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 ...

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Benefiting from surges in AI GPU, and ASIC demand, both TSMC and non-TSMC camps have raised their 2026 CoWoS capacity plans. Notably, due to CoWoS supply shortages and Nvidia's requirements, TSMC's ...

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 ...

TSMC's plan to sharply expand its US footprint has reignited debate in Taiwan over technology security, even as the government insists that existing safeguards remain firmly in place. Save my User ID ...

Taiwan Semiconductor Manufacturing Co. is poised to buy an additional 900 acres in north Phoenix to accommodate the company’s $165 billion development near Loop 303 and Interstate 17. The Phoenix City ...

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, ...

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