TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick. In ...

When TSMC says HPC, of course, it doesn’t mean technical computing as in simulation or modeling, but any high-end compute engine that is used in a PC or a server, but these days it mostly means – when ...

Taiwan Semiconductor's essential role in enabling the AI infrastructure ecosystem worldwide makes it relatively resilient to ...

Discover why the recent selloff of TSMC stock may actually present a compelling buying opportunity, given its strong fundamentals in AI-driven technologies.

Taiwan Semiconductor Manufacturing Company (TSM), or TSMC, stock was up about 2% in the pre-market trading session today. The upside came after ...

TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for January 2025: On a consolidated basis, revenue for January 2025 was approximately NT$293.29 billion, an increase of 5.4 percent from ...

Barron's reported that TSMC’s fastest-growing area was in its high-performance computing (HPC) segment, which includes AI chips. Its HPC revenue climbed 58% in Q4 compared to a year-earlier.

TSMC's high-performance computing division, which encompasses artificial intelligence and 5G applications, drove sales in the fourth quarter, contributing 53% of revenue. That HPC revenue was up ...

That also shows how TSMC’s advanced packaging technology—chip on wafer on substrate (CoWoS)—is evolving to overcome interconnect battles inside large, powerful chips for AI and other high-performance ...

Advanced technologies, defined as 7nm and more advanced technologies, accounted for 74% of TSMC's total wafer revenue in the fourth quarter. In the fourth quarter, revenue from orders for HPC ...

The JESD204B Tx-Rx PHY IP Core, compliant with the JESD204B.01 version specification offers complete support for the JESD204B synchronous serial interface. It offers a straightforward interface ...