TweakTown

TSMC needs to double production over the next 10 years to keep up with NVIDIA demand

NVIDIA CEO Jensen Huang says TSMC needs to double production over the next 10 years... just to meet current NVIDIA demand, as ...

Broadcom and TSMC to emerge as big winners in the custom AI chip boom

Nvidia still reigns, but a structural shift toward custom silicon is creating a new hierarchy of winners and laggards, and ...

Is It Too Late to Buy TSMC Stock After Its Run?

Is TSMC still an AI goldmine, or has Wall Street already priced in the upside? Here's what investors need to know right now.

AI demand forcing Apple to look for alternatives to TSMC

Apple is no longer the biggest client for chip foundry TSMC, and as it loses its stranglehold on the global supply chain, Tim ...
DIGITIMES

MediaTek to be early adopter of TSMC 2nm, A14 processes, focuses on boosting AI computing power

MediaTek is collaborating with its supply chain to develop new technologies while optimizing capacity and flexibly adjusting ...

TSMC Just Delivered Incredible News for ASML Investors

ASML's stock price got a nice shot in the arm following TSMC's latest quarterly report.

TSMC to manufacture 3nm chips in Japan to meet surging AI demand

Taiwan's TSMC will manufacture advanced 3-nanometer semiconductors at its second factory in Japan, boosting the country's ...
DIGITIMES

A close reading of the book behind TSMC's Japan bet

TSMC's decision to bring 3nm manufacturing to Japan is often explained in terms of subsidies and diversification. A better explanation sits in a book written five years ago by Prime Minister Sanae ...