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TSMC's robust AI-driven growth, clear process roadmap, and resilient demand position it for strong performance through 2025/26 and beyond. Q1 2025 results and Q2 guidance highlight impressive revenue growth, margin resilience, and management's ability to offset macro headwinds with price hikes. Long-term tailwinds include the launch of new A16/A14 nodes, sovereign AI spending, and expansion int...
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Taiwan Semiconductor Manufacturing said the facility would design chips to be used across the automotive and industrial sectors as well as artificial intelligence.
Taiwan Semiconductor Manufacturing Co (2330.TW), the world's largest contract chipmaker, is still assessing when it will use ASML's cutting-edge high numerical aperture (NA) machines for its future process nodes, an executive said on Tuesday.
Taiwan Semiconductor Manufacturing Co , the world's largest contract chipmaker, will open a chip design centre in Munich, Germany, a company executive said on Tuesday.
Looking past all the talk of on-again, off-again tariffs, it's easy to forget that we are perhaps in the midst of the biggest technological shift in our lifetimes, thanks to the potential of artificial intelligence (AI). If this is true, then investors are certainly going to want to jump onto stocks of AI leaders and hold for the long term.
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