Wendell Huang, the CFO of TSMC, says his firm expects revenue for the 2 nanometer chips to come in from Q3 onwards. He also talks about TSMC's manufacturing strength and how its scale is able to drive cost efficiencies.

TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories. It’s money flooding into the equipment makers who build those factories. Three suppliers stand to capture the lion’s share of this windfall,

In the most recent quarter, Nvidia reported a 62% increase in revenue to $57 billion and spoke of soaring demand for its latest system, Blackwell Ultra. The company also has maintained high profitability on sales, with gross margin regularly surpassing 70%.

Sunlit Arizona, a chemical supplier, purchased 40 acres in Casa Grande for $9.2 million to build a new manufacturing plant. This marks the 10th semiconductor supplier to establish operations in Casa Grande, following a trend started by Taiwan Semiconductor Manufacturing Co.'s investment in Arizona.

Taiwan Semiconductor Manufacturing Company's record Q4 results are boosting chip stocks as investors cheer new signs of AI strength.

Apple will still benefit as TMSC confirms large-volume production has started for its newest 2nm processor, but as Nvidia ascends, Apple's days of being able to command the firm's entire output are over — for now.

TSMC , the world's main producer of advanced AI chips, on Thursday posted a forecast-smashing 35% jump in fourth-quarter profit to a record high, predicted robust annual growth and flagged more U.S. manufacturing capacity was in the works.

Taiwan Semiconductor Manufacturing Company Limited beats Q4, hikes guidance/dividend; 3nm-7nm & AI drive growth. Click for this updated look at TSM earnings.

TSMC, el mayor fabricante de chips de computadora del mundo, aumentará su gasto de capital hasta en casi un 40% este año después de reportar un aumento del 35% en su beneficio neto para el último trimestre gracias al auge de la inteligencia artificial,

TSMC is set to accelerate its multibillion-dollar expansion in Arizona, coming off the back of a U.S.-Taiwan trade agreement and strong earnings.