Broadcom and TSMC to emerge as big winners in the custom AI chip boom

Nvidia still reigns, but a structural shift toward custom silicon is creating a new hierarchy of winners and laggards, and ...
TweakTown

TSMC needs to double production over the next 10 years to keep up with NVIDIA demand

NVIDIA CEO Jensen Huang says TSMC needs to double production over the next 10 years... just to meet current NVIDIA demand, as ...

Is It Too Late to Buy TSMC Stock After Its Run?

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

Is It Worth Investing in TSMC (TSM) Based on Wall Street's Bullish Views?

The average brokerage recommendation (ABR) for TSMC (TSM) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after ...

Nvidia Overtakes Apple as TSMC's Biggest Customer

Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports.
CNA

TSMC CEO flags 3-nanometre chip production in Japan, investment reported at US$17 billion

TAIPEI: TSMC plans to mass produce advanced 3-nanometre chips in Kumamoto in southern Japan, TSMC CEO CC Wei said on Thursday ...

TSMC to manufacture 3nm chips in Japan to meet surging AI demand

Taiwan's TSMC will manufacture advanced 3-nanometer semiconductors at its second factory in Japan, boosting the country's ...
DIGITIMES

A close reading of the book behind TSMC's Japan bet

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 ...