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

Taiwan Semiconductor Manufacturing will spend up to $56 billion on capital expenditures this year. It was taken as a vote of confidence in AI but it could be influenced by a U.S.-Taiwan trade deal.

Taiwan Semiconductor Manufacturing Company Limited powers AI chips globally as U.S. fabs ramp. Click for an updated look at ...

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

Taiwan Semiconductor Manufacturing (NYSE:TSM) plans up to $56b in capital expenditures to expand chip manufacturing capacity, focused on AI chips. The company has opened a new U.S. plant and signed a ...

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 ...

Taiwan Semiconductor's 2nm process will enter volume production in 2025, with early tape-outs already exceeding 3nm and 5nm combined. Advanced nodes (5nm and 3nm) drove 60% of wafer revenue in Q2 2025 ...

Nvidia has overtaken Apple as TSMC’s largest customer, signaling how AI chip demand is reshaping the global semiconductor industry.

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

Taiwan Semiconductor (TSM) just posted the kind of quarter that usually ends the debate. The numbers were undeniable: $16 billion in profit, 35% year-over-year growth, and forward guidance aggressive ...