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02.04.26 - 18:06
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How Big Will Taiwan Semiconductor’s Beat Be on April 16? (24/7 Wall St.)
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Taiwan Semiconductor Manufacturing (NYSE:TSM) reports first-quarter 2026 results on April 16, before the market opens. With AI demand still running hot and management guiding for another strong quarter, the real question is not whether TSM beats, but by how much. Momentum Meets a Higher Bar TSM closed out 2025 on a strong note. Q4 2025 ... How Big Will Taiwan Semiconductor's Beat Be on April 16?
The post How Big Will Taiwan Semiconductor's Beat Be on April 16? appeared first on 24/7 Wall St.....
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02.04.26 - 04:42
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TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active (Digitimes)
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TSMC's expansion scale in the US has exceeded expectations, prompting Taiwanese suppliers with existing or planned local operations to take a more proactive approach. Reportedly, companies covering cleanroom, plant engineering, electromechanical integration, and equipment sectors have seen surging visa applications and staffing demands. This surge has kept intermediaries and legal service providers busy both in Taiwan's Hsinchu Science Park and Arizona, highlighting peak mobilization within the supply chain....
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01.04.26 - 07:00
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TSMC eyes SiPh breakthrough as industry consensus forms (Digitimes)
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TSMC is advancing its silicon photonics (SiPh) advanced packaging platform, Compact Universal Photonic Engine (COUPE), shifting from development to commercial mass production. TSMC vice president and co-chair of the SEMI Silicon Photonics Industry Alliance (SiPhIA), K.C. Hsu, said that over the past 3-6 months, the industry has gradually reached a consensus on the technology roadmap and direction for the next 3-5 years. SiPh has also been designated by the government as a key policy focus in this new era....
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01.04.26 - 02:06
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China′s AI chip demand drives advanced foundry growth amid geopolitical split (Digitimes)
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Under a push to localize capacity, China's leading domestic foundries are well-positioned to leverage their home market and policy advantages to replicate TSMC's growth trajectory. This momentum is fueled by a virtuous cycle of massive orders supporting substantial R&D and capital expenditure, which is accelerating domestic substitution toward advanced process nodes....
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