TOKYO/TAIPEI, Feb 5 (Reuters) - TSMC plans to mass produce advanced 3-nanometre chips in Kumamoto in southern Japan, TSMC CEO C.C. Wei said on Thursday, an investment local media reported was worth ...
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Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic'
The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid ...
Analysts expect another record profit in the fourth quarter TSMC benefiting more than other chip foundries from AI boom TSMC already reported market-forecast-beating rise in Q4 revenue Earnings call ...
A surge in AI-driven demand has pushed TSMC’s profits and investment plans higher, reinforcing its position as one of the world’s most advanced semiconductor producers. Taiwan-based TSMC, the world’s ...
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 ...
After a fantastic 2025, shares of Taiwan Semiconductor Manufacturing (NYSE: TSM) aren’t looking back to start the new year. Following their 55% return last year, TSMC shares are already up more than ...
TSMC, Asia's most valuable listed company with a market capitalisation of around $1.38 trillion - more than twice that of South Korean rival Samsung Electronics - is due to report on Thursday and ...
Taiwan Semiconductor's growth this year is set to outpace analysts' expectations. The company is confident it can corner a larger share of the Foundry 2.0 market. TSMC's earnings potential indicates ...
A detailed new report from SemiAnalysis argues that while Apple's partnership with TSMC created the modern leading-edge foundry model, the rapid rise of AI computing is changing who pays for new chip ...
(Bloomberg) --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 ...
TSMC has forecast between $52-56 billion in capex spend for 2026 after posting its eighth consecutive quarter of Year-over-Year (YoY) growth for Q4 2025. The chipmaker reported a 35 percent YoY ...
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 ...
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