Taiwan Semiconductor (TSM) is expanding advanced AI chip production to Japan to reduce geopolitical risk from Taiwan-based manufacturing. TSMC reported Q4 2025 revenue of $33.73B (up 20.5%) with net ...

TSMC plans to mass-produce advanced 3-nanometer chips at its facilities in Kumamoto, southern Japan, with total investment expected to reach about $17 billion, reported Japanese newspaper Yomiuri on ...

TOKYO/TAIPEI, Feb 5 (Reuters) - TSMC (2330.TW), opens new tab plans to mass produce advanced 3-nanometre chips in Kumamoto in southern Japan, TSMC CEO C.C. Wei said on Thursday, an investment local ...

TL;DR: TSMC plans to double semiconductor production over the next decade to support NVIDIA's growing AI chip demand and global infrastructure expansion. NVIDIA, TSMC's largest customer, drives ...

Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports. Nvidia is expected to overtake Apple as the single largest source of revenue ...

TSMC is set to increase capital spending once again in 2026 thanks to strong demand for its fabrication services. The rise in spending is good news for ASML, especially since TSMC plans to allocate a ...

What just happened? The world's most valuable semiconductor relationship just shifted: Nvidia has overtaken Apple as the largest customer of TSMC, according to CEO Jensen Huang. The disclosure, paired ...

Taiwan Semiconductor (TSMC) committed $56B to AI chip manufacturing. ASML (ASML), Applied Materials (AMAT) and Lam Research (LRCX) capture this spending. ASML holds a monopoly on EUV lithography ...

On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it expects AI chip demand to continue for years. During an earnings call, CEO C.C. Wei ...

TSMC signaled a sharp increase in U.S. spending as it expands its chip production in Arizona. "We have strong conviction on the AI mega trend, and that is the reason we are stepping up the capital ...

If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first to know. And, should the GenAI market deflate ...

The gold rush across the high-end processor market might help Apple’s processor manufacturing partner, TSMC, drive harder bargains than in the past. That’s because Apple’s huge appetite for processors ...