💎 Semiconductor Trade - emschwartz · Scour

Why TSMC grew four times faster than its foundry rivals in 2025 — price hikes, vertical integration, and commanding technology lead pay dividends 🏭TSMC

tomshardware.com

·6d

TSMC posts record revenue again as AI chip demand shows no sign of slowing 🏭TSMC

qz.com·2d

TSMC reports Q1 revenue up 35% YoY to ~$35.6B, above est., suggesting global chip demand remained intact during the first weeks of the war in the Middle East (D... 💻Chips

techmeme.com·2d

Global AI chip suppliers compete as TSMC remains top foundry partner 🏭TSMC

digitimes.com·4d

Stock Market Today: Dow Wavers Ahead Of CPI Inflation Data; Nvidia Chipmaker TSMC Jumps (Live Coverage) 💻Chips

news.google.com

·2d

TSMC’s Sales Beat Estimates After War Fails to Dent AI Demand 🏭TSMC

bloomberg.com

·2d

TSMC’s AI Grip Tightens Further (NYSE:TSM) 💻Chips

seekingalpha.com

·3d

The Iran War and Hormuz shutdown have disrupted oil, gas, and helium exports and threatened data centers and investments in the Gulf states. 🔗Technology Supply Chains

threadreaderapp.com·2d

Supermicro launches probe after cofounder charged in smuggling 🔐Hardware Security

kite.kagi.com·5d

Arm in Pole Position for AI: Liontrust's Pleydell-Bouverie 🛡️Anthropic PBC

bloomberg.com

·2d

Intel challenges TSMC CoWoS as Amazon, Google reportedly explore alternatives 🏭TSMC

digitimes.com·4d

TSMC: Bulletproof Your Portfolio Even Though Peace Should Prevail (NYSE:TSM) 🐯TigerBeetle

seekingalpha.com

·5d

TSMC says its most advanced chip packaging tech, CoWoS, is growing at an 80% CAGR as it ramps up capacity; Nvidia has reportedly reserved most of the capacity (... 🏭TSMC

techmeme.com·3d

MediaTek, Qualcomm reportedly cut smartphone AP orders with TSMC 🏭TSMC

digitimes.com·4d

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