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18.04.26 - 18:12
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Chip Stocks and Bank Earnings Extravaganza (Fool)
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In this episode, Fool contributors discuss recent financial results from banking giants Bank of America and Charles Schwab and key providers in the semiconductor industry, Taiwan Semiconductor and ASML....
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17.04.26 - 12:37
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Taiwan Semiconductor Dominates AI Supply Chain, Even Shortages May Not Slow It Down: Analyst (Benzinga)
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Taiwan Semiconductor 2nm chip shift impacts Nvidia, Apple & AMD. Expert breaks down demand, $30k wafer pricing, and the 2026 margin outlook.
Latest Ratings for TSM
DateFirmActionFromTo Jan 2022Atlantic EquitiesUpgradesNeutralOverweight Oct 2021Cowen & Co.Initiates Coverage OnMarket Perform Jul 2021NeedhamInitiates Coverage OnBuy
View More Analyst Ratings for TSM
View the Latest Analyst Ratings
Importance Rank:
1
read more...
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17.04.26 - 07:06
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TSMC remains top choice for European AI chip startups amid capacity scramble (Digitimes)
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European efforts to advance sovereign AI and chip autonomy are gaining momentum, but European AI chip startups say they still primarily rely on TSMC for high-performance computing chips. With the European Semiconductor Manufacturing Company (ESMC) yet to offer advanced process technologies, most high-end chips from Europe are produced within Taiwan's semiconductor ecosystem....
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17.04.26 - 06:18
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TSMC revises advanced process and packaging strategy (Digitimes)
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TSMC chairman C.C. Wei emphasized persistent capacity shortages during the company's earnings call, noting that 3nm technology accounted for about 25% of first-quarter 2026 revenue. New 3nm production capacities will come online sequentially in Taiwan, the US, and Japan between 2027 and 2028. Wei also revealed plans for CoPoS for the first time....
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