TSMC Capacity and AI Chips
10 articles from 3 countries
Taiwan's TSMC is experiencing fully booked advanced manufacturing capacity, potentially shifting AI chip orders to competitors like Samsung. Despite high demand and raised revenue targets, TSMC's stock saw a significant drop following strong earnings reports.
TSMC announces $100 billion investment in US Arizona facilities
- TSMC announced a $100 billion investment in its Arizona facilities, aiming to build four more wafer fabrication plants. - The investment will focus on advanced manufacturing processes, including 2-nanometer technology and advanced packaging. - This expansion brings TSMC's total US investment to $265 billion, supporting US manufacturing goals and supply chain resilience.
Chipmaker TSMC sees high demand, raises revenue target
- TSMC, the world's largest contract chip manufacturer, expects the AI boom to drive demand for semiconductors for a long time. - The company is increasing its investment in new facilities and technol…
Taiwan's TSMC Reports Surprise Q2 Profit, Plans $100 Billion U.S. Investment
- Taiwan's TSMC reported a surprise second-quarter profit that exceeded expectations. - The company's quarterly operating profit margin increased by 10 percentage points year-on-year, driven by strong…
TSMC Stock Dives Over 3%, Breaking Key Technical Levels
- TSMC's stock price dropped over 3% after its earnings call, falling below key technical indicators. - The company's outlook for gross margin was lower than expected, and a significant U.S. investmen…
TSMC breaks records with Q2 revenue surpassing 58 trillion won amid AI chip demand
- TSMC, the world's largest contract chip manufacturer, reported a record second-quarter revenue of 58 trillion won ($40 billion). - The company's revenue and net profit surged year-over-year, driven …
TSMC lifts capital expenditure forecast above US$64 billion amid rising AI demand
- TSMC has raised its capital expenditure forecast to above US$64 billion for the year. - The increase is driven by rising demand for artificial intelligence (AI) related technologies. - The company's…
Taiwan Maintains Lead in Advanced Semiconductor Production, Ministry Says
- Taiwan maintains a significantly higher capacity for advanced semiconductor manufacturing within the island compared to overseas facilities. - TSMC operates 19 advanced process and packaging plants …
Samsung reportedly wins AI chip orders as TSMC capacity fills up
- TSMC's advanced manufacturing capacity is fully booked, leading to potential overflow in the AI chip foundry market. - Samsung Electronics is reportedly set to secure orders for AI chips from the st…
TSMC ADRs plunge 3% after strong earnings; Taiwan Futures Index drops nearly 1,000 points
- TSMC reported strong second-quarter financial results with record-high gross and operating margins, and earnings per share of NT$27.25. - The company raised its full-year revenue forecast to over 40…
Foreign investors dump $1.5 billion in Taiwan stocks, but snap up Powerchip
- Foreign investors sold off 48.33 billion yuan in Taiwanese stocks on Thursday. - Despite the sell-off, foreign investors bought nearly 100,000 shares of Powerchip Semiconductor Manufacturing Corp. o…