What the roller-coaster earnings at ASML and TSMC tell us about demand for AI chips
TSMC's blockbuster results will be a welcome surprise to investors after ASML's earnings sent semiconductor stocks tumbling ...
Chip giant TSMC reports blockbuster results even as questions over AI mania loom
The demand for AI "is real," said CC Wei, TSMC's chairman and CEO.
TSMC Shares Hit All-Time High on Record Results, Strong Outlook -- Update
TSMC's high-performance computing segment, which includes AI chips, made up 51% of overall revenue in the third quarter. The company expects its revenue from AI-related servers and processors to ...
TSMC Shares Rise on Record Results, Strong Outlook Amid AI Boom
TSMC's high-performance computing segment, which includes AI chips, made up 51% of overall revenue in the third quarter. The company expects its revenue from AI-related servers and processors to ...
Benzinga on MSN5h
Nvidia Supplier TSMC Will Push Back Against ASML Rumored Price Hikes, Says Analyst — Potential Pricing Standoff Imminent In Semiconductor Industry?
Analyst Ming-Chi Kuo predicts a potential pricing standoff between ASML and TSMC, as the chipmaker may resist ASML's rumored ...
ASML And TSMC Earnings: A Tale Of 2 Cities, Buy Both
Both ASML and TSMC are rated 'Buy' due to their monopolistic dominance and reasonable forward P/Es around 30x. Learn more ...
TSMC shares jump on expectation-topping third-quarter results
The world’s largest contract chipmaker generated a net profit of 325.3 billion New Taiwan dollars, or $10.1 billion, in the ...
Leading chip maker TSMC reports surging demand, plans for global expansion
Longer-term, TSMC is pursuing a rapid international expansion. It’s planning more plants in Europe with a focus on the market ...
The Daily Star23h
Intel vs TSMC: the battle for chip supremacy
The semiconductor industry stands at a pivotal moment in its history, with Taiwan Semiconductor Manufacturing Company (TSMC) ...
Chip stocks rally as TSMC forecasts strong AI demand for 'many years'
Taiwan Semiconductor Manufacturing Company's blowout third quarter earnings and optimism over AI demand boosted chip stocks Thursday.
Taiwan’s TSMC posts sharp rise in third quarter net profit
Taiwanese chip giant TSMC announced a bigger-than-expected increase in net profit for the third quarter on Thursday and ...
TSMC profits jump 54% on back of AI chip boom
The bullish guidance came as the Taiwan-based company reported a 54 per cent year-on-year jump in net profit to NT$325.3bn (US$10.1bn) for the third quarter, exceeding its forecast from three months ...