Main Apple chip partner TSMC had a great earnings report, and to keep up with demand, it is increasing its manufacturing ...
TSMC and Apple have maintained a close partnership over the years, working like one team to push Moore's Law forward.
Apple has been TSMC’s biggest customer for years. The relationship began with the iPhone, expanded into chips for iPads, and ...
Apple is losing the preferential access it held for more than a decade at TSMC as surging demand for AI chips shifts the ...
Apple will still benefit as TMSC confirms large-volume production has started for its newest 2nm processor, but as Nvidia ...
Apple’s once dominant position as a TSMC customer is facing fresh challenges as the AI boom raises GPU demand, per a new report.
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Sorry Apple, Nvidia is clearly TSMC's favorite chip star now
For more than a decade, Apple sat at the center of Taiwan Semiconductor Manufacturing Company's roadmap, shaping each new ...
A new Weibo leak says that Qualcomm and MediaTek will use TSMC’s 2nm N2P process for their Snapdragon 8 Elite Gen 6 and Dimensity 9600. This is expected to offer advantages over the N2 node in terms ...
For many years, it has been Apple that's been first in line to use TSMC's newest process nodes, as well as taking the lion's ...
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 ...
Chinese firms have ordered 2 million H200 chips, say sources Their demand for the chips far exceeds inventory with Nvidia, say sources TSMC expected to start work on expanded output in Q2 2026, says ...
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