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TSMC
Semiconductor
TSMC sales beat estimates in sign of solid AI chip demand
Taiwan Semiconductor Manufacturing Co. posted a better-than-expected 39% rise in quarterly revenue, assuaging concerns that AI hardware spending is beginning to taper off.
October 09, 2024
Artificial Intelligence
Funds turn to Korea for AI stock exposure as TSMC gets crowded
Valuations suggest a more alluring risk-reward for Korea.
July 25, 2024
Semiconductor
ASML and TSMC can disable chip machines if China invades Taiwan
he Netherlands has run simulations on a possible invasion in order to better assess the risks
May 21, 2024
Semiconductor
TSMC capex outlook key to next phase of US$340 billion stock rally
'TSMC is undervalued as the firm’s dominant position in cutting-edge chips is sometimes overshadowed by geopolitical risks'
April 17, 2024
Semiconductor
TSMC gets US$11.6 billion in US grants, loans for three chip fabs
TSMC will construct a third factory in Phoenix, Arizona
April 08, 2024
Semiconductor
TSMC bulls ignore Buffett's warning for bet on coming AI age
Other than its dominance in advanced chips, TSMC also has a more than 50% share of the overall foundry market
March 18, 2024
Tech
TSMC's 110% rally draws caution, even from the bulls
'You can't really spend several tens of billions on data centres every single year'
March 15, 2024
Semiconductor
AI frenzy seen powering TSMC's rally from overbought levels
The world’s top chip foundry jumped as much as 4.6% to NT$769 in Taipei on Thursday
March 07, 2024
Semiconductor
The world's chip industry poised to bounce back after tough 2023
Markets are returning to normal buying patterns and the worst of the contractions are over
February 05, 2024
Semiconductor
US aims to announce big grants for chip plants by end of March
Semiconductor companies have pledged to invest more than US$230 billion in the US in recent years
January 28, 2024