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Taiwan Semiconductor (TSMC) committed $56B to AI chip manufacturing. ASML (ASML), Applied Materials (AMAT) and Lam Research (LRCX) capture this spending. ASML holds a monopoly on EUV lithography ...
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 ...
TSMC signaled a sharp increase in U.S. spending as it expands its chip production in Arizona. "We have strong conviction on the AI mega trend, and that is the reason we are stepping up the capital ...
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 ...
The gold rush across the high-end processor market might help Apple’s processor manufacturing partner, TSMC, drive harder bargains than in the past. That’s because Apple’s huge appetite for processors ...
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 ...
To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min TSMC execs painted a picture of ...
TSMC reported Q4 revenue of $33.73B and raised Q1 2026 guidance to $34.6B-$35.8B with gross margins expanding to 63-65%. 77% of TSMC wafer revenue now comes from advanced nodes (7nm and below). 3nm ...