Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic'

The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid ...

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.
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 ...

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 ...

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.
CNA

TSMC CEO flags 3-nanometre chip production in Japan, investment reported at US$17 billion

TAIPEI: TSMC plans to mass produce advanced 3-nanometre chips in Kumamoto in southern Japan, TSMC CEO CC Wei said on Thursday ...

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 ...