Today Leo is talking about Taiwan. We've all heard of the place - but Leo takes us through some history, and how that might affect the global semiconductor market in the years to come. 00:00 Start ...

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.

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 ...

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 ...

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 ...

Benefiting from surges in AI GPU, and ASIC demand, both TSMC and non-TSMC camps have raised their 2026 CoWoS capacity plans. Notably, due to CoWoS supply shortages and Nvidia's requirements, TSMC's ...

ASML is the leading semiconductor equipment company with 90% market share. TSMC manufactures the most advanced AI processors in the world and possesses competitive advantages that could last for ...

Dec. 12 (Asia Today) - Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker, is considering producing artificial intelligence-related semiconductors at its Kumamoto plant in ...

TSMC offers attractive fundamentals and valuation amid the AI boom, commanding 38% global foundry market share and ~43% net income margin. TSM's pure-play foundry model and technological moat underpin ...

An executive left TSMC for Intel. Taiwan’s government says that could threaten its national security. By Meaghan Tobin and Xinyun Wu Reporting from Taipei, Taiwan In July, the Taiwanese engineer ...

The success of efforts to turn Phoenix into a dominant center of semiconductor manufacturing may hinge on efforts to train local workers. A gowning area at Arizona State University’s student-operated ...

A hot potato: TSMC's lawsuit against its former Senior VP that claims he took trade secrets with him to Intel has taken another turn. Taiwanese prosecutors have just searched the homes of Wei-Jen Lo ...