Who is the Jacob that Qoft referred to as their business partner? The breach tracking service Constella Intelligence finds ...

TSMC just reported the highest monthly sales in the company's history. The news comes in the wake of its blockbuster financial report last month. TSMC stock is trading for a premium, but the company ...

Taiwan Semiconductor (TSM) is expanding advanced AI chip production to Japan to reduce geopolitical risk from Taiwan-based manufacturing. TSMC reported Q4 2025 revenue of $33.73B (up 20.5%) with net ...

Taiwan Semiconductor Manufacturing plans to start making more-advanced chips in Japan, a move that would be a major boost to the country’s efforts to secure cutting-edge technology needed for ...

TSMC plans to mass-produce advanced 3-nanometer chips at its facilities in Kumamoto, southern Japan, with total investment expected to reach about $17 billion, reported Japanese newspaper Yomiuri on ...

TOKYO/TAIPEI, Feb 5 (Reuters) - TSMC (2330.TW), opens new tab plans to mass produce advanced 3-nanometre chips in Kumamoto in southern Japan, TSMC CEO C.C. Wei said on Thursday, an investment local ...

TSMC chairman C.C. Wei recently confirmed that AI demand is real and the trend will remain unchanged in the coming years. AI accelerators accounted for a "high double-digit" percentage of TSMC's total ...

TL;DR: TSMC plans to double semiconductor production over the next decade to support NVIDIA's growing AI chip demand and global infrastructure expansion. NVIDIA, TSMC's largest customer, drives ...

Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports. Nvidia is expected to overtake Apple as the single largest source of revenue ...

I rate TSMC a Sell, as the stock is priced for perfect execution with record margins, elevated P/E multiples, and extreme bullish sentiment. Consensus sentiment is extremely bullish, with no major ...

What just happened? The world's most valuable semiconductor relationship just shifted: Nvidia has overtaken Apple as the largest customer of TSMC, according to CEO Jensen Huang. The disclosure, paired ...

Apple will still benefit as TMSC confirms large-volume production has started for its newest 2nm processor, but as Nvidia ascends, Apple's days of being able to command the firm's entire output are ...