TSMC to make more-advanced chips in Japan
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Nvidia still reigns, but a structural shift toward custom silicon is creating a new hierarchy of winners and laggards, and analysts are spilt.
Taiwan's TSMC will manufacture advanced 3-nanometer semiconductors at its second factory in Japan, boosting the country's chipmaking ambitions amid rising AI-driven demand.
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 says TSMC needs to double production over the next 10 years... just to meet current NVIDIA demand, as AI boom isn't slowing down.
Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports. Nvidia is expected to overtake Apple as the single largest source of revenue for TSMC.
TAIPEI: TSMC plans to mass produce advanced 3-nanometre chips in Kumamoto in southern Japan, TSMC CEO CC Wei said on Thursday (Feb 5), an investment local media reported was worth US$17 billion as the Taiwanese firm seeks to meet soaring demand for artificial intelligence (AI) chips.
TSMC's decision to bring 3nm manufacturing to Japan is often explained in terms of subsidies and diversification. A better explanation sits in a book written five years ago by Prime Minister Sanae Takaichi—one that C.
Despite the strategic focus, helium remains a modest contributor to the group. Lamba reminded analysts that the product is “a low single digit business for us” within Linde’s overall portfolio. This backs up why the company is looking to electronics and advanced manufacturing for momentum.