Apple is losing the preferential access it held for more than a decade at TSMC as surging demand for AI chips shifts the ...
The days when Apple was TSMC's absolute favorite company are over. The iPhone maker now must pay more for chips and fight for the latest processors.
Culpan says that Nvidia has likely now surpassed Apple as TSMC’s largest client. It makes sense, as growth in smartphone ...
As TSMC ramps up spending, this article explores why CEO C.C. Wei is closely monitoring AI demand and the $56 billion ...
Over the past year, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has experienced one of the most impressive rallies ...
Citi upgrades shares as TSMC capacity constraints create foundry opportunities. Stock surged 139% with government backing and ...
Management consultant Gartner forecasts AI spending to reach nearly $1.5 trillion in 2025, rising to more than $2 trillion in ...
TSMC is speeding up the process for the "GigaFab" cluster in north Phoenix with increased sales and investor help.
Qualcomm downgraded to sell: the market ignores HUMAIN AI upside while Apple/handset risks rise. Click here to read the ...
Electric vehicle maker Tesla intends to revive work on Dojo3, its previously shelved third-generation artificial intelligence ...
A broader set of sectors will be represented when 35 more S&P 500 companies report earnings this week, including Netflix, ...
Elon Musk is on a roll hyping Tesla's AI5 chip, claiming that it's on par and sometimes better than Nvidia Hopper chips that ...