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 ...
PHOENIX (AZFamily) — Taiwanese semiconductor maker, TSMC, has purchased 900 acres of Arizona state trust land for nearly $200 million. This move cements the chipmaker’s $165 billion expansion, which ...
Taiwan Semiconductor Manufacturing Co. is building a $165 billion facility in north Phoenix to mass-produce advanced semiconductors. Semiconductors, often called chips, are the electronic "brains" ...
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.
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 ...
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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 ...