<\/p>\n CEO C.C. Wei said during the company’s latest earnings call<\/a> that “AI-related demand continues to be extremely robust. The AI megatrend continues to drive the need for more and more computation, which supports the robust demand for leading-edge silicon. […] our conviction in the multi-year AI megatrend remains very high.”<\/p>\n Latest Videos FromPC Gamer<\/p>\n There’s no shortage of reasons to bolster the company’s confidence on this point. For one thing, Nvidia just announced it intends to buy AI development platform Hugging Face for $13 billion<\/a>. CEO Jensen Huang also recently shared that 100,000 Nvidia GPUs were used to train OpenAI’s latest model, GPT-6 Astra, and there are apparently already plans to bring quadruple that amount of hardware online<\/a>. The future of AI ain’t looking any less hardware-hungry, and the industry is going to continue to require a lot of semiconductors to satiate it.<\/p>\n In terms of foundries, TSMC had a market share of 72.5% in Q2 of 2026. According to TrendForce<\/a>, demand for AI server GPUs kept 5nm, 4nm, and 3nm production lines fully booked (though apparently initial inventory buildup for new iPhones<\/a> also helped). As for the near future, TSMC has already committed to using ASML’s next-generation production technology from 2030<\/a> (with other major players set to pick up the tech as soon as 2028).<\/p>\n So, yes, the chipmaker is doing very well. For comparison’s sake, Samsung has the next biggest slice of the semiconductor pie after TSMC, though its market share amounted to 5.9% during Q2\u2014that’s a huge gap.<\/p>\n Now that you’re up to speed, may I ask if there is room for one more under your ever-so-nice rock? I’m just looking for somewhere to camp out until memory and GPU prices become a bit more sensible again.<\/p>\n \nBest gaming rigs 2026\n<\/p>\n All our favorite gear<\/p>\n","protected":false},"excerpt":{"rendered":"For those who’ve been sleeping under a cool, mossy rock for the last while, TSMC is the biggest…\n","protected":false},"author":2,"featured_media":767061,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[554,733,4308,86,56,54,55],"class_list":["post-767060","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-technology","tag-uk","tag-united-kingdom","tag-unitedkingdom"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/767060","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=767060"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/767060\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/767061"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=767060"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=767060"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=767060"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"Razer](\"https:\/\/www.newsbeep.com\/uk\/wp-content\/uploads\/2026\/09\/YwnnY4PZ7TcCYKRYDho7VW.jpg\")
<\/p>\n