According to DigiTimes, TSMC’s 3nm process capacity has entered an extremely rare state of “overload,” as a fierce battle for capacity sweeps across the entire semiconductor supply chain. The report ...
The construction of Taiwan Semiconductor Manufacturing Co.’s massive chip fabrication plant cluster is fundamentally changing the face of metro Phoenix and the North Valley. Spanning more than 1,000 ...
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 ...
TSMC does not break down AI chip revenue explicitly, but the numbers imply it is coming close to matching that predicted growth. The company's financials results appear to ease concerns over the ...
TSMC projects its revenue will grow at a compound annual rate of 25% through 2029. At today's margins and valuation, the company will nearly double its earnings. Its projections may be on the ...
Contract manufacturer Taiwan Semiconductor Manufacturing Co. reported huge monthly sales-growth numbers for January that analysts say points to robust demand for artificial-intelligence usage. 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 ...
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 ...
Broadcom (AVGO) AI semiconductor revenue surged 74% in Q1 FY2026. Broadcom projects AI revenue will double to $8.2B. Taiwan Semiconductor (TSM) posted Q4 revenue of $33.73B with 77% from advanced 7nm ...
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 ...
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