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Company

TSMC

524 articles decelerating

TSMC has appeared in 524 articles since 2015-01. Coverage peaked in 2024Q4 with 38 articles. Frequently mentioned alongside Taiwan, Intel, Nvidia, Samsung.

Articles
524
mentions
Velocity
-80.6%
growth rate
Acceleration
-1.371
velocity change
Sources
62
publications

Coverage Timeline

2026-04-23
Reuters 18 related

TSMC SVP Kevin Zhang says the company plans to open an advanced chip packaging plant in Arizona by 2029 and that construction has begun

Taiwan Semiconductor Manufacturing Co (2330.TW) plans to open a chip packaging plant in Arizona by 2029, an executive told Reuters.

Bloomberg 9 related

TSMC says it will hold off on using ASML's most advanced high-NA EUV machines, costing upwards of €350M apiece, for chip production through 2029 to save money

Tom's Hardware 10 related

TSMC unveils its process technology roadmap through 2029, aiming to launch a new node yearly for client applications and every two years for AI and HPC

Still no High-NA on horizon. … TSMC revealed its general manufacturing technology roadmap through 2029 at its North American Technology Symposium 2026 on Wednesday.

2026-04-16
Wall Street Journal 44 related

TSMC CEO C.C. Wei says TSMC checked with customers about AI demand and was reassured that it was still strong amid the Iran war, as it raises revenue forecasts

Taiwan company expects revenue to grow by more than 30% and doesn't see material disruptions to supply chain

CNBC 50 related

TSMC reports Q1 revenue up 35.1% YoY to ~$35B, net income up 58.3% YoY to ~$18B, both above est., and says 7nm or smaller chips were ~74% of its wafer revenue

Taiwan Semiconductor Manufacturing Company on Thursday reported a 58% increase in first-quarter profit, beating estimates and hitting …

2026-04-10
Bloomberg 26 related

TSMC reports Q1 revenue up 35% YoY to ~$35.6B, vs. ~$35.2B est., signaling global chip demand stayed intact during the first weeks of the war in the Middle East

Taiwan Semiconductor Manufacturing Co. reported a 35% increase in quarterly revenue, suggesting global AI chip demand remained intact during …

2026-04-09
CNBC 6 related

TSMC says its most advanced chip packaging tech, CoWoS, is growing at an 80% CAGR as it ramps up capacity; Nvidia has reserved most of TSMC's CoWoS capacity

An underappreciated step in the chipmaking process is poised to become the next bottleneck for artificial intelligence.

2026-03-25
Wired 33 related

Q&A with Arm CEO Rene Haas on changing Arm's culture, working with Arm owner SoftBank, developing Arm's AGI CPU data center chip fabricated by TSMC, and more

Lauren Goode /Wired:

2026-03-15
SemiAnalysis 10 related

TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification

TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner  —  Ivan Chiam, Myron Xie, Ray Wang, and 3 others

2026-03-14
SemiAnalysis 10 related

TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification

TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner  —  Ivan Chiam, Myron Xie, Ray Wang, and 3 others

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Quarterly Coverage

Top Sources

Narrative

TSMC has appeared in 479 Techmeme articles since January 2015. The biggest stories include TSMC reports Q1 revenue up 35.1% YoY to ~$35B, net income up 58.3% YoY to ~$18B, both... and Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia.... Frequently covered alongside Intel, Samsung, Nvidia, Apple, and Taiwan Semiconductor Manufacturing Co.. Coverage has shifted toward enterprise, consumer themes and away from funding.

Key Moments

2024Q2enterprise +6pts; developer +13pts; research -10pts
2024Q3enterprise +8pts; developer -13pts; consumer +11pts
2024Q4enterprise -5pts; research -10pts

Relationships

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