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 ...

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

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

Apple posts record $143.8B revenue but TSMC chip shortages constrain iPhone sales as memory prices rise in current quarter.

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

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

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

Nvidia Boss Jensen Huang praised TSMC's increased investment commitments under a new Taiwan-US trade deal. Huang has arrived ...

In the last Leo Says, Leo discussed Intel's statement that it would deliver five fabrication nodes in four years. These are ...

Vanguard International Semiconductor (VIS) has signed a licensing agreement with Taiwan Semiconductor Manufacturing Company ...

Nvidia has leapt from bringing to TSMC less than half the revenue of Apple in 2024, to now overtaking Apple's previously ...