The November/December issue of Semiconductor Digest is here! From High NA EUV to the new bottlenecks in AI supply, this issue covers the technologies and trends shaping the road to 2nm and beyond. Read it here - #Semiconductors# #SemiconductorManufacturing# #EUV# #AdvancedPackaging# #AI# #SemiconductorNews# #SemiconductorMagazine#

Missed a booth at SEMICON West? We've got you covered. Throughout the show at Moscone Center, Semiconductor Digest Editor-in-Chief Pete Singer sat down with industry leaders to talk about their latest announcements, the technologies they're betting on, and the challenges facing chipmakers today. Our SEMICON West Video Showcase brings those conversations together in one place - grab a coffee, press play, and see what's shaping semiconductor manufacturing. Watch now - #SEMICONWest# #Semiconductors# #SemiconductorManufacturing# #Video#

The semiconductor industry can build fabs faster than it can staff them. So how do you hire, train and keep the people who run them? Join us for a free live webinar, "Building Semiconductor Careers Through Integrated Workforce Development," sponsored by ABM. 🗓️ Thursday, December 3 | 10:00 AM PT / 1:00 PM ET You'll learn how to: ✅ Open new talent pipelines through technical schools, community colleges, workforce boards and veteran programs ✅ Build structured career paths from entry-level technician to senior technical and supervisory roles ✅ Improve retention with engagement, career pathing and succession planning ✅ Turn one-off hiring and training efforts into a lasting workforce system Speakers: 🎙️ Joe Cestari, ABM (Host) 🎙️ Darrell McDaniel, VP, Technical Training & Asset Relocation, ABM 🎙️ Jeannie Jesson, Director of Human Resources, ABM 🎙️ Pete Singer, Editor-in-Chief, Semiconductor Digest (Moderator) Can't make it live? Register anyway, and we'll send you the recording. Register free 👉 #Semiconductors# #Workforce# #TalentDevelopment# #SemiconductorManufacturing# #Webinar#

Taiwan Semiconductor Manufacturing Co. on Thursday reported a record third-quarter profit that beat estimates, powered by an unrelenting global appetite for AI chips. The world’s largest contract chipmaker posted a record net profit for a sixth straight quarter, reporting 68.7% surge in the reported quarter from a year earlier:

Great article : Semiconductor Manufacturing: India's Journey to Becoming the Next Silicon Valley, @ETtech @MuntazirAbbas Nicely weighs in comments from experts on @SemiconIndia progress thus far, opportunities and challenges for India.

The future of semiconductor manufacturing depends on connected intelligence. Explore how metrology, AI, automation, and advanced packaging strategies can work together to improve yield, efficiency, and manufacturing autonomy. Read more: #IntelFoundry# #SEMICONWest#

$TSM (Bloomberg) -- Taiwan Semiconductor Manufacturing Co. is expected to report more than 60% growth in quarterly profit Thursday, though investors will likely focus on the outlook for AI spending and demand in 2027. TSMC reports July-to-September earnings a day after major supplier ASML Holding NV warned of a potential shortfall of its lithography systems used for chipmaking in coming years. That’s stoking worries about disruptions to the global AI buildout, the main source of TSMC’s growth. Read More: ASML Says It Can’t Keep Up With AI Demand for Chip Tools THIRD QUARTER •Net income estimate NT$739.49 billion (Bloomberg Consensus) •Gross margin estimate 66.5% •Operating profit estimate NT$854.35 billion •Operating margin estimate 58.1% •Sales estimate NT$1.46 trillion FOURTH QUARTER •Sales estimate $50.35 billion •Gross margin estimate 66.1% •Operating margin estimate 58% ANALYST COMMENTARY Bloomberg Intelligence: TSMC’s 3Q revenue of about $46.7 billion surpassed guidance of $44.6-$45.8 billion by 2% as AI accelerator and server-processor demand kept leading-edge capacity full. The beat could lift gross margin to the upper end of the 65-67% guidance range, given management topped its margin range in 1Q and 2Q and higher volume helps absorb the 3-4-point drag from the 2-nanometer ramp-up.  •The key number to watch now is 4Q guidance: the full-year target of slightly above 40% growth implies only mid-single-digit sequential expansion, so a raise toward the mid-40s may be needed to meet expectations. •The bigger 3Q questions are about 2027. TSMC’s Arizona expansion, a possible Texas hub and Terafab talks could shape capex and overseas margin dilution, while Taiwan reports point to 3-6% wafer-price increases. Updates on the next-generation A14 processing node and advanced packaging should also clarify TSMC’s response to Intel’s challenge. DATA •For Bloomberg Consensus estimates used in this story see: 2330 TT Equity MODL •Bloomberg Intelligence, Oct. 1: TSMC US Fab Plans, Intel Packaging Rivalry in Focus: 3Q Preview •39 buys, 2 holds, 0 sells •Avg PT NT$3,330 (31.9% upside from current price) •Implied 1-day share move following earnings: 3.1% •Shares up 76.0% in past year vs TWSE Index up 79.6%

TRUMP ANNOUNCES $21 BILLION SEMICONDUCTOR INVESTMENT BY GLOBALFOUNDRIES Trump says GlobalFoundries ($GFS ) will build two new semiconductor manufacturing facilities in Malta, New York, funded by $21 billion in Japanese capital. The project is expected to create 27,000 construction and supply-chain jobs and more than 1,000 manufacturing jobs. Trump also announced an additional $955 million federal investment in advanced chip technologies, bringing total government investment to $1.63 billion. The U.S. government will receive equity in GlobalFoundries, with Trump valuing its stake at over $2 billion.

Arizona is helping shape the future of semiconductor manufacturing. From manufacturing innovation to workforce development, Intel is strengthening the semiconductor ecosystem and supporting local communities. Learn more: #IntelFoundry#