Pat Gelsinger argues that TSMC's pledge to build additional fabs in Arizona will do little to revive US semiconductor ...

Jefferies upgraded Applied Materials (NASDAQ:AMAT) to Buy and downgraded KLA Corp to Hold amid shifting trends in semiconductor spending and evolving dynamics in China. The firm raised its 2025 wafer ...

The increase in 2025 is primarily driven by two companies. TSMC, with plans to increase capex 34% y-o-y to between $38 ...

Former TSMC co-CEO Shang-yi Chiang and renowned immersion lithography expert Burn Lin have weighed in on TSMC's dominance in ...

WASHINGTON :TSMC CEO C. C. Wei plans to meet with President Donald Trump on Monday to announce the Taiwanese semiconductor company plans to make a $100 billion investment in the United States ...

In recent years, Samsung has also lost market share to TSMC in contract chip manufacturing and to Apple and Chinese rivals in smartphones. In January, Samsung warned of sluggish sales of its AI chips ...

As TSMC has pushed its technological lead, its main foundry rivals, Intel and Samsung, have struggled ... in AI-focused capital expenditures (capex) by Amazon, $80 billion from Microsoft, and ...

Matching the yield offered by Samsung and TSMC, as well as acquiring customers ... which is reflected in the CapEx forecast. Operating margins are in line with historical averages for most periods ...

TSMC controls over 50% of global semiconductor production and an overwhelming 90% of the advanced node market, which includes chips below 7nm. Competitors like Samsung ... Net of CapEx, it ...

Taiwan Semiconductor Manufacturing Co.’s revenue climbed 39% in the first two months, quickening from 2024 in a sign of resilient demand for the Nvidia Corp. chips that power AI development.

The hyperscalers are still pumping tens of billions into CapEx, keeping margins ... taking a back seat and Samsung facing yield issues on its 3nm process, TSMC now holds over 64% of the market ...