Taiwan Semiconductor (TSM) is expanding advanced AI chip production to Japan to reduce geopolitical risk from Taiwan-based manufacturing. TSMC reported Q4 2025 revenue of $33.73B (up 20.5%) with net ...
TL;DR: TSMC plans to double semiconductor production over the next decade to support NVIDIA's growing AI chip demand and global infrastructure expansion. NVIDIA, TSMC's largest customer, drives ...
Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports. Nvidia is expected to overtake Apple as the single largest source of revenue ...
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TSMC signaled a sharp increase in U.S. spending as it expands its chip production in Arizona. "We have strong conviction on the AI mega trend, and that is the reason we are stepping up the capital ...
TSMC sustained minor losses from the December 27, 2025, earthquake near Yilan, thanks to comprehensive seismic management implemented after the 1999 earthquake. These measures safeguarded costly ...
The starting bid for the land was $197.25 million. The Phoenix City Council approved the rezoning for the TSMC site and the broader area around it, called NorthPark, at a meeting in late December.
In the early days of the new year, some (including my colleague Alex Wissner-Gross) are pointing out the solid position (to say the least) of the Taiwan Semiconductor Manufacturing Company or TSMC.
An earthquake rattled northern Taiwan on Saturday, but damage appears minimal in the capital, Taipei. As Nikkei Asia notes, the quake prompted evacuations from some TSMC facilities in the well-known ...
I don't cover Taiwan Semiconductor Manufacturing Company Limited (TSM) aka TSMC as frequently as I cover similar-sized tech stocks, with my only research piece dating back to December 2024. I had a ...
TSMC is sitting on solid catalysts that should allow it to crush Wall Street's expectations in 2026. The healthy demand for AI chips, TSMC's capacity expansion efforts, and the potential increase in ...