We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick. In ...

The Trump administration believes AI will have countless revolutionary applications in economic innovation, job creation, national security, ...

OpenAI will partner with Taiwanese chipmaker TSMC to produce its custom-design, AI processor in the next few months, ...

TSMC agreed to build a series of chip plants in the US, with Apple a key customer, using subsidies provided by the bipartisan CHIPS Act. Trump has now called the Act “ridiculous” and wants to renege ...

Discover why TSMC stands out as a top AI investment with strategic partnerships, advanced tech, and strong returns, despite ...

TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...

If the United States imposes tariffs on Taiwan-made semiconductors, Taiwan should work actively to enhance industrial ...

TAIPEI (Taiwan News) — Industry sources said OpenAI plans to send its finalized chip design to TSMC in the coming months, ...

OpenAI CEO Sam Altman told staff in a message that the company's board of directors intends to make clear it has no interest ...

A surprise dinner at Morris Chang's home in 2010 led to Apple becoming TSMC's biggest client, a partnership that reshaped the semiconductor industry and remains critical today, with Apple accounting ...

OpenAI is pushing ahead on its plan to reduce its reliance on Nvidia for its chip supply by developing its first generation ...

As the industry embraces artificial intelligence, the need for chips ready for AI tasks has increased considerably in recent ...