Taiwan Semiconductor just delivered one of the most important earnings reports of the AI era. TSMC posted a blowout quarter with record revenue, surging profits, and industry-leading margins — sending ...

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TSMC CFO, Wendell Huang, discusses the chipmaker's plans to expand its manufacturing operations in the U.S., but says leading-edge technologies will stay in Taiwan for practical reasons.

In the early days of the new year, some (including my colleague Alex Wissner-Gross) are pointing out the solid position (to say the least) of the Taiwan Semiconductor Manufacturing Company or TSMC.

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 ...

An earthquake rattled northern Taiwan on Saturday, but damage appears minimal in the capital, Taipei. As Nikkei Asia notes, the quake prompted evacuations from some TSMC facilities in the well-known ...

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 ...

TSM is rapidly gaining foundry market share and now has a credible path to high 40s, or even 50%, 5‑year revenue CAGR, helped by Nvidia's incremental H200 demand for China shipments. TSM's 2026 price ...

SEOUL, Jan 1 (Reuters) - The U.S. government has granted an annual licence to Taiwan Semiconductor Manufacturing (2330.TW), opens new tab to import U.S. chip manufacturing equipment to its facilities ...

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 ...

TSMC’s accelerating AI demand has improved long-term visibility for its foundry business. The company is expanding its CoWoS packaging capacity. TSMC can continue to witness even more share price ...

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 ...