Goldman Sachs analyst maintains Buy rating on Taiwan Semiconductor, with $254 price target. Expect solid revenue growth, less competition, and potential acceleration of US expansion plans.

Let's rewind to 2013 and the A7, Apple's first 64-bit chip built on TSMC's 28nm process. At the time, those 28nm wafers cost ...

Summary TSMC plans to construct two new wafer fabs in Kaohsiung next year, aiming to boost its 2-nanometer production capacity amid surging global demand. The expansion, part of a five-fab program, is ...

Summary TSMC will begin mass production at its Arizona semiconductor fab in 2025, marking a pivotal U.S. chip manufacturing milestone. The advanced facility aims to stabilize global supply chains ...

We came across a long thesis on Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) on ValueInvestorsClub by xxxOTK87. In ...

While smartphone and PC markets show signs of AI-driven recovery, the global automotive sector's weak outlook for 2025 is ...

Taiwan Semiconductor plans to produce 2nm chips in Taiwan, with plans for 4nm chips in Arizona. Production of 2nm chips has ...

TSMC has completed limited risk production of around 5,000 wafers using its 2nm process at the Baoshan fab in Hsinchu Science ...

Following the widely reported departure of Lin Jing-cheng "Vic" (J. C. Lin) from Samsung Electronics in December 2024, ...

Next-gen EUV laser R&D; U.S. microelectronics research centers; Synaptics-Google deal; maskless microLED DUV; Micron's $2B Virginia fab expansion; Tesla sales slump; USB-C mandate in Europe.

Taiwan Semiconductor Manufacturing Co.'s arrival in Kumamoto has heightened the need to adapt to the needs of Taiwanese ...

Nvidia and Qualcomm are considering a switch to Samsung Foundry. Apple was reportedly looking to launch the iPhone 17 Pro in ...