Taiwan rejects US’s 40% chip supply relocation goal, calls it ‘impossible’
Taiwan has told the US that its plan of relocating nearly 40% of its semiconductor supply chain to…
TSMC Jumps on Strong Q4 as AI Chip Demand Surges
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Co. (TSM, Financials) performed well and looked ahead. The…
TSMC’s Strong Outlook Fires Up Hopes of Sustained AI Boom
Bloomberg, company filings (Bloomberg) — Taiwan Semiconductor Manufacturing Co. is earmarking as much as $56 billion in capital…
Alibaba and ByteDance Want Nvidia New Chip. Supply Is the Next Question
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) told Chinese clients that it may expand production of its…
TSMC Raises Outlook In Vote of Confidence for AI ‘Megatrend’
(Bloomberg) — Taiwan Semiconductor Manufacturing Co. (TSM, 2330.TW) hiked its projection for 2025 revenue growth for the second…