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 ...

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

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

I reiterate a “Buy” rating for Taiwan Semiconductor Manufacturing Company Limited with a one-year target price of US$250 per share, driven by strong AI and HPC demand. TSMC's revenue from AI ...

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 ...

We recently compiled a list of the 35 Chip Stocks In Focus Amid Tech Selloff. In this article, we are going to take a look at ...

TSMC's share of sales by production generation. Note: 4 nm chips belong to the 5 nm class and 6 to 7 nm. After a sluggish 2023, HPC (+58%) and smartphone chips (+23%) generated by far the highest ...

The growth would quicken over the next five years at a compound annual growth rate of 45 percent, fueled by strong demand for the high-performance computing (HPC) segment, TSMC said. C.C. Wei, chief ...

Net income of TSMC in 2024 has touched $36.491 billion. HPC (High Performance Computing) business has contributed 53 percent of the total revenue, while smartphone chip business 35 percent ...