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 ...
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 ...
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 ...
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.
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Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's changing dynamic
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 ...
Taiwan Semiconductor Manufacturing will benefit from the same tailwinds in 2026 as it did in 2025. Almost everything that I discussed in that article in early 2025 is still relevant today, and even if ...
Intel (INTC) reported earnings yesterday afternoon, and while results beat expectations on both the top and bottom line, the headline numbers mask the deeper debate surrounding the stock. Earnings ...
In the AI boom of 2026, one company shines as a clear victor—regardless of who emerges as the leader in the chip wars: TSMC. The AI semiconductor industry is poised to enter a phase of fierce ...
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 ...
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 ...
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 ...
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