tsmc

Intensified talks with state officials signal TSMC's commitment to spreading advanced manufacturing beyond its $65 billion Arizona complex and reducing geopolitical concentration risk.

Multi-year deal secures advanced packaging components for AI chip production as foundries race to scale CoWoS technology.

Taiwan's chip foundry reported NT$511.86 billion in September revenue, up 54.6 percent year-over-year, signaling sustained AI and high-performance computing demand despite a slight sequential dip from August.

CEO Lisa Su is locking down advanced wafer capacity and memory supplies to meet surging demand, but TSMC's limited output remains the bottleneck

TSMC discussions for Elon Musk's $16.8 billion Texas chip facility displace Intel as primary supplier candidate, triggering 4 percent Intel stock decline.

Data center strength and the Apple foundry deal mask an 81x forward multiple that makes a year-end $150 price target a long shot.

Advanced Packaging Fab 7 begins production of CoPoS technology, potentially undercutting rivals and easing AI chip cost pressures by 2028

New semi-custom platform on TSMC N3P doubles socket performance versus N3, reshaping the CPU economics for hyperscalers building custom silicon

Custom silicon outperforms Nvidia Blackwell on efficiency metrics, but volume production delayed to 2027 as Nvidia's next architecture looms.

Jalapeño, built with Broadcom on TSMC's 3nm process, matches Nvidia Blackwell performance while addressing the economics of running models at scale

TSMC's $100 billion Arizona expansion signals sustained AI chip demand through 2030, but near-term margin compression and capital intensity are pricing in too much risk.

CFO Jason Child says demand for Arm's new data center chips could exceed $2 billion in fiscal 2027-2028, but TSMC capacity and memory availability are the real bottleneck

Samsung's 4nm and 5nm wafer prices jumped 10-15% in July, marking the first time the loss-making foundry division could raise prices instead of compete on cost

CFO Jason Child says Arm expects more than $2 billion in customer demand for its AI chips across fiscal 2027 and 2028, as the company races to secure fabrication capacity.

Taiwan industry reports peg this year's foundry price increases at 15-20 percent, with further hikes expected in 2027 as AI-driven wafer demand keeps utilization rates elevated.

Taiwanese chip designer Alchip Technologies posted record NT$7.43 billion in July revenue, driven by mass production of custom AI chips built on TSMC's N3P process.

Investors bought deeply out-of-the-money calls on Micron Technology and Taiwan Semiconductor Manufacturing, pointing to expectations for sustained growth in AI-driven chip demand

Taiwan Semiconductor Manufacturing Co. delivered a robust first-quarter earnings beat, driven by insatiable demand for artificial intelligence hardware, signaling powerful tailwinds for key U.S. technology giants.