Advanced nodes now generate roughly 74% of wafer revenue, anchoring TSMC’s dominance in high-margin, hard-to-replicate manufacturing. AI-driven demand is accelerating faster than expected, supporting ...

In the early days of the new year, some (including my colleague Alex Wissner-Gross) are pointing out the solid position (to say the least) of the Taiwan Semiconductor Manufacturing Company or TSMC.

I don't cover Taiwan Semiconductor Manufacturing Company Limited (TSM) aka TSMC as frequently as I cover similar-sized tech stocks, with my only research piece dating back to December 2024. I had a ...

TSMC's 3nm and 5nm chip technologies now generate 57% of its sales thanks to their rapid adoption. Revenue from high-performance computing has overtaken that from smartphones. North America accounts ...

There’s a breaking development in the ongoing global semiconductor competition. Recent industry reports indicate that TSMC, the world’s leading chipmaker, is significantly moving up its production ...

What just happened? TSMC has begun volume production of chips based on its N2 process technology, marking a major new step in 2nm-class node manufacturing. The company disclosed the milestone on its ...

TSMC today announced that its highly anticipated 2nm (N2) technology began volume production in the fourth quarter of 2025, meeting its roadmap targets precisely on schedule. Save my User ID and ...

An earthquake rattled northern Taiwan on Saturday, but damage appears minimal in the capital, Taipei. As Nikkei Asia notes, the quake prompted evacuations from some TSMC facilities in the well-known ...

According to South Korean media reports and industry sources, TSMC is moving to pull forward the production schedule at its second Arizona facility, a shift that could reshape supply planning for ...

TAIPEI, Dec 27 (Reuters) - TSMC (2330.TW), opens new tab, the world's largest contract chipmaker, said on Saturday that a small number of its facilities in the Hsinchu science park, where it is ...

Chinese firms have ordered 2 million H200 chips, say sources Their demand for the chips far exceeds inventory with Nvidia, say sources TSMC expected to start work on expanded output in Q2 2026, says ...

ASML's equipment is essential to producing the world's most advanced semiconductors. TSMC has effectively leveraged ASML's equipment to produce the world's most advanced chips. However, TSMC's success ...