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#TSMC
TSMC adds $100bn to U.S. spending plan, lifts Arizona bet
TSMC U.S. spending plan jumped to $265bn as second-quarter profit rose 77.4 per cent, underscoring how AI demand is still driving fab capex.
Nvidia concedes China AI chip market to $12B rival Huawei
Nvidia's Jensen Huang says the company has 'largely conceded' China's AI chip market to Huawei, marking a permanent reset of the AI silicon landscape.
TSMC Q1 profit jumps 58% as AI chip boom drives $35.9bn revenue record
TSMC posted a 58.3 per cent jump in first-quarter net income as revenue hit a fourth consecutive quarterly record, powered by surging demand for advanced AI chips from Nvidia and Apple.
Trump's China summit drags Taiwan chip risk into the AI trade
Trump advisers' warning on Taiwan matters for markets because TSMC still anchors the advanced-chip capacity behind the AI trade despite US reshoring.
TSMC (TSM) posts 58% profit jump as AI chip orders push Q1 revenue to NT$1.13tn record
TSMC posted net income of NT$572.48 billion, a 58.3% year-on-year surge, as AI chip demand drove revenue to a fourth consecutive record.
