TSMC to increase capex by 34%, driven by AI spends and N2 node ramp. Peak margins expected, but structural improvements may offset. Read more here.

Taiwan Semiconductor Manufacturing reported strong Q4 earnings, driven by surging demand for AI-optimized chips, signaling robust AI spending into 2025. Read more here.

US markets are keenly awaiting more color on Trump’s stance on the “Chips and Science Act” following his public criticism of the costs associated with that bill. Tariff, he argued during his campaign, ...

TSMC, the world’s largest contract chip manufacturer, produces advanced processors for clients such as Nvidia and Apple and has benefited from the megatrend in favor of AI.

TSMC founder says Apple chose TSMC over Intel as their custom chips supplier was because "Intel just does not know how to be a foundry." ...

In 2024, the company, also known as TSMC, gained 90% -- essentially doubling the company's market cap from roughly $500 billion to more than $1 trillion today. Indeed, this is a steep increase in ...

"Should the company be able to maintain its technology leadership, the impact on TSMC's business profile and profitability from any output volatility is likely manageable," said S&P. The Taiwanese ...

Taiwan Semiconductor Manufacturing confirmed it started commercial production at its Phoenix complex during fourth quarter ...

TSMC Q4 revenue T$868.42 bln according to Reuters calculations Revenue beats market forecast TSMC has benefited from surge towards AI Company to report Q4 earnings on Jan 16 TAIPEI, Jan 10 ...