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 …
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 …
The Japanese government plans to invest ~$1.6B in Rapidus over the next two fiscal years to help it mass-produce 2nm logic chips and potentially challenge TSMC
Japan's Rapidus Corp. secured investment totaling ¥267.6 billion ($1.7 billion) from the government and dozens …
Sources: TSMC plans to invest another $100B to build four more US fabs to ensure tariff-free chip sales; analysis: its Arizona site has land for four more fabs
Sources: TSMC plans to invest another $100B to build four more US fabs to ensure tariff-free chip sales; analysis: its Arizona site has land for four more fabs
Agreements reached between Taiwan and Trump administration imply big expansion for world's biggest chipmaker
ASML hits a $500B+ market cap for the first time, the third European company to reach the milestone, after TSMC reported strong earnings; ASML is up 18% YTD
TSMC projects $52B to $56B in 2026 capital spending, up 25%+ from 2025, and forecasts close to 30% YoY revenue growth in 2026, both above analyst estimates
Bloomberg:NEW
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 …
Substrate, which aims to challenge TSMC, raised $100M+ from Founders Fund, General Catalyst, and others at a $1B+ valuation as it seeks to boost US chip making
a new form of advanced X-ray lithography—to power them. America invented semiconductors. We will lead again. [video] @substrate : The United States invented all of the critical technologies that power...
TSMC reports Q3 net profit up 39% YoY to ~$14.8B, above est., and raises its 2025 revenue growth projection to the mid-30% range, citing “very strong” AI demand
Taiwan Semiconductor Manufacturing Co. hiked its projection for 2025 revenue growth for the second time this year …