Huawei & TSMC
9 shared events · Importance 3 · Last updated Aug 16, 2026
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Tech
Huawei: Huawei announced a new chip development principle, the Tau Scaling Law, and has mass-produced 381 chips based on this approach, aiming to overcome US sanctions and achieve advanced semiconductor capabilities.
TSMC: TSMC is the industry leader in advanced chip manufacturing, and Huawei's new technology aims to shorten the gap with TSMC's capabilities, potentially challenging its market dominance.
May 25, 2026 · 42 articles
Business
Huawei: Huawei is mentioned in the context of a potential U.S. export control penalty for TSMC, but no direct action is taken in this event.
TSMC: TSMC is the central entity, committing $265B to United States — Arizona expansion and reporting record earnings. The investment strengthens its U.S. presence but faces operational and geopolitical challenges.
Jul 16, 2026 · 85 articles
Business
Huawei: Huawei is a customer of Sony's image sensors, and the venture may ensure a stable supply of advanced sensors for its products.
TSMC: TSMC contributes manufacturing and process technology, expanding its presence in Japan and strengthening its relationship with Sony. The venture diversifies TSMC's customer base and supports its global expansion.
Aug 10, 2026 · 36 articles
International
Huawei: Huawei is a domestic rival in China's AI chip market, benefiting from the void left by Nvidia due to U.S. chip curbs, and is a competitor for AMD.
TSMC: TSMC is the world's largest contract chip manufacturing firm, and both AMD and Nvidia are making significant investments in Taiwan, which will likely benefit TSMC.
May 29, 2026 · 7 articles
Tech
Huawei: Huawei is mentioned in context of system-level optimization changing EDA requirements, but not directly involved.
TSMC: TSMC partners with Cadence to advance AI-driven automation for advanced packaging, improving productivity for multi-die systems.
Jul 15, 2026 · 8 articles
Tech
Huawei: Huawei backs SiCarrier, which is affiliated with Shanghai Yuliangsheng, linking it to the DUV development. Huawei's involvement highlights the broader national effort to overcome technology restrictions.
TSMC: TSMC, another ASML partner, is not directly affected by China's DUV machines. The event highlights China's progress but does not alter TSMC's competitive position in the near term.
Jul 27, 2026 · 22 articles
International
Huawei: Huawei is mentioned as a Chinese chipmaker that China is supporting to reduce its dependence on foreign chips.
TSMC: TSMC is a contract chip manufacturer that Nubank is working with to secure wafer supply, addressing potential bottlenecks in advanced chip production.
Jun 02, 2026 · 6 articles
International
Huawei: Huawei>>> is on an export blacklist, and Taiwan>>> is considering restricting AI chip sales to all customers in China>>>, not just specific companies like Huawei>>>.
TSMC: TSMC>>>'s US shares experienced a slight dip following news of Taiwan>>>'s potential stricter export controls, reflecting market sensitivity to geopolitical tensions in the semiconductor industry.
May 21, 2026 · 22 articles
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