Nvidia Makes Memory Makers Use TSMC
Nvidia is making Samsung, SK hynix and Micron build its custom memory's base die at TSMC, and Samsung agreed to work with its foundry rival.
Read the storyTSMC
Reporting and context on TSMC, with a closer look at the decisions and developments that matter.
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At a glance
TSMC is a dedicated semiconductor foundry. Coverage follows chip manufacturing, advanced packaging and the supply chain supporting AI computing.
- Focus
- Semiconductor manufacturing; advanced packaging
- Reference
- TSMC
Reviewed 19 October 2026. Dates retain the precision of the source; retrospective disclosures are identified in the event. Revenue currencies are preserved. Manufacturing nodes and wafer revenue shares are operational measures, not ARR.
Company milestones
Revenue, funding, product launches and major company events, newest first. Expand the earlier milestones for more history.
Q3 sales reach US$46.72B
Revenue grows 41.2% year over year in US dollars; 2nm accounts for 8% of wafer revenue. Currency and reporting period are kept explicit.
Source: TSMC2025 sales reach NT$3.809T
Annual revenue rises 31.6% from NT$2.894T in 2024. These are consolidated sales in Taiwan dollars, not US dollars or ARR.
Source: TSMC
Show earlier milestonesHide earlier milestones2025–1987 · 6 milestones
Earlier revenue, financing and company milestones.
Reports NT$2.894T of 2024 revenue
The shareholder meeting approves the prior year’s financial statements, documenting the base before 2025’s expansion.
Source: TSMC2nm enters high-volume manufacturing
The 2025 annual report dates N2 high-volume manufacturing to the fourth quarter, with a faster ramp planned for 2026.
Source: TSMC annual reportArizona’s first fab begins volume production
N4 manufacturing starts in the fourth quarter, extending leading-edge capacity beyond Taiwan.
Source: TSMC annual reportMarks the 3nm production milestone
The Fab 18 ceremony marks N3 volume production and capacity expansion in southern Taiwan.
Source: TSMC5nm enters volume production
N5 supports smartphone and high-performance-computing customers, preceding the N3 and N2 technology generations.
Source: TSMCTSMC is established
The dedicated foundry model separates manufacturing services from customers’ semiconductor designs.
Source: TSMC
The latest on TSMC
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Hello, AI Enthusiasts!
In today's issue, we dive into a gripping story that highlights the delicate balance between cutting-edge technology and security.
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TODAY’S AI SECRET:
- A developer manipulated Apple Intelligence.
- Intel is going through a series of major failures.
- Daily trending & featured AIs boost your career and business.
- Publishers make millions, while authors get nothing.
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- AI Experiment Raises Alarms - ChaosGPT, an open-source AI, attempts to "destroy humanity" through tweets and research in a controversial demonstration.
- Microsoft Crashed Again - GitHub announces that its services are now “fully operational” after a major outage caused by database changes. Since Microsoft's acquisition in 2018, some users have doubted its service stability.
- Cisco Layoffs Amid Shift to AI - Cisco announces a 7% reduction in workforce, laying off approximately 5,900 employees as it pivots towards AI and cybersecurity.
🛎️
APPLE
A developer manipulated Apple Intelligence.
Recently, just as Apple was poised to release its latest AI functionality—Apple Intelligence—a developer named Evan Zhou revealed a significant security flaw in the system. Zhou then published his code on GitHub.
The Details:
- Security Flaw Discovery: Evan Zhou demonstrated in the beta version of MacOS 15.1 how simple code could manipulate Apple Intelligence.
- Method of Manipulation: Zhou showcased a method where malicious commands are injected to manipulate AI behavior. This successful attack highlights the vulnerability in how AI systems handle input and instructions, due to the blurred boundaries between them.
- Technical Background and Impact: Zhou's case is not isolated but reflects a broader issue. OWASP has also listed prompt injection as one of the primary threats to large language models. When attackers can manipulate AI with simple inputs, causing it to leak sensitive information or perform malicious actions, the trust and security of the entire system are severely compromised.
Why It Matters:
Evan Zhou's example serves as a reminder that, alongside technological innovation, security cannot be overlooked. For companies and developers, ensuring that AI systems are resilient against such attacks is crucial for protecting user privacy and data security.
A developer manipulated Apple Intelligence.
Recently, just as Apple was poised to release its latest AI functionality—Apple Intelligence—a developer named Evan Zhou revealed a significant security flaw in the system. Zhou then published his code on GitHub.
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INTEL
Intel is going through a series of major failures.
SoftBank and Intel's plan to create an AI chip to rival Nvidia has been scrapped. Intel couldn't meet SoftBank's volume and speed needs, prompting SoftBank to shift its focus to TSMC.
The Details:
- Partnership Breakdown: Intel failed to meet SoftBank's specific demands for the AI chip production, causing the partnership talks to collapse.
- Impact on Intel: The failed negotiations preceded Intel's significant cost-cutting measures, including widespread layoffs.
- Shift in Strategy: SoftBank is now engaging with TSMC, aiming to leverage the capabilities of the world's largest contract chipmaker for its AI chip ambitions.
Why It Matters:
Right now, Intel, once a leading chip maker, appears to be struggling. After facing several challenges, such as problems with new chips, a drop in stock prices, and significant layoffs, even new companies like SoftBank have decided to distance themselves from Intel. I can't help but wonder if Intel will end up like Nokia?
TSMC: Intel is going through a series of major failures.
Shift in Strategy: SoftBank is now engaging with TSMC, aiming to leverage the capabilities of the world's largest contract chipmaker for its AI chip ambitions.
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AI IN ACADEMIC
Publishers make millions, while authors get nothing.
A recent disturbing practice in the academic world: publishers selling academic papers to tech companies for AI training, earning millions while the original authors receive nothing. This raises significant ethical and legal questions about the use of intellectual property and the compensation of creators.
The Details:
- Exploitative Earnings: Publishers like Taylor & Francis and Wiley have made substantial profits, up to $23 million, by licensing academic papers to tech companies for AI training.
- Authors' Lack of Compensation: Despite their hard work, authors of these papers have not received any financial benefits from the commercial use of their work.
- Legal and Ethical Concerns: The practice has sparked debates about the legality and ethics of using academic research in this way, especially without compensating the authors.
Why It Matters:
As AI continues to evolve, the need for massive datasets has led to the commodification of academic research, often at the expense of the original creators. This practice not only questions the fairness of the academic publishing model but also the broader implications for how we value and protect intellectual contributions in the digital age.
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