{"id":177535,"date":"2025-12-10T16:58:09","date_gmt":"2025-12-10T16:58:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/177535\/"},"modified":"2025-12-10T16:58:09","modified_gmt":"2025-12-10T16:58:09","slug":"the-foundry-behind-nvidia-amd-and-apple-is-setting-ai-on-fire","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/177535\/","title":{"rendered":"The Foundry Behind Nvidia, AMD and Apple Is Setting AI On Fire"},"content":{"rendered":"\n<p class=\"yf-1090901\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/3240503\/tsmc-the-foundry-behind-nvidia-amd-and-apple-is-setting-ai-on-fire?utm_source=yahoo_finance&amp;utm_medium=syndication&amp;utm_campaign=headlines&amp;r=caf6fe0e0db70d936033da5461e60141\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GuruFocus<\/a>.<\/p>\n<p class=\"yf-1090901\">Taiwan Semiconductor Manufacturing Company (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/TSM\" data-ylk=\"slk:NYSE:TSM;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NYSE:TSM<\/a>) is sharpening its focus on AI-grade chips as cloud and hyperscaler demand expands, industry data and company results show.<\/p>\n<p class=\"yf-1090901\">Analysts estimate the global data-center market could exceed $650 billion by 2030, and TSMC supplies the advanced nodes that power many high-performance processors. The foundry handles most of the cutting-edge work, producing wafers for firms such as Nvidia (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\" data-ylk=\"slk:NASDAQ:NVDA;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:NVDA<\/a>), AMD (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/AMD\" data-ylk=\"slk:NASDAQ:AMD;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:AMD<\/a>), Apple (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/AAPL\" data-ylk=\"slk:NASDAQ:AAPL;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:AAPL<\/a>) and Broadcom (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/AVGO\" data-ylk=\"slk:NASDAQ:AVGO;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:AVGO<\/a>), and controls a large share of advanced node capacity.<\/p>\n<p class=\"yf-1090901\">TSMC&#8217;s recent results underline that demand. The company reported roughly $33.1 billion in revenue in Q3 2025, up about 41% year-over-year, with advanced nodes representing the bulk of wafer revenue. Its High Performance Computing segment grew strongly, reflecting orders for GPUs and data-center accelerators.<\/p>\n<p class=\"yf-1090901\">Two technical strengths stand out: leading-edge process nodes that are moving from 3nm into 2nm production lines, and CoWoS advanced packaging that lets multiple dies work together in high-bandwidth packages. Those capabilities help solve bandwidth and yield limits for next-generation AI chips.<\/p>\n<p class=\"yf-1090901\">TSMC is also expanding geographically. It&#8217;s the Arizona project, originally sized at $65 billion, and European plans aim to diversify manufacturing and ease geopolitical risks tied to heavy concentration in Taiwan.<\/p>\n<p class=\"yf-1090901\">Still, risks are there. The planning of a big capex, predicted to touch $40-50 bn by analysts by 2026, and the geopolitical strife may scramble the supply chains of the company. It is a comparison of the valuation of TSMC being premium to some of its peers but lower than some of the AI chip customers, which can allow varying market interpretations.<\/p>\n<p class=\"yf-1090901\">On the whole, these clients and investors are considering TSMC to act as a key supplier in the artificial intelligence cycle. The market observers are monitoring unfolding of the new fabs and the growth of the capacity to match the demand.<\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is sharpening its focus on AI-grade chips&hellip;\n","protected":false},"author":2,"featured_media":177536,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,363,364,57311,111,139,1042,69,2421,145],"class_list":["post-177535","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-gurufocus","tag-new-zealand","tag-newzealand","tag-nvidia","tag-nz","tag-taiwan-semiconductor","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/177535","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=177535"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/177535\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/177536"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=177535"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=177535"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=177535"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}