#TSMC
Total 26 articles
Intel's revived New Mexico fab is betting on advanced chip packaging to challenge TSMC and capture AI market share. Here's why this quiet technology could matter more than the chips themselves.
While Japan's Nikkei dropped 4% and South Korea's KOSPI cratered 12%, Taiwan's Taiex held firm. One company explains almost everything: TSMC.
Japan's state-backed semiconductor venture Rapidus raises $1.7 billion from Sony, SoftBank and others, exceeding expectations as it aims to challenge TSMC and Samsung in advanced chip manufacturing by 2027.
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[email protected]Taiwan's chipmaking giant expands advanced semiconductor production to Japan amid soaring AI demand that overwhelms existing Taiwan and US facilities
TSMC shifts strategy to produce advanced 3nm AI chips at its second Japan plant. A deeper look at the geopolitical chess game reshaping global semiconductor supply chains.
Apple achieved record quarterly revenue with nearly 40% growth in China, but TSMC's 3nm capacity constraints and rising memory costs are creating new challenges for the tech giant.
Nvidia becomes TSMC's largest customer, overtaking Apple in a fundamental shift reflecting AI infrastructure dominance over consumer devices in the semiconductor industry.
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[email protected]AI demand and supply chain security are driving non-tech firms like sports gear makers into Taiwan's semiconductor industry as TSMC eyes a record $56 billion capex in 2026.
US semiconductor tariffs are becoming a reality in 2026. Following Taiwan's $500 billion investment deal, South Korea faces pressure to match the benchmark or face 100% tariffs.
TSMC reports record Q4 2025 earnings, with CEO C.C. Wei calling the AI surge an 'endless megatrend.' Explore how Nvidia and Apple's partner is shaping the future.
ASML stock reached record highs in 2026 following TSMC's earnings report. The Dutch lithography leader surpassed a 500 billion euro valuation amid soaring AI demand.
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[email protected]Global markets rally as TSMC's strong earnings and a landmark $250 billion US-Taiwan trade deal boost Nvidia and Samsung. KOSPI hits a record high on Jan 16, 2026.