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 ...
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 ...
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 ...
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 ...
If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first to know. And, should the GenAI market deflate ...
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Main Apple chip partner TSMC had a great earnings report, and to keep up with demand, it is increasing its manufacturing spend by almost 40%. It's not clear how much this will benefit Apple. The news ...
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 ...
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 ...
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 ...
A detailed new report from SemiAnalysis argues that while Apple's partnership with TSMC created the modern leading-edge foundry model, the rapid rise of AI computing is changing who pays for new chip ...
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