TSMC: AI Foundry Leader For GPUs And ASICs
TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...
If I Could Only Buy 1 Semiconductor Stock, This Would Be It
Taiwan Semiconductor's essential role in enabling the AI infrastructure ecosystem worldwide makes it relatively resilient to ...
OpenAI close to finalising its own chip design, send it for fabrication to TSMC by 2025-end
This custom chip is part of OpenAI’s strategy to strengthen its infrastructure and negotiating position with chip suppliers, ...
Business Wire4h
Ex-TSMC Exec Urges Stronger Taiwan-U.S. Cooperation Amid Chip Tariff Threat
If the United States imposes tariffs on Taiwan-made semiconductors, Taiwan should work actively to enhance industrial ...
Nvidia Stock Rises. How TSMC’s Sales Could Help Shares.
There was mixed news to start the week from Nvidia’s key supplier Taiwan Semiconductor Manufacturing, or TSMC.
TSMC sees first-quarter revenue near lower end of guidance on January earthquake impact
TSMC , the world's biggest contract chipmaker, said on Monday its first-quarter revenue would be closer to the lower end of ...
Digi Times9h
Taiwan OAST firms set to benefit from TSMC's enforcement of BIS whitelist
TSMC is reportedly enforcing US chip export restrictions by requiring Chinese IC design houses to use BIS-whitelisted OSAT ...
Apple Is TSMC's Largest Customer; Their Business Love Story Started Over Chinese Food — But Will Their Relationship Change Dramatically in 2025?
A surprise dinner at Morris Chang's home in 2010 led to Apple becoming TSMC's biggest client, a partnership that reshaped the semiconductor industry and remains critical today, with Apple accounting ...
Digi Times3d
TSMC tightens restrictions on Chinese IC firms in line with US semiconductor controls
Taiwan Semiconductor Manufacturing Company (TSMC) has reportedly implemented new shipment restrictions on Chinese IC design ...
TSMC Tempers Outlook on Quake Loss as AI Concerns Persist
Taiwan Semiconductor Manufacturing Co. said first-quarter sales are set to be at the lower end of its forecast range after ...
TSMC’s Q1 Revenue Forecast Hurt by January Earthquake
Taiwan Semiconductor Manufacturing Company (TSM), or TSMC, stock was up about 2% in the pre-market trading session today. The upside came after ...
Nvidia Stock Rises. How TSMC’s Earnings Could Help Shares.
There was mixed news to start the week from Nvidia’s key supplier Taiwan Semiconductor Manufacturing, or TSMC.