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TSMC posted record revenue with net profit surging 77.4% year-on-year in Q2 2026. AI chips now make up 66% of quarterly revenue, underscoring sustained demand. Yet the results also flag peak-margin risk even as AI growth accelerates.
China's tightened IC layout rules require proof of independent development and originality to curb copycats, while explicitly permitting Chinese...
China's grip on rare earth refining gives Beijing structural leverage in the US-China tech rivalry, raising costs and redesign pressures for...
TSMC's CoWoS capacity runs near full load from Nvidia and AMD AI demand, spurring expanded outsourcing to ASE and SPIL.
TSMC restored full pre-quake production capacity at its Kumamoto Plant 1, underscoring operational resilience after the earthquake.
TSMC is stepping up advanced process expansion, with monthly 3nm wafer production potentially hitting 180,000 wafers by early Q4. This aggressive ramp underscores strong demand and TSMC's capacity leadership.
TSMC's dominance in EEM turns the fund into a concentrated AI bet rather than broad emerging-market exposure, tying performance to chip-cycle...
Intel's sharp revenue rebound and U.S. backing create a contrarian bet against TSMC's dominance.
Taiwan will open a representative office in Phoenix to support its growing community and businesses in Arizona, directly tied to TSMC's north Phoenix...
TSMC plans to increase 2nm production capacity to 100,000 wafers per month by the end of 2026.
Sapient Capital LLC cut its TSMC stake 19.6% in Q1, selling 50,718 shares and leaving 208,373 worth $70.6 million.
TSMC's capacity constraints on advanced nodes are rippling downstream to consumer hardware.
TSMC is accelerating production across 3nm, 2nm, and 1.4nm nodes, driven by strong orders from NVIDIA, AMD, and Broadcom.
TSMC's 3nm process is hitting 180,000 monthly wafers early in Q4, fueled by NVIDIA, AMD, Broadcom and smartphone demand.
Apple's $30bn multi-year commitment to Broadcom custom chips could let the supplier proxy-book additional TSMC capacity, since most of Broadcom's...
