There are around a dozen companies on Earth, give or take, that the markets say are worth more than a trillion dollars. That club, of course, includes the giant, AI-focused tech companies that are ...
TSMC's high-performance computing division, which encompasses artificial intelligence and 5G applications, made up the majority of third-quarter sales, accounting for 57% of revenues. TSMC has ...
TSMC's 3nm and 5nm chip technologies now generate 57% of its sales thanks to their rapid adoption. Revenue from high-performance computing has overtaken that from smartphones. North America accounts ...
Main Apple chip partner TSMC had a great earnings report, and to keep up with demand, it is increasing its manufacturing spend by almost 40%. It's not clear how much this will benefit Apple. The news ...
Taiwan Semiconductor Manufacturing remains a key player in the AI boom, with an extremely constrained supply, with Scott Bessent mentioning they can meet 7% of US chip demand. Moat remains wide, with ...
TSMC concentrates the most time-sensitive ramps at 3nm/5nm, backed by yield leadership and market position. N3P is shipping, N2 tracking is better in 2H25, and A16 is following after supporting ...
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Where will TSMC stock be in 1 year?
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 ...
HSINCHU, Taiwan - Silicon Valley may be the heart of global tech, but its pulse depends on a special kind of lifeblood — high-end microchips — many of which flow out of a science park on Taiwan's west ...
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