TAIWAN SEMICONDUCTOR Aktie

 

Amidst escalating global trade tensions, NVIDIA CEO Jensen Huang's "Trillion-Dollar" power summit in Taipei featured a surprising guest: a legendary chairman of Chinese PCB giant. As the sole Chinese executive invited to the inner circle, his presence alongside the heads of TSMC and Foxconn underscores the pragmatic, border-defying alliances required to power the global AI boom....

Is TSMC still an AI goldmine, or has Wall Street already priced in the upside? Here's what investors need to know right now....

Nvidia CEO Jensen Huang hosted a high-profile banquet in Taipei on January 31, 2026, for the leaders of Taiwan's semiconductor ecosystem....

Nvidia CEO Jensen Huang attended the company's Taiwan branch year-end party on January 30. Notably, he was accompanied by Vanessa Lee, the former TSMC Vice President of Materials Management, who managed the event's arrangements....

TSMC founder Morris Chang ended a year-long public absence with a private Taipei dinner alongside Nvidia CEO Jensen Huang, reassuring the semiconductor industry of his sharpness and underscoring TSMC's continued central role as global chip capacity expands worldwide. Importance Rank:  1 read more...

NVIDIA and TSMC are riding on relentless AI demand, easing trade tensions, and expanding data centers to boost revenue growth and profitability outlooks....

TSMC founder Morris Chang made his first public appearance in more than a year on January 29, 2026, dining with Nvidia chief executive Jensen Huang just hours after Huang arrived in Taipei....

The chipmaker wants to pull ahead of TSMC with a big bet on ASML's cutting-edge systems....

After TSMC chairman C.C. Wei said on a recent earnings call that AI demand is real and that AI is becoming embedded in daily life as a long-term trend, expectations for ASML's performance and outlook have largely settled....

Taiwan's semiconductor test supply chain is experiencing strong growth driven by increased demand for AI and HPC chips, industry sources report. Close collaborations with foundries and IC design houses have helped local firms meet advanced testing requirements, boosting the competitiveness of domestic chips....

The tech company is coming off a strong quarter, as demand remains robust....

Nvidia CEO Jensen Huang said during a Taiwan visit that AI's rapidly rising memory needs are reshaping the chip industry. Importance Rank:  1 read more...

Taiwan Semiconductor is the reason why AI technology is real....

Taiwan Semiconductor recently put up stellar fourth-quarter numbers, signaling that we've yet to reach peak AI demand. Are we in for another banner year in 2026?...

Nvidia wins approval for a $105 million Taiwan headquarters as AI demand strengthens its partnership with TSMC, which is expanding overseas to meet global chip needs and manage geopolitical risks. Importance Rank:  2 read more...

It has tons of opportunity and a solid, reliable business....

The Covid-19 pandemic once sparked a wave of upgrades for personal computers and smartphones, fueling strong demand for semiconductors. However, it also exposed vulnerabilities in supply chains, leaving companies like TSMC entangled in the global automotive chip crunch and prompting the US and Europe to invite TSMC to build factories on their soil....

The surge in generative AI (GenAI) and high-performance computing (HPC) demand has pushed advanced semiconductor packaging to become the most critical and constrained capacity bottleneck globally. According to supply chain sources, TSMC will add a P2 fab at its Southern Taiwan Science Park AP8 site, with both fabs focusing on CoWoS technology. Meanwhile, the Chiayi AP7 facility, originally planned for WMCM, SoIC, and CoPoS packaging, will switch from SoIC to CoWoS. This means that over the next two years, TSMC will significantly ramp up CoWoS capacity, prompting Taiwanese equipment and materials suppliers within the CoWoS ecosystem to accelerate expansions amid full order books, according to sources from the upstream supply chain....

Following the signing of the Taiwan-US investment cooperation memorandum of understanding (MOU), the next step is to finalize the agreement on reciprocal trade (ART) between the two countries. As Taiwanese supply chains pursue strategies of making collective moves in the US, some companies express willingness to follow the lead of TSMC, the world's largest contract chipmaker who is investing enormous sums in building wafer fabs in the US. However, upstream players admit that with high production costs in the US, investments may not be profitable unless their gross margins exceed 50%....

Vanguard International Semiconductor (VIS) has signed a licensing agreement with Taiwan Semiconductor Manufacturing Company (TSMC) for high-voltage (650V) and low-voltage (80V) gallium nitride (GaN) process technologies, the company announced on January 28. This deal aims to accelerate Vanguard's development of next-generation GaN power devices for applications in data centers, automotive electronics, industrial control, and energy management....