Organization

TSMC

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Welcome to December 12, 2025 (theinnermostloop.substack.com)

Contract fabricator for most frontier silicon.

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Development timeline

Newest reporting dates first. Reporting dates may differ from event dates.

2026-10-09: Musk rejects a TSMC operating role at Terafab

2026-10-05: TSMC reportedly explores helping operate Terafab fabs

2026-10-03: TSMC reportedly evaluates a Texas investment

2026-08-21: A state approves up to 7,000 robotaxis for one city

2026-07-30: A chipmaker's operating profit rises nineteen-fold on AI memory

2026-07-22: High-NA EUV scanners enter high-volume manufacturing

2026-07-21: Off-balance-sheet AI debt swells eightfold to $1.65 trillion

2026-07-20: A foundry's buildout is limited by a shortage of construction workers

2026-07-16: A foundry's US buildout reaches ten fabs and $265 billion

2026-07-14: A foundry's revenue jumps 68% on sold-out leading-edge capacity

2026-06-08: A hyperscaler orders three million TPUs from a rival foundry

2026-06-04: A foundry chief warns chip supply will trail demand for years

2026-04-17: A chipmaker files to list with warrants that scale with its customer's spend

2026-04-03: Tesla ends custom sedan orders to fund robots

2026-03-23: Leading-edge capacity is booked out through 2028

2026-02-24: Meta contracts up to 6 GW of AMD GPUs

2026-02-16: Memory goes from 3% to a fifth of router cost

2026-01-13: A Taiwan trade deal would buy five more Arizona fabs

2026-01-03: TSMC revenue doubles and Kioxia rises 540%

2026-01-01: TSMC pulls in its 1.4-nm fab on better yields

2025-12-30: TSMC starts volume production of gate-all-around N2

2025-12-29: TSMC raises 2-nm prices for four years

2025-12-26: NVIDIA is set to displace Apple as TSMC's largest customer

2025-12-21: TSMC pulls Arizona 3-nm production forward to 2027

2025-12-12: Rivian drops NVIDIA for its own autonomy chip

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TSMC
Innermost Loop KB — secondary record
Reporting date: unknown
KB permalink: https://nicholsn.github.io/innermost-loop-kb/organizations/tsmc
Attributed sources:
- Welcome to December 12, 2025 — https://theinnermostloop.substack.com/p/welcome-to-december-12-2025
This citation does not imply independent verification of linked-source claims.

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