TSMC is set to increase capital spending once again in 2026 thanks to strong demand for its fabrication services. The rise in spending is good news for ASML, especially since TSMC plans to allocate a ...

Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports. Nvidia is expected to overtake Apple as the single largest source of revenue ...

What just happened? The world's most valuable semiconductor relationship just shifted: Nvidia has overtaken Apple as the largest customer of TSMC, according to CEO Jensen Huang. The disclosure, paired ...

TSMC is upgraded to a buy as growth is set to reaccelerate and valuation has corrected. My previous downgrade was likely premature. Their revenue growth decelerated in Q4 seemingly due to capacity ...

TSMC chairman C.C. Wei confirmed adjustments in 8-inch and mature process capacities to improve efficiency, with Samsung also cutting 8-inch output. Despite these reductions and price hikes by Chinese ...

Apple is losing the preferential access it held for more than a decade at TSMC as surging demand for AI chips shifts the balance of power toward Nvidia and other high-performance computing customers.

If there was one semiconductor stock that I've truly regretted not adding a lot more into my personal portfolio, it has got to be Taiwan Semiconductor Manufacturing Company Limited (TSM) stock.

TSMC's latest quarterly results make it clear that the stock is poised for more gains in 2026. Not surprisingly, TSMC has been clocking impressive revenue and earnings growth, driven by the secular ...

Sorry, Tim Cook. The days when Apple was TSMC's absolute favorite company are over. AI image: Gemini/Cult of Mac The long, happy relationship between Apple and ...

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Over the past year, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has experienced one of the most impressive rallies among global technology stocks, with its share price increasing ...

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral ...