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

This corresponds to a meaningful 34.4% YoY increase (the chart below shows the figures in TWD):t TSMC doesn't add capacity unless ... is also boosted by volume production of the company's N2 ...

“As the world’s most reliable and effective capacity provider ... If you want to look at AI revenues as a share of TSMC HPC revenues, it looks like the chart above – and again, real HPC systems and ...

TSMC's improved production capacity and sales suggest that Nvidia ... start from the end of this month), as seen in the following chart, and TSMC's revenue growth last month suggests that those ...

Elon Musk doesn’t want Tesla to be just an automaker. He wants Tesla to be an AI company, one that’s figured out how to make ...

The RTX 5080 is the best $999 GPU on the market, offering high-end performance at a fraction of the cost of the 5090.

It recently began commercial production at its first Phoenix plant ... wound up using very little of their $75 billion lending capacity. For most companies, the biggest chunk of federal support ...

TSMC has made no official announcements about expanding in the U.S. at the board meetings this week, but the rumor mill ...

MoneyDJ reports that TSMC's second fab in Arizona will begin installing equipment for its cutting-edge 3nm node by mid-2026, more than a year ahead of previous ...

TSMC now requires Chinese IC designers that use FinFET-based process technologies to package them at U.S. government-approved ...

TSMC could increase prices of chip production to combat the imposed tariffs, suggests a report by Commercial Times. TSMC could increase chip production prices by up to a massive 15 percent ...