OpenAI, CEO, Sam Altman, has poured cold water on swapping to Intel’s foundry, saying he’d rather the Taiwan giant simply built more. Asked by Stratechery about adding another supplier to ease the ...
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 ...
OpenAI is exploring a partnership with TSMC to build its own custom AI chip, reducing dependence on NVIDIA’s hardware. The project could give OpenAI tighter control over its models and position it as ...
OpenAI is about to launch an AI device that 'crushes' the iPhone; RAM shortage is getting out of control, retailers stop ...
TL;DR: TSMC achieved a record Q3 2025 with $33.1 billion revenue, driven by 57% sales from AI and HPC demand. Net income rose 39.1% year-over-year, supported by advanced process technologies powering ...
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.
Intel has denied TSMC’s claim that former executive Wei Jen Lo leaked company secrets after joining Intel, as Taiwan begins ...
TAIPEI (Reuters) -TSMC, the world's largest contract chipmaker, reported on Thursday third-quarter revenue rose 30% year-on-year, beating the market forecast, as demand for the company's products ...
Following TSMC's landmark announcement of a US$165 billion investment to expand its manufacturing footprint in Arizona, an increasing number of tech giants are now following suit. The state—part ...
The AI boom represents the biggest secular tech wave since the internet era, and TSMC is structurally positioned to be one of its primary enablers. Its Q3 results showed explosive 45% revenue growth ...
TSMC is the largest chipmaker in the world, producing leading-edge chips for Nvidia, Broadcom, and others. Its monthly sales data points to better-than-expected demand for semiconductors in the third ...
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