TSMC and Apple have maintained a close partnership over the years, working like one team to push Moore's Law forward. According to SemiAnalysis, Apple employs hundreds of engineers stationed at TSMC ...

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 ...

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's growth this year is set to outpace analysts' expectations. The company is confident it can corner a larger share of the Foundry 2.0 market. TSMC's earnings potential indicates ...

Nvidia will become TSMC's largest customer this year, according to analyst estimates and Huang himself. Apple is believed to currently be TSMC's largest customer. The positional swap will mark a ...

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 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 ...

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TSMC has been the exclusive supplier of Apple's systems-on-a-chip since 2016, but that 10-year streak could be nearing its end. According to The Wall Street Journal, Apple is exploring whether some of ...

TSMC's 3nm and 5nm chip technologies now generate 57% of its sales thanks to their rapid adoption. Revenue from high-performance computing has overtaken that from smartphones. North America accounts ...

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