NVIDIA CEO Jensen Huang says TSMC needs to double production over the next 10 years... just to meet current NVIDIA demand, as ...
TSMC’s record Q4 revenue surges on smartphone and AI demand, with a fast 2026 ramp expected. Read the latest analysis on the ...
12don MSN
Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic'
The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid ...
TSMC is finally ramping up capital spending in response to incredible demand for AI accelerators.
A surge in demand for artificial intelligence chips has propelled TSMC to a record-breaking quarter, with the company ...
TSMC is sitting on solid catalysts that should allow it to crush Wall Street's expectations in 2026. The healthy demand for AI chips, TSMC's capacity expansion efforts, and the potential increase in ...
Advanced nodes now generate roughly 74% of wafer revenue, anchoring TSMC’s dominance in high-margin, hard-to-replicate manufacturing. AI-driven demand is accelerating faster than expected, supporting ...
Taiwan Semiconductor Manufacturing Company's growth hasn't slowed. AI demand is outpacing packaging capacity, creating an industry bottleneck. Here's why Powertech, ASE, and Intel matter next. When ...
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