I calculated an upside of about 70% for TMC, supporting my buy recommendation. Key partnerships with AI leaders like NVIDIA, AMD, and Apple ensure a steady revenue stream and highlight its critical ...

TSMC is navigating a complex landscape of export controls and domestic competition as speculation grows around its second ...

Taiwan Semiconductor faces long-term margin pressure as onshoring to the US and EU increases costs, even as risk declines.

TSMC dominates advanced chip manufacturing, controlling close to 90% of the market, with over half of its revenue from HPC.

A core element of TSMC's challenge is its internal "N-2" policy. This rule restricts the company from deploying its most advanced fabrication technologies in facilities located outside of Taiwan.

Taiwan Semiconductor Manufacturing Company (TSMC) continues to be viewed as the primary beneficiary of the global artificial intelligence boom. This perspect ...

The US government's acquisition of a 9.9% stake in Intel, alongside TSMC's exclusion from such equity participation, highlights contrasting subsidy approaches under shifting US administrations. For ...

The shift to the 2nm process represents a fundamental architectural advancement for the industry. For this generation, TSMC is implementing nanosheet transistor technology, which delivers significant ...

PITTSBURGH, April 2, 2025 /PRNewswire/ -- Ansys (NASDAQ: ANSS) today announced that PathFinder-SC is certified as a new ESD analysis solution for customers designing with TSMC's N2 silicon process ...

The Phoenix City Council gave unanimous approval to a 7,400-acre master-planned development called NorthPark, which will ...

The US government has granted an annual licence to TSMC to import US chip manufacturing equipment to its facilities in Nanjing, China. In a statement .