TSMC is sitting on solid catalysts that should allow it to crush Wall Street's expectations in 2026. The healthy demand for AI chips, TSMC's capacity expansion efforts, and the potential increase in ...

Nvidia will become TSMC's largest customer this year, according to analyst estimates and Huang himself. Apple is believed to currently be TSMC's largest customer. The positional swap will mark a ...

Taiwan Semiconductor Manufacturing Company Limited delivered record Q4 earnings, driven by surging AI chip demand and robust Data Center growth. TSMC achieved 25% Y/Y revenue growth in Q4 and 35% Y/Y ...

In the early days of the new year, some (including my colleague Alex Wissner-Gross) are pointing out the solid position (to say the least) of the Taiwan Semiconductor Manufacturing Company or TSMC.

These are the most-read DIGITIMES Asia stories in the week of November 17 to November 23, 2025. US moves to bar CHIPS Act recipients from purchasing Chinese chipmaking equipment for 10 years US ...

I don't cover Taiwan Semiconductor Manufacturing Company Limited (TSM) aka TSMC as frequently as I cover similar-sized tech stocks, with my only research piece dating back to December 2024. I had a ...

Below are the most-read DIGITIMES Asia stories of the week of January 12-18, 2026. TSMC's faces costs, politics, and capacity obstacles Once framed as politically motivated, TSMC's US expansion has ...