TSMC tops revenue expectations amid strong demand for advanced nodes

The company will boost its capital expenditure, which includes big-ticket purchases such as lithography machines, to expand ...

Apple Now Facing Unprecedented Competition for Chip Supply

Apple increasingly has to compete with other companies for chips made by Taiwan Semiconductor Manufacturing Co. (TSMC), as ...
Business Wire

TSMC and Cadence Collaborate to Deliver AI-Driven Advanced-Node Design Flows, Silicon-Proven IP and 3D-IC Solutions

SAN JOSE, Calif.--(BUSINESS WIRE)--Cadence Design Systems, Inc. (Nasdaq: CDNS) today announced that it is collaborating with TSMC to enhance productivity and optimize product performance for AI-driven ...
TweakTown

TSMC has price increases of 5-10% for 3nm, 5nm processes and 15-20% for CoWoS packaging in 2025

TL;DR: TSMC plans to increase prices for its 5nm and 3nm process nodes by 5-10% and CoWoS advanced packaging by 15-20% due to high AI demand. These price hikes are expected in January 2025. The 3nm ...

Taiwan Semiconductor's Q4 Earnings Should Ignite Rally Continuation

TSMC posts a Q4 double beat with 62.3% margin, advanced nodes driving revenue, record capex plans, AI demand, and a dividend ...
TweakTown

TSMC's entire 3nm and 5nm production expected to be '100% booked' out in 2026

TL;DR: TSMC's advanced 3nm and 5nm process nodes are fully booked through 2026, driven by strong demand from AI, cloud, and HPC applications. Major tech firms like Apple, Qualcomm, NVIDIA, and AMD ...
Morningstar

Cadence Partners with TSMC to Power Next-Generation Innovations Using AI Flows and IP for TSMC Advanced Nodes and 3DFabric

Cadence (Nasdaq: CDNS) today announced major advancements in chip design automation and IP, driven by its long-standing relationship with TSMC to develop advanced design infrastructure and accelerate ...