Taiwan Semiconductor Manufacturing will benefit from the same tailwinds in 2026 as it did in 2025. Almost everything that I discussed in that article in early 2025 is still relevant today, and even if ...

TOKYO — Taiwan's chipmaker TSMC said Thursday it will be manufacturing some of the world's most cutting-edge semiconductors in Japan to meet booming artificial intelligence-related demand, in a boost ...

Nvidia will become TSMC's largest customer this year, according to analyst estimates and Huang himself. Apple is believed to currently be TSMC's largest customer. The positional swap will mark a ...

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With strong demand for AI servers, TSMC—holding the vast majority of AI chip orders—is executing major expansions in advanced process technology and packaging capacity. As TSMC and Nvidia light the ...

TSMC is upgraded to a buy as growth is set to reaccelerate and valuation has corrected. My previous downgrade was likely premature. Their revenue growth decelerated in Q4 seemingly due to capacity ...

TSMC is now worth US$1.7 trillion. The chip giant has surpassed Broadcom and Meta to become the world's sixth-largest company. But the milestone has triggered fresh concerns in Taiwan. Save my User ID ...

TSMC is one of the least sensational management teams in the AI space, yet management explicitly called AI a multi-year “megatrend” in their most recent earnings call, with demand now being pulled not ...

TSMC is raising spending to meet increasing demand. On Wall Street, 98% of covering analysts call TSMC shares a buy. The average consensus target price is 25% higher than today. Companies like Amazon, ...

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 ...

GameSpot may get a commission from retail offers. The next Minecraft update hasn't been revealed yet, as Mounts of Mayhem was only recently released, on 9 December. Usually, the next Minecraft update ...