Rumor mill: The Trump administration is preparing a tariff plan that could shield US hyperscalers, including Amazon, Google, and Microsoft, from new duties on imported semiconductors. The carve-outs ...
Taiwan Semiconductor Manufacturing Co.’s January sales grew at their fastest clip in months, a sign of sustained global AI spending even as concerns persist about an industry bubble. The contract ...
Taiwan Semiconductor Manufacturing plans to start making more-advanced chips in Japan, a move that would be a major boost to the country’s efforts to secure cutting-edge technology needed for ...
TSMC plans to mass-produce advanced 3-nanometer chips at its facilities in Kumamoto, southern Japan, with total investment expected to reach about $17 billion, reported Japanese newspaper Yomiuri on ...
NVIDIA CEO Jensen Huang said in an interview in Taiwan that to support what he described as the largest infrastructure investment in human history, TSMC will need to double its chip production ...
TL;DR: TSMC plans to double semiconductor production over the next decade to support NVIDIA's growing AI chip demand and global infrastructure expansion. NVIDIA, TSMC's largest customer, drives ...
If there was one semiconductor stock that I've truly regretted not adding a lot more into my personal portfolio, it has got to be Taiwan Semiconductor Manufacturing Company Limited (TSM) stock.
TSMC is set to increase capital spending once again in 2026 thanks to strong demand for its fabrication services. The rise in spending is good news for ASML, especially since TSMC plans to allocate a ...
Taiwan Semiconductor's growth this year is set to outpace analysts' expectations. The company is confident it can corner a larger share of the Foundry 2.0 market. TSMC's earnings potential indicates ...
TSMC and Apple have maintained a close partnership over the years, working like one team to push Moore's Law forward. According to SemiAnalysis, Apple employs hundreds of engineers stationed at TSMC ...
Xiaomi’s second-generation in-house flagship mobile processor, Xring O2, will be manufactured using TSMC’s 3-nanometre N3P process, rather than the foundry’s latest 2-nanometre technology, according ...
If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first to know. And, should the GenAI market deflate ...