TSMC
TSMC Boosts AI Chip Spending Amid ‘Megatrend’ Confirmation
Taiwan Semiconductor Manufacturing Company (TSMC) has significantly increased its capital expenditure for 2026 to between $52 billion and $56 billion, up from $40 billion in 2025. This surge in investment reflects the company’s newfound confidence in the enduring demand for…
TSMC Stock 2025: AI Capex Turbulence Meets Solid Growth, Nvidia-China Tailwinds
TSMC stock faces short-term volatility amid AI capex jitters, but strong fundamentals and rising demand from Nvidia’s China business reinforce its long-term growth story.
TSMC Lawsuit Against Ex-SVP Over Trade Secrets: Ben Blanchard Reports
TSMC has filed a lawsuit against its former Senior Vice President Wei-Jen Lo, now at Intel, citing concerns about trade secrets and non-compete violations. Ben Blanchard of Reuters reports the legal action marks a significant moment in global semiconductor rivalry.
Huawei’s AI Chip Ambitions Face Global Barriers Amid Innovation Drive
Huawei’s leap into advanced AI chip design and secure communication tech is limited by global manufacturing rules, leaving its next-gen devices at a crossroads between innovation and restriction.
TSMC Stock Surges Amid Institutional Activity and AI Optimism
TSMC’s stock price soared by over 4% in a single trading day, driven by institutional activity and market optimism over AI-related advancements.
SoftBank and TSMC: Strategic Moves in the AI and Semiconductor Era
SoftBank’s recent investments in TSMC and Nvidia highlight its ambitions to dominate the AI ecosystem. TSMC, with its cutting-edge 2nm production, is central to this strategy, aiming to reshape the semiconductor landscape.
TSMC in Talks with Nvidia to Produce AI Chips in Arizona
Taiwan Semiconductor Manufacturing Co (TSMC) is reportedly in talks with Nvidia Corp to produce its advanced Blackwell artificial intelligence (AI) chips at TSMC’s upcoming facility in Arizona. According to sources familiar with the matter, the Arizona plant, which is set…
U.S. Restricts TSMC from Supplying Advanced AI Chips to China
The United States has issued new export controls prohibiting Taiwan Semiconductor Manufacturing Co. (TSMC) from supplying advanced AI chips to its customers in China starting November 11. This move by the U.S. Department of Commerce is part of a broader…