TSMC's high-performance computing division, which encompasses artificial intelligence and 5G applications, made up the majority of third-quarter sales, accounting for 57% of revenues. TSMC has ...

Taiwan Semiconductor's growth this year is set to outpace analysts' expectations. The company is confident it can corner a larger share of the Foundry 2.0 market. TSMC's earnings potential indicates ...

TSMC is sitting on solid catalysts that should allow it to crush Wall Street's expectations in 2026. The healthy demand for AI chips, TSMC's capacity expansion efforts, and the potential increase in ...

Taiwan Semiconductor Manufacturing remains a key player in the AI boom, with an extremely constrained supply, with Scott Bessent mentioning they can meet 7% of US chip demand. Moat remains wide, with ...

TSMC is reportedly facing a shortage of 2-nanometer chip supply, with Apple having already booked more than half of the foundry's 2026 capacity, according to Taiwan-based outlet Money UDN. Industry ...

TSMC's revenue growth in the fourth quarter of 2025 exceeded market expectations. The foundry giant seems poised for faster growth in 2026. TSMC's ability to deliver a better-than-expected outlook ...

In the early days of the new year, some (including my colleague Alex Wissner-Gross) are pointing out the solid position (to say the least) of the Taiwan Semiconductor Manufacturing Company or TSMC.

I rate TSMC a Sell, as the stock is priced for perfect execution with record margins, elevated P/E multiples, and extreme bullish sentiment. Consensus sentiment is extremely bullish, with no major ...

An earthquake rattled northern Taiwan on Saturday, but damage appears minimal in the capital, Taipei. As Nikkei Asia notes, the quake prompted evacuations from some TSMC facilities in the well-known ...

Taiwan Semiconductor Manufacturing beat expectations for its fourth-quarter earnings on Thursday. The Taiwanese chip manufacturer expects to spend heavily to meet rising demand for ...