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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
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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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17.04.26 - 04:06
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TSMC chairman C.C. Wei denies customer favoritism regarding tight 1Q26 capacity (Digitimes)
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TSMC delivered an above-expectations financial performance in the first quarter of 2026 and remains optimistic about continued strong demand for advanced process technologies entering the second quarter. Regarding tight capacity constraints, Chairman C.C. Wei stated that while capacity remains tight, the company is actively expanding new fabs to meet demand. However, he noted that building new facilities takes time, so supply will remain limited in the short term. Still, the company will continue efforts to increase capacity to support customer demand and will not deliberately select or favor any particular customer....
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17.04.26 - 01:54
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Interview: Semidynamics expands from SoC to rack-level solutions, targeting memory-intensive AI inference (Digitimes)
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Spain-based AI chip startup Semidynamics has recently seen a wave of positive developments. Its first chip, fabricated on TSMC's 3nm process, has successfully completed tape-out, and just weeks ago, the company secured an investment commitment from SK Hynix. Both significantly enhance its operational credibility and global visibility. CEO Roger Espasa stated that the company's proprietary Gazzillion technology is a specialized memory subsystem designed to address one of AI's most pressing challenges today: inefficient memory utilization, which has led to persistent supply constraints....
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16.04.26 - 23:18
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Anthropic Unveils Updated Opus 4.7 Model | Bloomberg Tech 4/16/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss Anthropic's updated version of its AI model, Opus 4.7, released just a week after its limited release of Mythos. Plus, Elon Musk is kicking his Terafab plan into high gear, even as skepticism grows from the semiconductor industry. And, TSMC reports a big surge in profit and raises its revenue outlook for 2026, driven by strong demand for AI chips. (Source: Bloomberg)...
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16.04.26 - 21:27
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AMD Rips Higher As TSMC′s Blowout Guide Lights Up The Stock (Benzinga)
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AMD stock is ripping higher following TSMC's blowout report and a price target raise from Bernstein.
Latest Ratings for AMD
DateFirmActionFromTo Feb 2022BernsteinUpgradesMarket PerformOutperform Feb 2022Daiwa CapitalUpgradesOutperformBuy Feb 2022MizuhoMaintainsBuy
View More Analyst Ratings for AMD
View the Latest Analyst Ratings
Importance Rank:
2
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16.04.26 - 20:57
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Taiwan Semi Slides Despite Record Results In Warning Sign For Chip Companies (ZeroHedge)
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Taiwan Semi Slides Despite Record Results In Warning Sign For Chip Companies
Taiwanese chip giant, Taiwan Semiconductor Manfuacturing Co, said Thursday its net profit surged to a fresh record in the first quarter, fueled by the global artificial intelligence race despite the war in the Middle East. Massive demand for AI hardware means business is booming for TSMC -- the biggest contract maker of microchips used in everything from Apple phones to Nvidia processors.
TSMC's net profit for the first three months of the year jumped 58.3% YoY to NT$572.5 billion ($18 billion), beating analyst estimates of NT$540.20 billion as governments and tech giants continue to pour huge sums into building data centers that can train and run AI tools such as chatbots, image generators and agents that can execute tasks. A weaker Taiwanese dollar had also boosted the firm's revenues from overseas sales: the company said net revenue rose 35.1% YoY to a record NT$1.13 trillion. Gross margin was 66.2% in the fir...
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