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Sep 28, 2026

TSMC affiliate Vanguard considers second Singapore chip plant

Vanguard International Semiconductor Corp., a smaller affiliate of Taiwan Semiconductor Manufacturing Co., is considering building a second chipmaking plant in Singapore to meet growing demand.

Sep 28, 2026·2 sources
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Jul 13, 2026

TSMC Q2 Revenue Surges 36% to $39.6 Billion, Beating Expectations on Strong AI Chip Demand

Taiwan Semiconductor Manufacturing Co. reported second-quarter revenue of $39.63 billion, a 36% year-over-year increase that exceeded market expectations and signals continued strong demand for AI hardware.

Jul 13, 2026·2 sources
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Jun 8, 2026

Google Orders 3+ Million AI Chips from Intel for 2028 as TSMC Alternative

Google has placed orders for over three million Tensor Processing Units from Intel for 2028 delivery, representing half of Google's estimated 6 million TPU production. Nvidia is also testing Intel's manufacturing technology for its upcoming Feynman architecture.

Jun 8, 2026·2 sources
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Top claims

  • ▪The proposed second VisionPower Semiconductor Manufacturing Co. plant in Singapore could produce more advanced chips than the joint venture's first facility
  • ▪Vanguard's Singapore expansion effectively diversifies the global semiconductor supply chain
  • ▪The first Singapore chipmaking plant was built by VisionPower Semiconductor Manufacturing Co., a joint venture between Vanguard International Semiconductor and NXP Semiconductors NV of the Netherlands

Subtopics

Compute, chips & AI infrastructure3Semiconductor manufacturing3AI Data Center Gold Rush2Corporate earnings1Global supply chains1Tensor Processing Unit1

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