More capex spending from TSMC means it will need more machines that can manufacture advanced semiconductors. ASML ( ASML ...
TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross ...
TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories. It’s money ...
If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for ...
On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it expects AI ...
TSM's 90% grip on advanced nodes and 100% utilization proves AI chip scarcity is structural—no viable challengers exist.
The U.S. and Taiwan reached a trade deal on Thursday under which Taiwanese companies will invest $250 billion to boost ...
Speaking of ChatGPT, the high-stakes world of AI has seen another shift in its talent landscape, as three researchers depart ...
The U.S. and Taiwan have signed a trade deal involving $250 billion in new investments by Taiwan's semiconductor and tech ...
The GMKTec M5 Ultra delivers plenty of functionality at an affordable price for those willing to source their own memory, ...
Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. Forget chatbots, here's where AI is really going to make strides in 2026. In this ...
Recent market reports highlight ongoing challenges for TSMC's wafer fabs in Arizona, including high costs and low profits. Industry sources cite supply chain issues, talent shortages, equipment ...
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