This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. A woman walks past a Taiwan Semiconductor Manufacturing Company (TSMC) logo at the Hsinchu ...

TAIPEI, April 10 (Reuters) - TSMC (2330.TW), opens new tab, the world's largest contract chipmaker, on Friday reported a 35% surge in first-quarter revenue, beating market forecasts, thanks to ...

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 ...

TSMC chairman C.C. Wei recently visited Japan and appeared alongside Prime Minister Sanae Takaichi to jointly announce that Kumamoto Fab 2 will be upgraded from a 6nm to a 3nm process, signaling Japan ...

TSMC chairman C.C. Wei recently confirmed that AI demand is real and the trend will remain unchanged in the coming years. AI accelerators accounted for a "high double-digit" percentage of TSMC's total ...

Before we dive in, let's take a quick look back at the Nvidia story in recent quarters. As mentioned, Nvidia has built a leadership position in GPUs for AI, as they fuel key processes such as the ...

Apple will still benefit as TMSC confirms large-volume production has started for its newest 2nm processor, but as Nvidia ascends, Apple's days of being able to command the firm's entire output are ...

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 ...

Apple’s once dominant position as a TSMC customer is facing fresh challenges as the AI boom raises GPU demand from companies like NVIDIA and AMD, according to a new report. When CC Wei visited ...

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.

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 ...