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TSMC: The Most Important AI Play Is Still Ridiculously Cheap (Rating Upgrade)
Technological leadership remains TSMC's core advantage, with the upcoming N2 and A16 nodes driving multi-year revenue ...
DATAQUEST2m
Samsung to produce Tesla’s AI6 chips, escalating 2nm race with TSMC
Samsung and Tesla had been in talks over the partnership for some time, and the recent formal agreement signals early ...
Taipei Times4h
TSMC chairmen selected for US award
The US’ Semiconductor Industry Association (SIA) yesterday announced it has selected Taiwan Semiconductor Manufacturing Co ...
TSMC just hit a $1 trillion market cap. These 5 companies could be next
The chipmaker is the first Asian company to hit the milestone since China’s PetroChina did so in 2007. A number of companies ...
Is TSMC the Only AI Stock You Need?
This isn't the only AI stock you need as there are plenty of other promising and high-performing stocks in the industry, but ...
DIGITIMES9h
Generational shift underway at TSMC as R&D exec Wei-jen Lo retires
Wei-jen Lo, SVP of corporate strategy at TSMC, announced his retirement. The announcement follows the recent retirement of ...
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TSMC: Hot AI Demand Meets Capacity Crunch And Margin Erosion - Time To Take Profits?
TSMC's soaring demand faces capacity limits & FX headwinds, curbing growth. Click for our updated look at TSM stock post the ...
The $30 Billion Quarter: What TSMC's Blowout AI Demand Tells Us
TSMC generated $30 billion in revenue in Q2, signaling robust demand for its 3nm and 5nm chip nodes. While revenue is soaring ...
TSMC posts record quarterly profit on AI demand, but wary about tariffs
TSMC , the world's main producer of advanced AI chips, posted record, forecast-beating quarterly profit on Thursday but ...
Dataquest13m
TSMC to exit GaN production by July 2027; repurposes fab for advanced packaging
As TSMC doubles down on advanced node development to ride the AI wave, it’s steadily pulling back from legacy businesses.