TSMC is accelerating the expansion of its advanced packaging production capacity in response to the growing demand for ...

Manufacturing capacity has been a bottleneck in the generative artificial intelligence (GenAI) industry for several years.

TSMC just told the market something Wall Street already suspected but needed to hear out loud: AI chip demand isn’t slowing down. The Taiwanese semiconductor giant raised its 2026 full-year revenue ...

Google has ordered 3 million AI chips from Intel, and Nvidia is actively testing Intel’s manufacturing technology, as both companies scramble to find alternatives to an overloaded TSMC. The sudden ...

Buy TSM. Management is explicitly doubling down on AI-driven demand for advanced nodes, with multi-year visibility and rising capex to meet it. TSM is the critical foundry behind Nvidia and the AI ...

Conclusion: A new era of system-level innovation The 2026 Europe Technology Symposium made one thing abundantly clear: the ...

TSMC just posted another quarter that makes the rest of the semiconductor industry look like it’s standing still. The Taiwanese chip giant reported a roughly 30% year-over-year revenue increase for ...

This score is generated through AI-driven analysis of the article's content. Buy TSM. The news shifts the bottleneck from utilities to talent. That favors the incumbent with the deepest training ...

Marvell is looking forward to the continued adoption of cutting-edge process nodes to support the growth of its high-speed connectivity solutions for AI data centers. According to Nikkei, Chris ...

Jalapeño marks OpenAI’s move into custom chips, while Broadcom strengthens its role as AI’s infrastructure provider.

Google Icefish TPU rumors highlight TSMC dominance while semiconductor diversification efforts remain slow globally ongoing.