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TSMC
since
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4 days ago
March CPI spiked, showing the impact of surging oil prices. And TSMC reported strong revenue numbers.
TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong ⊕
TSMC is benefiting from sustained demand for advanced semiconductors from its key customers like Apple and Nvidia.
6 days ago
AI's next bottleneck: Why even the best chips made in the U.S. take a round trip to Taiwan ⊕
Nvidia has reserved the majority of TSMC’s most advanced packaging capacity. The lesser-known chipmaking step may become the next bottleneck for AI.
21 days ago
OpenAI calls out Microsoft reliance as risk in investor document ahead of expected IPO ⊖
In a document that resembles an IPO prospectus, OpenAI highlighted the risk of its dependence on Microsoft and of supply disruptions at TSMC.
40 days ago
Can Nvidia’s margins last? ⊖
Chipmaker’s symbiotic relationship with TSMC has been lucrative but it is also a key vulnerability
Nvidia refocuses TSMC capacity as export controls stall China sales ⊖
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a story from Financial Times ✅ › Financial Times
US group moves production away from H200s intended for Chinese market to latest Vera Rubin products
63 days ago
US plans Big Tech carve-out from next wave of chip tariffs ○
Exemptions would be based on chipmaker TSMC’s US investment commitments, officials say
77 days ago
Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic' ⊕⊕
The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid the AI infrastructure buildout.
88 days ago
TSMC is set to expand its $165 billion U.S. investment — here’s what we know ⊕⊕
TSMC is set to accelerate its multibillion-dollar expansion in Arizona, coming off the back of a U.S.-Taiwan trade agreement and strong earnings.
Chip stocks pop after TSMC's earnings beat boosts confidence in industrywide demand ⊕⊕
Shares of chipmakers AMD and Nvidia popped along with equipment makers like Applied Materials after TSMC reported better-than-expected results.