💎 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 is upgrading Japan’s second plant to the 3-nanometer process. Kumamoto is transitioning from a backup site to a true high-end manufacturing facility. 🏭TSMC

igorslab.de·2d

Going GaGa Over Ga-Ge? 📜Semiconductor Policy

eyeonchina.substack.com·19h·Substack

Nvidia Partner TSMC Stock Reports Strong March Sales. AI Chip Demand Booms Ahead Of Q1 Results. 💻Chips

investors.com

·2d

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

digitimes.com·4d

TSMC reports forecast-beating revenue, as AI chip demand defies geopolitical tensions 💻Chips

marketwatch.com·2d

TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong 🏭TSMC

cnbc.com·2d·Hacker News

Why Enforcement Will Determine the Chip Security Act’s Success 📜Semiconductor Policy

nationalinterest.org·4d

TSMC rises on 35% sales jump in Q1 as AI demand holds strong 🏭TSMC

sherwood.news·2d

Asia Centric: How TSMC Powered Taiwan’s Remarkable GDP Growth 🏭TSMC

bloomberg.com

·4d

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

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

news.google.com

·2d

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

seekingalpha.com

·3d

TSMC reported a 35% increase in quarterly revenue, suggesting global AI chip demand remained intact during the first weeks of war in the Middle East https://www... 💻Chips

twitter.macworks.dev

·2d

Washington pushes allies to match tougher China chip curbs under new bill 📜Semiconductor Policy

scmp.com

·4d·r/SCMPauto

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

bloomberg.com

·2d

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

qz.com·2d

TSMC Tops Q1 Sales Target On Strong AI Chip Demand 🏭TSMC

investors.com

·2d

TSMC Grows More Than Expected in the First Quarter of 2026 – AI Demand Keeps the Company on Track Despite the Challenging Environment 🏭TSMC

igorslab.de·1d

AI's next bottleneck: Why even the best chips made in the U.S. take a round trip to Taiwan 🏭TSMC

cnbc.com·4d

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