TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The better-than-expected ...

Taiwan Semiconductor (TSMC) committed $56B to AI chip manufacturing. ASML (ASML), Applied Materials (AMAT) and Lam Research (LRCX) capture this spending. ASML holds a monopoly on EUV lithography ...

On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it expects AI chip demand to continue for years. During an earnings call, CEO C.C. Wei ...

TSMC signaled a sharp increase in U.S. spending as it expands its chip production in Arizona. "We have strong conviction on the AI mega trend, and that is the reason we are stepping up the capital ...

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The starting bid for the land was $197.25 million. The Phoenix City Council approved the rezoning for the TSMC site and the broader area around it, called NorthPark, at a meeting in late December.

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.

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 ...

Advanced nodes now generate roughly 74% of wafer revenue, anchoring TSMC’s dominance in high-margin, hard-to-replicate manufacturing. AI-driven demand is accelerating faster than expected, supporting ...

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 ...