KEY TAKEAWAYS A slew of artificial intelligence stocks, including chip maker Nvidia, are tumbling in premarket trading Monday after Chinese startup DeepSeek released a cutting-edge AI model that runs on less-advanced chips and at a lower cost than U.
More details about the impact of Taiwanese earthquake impact on TSMC emerge: up to 20,000 wafers could be affected.
TSMC manufactures more than 90% of the world’s most advanced logic chips, making it the world leader in semiconductor manufacturing. Back in 2020, it announced the creation of TSMC Arizona and an initial $12 billion commitment to building its first U.S.-located advanced fabrication plant in Phoenix.
TSMC's new U.S. plant is unlikely to get the most advanced chip technology before factories in Taiwan due to complex compliance issues, local construction regulations and various permitting requirements,
The powerful 6.4 magnitude earthquake that struck southern Taiwan on January 21 has led to a disruption in production at TSMC. While there were no reported
TSMC is advancing its compact optical engine technology, branded as COUPE, a top priority among its emerging innovations. Nvidia CEO Jensen Huang, during a recent visit to Taiwan, highlighted collaboration with TSMC on silicon photonics,
Taiwan Semiconductor Manufacturing Co. evacuated factories following a 6.4 magnitude earthquake near the city of Chiayi that injured at least four people and suspended work at factories across the island’s south.
A 6.4-magnitude earthquake struck Taiwan ’s southern Chiayi county on Tuesday, causing minor injuries and damage to houses and prompting evacuations at a prominent chipmaker’s factories.
TSMC has been promised $6.6 billion under the Biden-administration’s CHIPS and Science ACT to help build three cutting-edge chip fabrication plants in Arizona.
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.
Taiwan Semiconductor Manufacturing reported strong Q4 earnings, driven by surging demand for AI-optimized chips, signaling robust AI spending into 2025. Read more here.
TSMC, the world’s largest contract chip manufacturer, produces advanced processors for clients such as Nvidia and Apple and has benefited from the megatrend in favor of AI.