TSMC CFO: Edge AI is at its early stage, will take 1 to 2 years to develop
Wendell Huang, CFO of TSMC talks about the AI boom, how AI is helping TSMC's own operations and their international footprints.
TSMC: A Strong AI Stock For 2025
Taiwan Semiconductor Manufacturing reported strong Q4 earnings, driven by surging demand for AI-optimized chips, signaling robust AI spending into 2025. Read more here.
TSMC profits surge 57% as demand for AI chips remains high
TSMC, which makes chips for Nvidia, reported net income of $11.6 billion. Its CFO said this was supported by "strong demand" for its advanced chips.
TSMC: Demand Outlook Offsets Likely Peak In Gross Margins
TSMC to increase capex by 34%, driven by AI spends and N2 node ramp. Peak margins expected, but structural improvements may offset. Read more here.
TSMC net profit hits record high as fourth-quarter results top expectations on robust AI chip demand
TSMC, the world's largest contract chip manufacturer, produces advanced processors for clients such as Nvidia and Apple and has benefited from the megatrend in favor of AI.
TSMC Expects Continued AI-Driven Growth After Ending 2024 Strong
The company’s chief executive said revenue from AI-related servers and processors is expected to double in 2025 after more than tripling last year
Taiwanese chipmaker TSMC posts 57% surge in profit thanks to the AI boom
Taiwan computer chip maker TSMC has reported its profit in the last quarter rose 57%, buoyed by the artificial intelligence boom.
MIT Technology Review23h
There can be no winners in a US-China AI arms race
AI competition is not a zero-sum game. Instead, the world’s superpowers need to work together to make sure AI benefits humanity.
ASML vs. TSMC: What's the Better AI Buy in 2025?
ASML has had an average P/E ratio of 43 for the last five years, so it is comparatively cheap at the moment. Conversely, TSMC has averaged a 24 earnings multiple over the same timeframe, signaling it could pull back if business conditions worsen.
Heard on the Street: TSMC Is Your AI Value Play
If growth at a reasonable price is the goal, the world’s largest contract chip manufacturer fits the bill. Strong demand for artificial intelligence chips has delivered a stellar quarter for Taiwan Semiconductor Manufacturing Co.
TSM stock price: TSMC shares jump as Q4 revenue and profit beat on strong AI demand and advanced chip sales
Shares of Taiwan Semiconductor Manufacturing Co. (TSMC) are up in premarket trading Thursday on strong demand for its advanced chips.
TSMC Stock Jumps on Better-Than-Expected Q4 Profit, Bullish AI Outlook
U.S.-listed shares of Taiwan Semiconductor Manufacturing Co. rose in premarket trading Thursday after the world's largest contract chip manufacturer posted better-than-expected fourth-quarter profit and a bullish outlook for artificial intelligence demand.