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 ...
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 ...
TSMC Q4 profit soars 35%, beats market estimates Says additional Arizona land purchase hints at US plans Forecasts capital spending of $52-$56 billion in 2026 Expects 2026 revenue to jump by close to ...
TSMC announced plans in 2020 to establish an advanced wafer fab in the US, marking a major shift toward significant US investments. Initially seen as a political necessity, TSMC's US expansion has ...
Nvidia (NVDA +8.01%) has been one of the most successful tech companies on the planet in recent years. This is because the company noticed the potential of artificial intelligence (AI) early on and ...
TSMC's revenue growth in the fourth quarter of 2025 exceeded market expectations. The foundry giant seems poised for faster growth in 2026. TSMC's ability to deliver a better-than-expected outlook ...
Chipmakers and manufacturers of semiconductor equipment were some of the top performers on the market Thursday after TSMC beat on earnings. TSMC reported 35% year-over-year profit growth for the ...
TSMC's Q4 2025 earnings beat continues to highlight durability to the increasingly lofty AI capex cycle, which it stands to be a key beneficiary of. Beyond the headline outperformance, TSMC's ...
Taiwan Semiconductor Manufacturing Company (TSMC) is expanding chip production in Japan as part of a broader effort to diversify manufacturing beyond Taiwan. Japan’s appeal reflects a combination of ...
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Apple will still benefit as TMSC confirms large-volume production has started for its newest 2nm processor, but as Nvidia ascends, Apple's days of being able to command the firm's entire output are ...
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