TAIWAN SEMICONDUCTOR Aktie

 

Over 90% of Nvidia's chips are made at TSMC in Taiwan. This includes Blackwell. Much of Taiwan's energy is powered by natural gas (about 90%). According to the Atlantic Council, “Taiwan relied on imports to meet 95 percent of its energy needs in 2025, including over 99 percent of its demand for oil and natural ... Nvidia Share Price Could Be Hit Hard By Iran War The post Nvidia Share Price Could Be Hit Hard By Iran War appeared first on 24/7 Wall St.....

Taiwan's Legislative Yuan Internal Administration Committee held its second public hearing on proposed amendments to the National Security Act on March 26. Attendance from civil society groups and academic experts was limited, and only a small number of lawmakers spoke....

Cloud AI demand is tightening advanced-node supply, with TSMC's 3nm capacity emerging as the most constrained segment at the end of the first quarter of 2026, according to IC design houses....

It's the beginning of the AI pipeline....

Targeting the growing needs of Taiwan's high-tech and semiconductor sectors, UPS has officially launched its Taoyuan International Logistics Center (TILC) with a total investment nearing US$100 million. Part of the warehouse space is dedicated to Applied Materials as its Asia-Pacific storage and distribution center, providing customers with 24/7 operational services....

Artificial intelligence (AI) accelerators have become a significant source of revenue for Taiwan Semiconductor Manufacturing....

When TSMC chairman C.C. Wei recently dismissed the hype around Chinese robots as "just for show," it sparked heated debate across the tech sectors on both sides of the Taiwan Strait. Yet, the market had already quietly signaled a nuanced answer....

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Arm has officially unveiled its first fully self-designed physical chip, the Arm AGI CPU, targeting data center mass production. The announcement came at the Arm Everywhere conference in San Francisco, sending shockwaves through an already fiercely competitive AI chip market....

SK Hynix is actively evaluating whether to adopt TSMC's 3nm process for the logic die of its seventh-generation high-bandwidth memory (HBM4E), aiming to close Samsung Electronics' performance advantage. However, industry analysts warn that production timing and cost challenges pose significant risks to SK Hynix's 3nm ambitions....

Chip maker Taiwan Semiconductor Manufacturing (NYSE:TSM) reported its Q4 2025 results in January, while Broadcom (NASDAQ:AVGO) filed its Q1 FY2026 results in March. Both are riding the same AI wave from structurally different positions: one builds fabs, the other designs chips and sells software. Manufacturing Dominance Meets Custom Silicon Acceleration TSMC's quarter demonstrated foundry leverage ... TSM vs. AVGO: Which is a Better Semiconductor Stock? The post TSM vs. AVGO: Which is a Better Semiconductor Stock? appeared first on 24/7 Wall St.....

PALO ALTO, Kalifornien (IT-Times) - Das US-Halbleiterunternehmen Broadcom lässt seine Chips von Auftragsfertigern produzieren und setzt dabei unter anderem auf Taiwan Semiconductor Manufacturing Co......

Zusammen mit TSMC und Meta legt ARM die „AGI CPU“ auf. Die Firma konkurriert so primär mit AMD und Intel... --- ARM ist nicht länger ein reiner Anbieter von Chipdesigns, sondern entwirft ab sofort ganze Prozessoren und verkauft sie an Betreiber von Rechenzentren. Das erste Produkt heißt AGI CPU, angelehnt an die viel beschworene echte KI „Artificial General Intelligence“. Mit so einer Super-KI hat der Prozessor aber nichts zu tun, er soll sich bloß gut für die Orchestrierung von KI-Agenten eignen..

While the world's attention often fixates solely on TSMC as the singular pulse of global technology, Colley Hwang, Chairman and founder of DIGITIMES, presented a much more formidable reality today at the opening of AI Expo Taiwan: a US$3 trillion electronic ecosystem that has become the indispensable backbone of the AI revolution....

Following the case of former TSMC senior vice president Wei-Jen Lo taking sensitive company data, Taiwan's Ministry of Justice has proposed amendments to strengthen the National Security Act and close legal loopholes. The incident, involving alleged theft of TSMC's sub-2nm process technology and Lo's subsequent employment at Intel in the US, has been classified by the government as a violation concerning core national technologies....

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TSMC (TSM.US) is amid capacity bottlenecks, while a few years ago, he would have described TSMC's capacity as unlimited, said Natarajan Ramachandran, Product Sales Director for the Physical Layer Products Division at Broadcom (AVGO.US), Reuters reported. He noted that TSMC plans to increase capacity by next year, but its cap......

Acer is set to elect new board members at its 2026 shareholders' meeting, with Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president Lora Ho included in the list of nominees for the new board. Industry observers expect her nomination to be approved at Acer's shareholder meeting on May 29....

Every advanced chip leaves behind a chemical trail. The solvents, acids, and sludge generated in semiconductor fabrication are growing faster than the fabs themselves — and for most of the world, they remain an expensive, hazardous liability. In Taiwan, one company has turned that problem into a business....

Arm on March 24, 2026, announced the Arm AGI CPU, its first mass-produced chip product, designed specifically for AI data centers and built on TSMC's 3nm process. The company presented the chip as a response to accelerating demand for processors capable of handling agentic AI workloads at scale....