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07.04.26 - 09:06
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Global AI chip suppliers compete as TSMC remains top foundry partner (Digitimes)
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As the artificial intelligence (AI) era advances, approximately 133 companies are actively developing or selling AI chips, according to a SEMIEcosystem report citing Jon Peddie Research. Major suppliers include Nvidia, AMD, Broadcom, and Google, alongside numerous startups focusing on edge AI solutions....
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07.04.26 - 08:06
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MediaTek, Qualcomm reportedly cut smartphone AP orders with TSMC (Digitimes)
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Amid soaring memory prices, manufacturers have repeatedly lowered 2026 shipment targets for smartphones, PCs, and other consumer electronics, triggering a ripple effect across the supply chain. Recently, reports emerged that major Chinese smartphone brands are scaling back purchases of processors, forcing MediaTek and Qualcomm to reduce their subsequent orders with TSMC, with estimated cuts of 10-15% in wafer starts on 4/3nm processes....
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03.04.26 - 09:00
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Taiwan Semiconductor-Aktie: Mehr als ein KI-Profiteur (Sharedeals)
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Die Aktie des taiwanischen Halbleiterherstellers Taiwan Semiconductor Manufacturing Company hatten wir zuletzt schon als einen Geheimfavoriten im KI-Rennen besprochen. Trotz eines jüngsten Rücksetzers bleibt die Aktie angesichts der anstehenden Quartalszahlen und der anhaltend starken Nachfrage nach Hochleistungschips weiterhin ein zentraler Wert für langfristig orientierte Investoren. Die Papiere von Taiwan Semiconductor haben sich seit Herbst 2025 […]
The post Taiwan Semiconductor-Aktie: Mehr als ein KI-Profiteur first appeared on sharedeals.de....
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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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