Taiwan Semiconductor (TSM) is expanding advanced AI chip production to Japan to reduce geopolitical risk from Taiwan-based manufacturing. TSMC reported Q4 2025 revenue of $33.73B (up 20.5%) with net ...
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 ...
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 ...
On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it expects AI chip demand to continue for years. During an earnings call, CEO C.C. Wei ...
The starting bid for the land was $197.25 million. The Phoenix City Council approved the rezoning for the TSMC site and the broader area around it, called NorthPark, at a meeting in late December.
In the early days of the new year, some (including my colleague Alex Wissner-Gross) are pointing out the solid position (to say the least) of the Taiwan Semiconductor Manufacturing Company or TSMC.
Advanced nodes now generate roughly 74% of wafer revenue, anchoring TSMC’s dominance in high-margin, hard-to-replicate manufacturing. AI-driven demand is accelerating faster than expected, supporting ...
I don't cover Taiwan Semiconductor Manufacturing Company Limited (TSM) aka TSMC as frequently as I cover similar-sized tech stocks, with my only research piece dating back to December 2024. I had a ...
TSMC Escalates Legal Fight Over Former Executive’s Move to Intel Your email has been sent There’s high drama when it comes to a man called Lo. Taiwan Semiconductor Manufacturing (TSMC) has filed a ...
TSMC filed a lawsuit Tuesday against a former senior vice president it accused of leaking confidential information to Intel. Wei-Jen Lo joined Intel after 21 years at TSMC, having left in July, TSMC ...