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

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

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

TSMC is banning shipments of even more cutting-edge chips to China including powerful GPUs used to train AI models.

Commercial Times reports that TSMC might increase the prices of its most advanced semiconductor wafers by up to 15 percent this year. Rising production costs and ...

Taiwan Semiconductor Manufacturing Company (TSMC) has reportedly implemented new shipment restrictions on Chinese IC design ...

Discover why the recent selloff of TSMC stock may actually present a compelling buying opportunity, given its strong fundamentals in AI-driven technologies.

Taiwanese chip manufacturer TSMC is prepared to raise the cost of chip production by 15% of its current cost for all the chips it makes. The potential action, ...

Advanced chips dominate revenue stream TSMC disclosed that 3nm chip shipments accounted for 26% of total wafer revenue in the fourth quarter of 2024, while shipments of 5nm and 7nm chips accounted ...

Advanced technologies, which it defines as 7nm or less, accounted for 74% of revenue. Margins also expanded, reflecting both the growth in sales of advanced chips and TSMC's own pricing power.

Song becomes CEO of SMIC and again recruits many of the top people from Samsung and TSMC. Liang Mong Song is responsible for pushing China to 7nm (close to the leading edge). He is a genius with 500 ...