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08.05.26 - 21:12
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Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months (ZeroHedge)
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Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months
Taiwan Semiconductor, world's largest dedicated independent semiconductor foundry, posted its slowest pace of monthly revenue expansion since October, highlighting the challenges of sustaining torrid AI-fueled pace of growth.
Sales in April rose 17.5% to NT$410.7 billion ($13.1 billion), their smallest rise in about six months. While the rise reflects just 30 days of business and its revenue can fluctuate month-to-month, the drop was notable; analysts expect the company's June-quarter revenue to grow almost twice as fast, or at about 35% which means that May and June sales will have to be gangbusters to compensate for April's slowness.
Taiwan's largest company has become an essential player in the global AI industry by making cutting-edge semiconductors for the likes of Nvidia and AMD. That's as Alphabet, Amazon.com, Meta and Microsoft said they are setting aside $725 billion for AI this year, significantly more than prev...
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08.05.26 - 16:06
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Sony, TSMC to Jointly Develop Next-Gen Image Sensors (Nippon)
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Tokyo, May 8 (Jiji Press)--Japan's Sony Group Corp. said Friday that it has reached a basic agreement with Taiwan Semiconductor Manufacturing Co., the world's largest chip foundry, to form a strategic partnership for the joint development and production of next-generation image sensors. The companies will consider establishing a joint venture in which Sony Group will have a majority stake an......
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08.05.26 - 15:54
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What Is Going On With Intel Stock On Friday? (Benzinga)
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Intel (INTC) stock rises as reports surface of preliminary talks with Apple to use Intel's foundry services. Discover how CEO Lip-Bu Tan is reviving tech giant relationships with Apple and Elon Musk to challenge TSMC's manufacturing dominance.
Importance Rank:
1
read more...
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08.05.26 - 11:06
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TSMC revenue rise highlights Asia′s grip on AI chip supply (Digitimes)
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TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world's largest contract chipmaker as investors focus on AI-related demand and capacity constraints across the semiconductor supply chain....
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08.05.26 - 10:06
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TSMC reportedly pushes CoPoS exclusivity to lock in next-gen packaging lead (Digitimes)
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TSMC is accelerating the expansion of its CoWoS advanced packaging capacity while pushing ahead with the more technically demanding panel-level packaging technology CoPoS, aiming to widen its lead over rivals in the AI semiconductor race. Industry sources said TSMC has imposed strict confidentiality controls across the CoPoS supply chain, requiring Taiwan-based equipment and materials partners to sign agreements that prevent technology leakage and limit supply to TSMC for several years after mass production begins....
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