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TSMC Revenue Jumps 34% in Nov. in Sign of AI Demand

Hosted on MSN · 18h

TSMC Revenue Jumps 34% in November in Sign of AI Demand

Taiwan Semiconductor Manufacturing Co.’s sales rose 34% in November, reflecting sustained growth from AI demand despite concerns that data center building will slow.

TSMC posts 34% revenue jump in November, riding high on AI demand

It's no secret that multiple semiconductor businesses are recording some of their highest-ever revenues right now, thanks to the demand for AI chips going through the

MarketWatch · 1d

TSMC posts 34% surge in November sales in sign of ongoing AI boom

TSMC’s sales have surged over the past two years on the back of booming demand for advanced microchips following the launch of ChatGPT in Nov. 2022

A Stock That Can Win No Matter Who Comes Out on Top of AI

The Motley Fool · 9h

Beyond Nvidia and TSMC: A Stock That Can Win No Matter Who Comes Out on Top of AI

The rumors that Blackwell could be built in the U.S. are exactly why this company is set to be a winner for years to come.

Better Semiconductor Stock: TSMC vs. Nvidia

The past two years have been absolutely stunning for semiconductor stocks, with the PHLX Semiconductor Sector index rising 81% during this period. Artificial intelligence (AI) played a central role in this remarkable surge.

Barron's on MSN · 1d

TSMC Sales Are Booming. Why the Stock Is Falling.

The sales surge signals the chip maker’s continued momentum amid the artificial-intelligence boom, though investors weren't enthused.

Apple, Broadcom working on AI chip, Information reports

TechCrunch · 52m

Apple reportedly developing AI server chip with Broadcom

Apple is working with semiconductor company Broadcom on its first server chip designed to handle AI applications, according to The Information, which

EconoTimes · 37m

Apple Intelligence Surges as Servers Eye 2026 AI Chip Breakthrough With Broadcom Support

Apple is pushing its Apple Intelligence platform forward with the Baltra AI chip, set for a 2026 release. Partnering with Broadcom and leveraging TSMCs 3nm process, Apple aims to enhance servers, improve

U.S. News & World Report · 5h

Apple Is Working on AI Chip With Broadcom, the Information Reports

Apple is developing its first server chip specially designed for artificial intelligence, the Information reported on Wednesday, citing three people with direct knowledge of the matter. The iPhone maker is working with Broadcom on the chip's networking technology,

Intel Should Have Focused On AI

TSMC Founder: Intel Should Have Focused On AI

Morris Chang, TSMC’s founder and former chairman, shares his thoughts on the industry (and particularly Intel) from time to time. When he does, those musings often make the news, which is exactly what’s happening with his latest comments about former Intel CEO Pat Gelsinger.

Intel Should Have Focused on AI, Not Chipmaking, Says TSMC Founder

Morris Chang said at a press conference that its former competitor turned customer appeared to be in search of a new strategy after it forced out CEO Pat Gelsinger.

tom's Hardware on MSN · 7h

TSMC founder says Intel has neither a strategy nor a CEO

Founder of TSMC criticizes Intel for not developing a sophisticated strategy for AI and instead focusing on becoming a foundry

6d

Exclusive: TSMC in talks with Nvidia for AI chip production in Arizona, sources say

Taiwan Semiconductor Manufacturing Co is in discussions with Nvidia Corp to produce its Blackwell artificial intelligence ...

TSMC's November revenue decline less than expected, with annual revenue set to increase by nearly 30%

Surpassing market expectations, TSMC reported a consolidated revenue of NT$276.058 billion (approx. US$8.504 billion) for ...

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