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 ...

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 ...

As its most advanced packaging lines are operating at full capacity, TSMC has transferred part of its advanced packaging orders to outsourced semiconductor assembly and test (OSAT) giants ASE and ...

On Thursday, TSMC said the U.S. Department of Commerce has approved an annual export license covering its Nanjing fabrication plant, reported Reuters. This allows U.S.-controlled equipment to be ...

SEOUL, Jan 1 (Reuters) - The U.S. government has granted an annual licence to Taiwan Semiconductor Manufacturing (2330.TW), opens new tab to import U.S. chip manufacturing equipment to its facilities ...

Taiwan Semiconductor Manufacturing Co. plans to install chipmaking equipment in its second Arizona plant next summer as it prepares for mass production at the fab a year earlier than projected, ...

Japanese semiconductor firms are pivoting toward advanced packaging and alternative lithography as TSMC extends its scale advantage in artificial intelligence chips. TSMC's 3nm and 2nm capacity is ...

Goldman’s call suggests the AI trade may still have another gear. Goldman Sachs boosts TSMC’s price target, citing surging AI-driven demand and industry bottlenecks. AI infrastructure demand drives ...

Few companies hold as commanding a market position as TSMC. If you look around your house, you'll likely see a smartphone, TV, laptop, tablet (especially if you have young kids), gaming console, or ...

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TSMC shares rose on Monday. A bullish note from Goldman Sachs analysts on Taiwan Semiconductor Manufacturing Co. lifted shares of the global chip manufacturer in early trade on Monday. Taiwan Semi's ...