TSMC to increase capex by 34%, driven by AI spends and N2 node ramp. Peak margins expected, but structural improvements may offset. Read more here.

TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...

Investors should monitor a measured move bullish price target at $246, while also tracking important support levels on TSMC's chart around $190, and $175. Taiwan Semiconductor Manufacturing Co ...

However, TSMC also paid dividends during these 10 years. TSMC's dividend yield is currently 1.29%. Over the last 10 years, it has paid about $15.92 in dividends per share, which means you could ...

The humming along and better yields on N5, N4, and N3 processes in the fabs ... If you want to look at AI revenues as a share of TSMC HPC revenues, it looks like the chart above – and again, real HPC ...

Last September, the Business Journal had reported that TSMC’s Arizona factory, or fab, reached a trial production yield rate similar to the company's yield rate at its Fab 18 in Tainan ...

However, single silicon interposers often confront yield issues. On the other hand, CoWoS-L, TSMC’s latest packaging technology, uses a local silicon interconnect (LSI) along with an RDL interposer to ...

TSMC forecasts Q1 revenue of $25-25.8 billion Fourth-quarter profit climbs 57% to a record high Says it has frank communication with current and future US govts Believes AI chip curbs on China are ...