Sources: TSMC urges clients to apply for N2 production allocation as far out as Q2 2027, with large capacity allotments nearly sold out for the next two years
Sources: TSMC urges clients to apply for N2 production allocation as far out as Q2 2027, with large capacity allotments nearly sold out for the next two years
[Exclusive] Clients are being asked to finalize their requirements into mid 2027, with larger customers already booking capacity over the next two to three years.
Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025
[Exclusive] A 15-year relationship helped TSMC grow and Apple leap ahead of rivals. But now the iPhone maker is struggling …
Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025
Here Are 3 ETFs That Cut Magnificent 7 RiskAdam Clark /Barron's Online:Nvidia Stock Pops. Trump, TSMC Are Boosting the AI Chip Maker.Laura Bratton /Yahoo Finance:Chip stocks jump as Nvidia supplier TS...
TSMC reports Q4 net profit up 35% YoY to a record ~$16B, above $15.17B est., as it benefited from surging demand for AI chips and hit $100B in 2025 revenue
TSMC, the world's largest contract chipmaker, posted a 35% jump in fourth-quarter net profit on Thursday, beating market forecasts and hitting a record …
Sources: China added AI chips from Chinese groups to its government-approved list of suppliers for the first time, before Trump's move to allow Nvidia exports
Zijing Wu / Financial Times :
Sources: Nvidia has privately demonstrated its unreleased location verification tech in recent months, which could show the country its chips are operating in
Nvidia (NVDA.O) has built location verification technology that could indicate which country its chips are operating in …
Sources: TSMC's Arizona plant is now producing Systems-in-Package for the Apple Watch, almost certainly the S9, in addition to the A16 processor for iPhones
I've finally landed on a name for this publication: Culpium. Further publishing announcements at the end.