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TSMC Blooms But Tech Cold War Looms

The fab leader blows through analysts' forecasts, but dodges questions about China.
Dragon ink brush painting

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By Bolaji Ojo & Junko Yoshida

What’s at stake? 
TSMC is thriving, but the world’s largest chip foundry faces unique challenges that cannot be resolved by simply perfecting its leading-edge technologies, building more fabs or moving closer to its customers.

China and its intentions toward Taiwan were the dragon in the room during Taiwan Semiconductor Manufacturing Co.’s (TSMC) third-quarter financial report on Thursday (Oct. 13).

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