Summary TSMC and its smaller rivals are driving a projected 20% chip foundry growth in 2025, fueled by AI demand. Advanced nodes (5/4 nm, 3 nm) maintain high utilization, while mature nodes lag. TSMC ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick. In ...

That relatively mature but still advanced node costs around $10,000 per wafer. Apple, TSMC's most privileged customer, currently pays $18,000 per 3nm wafter. Depending on the buyer, tariffs could ...

TSMC's AI demand and robust financial health highlight its growth. Find out why TSM stock, along with DeepSeek’s ...

Discover why the recent selloff of TSMC stock may actually present a compelling buying opportunity, given its strong fundamentals in AI-driven technologies.

A new Counterpoint Research report forecasts a 20% revenue growth for the global foundry industry in 2025, driven by strong AI demand and with TSMC as a ...

To reduce its reliance on NVIDIA and other AI chip suppliers, OpenAI is expected to have its first in-house AI chip taped out at TSMC in the first half of ...

This year's SoCs are all expected to use TSMC's N3P manufacturing technology, a performance-enhanced optical shrink of the company's N3E fabrication process. As an optical shrink, the N3P node ...

According to the leaker, AMD's next-generation GPUs based on its unified GPU technology known as "UDNA" will be fabricated on TSMC's N3E process. N3E is the second generation of TSMC's N3 process ...

PC gamers can't even buy NVIDIA's new GeForce RTX 5090 or RTX 5080, and now we've got the hype train for next-gen RTX 60 ...

TSMC’s long-standing leadership in node advancement comes from its ability ... attracting and retaining more customers, more stable utilization of ever-expanding production capacities, and ...