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 founder Morris Chang ended a year-long public absence with a private Taipei dinner alongside Nvidia CEO Jensen Huang, ...

Just weeks before OpenAI unveiled its pioneering AI chatbot ChatGPT in late 2022, Berkshire spent US$4.12 billion buying ...

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

Intel was first to market with backside power delivery.

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

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

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

On Thursday, the Donald Trump administration struck a trade agreement with Taiwan aimed at pulling hundreds of billions of ...

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 ...