Apple is no longer the biggest client for chip foundry TSMC, and as it loses its stranglehold on the global supply chain, Tim ...

The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid ...

Vanguard International Semiconductor (VIS) announced on 28 January that it had signed a technology licensing agreement with TSMC covering 650V high-voltage and 80V low-voltage GaN process technologies ...

Broadcom (NASDAQ:AVGO) and Taiwan Semiconductor Manufacturing (NYSE:TSM) are emerging as major beneficiaries of the custom AI chip boom, capturing value alongside NVIDIA’s continued dominance in the ...

The company's operational strength is staggering. A recent Counterpoint Research analysis forecasts that TSMC is set to control approximately 99% of the chip fabrication (wafer production) for the ...

Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports.

TSMC’s record Q4 revenue surges on smartphone and AI demand, with a fast 2026 ramp expected. Read the latest analysis on the ...

Just weeks before OpenAI unveiled its pioneering AI chatbot ChatGPT in late 2022, Berkshire spent US$4.12 billion buying ...

Intel could be close to a major foundry win.

If hyperscalers and chip companies don’t build up a TSMC competitor they are set to forego billions of dollars in revenue and ...

ASML's stock price got a nice shot in the arm following TSMC's latest quarterly report.

Intel is back in focus as Apple reportedly looks to use its U.S. foundries, sparking fresh debate over whether INTC stock is ...