TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...
We recently published a list of Top 10 AI Stocks to Watch In February. In this article, we are going to take a look at where ...
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 ...
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick. In ...
Discover why the recent selloff of TSMC stock may actually present a compelling buying opportunity, given its strong fundamentals in AI-driven technologies.
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 ...
Taiwan Semiconductor Manufacturing Company (TSM), or TSMC, stock was up about 2% in the pre-market trading session today. The upside came after ...
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 ...
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.
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 ...