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Taiwan Semiconductor Manufacturing

TSMC Posts Record August Revenue as AI Demand Strains Capacity

The surge signals AI-driven orders are filling advanced-node lines, tightening packaging capacity, prompting rapid fab expansion, accelerating tool demand and driving a formal shift to ASML’s High NA by 2030.

288 ARTICLES

2mo ago

Samsung’s 19-Fold Profit Forecast Triggers Global Chip Sell-Off

4 ARTICLES

4mo ago

U.S. Clears Nvidia H200 Sales to Chinese Tech Giants but Beijing Has Blocked Shipments

90 ARTICLES

6mo ago

Arm Debuts First In‑House AGI CPU With Meta as Lead Customer

38 ARTICLES

6mo ago

AI Infrastructure Race Accelerates on Oracle Backlog and Broadcom’s $100 Billion Chip Target

44 ARTICLES

6mo ago

Analysts Lift Nvidia Targets as Broadcom Projects $100 Billion in 2027 AI Chip Sales

54 ARTICLES

7mo ago

AI Capex Soars With Alphabet’s $175–$185 Billion Plan as Nvidia Shares Stall Before Feb. 25 Earnings

121 ARTICLES

8mo ago

U.S. AI-Chip Tariffs Take Effect as Intel Rallies and Nvidia’s Lead Draws Fresh Endorsements

39 ARTICLES

8mo ago

Nvidia’s AI Lead Faces Fresh Tests as Rubin Enters Production and Wall Street Stays Bullish

102 ARTICLES

10mo ago

Nvidia’s Blowout Quarter Fails to Quell AI Bubble Jitters

4 ARTICLES

11mo ago

ASML Seen as Prime Beneficiary of Projected AI Infrastructure Boom

64 ARTICLES

11mo ago

Nvidia Stays Out Front in AI Chips as OpenAI Lines Up AMD and U.S. Clears UAE Shipments

4 ARTICLES

last yr.

Samsung Lands $16.5 Billion Tesla Chip Deal as TSMC’s AI Foundry Grip Holds

5 ARTICLES

last yr.

TSMC August Sales Point to a Q3 Beat as AI Orders Accelerate

7 ARTICLES

last yr.

TSMC Grabs Record 70.2% Foundry Share on Q2 Surge to $30.24 Billion

39 ARTICLES

last yr.

Nvidia Expands AI Leadership with New Taiwan Supercomputer and NVLink Fusion

Taiwan Semiconductor Manufacturing

TSMC Posts Record August Revenue as AI Demand Strains Capacity

Samsung’s 19-Fold Profit Forecast Triggers Global Chip Sell-Off

U.S. Clears Nvidia H200 Sales to Chinese Tech Giants but Beijing Has Blocked Shipments

Arm Debuts First In‑House AGI CPU With Meta as Lead Customer

AI Infrastructure Race Accelerates on Oracle Backlog and Broadcom’s $100 Billion Chip Target

Analysts Lift Nvidia Targets as Broadcom Projects $100 Billion in 2027 AI Chip Sales

AI Capex Soars With Alphabet’s $175–$185 Billion Plan as Nvidia Shares Stall Before Feb. 25 Earnings

Oracle Plans Up to $50 Billion Raise to Finance AI Data‑Center Expansion

TSMC Ramps 2026 Spending and Growth Targets on AI Chip Boom

TSMC Maps Faster Growth for 2026 and Retools Manufacturing for the AI Era

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Taiwan Semiconductor Manufacturing

U.S. AI-Chip Tariffs Take Effect as Intel Rallies and Nvidia’s Lead Draws Fresh Endorsements

Nvidia’s AI Lead Faces Fresh Tests as Rubin Enters Production and Wall Street Stays Bullish

Nvidia’s Blowout Quarter Fails to Quell AI Bubble Jitters

ASML Seen as Prime Beneficiary of Projected AI Infrastructure Boom

Nvidia Stays Out Front in AI Chips as OpenAI Lines Up AMD and U.S. Clears UAE Shipments

Samsung Lands $16.5 Billion Tesla Chip Deal as TSMC’s AI Foundry Grip Holds

TSMC August Sales Point to a Q3 Beat as AI Orders Accelerate

TSMC Grabs Record 70.2% Foundry Share on Q2 Surge to $30.24 Billion

Nvidia Expands AI Leadership with New Taiwan Supercomputer and NVLink Fusion

Never miss stories about

Taiwan Semiconductor Manufacturing