AI revenue growth and hyperscaler partnerships vs Google concentration and software churn risks; watch $277 support—read now.

The construction of Taiwan Semiconductor Manufacturing Co.’s massive chip fabrication plant cluster is fundamentally changing the face of metro Phoenix and the North Valley. Spanning more than 1,000 ...

Taiwan Semiconductor (TSM) manufactures roughly two-thirds of the global foundry market and controls the advanced process nodes powering AI accelerators from Nvidia, AMD, Apple, and Intel, with ...

Nvidia and TSMC have led the AI revolution thanks to their key positions in their respective semiconductor niches. However, one of these companies looks better positioned to capitalize on the ...

TSMC does not break down AI chip revenue explicitly, but the numbers imply it is coming close to matching that predicted growth. The company's financials results appear to ease concerns over the ...

Contract manufacturer Taiwan Semiconductor Manufacturing Co. reported huge monthly sales-growth numbers for January that analysts say points to robust demand for artificial-intelligence usage. The ...

Taiwan Semiconductor Manufacturing Co.’s January sales grew at their fastest clip in months, a sign of sustained global AI spending even as concerns persist about an industry bubble. The contract ...

Taiwan Semiconductor Manufacturing plans to start making more-advanced chips in Japan, a move that would be a major boost to the country’s efforts to secure cutting-edge technology needed for ...

TOKYO/TAIPEI, Feb 5 (Reuters) - TSMC (2330.TW), opens new tab plans to mass produce advanced 3-nanometre chips in Kumamoto in southern Japan, TSMC CEO C.C. Wei said on Thursday, an investment local ...

TL;DR: TSMC founder Morris Chang, despite health challenges, met NVIDIA CEO Jensen Huang in Taipei, marking his first public appearance in over a year. Their longstanding partnership supports NVIDIA's ...

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 ...