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 ...
An executive left TSMC for Intel. Taiwan’s government says that could threaten its national security. By Meaghan Tobin and Xinyun Wu Reporting from Taipei, Taiwan In July, the Taiwanese engineer ...
A hot potato: TSMC's lawsuit against its former Senior VP that claims he took trade secrets with him to Intel has taken another turn. Taiwanese prosecutors have just searched the homes of Wei-Jen Lo ...
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PHOENIX (AZFamily) — The giant semiconductor manufacturing plant in north Phoenix is celebrating a major milestone as TSMC now mass-produces one of the newest chips used for AI around the world. The ...
TL;DR: TSMC's advanced 3nm and 5nm process nodes are fully booked through 2026, driven by strong demand from AI, cloud, and HPC applications. Major tech firms like Apple, Qualcomm, NVIDIA, and AMD ...
TSMC is currently enjoying a record-breaking 70.2% market share, owing to an eye-watering $30.24 billion revenue made during 2025's second quarter alone. Do you reckon this top foundry could spare a ...
In a nutshell: Apple is expected to secure nearly half of TSMC's initial N2 production capacity for the upcoming iPhone 18 series. This move underscores the pivotal influence of TSMC's 2nm technology ...
PHOENIX (AZFamily) — The Taiwan Semiconductor Manufacturing Company (TSMC) has officially broken ground on a new water plant in Arizona, aimed at conserving the precious resource as the chipmaker ...
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TAIPEI, Aug 12 (Reuters) - Taiwan Semiconductor Manufacturing Co. (TSMC) (2330.TW), opens new tab will phase out its 6-inch wafer manufacturing business over the next two years and continue ...