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TSMC Q3 Earnings Call: AI Demand Still Exceeds Supply Capability
Why it mattersChairman C.C.
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Microsoft Unveils Maia 300, Its Third Custom AI Chip, With Deployments Possibly Topping One Million Next Year
Why it mattersMicrosoft plans multi-gigawatt Maia deployments from 2027 as the primary inference system for its own products.
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TSMC Q3 Revenue Rises 50% to Record $46.7 Billion
Why it mattersThird-quarter revenue reached NT$1.49 trillion, up 50% year on year and a record, above the NT$1.46 trillion estimate from 19 analysts; September revenue alone reportedly rose 54.6% year on year.
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GlobalFoundries Wins Five-Year TSMC Deal to Build Silicon Interposers in New York
Why it mattersUnder the five-year deal, the Malta facility is expected to become the first US-based source of silicon interposers for advanced packaging, with volume production ramping in the first half of 2028; the deal was reported to be worth $2 billion.
