The reshoring trade has moved from political talking point to capital expenditure line item, and the funds that own the picks ...

Cadence (CDNS) announced major advancements in chip design automation and IP, driven by its long-standing relationship with TSMC (TSM) to develop advanced design infrastructure and accelerate time to ...

Apple could be losing its privileged position as the most important customer at TSMC. For a long time, the only rule that governed the relationship between these two giants was that Apple paid the ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. A woman walks past a Taiwan Semiconductor Manufacturing Company (TSMC) logo at the Hsinchu ...

By Wen-Yee Lee HSINCHU, Taiwan, June 4 (Reuters) - Taiwan's TSMC, the world's largest contract chipmaker, is striving to keep up with demand and avoid becoming a bottleneck in the global supply chain ...

I don't cover Taiwan Semiconductor Manufacturing Company Limited (TSM) aka TSMC as frequently as I cover similar-sized tech stocks, with my only research piece dating back to December 2024. I had a ...

When revenue in the quarter jumped 38.6% to $30.1 billion, CFO Wendell Huang said, "Our business in the second quarter was supported by continued robust AI and HPC-related demand." TSMC's margins also ...

Apple is reportedly losing its priority shipment status at TSMC, as the foundry shifts its focus toward AI giants like NVIDIA. Apple is no longer the main source of income for its partner for the ...