TSMC projects its revenue will grow at a compound annual rate of 25% through 2029. At today's margins and valuation, the company will nearly double its earnings. Its projections may be on the ...

Riding a year of extraordinary growth powered by the AI boom, Taiwan Semiconductor Manufacturing Co. (TSMC) has approved a 2026 strategy that couples record capital spending with one of the most ...

TSMC has made a significant change in its process plan for the Kumamoto second fab, confirming an upgrade from the initially planned 6/7nm node to 3nm. This facility will become Japan's first 3nm ...

Taiwan Semiconductor Manufacturing Co.’s January sales grew at their fastest clip in months, a sign of sustained global AI spending even as concerns persist about an industry bubble. The contract ...

Rumor mill: The Trump administration is preparing a tariff plan that could shield US hyperscalers, including Amazon, Google, and Microsoft, from new duties on imported semiconductors. The carve-outs ...

Taiwan Semiconductor Manufacturing posted its highest monthly revenue ever, the latest sign that global tech giants aren't pulling back chip orders despite concerns that a bubble is forming in the ...

One of the biggest problems facing Microsoft's capex pertains to chip tariffs, and the U.S. might finally be waking up to the self-inflicted pain it's causing. When you purchase through links on our ...

Taiwan Semiconductor Manufacturing’s earnings are breathing new life into the artificial-intelligence trade on Thursday, highlighting both robust demand and aggressive plans to spend across the ...

In an interview, Taiwan's top trade negotiator described U.S. calls to relocate 40% of the island's semiconductor production capacity stateside as "impossible." The statements push back on recent ...

Wedbush analyst Dan Ives expects Big Tech capital expenditures to reach $550–$600 billion in 2026, up from about $380 billion in 2025. The semiconductor industry is projected to approach $1 trillion ...