TSMC chairman C.C. Wei recently confirmed that AI demand is real and the trend will remain unchanged in the coming years. AI accelerators accounted for a "high double-digit" percentage of TSMC's total ...

TL;DR: TSMC plans to double semiconductor production over the next decade to support NVIDIA's growing AI chip demand and global infrastructure expansion. NVIDIA, TSMC's largest customer, drives ...

TSMC is set to increase capital spending once again in 2026 thanks to strong demand for its fabrication services. The rise in spending is good news for ASML, especially since TSMC plans to allocate a ...

Taiwan Semiconductor (TSMC) committed $56B to AI chip manufacturing. ASML (ASML), Applied Materials (AMAT) and Lam Research (LRCX) capture this spending. ASML holds a monopoly on EUV lithography ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min TSMC execs painted a picture of ...

Taiwan Semiconductor Manufacturing Co. plans to spend a record of up to $56 billion this year to feed the world’s insatiable appetite for chips, as it grapples with pressure to build more factories ...

A detailed new report from SemiAnalysis argues that while Apple's partnership with TSMC created the modern leading-edge foundry model, the rapid rise of AI computing is changing who pays for new chip ...

A worker walks past the 2-nanometer fabrication plant of TSMC at Nanzih Technology Industrial Park in Kaohsiung on December 23, 2025 - Copyright AFP/File I-Hwa Cheng ...

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 ...

PHOENIX (AZFamily) — After an hours-long meeting, the Phoenix City Council approved plans for another chip plant and a housing complex in north Phoenix. Residents of Stetson Valley in north Phoenix ...

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