Rumor mill: The Trump administration is preparing a tariff plan that could shield US hyperscalers, including Amazon, Google, and Microsoft, from new duties on imported semiconductors. The carve-outs ...

TSMC reported 37% sales growth for January. Contract manufacturer Taiwan Semiconductor Manufacturing Co. reported huge monthly sales-growth numbers for January that analysts say points to robust ...

NVIDIA CEO Jensen Huang said in an interview in Taiwan that to support what he described as the largest infrastructure investment in human history, TSMC will need to double its chip production ...

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 ...

I rate TSMC a Sell, as the stock is priced for perfect execution with record margins, elevated P/E multiples, and extreme bullish sentiment. Consensus sentiment is extremely bullish, with no major ...

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 ...

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 ...

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 ...

TSMC's revenue growth in the fourth quarter of 2025 exceeded market expectations. The foundry giant seems poised for faster growth in 2026. TSMC's ability to deliver a better-than-expected outlook ...

Taiwan Semiconductor Manufacturing Co. is earmarking as much as $56 billion in capital spending for 2026, a stronger-than-anticipated projection that signals its confidence in the longevity of the ...

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 ...