Taiwan Semiconductor (TSM) is expanding advanced AI chip production to Japan to reduce geopolitical risk from Taiwan-based manufacturing. TSMC reported Q4 2025 revenue of $33.73B (up 20.5%) with net ...

Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports. Nvidia is expected to overtake Apple as the single largest source of revenue ...

Taiwan Semiconductor Manufacturing will benefit from the same tailwinds in 2026 as it did in 2025. Almost everything that I discussed in that article in early 2025 is still relevant today, and even if ...

In case it wasn't already abundantly clear, Nvidia is doing pretty well right now, thanks mainly to demand for its AI processors. However, the true scale of its might has been made even more ...

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 ...

Apple will still benefit as TMSC confirms large-volume production has started for its newest 2nm processor, but as Nvidia ascends, Apple's days of being able to command the firm's entire output are ...

On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it expects AI chip demand to continue for years. During an earnings call, CEO C.C. Wei ...

If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first to know. And, should the GenAI market deflate ...

The gold rush across the high-end processor market might help Apple’s processor manufacturing partner, TSMC, drive harder bargains than in the past. That’s because Apple’s huge appetite for processors ...

TSMC's revenue growth in the fourth quarter of 2025 exceeded market expectations. The foundry giant seems poised for faster growth in 2026. TSMC's ability to deliver a better-than-expected outlook ...