Donald Trump said the war with Iran would end “very soon”, but indicated to reporters it would not be within the next week. Earlier on Monday, the president told CBS the confl ...
Nvidia and TSMC have led the AI revolution thanks to their key positions in their respective semiconductor niches. However, one of these companies looks better positioned to capitalize on the ...
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 founder Morris Chang, despite health challenges, met NVIDIA CEO Jensen Huang in Taipei, marking his first public appearance in over a year. Their longstanding partnership supports NVIDIA's ...
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 ...
Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports. Nvidia is expected to overtake Apple as the single largest source of revenue ...
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 ...
What just happened? The world's most valuable semiconductor relationship just shifted: Nvidia has overtaken Apple as the largest customer of TSMC, according to CEO Jensen Huang. The disclosure, paired ...
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 ...
Nvidia beats Apple to become chipmaker TSMC's biggest customer, and I'm not sure that's a good thing
In case it wasn't already abundantly clear, Nvidia is doing pretty well right now, thanks mainly to demand for its AI processors. However, the true scale of its might has been made even more ...
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 ...
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 ...
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