I reiterate my strong buy rating on TSMC going into Q3 2025 earnings, citing strong AI/HPC demand as noted by the monthly revenue data, with very tight N3/N5 capacity. N2 remains on track for 2H25.

TL;DR: TSMC has begun foundation pile construction for its $48.5 billion 1.4nm (A14) semiconductor fab in Central Taiwan Science Park, targeting risk production by late 2027 and mass production in ...

TSMC Q3 profit soars 39.1% Posts sixth consecutive quarter of double-digit profit growth TSMC benefiting from AI megatrend TAIPEI, Oct 16 (Reuters) - TSMC (2330.TW), opens new tab, the world's biggest ...

TSMC’s Q3 2025 results confirmed its structural strength, posting 40.8% YoY revenue growth and a 50.6% operating margin, driven by expanding AI and HPC demand amid global capacity diversification.

Taiwan Semiconductor Manufacturing Co. sued a former top executive Tuesday, alleging that he violated a noncompete agreement when he left the chipmaker and joined Intel. The dispute comes as Intel ...

Nvidia and Taiwan Semiconductor Manufacturing Company (TSMC) have achieved a significant milestone in the semiconductor industry by producing the first AI chip built in the United States. This ...

NVIDIA is probably one of the biggest suppliers of hardware used by AI companies to process and run their models. However, OpenAI might not want to be overly reliant on NVIDIA. According to a report ...

TL;DR: NVIDIA CEO Jensen Huang has requested TSMC to boost 3nm chip production by 50% to meet rising demand for Blackwell AI GPUs and Rubin AI platforms. This expansion highlights NVIDIA's reliance on ...