Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports.

The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid ...

TSMC's latest quarterly results make it clear that the stock is poised for more gains in 2026.

TSMC's revenue growth decelerated in Q4 seemingly due to capacity constraints. Forward P/E has dropped from 29.55 to 23.29.

Intel was first to market with backside power delivery.

The Trump administration has been negotiating for months to bring more high-tech chip manufacturing to the U.S.

Taiwan Semiconductor Manufacturing Company's record Q4 results are boosting chip stocks as investors cheer new signs of AI strength.

Taiwan Semiconductor Manufacturing Company Limited powers AI chips globally as U.S. fabs ramp. Click for an updated look at ...

TSMC's dominance in advanced process and packaging has made it a prime target amid US manufacturing mandates. Chip customers ...

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

Taiwan Semiconductor Manufacturing Co. is earmarking as much as $56 billion in capital spending for 2026, a stronger-than-anticipated projection that signals its confidence in the longevity of 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 ...