ASML And TSMC: The AI Buildout Is Getting More Expensive

ASML Holding N.V. and Taiwan Semiconductor Manufacturing Company Limited both raised 2026 revenue and capex outlooks. Read ...

TSMC says it may build 12 Arizona chip plants in total, but be skeptical

Apple chipmaker TSMC had already said that it would build a total of eight plants in Arizona, and has now announced an ...

TSMC boosts Arizona fab investment by $100B after strong second quarter

The company also announced plans to expand its fab complex in Arizona. TSMC intends to build at least four additional ...

Taiwan computer chipmaker TSMC pledges another $100 billion to expand US chipmaking capacity

Major Taiwan computer chipmaker TSMC says it plans to spend another $100 billion on expanding its manufacturing capacity in ...

TSMC eyes 4 more Arizona chip plants after $100 billion expansion

The new investment, announced June 16, brings Taiwan Semiconductor Manufacturing Co.'s U.S. investment to $265 billion.
DIGITIMES

Weekly news roundup: TSMC widens AI chip lead as HBM and CoWoS bottlenecks reshape supply chains

AI demand is still outrunning advanced semiconductor capacity, putting foundry output, HBM supply, packaging and server ...
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Taiwan rejects tech harm claims as TSMC builds overseas

Taiwan’s government pushed back Friday against growing concerns that a landmark trade agreement with the United States could hollow out its vibrant tech sector, even as the island’s crown‑jewel ...
The Motley Fool

How TSMC makes its money: Revenue by technology, platform, and geography

TSMC's 2nm, 3nm, and 5nm chip technologies now generate 66% of its sales thanks to their rapid adoption. Revenue from high-performance computing has overtaken that from smartphones. North America ...