Tag: $TSMC

Broadcom flags supply constraints, says TSMC capacity a bottleneck

Chip designer Broadcom (AVGO.O), says it is seeing supply chain constraints across the technology sector, including ​capacity limits at its manufacturing partner TSMC (2330.TW), as soaring demand for AI chips ‌strains production.

TSMC Sales Grow 30% on Sustained Global Demand for AI Hardware

Taiwan Semiconductor Manufacturing Co.’s sales rose 30% in the first two months of the year, buoyed by the robust pace of AI infrastructure construction prior to the outbreak of conflict in the Middle East.

TSMC Revenue Jumps 37% in January as AI Spending Marches On

Taiwan Semiconductor Manufacturing Co.’s January sales grew at their fastest clip in months, a sign of sustained global AI spending even as concerns persist about an industry bubble.

TSMC to produce advanced chips in Japan

TSMC has unveiled plans to produce 3-nanometre semiconductors in Japan, as the world’s largest chip manufacturer diversifies production of its cutting-edge chips.

TSMC Stock Jumps. Earnings Beat Expectations in First 2026 Test for AI Boom.

Taiwan Semiconductor Manufacturing (TSM) beat expectations for its fourth-quarter earnings on Thursday. The Taiwanese chip manufacturer expects to spend heavily to meet rising demand for artificial-intelligence processors.

ASML tops $500 billion market cap as TSMC plans to spend more

ASML (ASML) the world’s biggest maker of equipment used to manufacture computer chips, crossed $500 billion in market value for the first time on Thursday, after top customer TSMC (2330) announced larger than expected capital spending plans to keep up with booming demand for artificial intelligence chips.

TSMC profit surges to record high on AI chips boom; China concerns dismissed

Taiwan Semiconductor Manufacturing Co. clocked a record-high third-quarter profit on Thursday as the world’s biggest contract chipmaker continued to see outsized demand for artificial intelligence infrastructure.

TSMC posts forecast-beating Q3 revenue surge on AI boom

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 leapt on surging interest in artificial intelligence applications.

World’s largest chipmaker TSMC says it has discovered potential trade secret leaks

Taiwan Semiconductor Manufacturing Co. said on Tuesday that it had detected “unauthorized activities” that led to the discovery of potential trade secret leaks.

TSMC Rises. Why U.S., China Tensions Are Reshaping the Chip Manufacturer.

Taiwan Semiconductor Manufacturing TSM is caught in the middle of U.S.-China tensions. Progress on U.S.-made chips looks set to boost the chip manufacturer despite further restrictions on its Chinese business.

TSMC May sales surge nearly 40% on robust AI demand

TSMC (TW:2330) (NYSE:TSM), known formally as Taiwan Semiconductor Manufacturing Corp, clocked a nearly 40% jump in its May sales on Tuesday, as the chipmaking giant continued to benefit from robust artificial intelligence-fueled demand.

TSMC says US tariffs have some impact but AI demand robust

Taiwan’s TSMC (2330.TW), said on Tuesday that U.S. tariffs were having some impact on the company and had been discussed with Washington, but demand for artificial intelligence (AI) remains strong and continues to outpace supply.

TSMC denies it’s talking to Intel about chipmaking joint venture

Taiwan Semiconductor Manufacturing Company denied reports that the semiconductor giant was in active discussions with Intel regarding a chipmaking joint venture.

TSMC sticks with its revenue forecast after profit tops estimates despite Trump trade worries

Taiwan Semiconductor Manufacturing Company on Thursday maintained its annual revenue forecast after it quarterly beat profit expectations, thanks to a continued surge in demand for AI chips.

AMD to commence chip production at TSMC’s new U.S. site

Advanced Micro Devices (NASDAQ:AMD) announced on Tuesday that its key processor chips will soon be produced at Taiwan Semiconductor Manufacturing Company’s (TSMC) new facility in Arizona. This marks the first time AMD’s products will be manufactured within the United States.

TSMC posts 47% jump in March revenue on strong AI chip demand

Taiwan Semiconductor Manufacturing Co (TSMC) on Thursday posted a sharp jump in March revenues, driven by robust demand for advanced chips and AI-related applications.

Intel and TSMC in talks for joint venture, TSMC to acquire 20% stake

Intel (NASDAQ:INTC) and Taiwan Semiconductor Manufacturing Co. (TSMC) are in discussions to form a joint venture to manage Intel’s chipmaking facilities, according to a report from The Information, citing sources involved in the talks.

TSMC’s $100bn pledge to Trump will not revive US chipmaking, says ex-Intel chief

Taiwan Semiconductor Manufacturing Company’s pledge to spend an extra $100bn on advanced manufacturing plants in the US will do little to help the country restore its global lead in chipmaking, according to Pat Gelsinger, who was forced out as chief executive of Intel late last year.

Intel Break Up Considered by Broadcom, TSMC. How That Would Play Out.

Intel could be split up, with two of the chip maker’s biggest rivals eyeing separate parts of its business.

Exclusive: OpenAI set to finalize first custom chip design this year

OpenAI is pushing ahead on its plan to reduce its reliance on Nvidia for its chip supply by developing its first generation of in-house artificial-intelligence silicon.