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Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic'
The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid ...
Taiwan Semiconductor Manufacturing Company Limited powers AI chips globally as U.S. fabs ramp. Click for an updated look at ...
Taiwan Semiconductor Manufacturing (NYSE:TSM) plans up to $56b in capital expenditures to expand chip manufacturing capacity, focused on AI chips. The company has opened a new U.S. plant and signed a ...
The chip maker works with Nvidia, AMD, Qualcomm, and other major AI companies.
TSMC's latest quarterly results make it clear that the stock is poised for more gains in 2026.
Intel was first to market with backside power delivery.
Taiwan Semiconductor Manufacturing Company's record Q4 results are boosting chip stocks as investors cheer new signs of AI ...
TSMC is now worth US$1.7 trillion. The chip giant has surpassed Broadcom and Meta to become the world's sixth-largest company. But the milestone has triggered fresh concerns in Taiwan.
On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it expects AI ...
Nvidia beats Apple to become chipmaker TSMC's biggest customer, and I'm not sure that's a good thing
Nvidia has leapt from bringing to TSMC less than half the revenue of Apple in 2024, to now overtaking Apple's previously ...
The AI boom just hit a constraint investors don't talk about enough: you can't ship what you can't build. Demand for AI chips ...
Taiwan Semiconductor Manufacturing Co. is earmarking as much as $56 billion in capital spending for 2026, a ...
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