TSMC Profit Surges. Why the Nvidia Supplier Is Shrugging Off Curbs on AI Chip Exports.
Taiwan Semiconductor Manufacturing reported a 57% rise in profit on strong demand for hardware to power AI systems.
Taiwan Semiconductor Q4 Earnings: 3nm and 5nm Nodes Lead Topline Growth, Expands Margins, Issues Strong Q1 Outlook
Taiwan Semiconductor's quarterly results beat forecasts, driven by demand for advanced chips for AI applications. Revenue ...
TSMC's next-gen 2nm silicon is reportedly on track for later this year but don't expect chips for PCs until 2027 and beyond
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Seeking Alpha20d
TSMC: Time To Dump Shares
In Q3, 69% of TSMC's revenues came from the sales of 7nm, 5nm, and 3nm chips. The inability to sell 7nm and chips with smaller nodes to the Chinese clients could affect TSMC's performance in the ...
Business Insider21d
Trump's defense policy pick once said TSMC can't end up in Chinese hands if China takes Taiwan
"There's no scenario in which Taiwan falls to the PRC and Taiwanese can expect TSMC and its central role to persist," Colby, a former senior Pentagon official, wrote in an X thread in May 2023.
Seeking Alpha22d
Taiwan Semiconductor: The Powerhouse At The Heart Of The AI Revolution
TSMC's dominance in advanced semiconductor manufacturing positions it as a key player in the AI revolution, supplying giants like NVIDIA, AMD, and Apple. The company's advanced packaging ...
TweakTown22d
Apples next-gen M5 series processor leaks: TSMC N3P, server-grade SoIC advanced packaging
TL;DR: Apple's M5 series processors, using TSMC's N3P node, are in the prototyping phase, with mass production for M5, M5 Pro, M5 Max, and M5 Ultra expected in 2025 and 2026. These chips will ...
TweakTown22d
SK hynix has major HBM order to Broadcom: which is making AI chips for Google, Meta, ByteDance
TL;DR: ByteDance plans to develop two custom AI chips using TSMC's 5nm process by 2026. OpenAI is collaborating with Broadcom and TSMC to create its first AI chip, while Broadcom is introducing ...
Yahoo Finance22d
TSMC Stock Poised for Best Year in 25 Years - A Top Pick for 2025
On Tuesday, Taiwan Semiconductor Manufacturing Company Limited TSM, or TSMC, saw its shares touch a ... with its pre-order demand surpassing that of 3nm and 5nm chips. The 2nm chips feature ...
Yahoo Finance23d
TSMC Announces Strategic Updates in Shareholdings and Capital Investments
TSMC has reported several key updates in its operations for November 2024. These include changes in shareholdings and pledges by its board members and major shareholders, significant acquisitions ...
SiliconANGLE23d
Report: Apple’s M5 chips will use TSMC’s N3P process and 2.5D packaging technologies
It’s believed some of the upcoming M5 chips will also use TSMC’s 2.5D packaging technology. Apple’s M-series Mac chips each include a central processing unit, a graphics processing unit ...
Digi Times24d
TSMC capacity expansion powers supply chain for 2025 boom
TSMC is leveraging strong demand for sub-7nm advanced processes and its exclusive CoWoS packaging services, emerging as the leading beneficiary of the AI boom in 2024. Despite a slow recovery in ...