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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 ...
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 ...
On Thursday, TSMC said the U.S. Department of Commerce has approved an annual export license covering its Nanjing fabrication plant, reported Reuters. This allows U.S.-controlled equipment to be ...
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 ...
Samsung Electronics is poised to capitalize on US demand due to Taiwan's N-2 policy restricting TSMC's advanced process transfers and its capacity being booked by Apple and Nvidia. The company is ...
TSMC's plan to sharply expand its US footprint has reignited debate in Taiwan over technology security, even as the government insists that existing safeguards remain firmly in place. Save my User ID ...
Taiwan Semiconductor Manufacturing Co. is poised to buy an additional 900 acres in north Phoenix to accommodate the company’s $165 billion development near Loop 303 and Interstate 17. The Phoenix City ...
TSMC Arizona’s planned campus expansion in north Phoenix is much closer to becoming a reality. Phoenix City Council unanimously approved rezoning measures allowing industrial uses on a roughly ...
Taiwan Semiconductor Manufacturing Co. plans to install chipmaking equipment in its second Arizona plant next summer as it prepares for mass production at the fab a year earlier than projected, ...
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Intel is trying to catch up with TSMC in terms of process technologies and advanced global production capacity, but when it comes to the U.S., the chip giant remains unrivalled. Intel's Fab 52 is more ...