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TSMC Raises Guidance as AI Demand Spurs Bigger 3nm Spend

A clear path to 2nm in 2026 followed by 1.4nm in 2028 signals a widening edge.

TSMC Sets Record January Sales, Approves $44.96 Billion Budget for AI Capacity

TSMC’s AI Boom Lifts Margins and Supercharges Spending as U.S. Expansion Accelerates

TSMC Plans 2026 Packaging Outsourcing as AI Demand Overwhelms CoWoS Capacity

Intel Weighs Future of Manufacturing Division as Leadership Transitions