TSMC's Q3 revenue surged 17% QoQ to $46.8B, driven primarily by higher average wafer prices from new 3nm and 2nm contracts.

The current gross margin dip is a temporary effect from the 2nm node ramp and new overseas fabs, not a sign of fading growth.

Micron has far greater upside because the market is still treating it like a cyclical commodity business.

Taiwan Semiconductor Manufacturing (TSM) on Thursday beat estimates for the third quarter and guided above views for the current period. But TSM stock fell after the report. The world's largest ...

（ブルームバーグ）：半導体の受託生産大手、台湾積体電路製造（TSMC）が15日発表した10－12月（第4四半期）の売上高見通しは市場予想を上回った。世界的なAIインフラ投資の持続性を巡る懸念が強まる中でも、高い… ...

（ブルームバーグ）：台湾積体電路製造（TSMC）は、米テキサス州で新たな製造拠点の建設を検討している。実現すれば数百億ドル規模の新規投資となり、同社が数年にわたり進めている米国での半導体生産が一段と拡大… 簗大臣「職務を全うしたい」所管外と回答せず不支持の自治体の“予算カット”発言めぐり 官房長官は「関係省庁において調査中」 ...

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The semiconductor sector is rallying today, with chip stocks moving higher after strong signals from key industry players, Taiwan Semiconductor Manufacturing, or ...

Taiwan Semiconductor Manufacturing (TSM) reported Q4 2025 revenue of $33.73B, up 20.4% year-over-year, with 77% of wafer revenue from advanced 7nm and below nodes, while committing $52B-$56B in 2026 ...

CHONGQING, CHINA - JULY 19: In this photo illustration, a smartphone displays the logo of Taiwan Semiconductor Manufacturing Company (NYSE: TSM), the world's largest contract chipmaker, in front of a ...

TSM revealed earlier today that the esports organization has been working on something called OSU, an app that uses AI to instantly generate Minecraft schematics. “Our team has been hard at work on a ...