 million as part of a broader $600 billion domestic investment push.

UCIe 3.0 wins its first interoperability demonstrations, TSMC targets 130,000 CoWoS wafers per month by year-end, and Rebellions ships the first quad-chiplet AI accelerator with UCIe interconnects — three signals that the chiplet era is moving from specification to silicon.

TSMC and Intel have entered preliminary discussions to form a joint venture that would see TSMC operate Intel's U.S. manufacturing facilities, with the Taiwanese chipmaker holding up to 20 percent and pitching Nvidia, AMD, and Broadcom as co-investors.