Taiwan Semiconductor Manufacturing remains a key player in the AI boom, with an extremely constrained supply, with Scott Bessent mentioning they can meet 7% of US chip demand. Moat remains wide, with ...
An executive left TSMC for Intel. Taiwan’s government says that could threaten its national security. By Meaghan Tobin and Xinyun Wu Reporting from Taipei, Taiwan In July, the Taiwanese engineer ...
Benefiting from robust demand for AI chips that offset weakening orders in smartphones and other consumer electronics, TSMC reported consolidated revenue of NT$343.614 billion (US$11.23 billion) in ...
Orders across TSMC's CoWoS-L and CoWoS-S processes are overflowing, leaving the company with no spare room despite aggressive expansion efforts, reported Taiwan-based outlet Money UDN. The current ...
TSMC’s campus expansion plans are quickly clearing hurdles, though concerned residents have ramped up an opposition campaign as the project nears final approval. The city of Phoenix’s Planning ...
TSMC continues to benefit from rising AI spending. Revenue and margins are at record highs while competition is nowhere in sight. As more companies enter the AI accelerator market and Nvidia's ...