ASML's stock price got a nice shot in the arm following TSMC's latest quarterly report.

Nvidia has overtaken Apple as TSMC’s largest customer, signaling how AI chip demand is reshaping the global semiconductor industry.

Samsung Electronics and TSMC are shrinking their 8-inch wafer capacity in the foundry (contract chipmaking) business, ...

Apple will still benefit as TMSC confirms large-volume production has started for its newest 2nm processor, but as Nvidia ...

The post The AI Boom Just Cost Apple Its Exclusive Spot in TSMC's Chip Line appeared first on Android Headlines.

TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories. It’s money ...

Intel was first to market with backside power delivery.

Foundries considering price hikes of 5-20%, though weak end-market visibility and cost pressure from rising memory and ...

Intel (INTC) reported earnings yesterday afternoon, and while results beat expectations on both the top and bottom line, the ...

The AI boom just hit a constraint investors don't talk about enough: you can't ship what you can't build. Demand for AI chips ...

TSMC's revenue growth in the fourth quarter of 2025 exceeded market expectations. The foundry giant seems poised for faster ...

Huang made the remark about TSMC during an interview on the A Bit Personal with Jodi Shelton podcast. When the host referred to TSMC founder Morris ...