Apple Is TSMC's Largest Customer; Their Business Love Story Started Over Chinese Food — But Will Their Relationship Change Dramatically in 2025?
A surprise dinner at Morris Chang's home in 2010 led to Apple becoming TSMC's biggest client, a partnership that reshaped the semiconductor industry and remains critical today, with Apple accounting ...
TSMC: AI Foundry Leader For GPUs And ASICs
TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...
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January earthquake shook $165M off TSMC’s revenue forecast
Promises production schedule will get back on track Taiwanese chipmaking champion TSMC has revealed that a January earthquake ...
Taiwan and TSMC scramble to head off Donald Trump’s tariff threat
Trump’s approach has spooked companies in Taiwan’s chip sector, too. Rick Tsai, chief executive of MediaTek, the country’s leading chip design house, told investors last week the company was running ...
TSMC's 93-year-old founder explains how an unexpected dinner led to winning Apple's business
In a rare interview, TSMC founder Morris Chang revealed what it was like to bet the chipmaker's future on a deal to make ...
TSMC Founder Reveals Why Apple Chose Them Over Intel as Custom Chip Supplier
TSMC founder Morris Chang has revealed that Apple CEO Tim Cook rejected Intel as an iPhone chip manufacturing partner in 2011 ...
TSMC: DeepSeek Worries Create Attractive Buying Opportunities, And I'm Adding More To My Portfolio
TSMC's AI demand and robust financial health highlight its growth. Find out why TSM stock, along with DeepSeek’s ...
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Chinese AI firms grapple with TSMC's BIS whitelist restrictions
Industry players in China express mounting concerns as TSMC implements stricter controls on advanced chip production for ...
How TSMC beat Intel to be Apple's main chip foundry
TSMC and Apple's partnership hasn't always been certain, with a new interview detailing how the company fended off an attempt ...
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Taiwan OAST firms set to benefit from TSMC's enforcement of BIS whitelist
TSMC is reportedly enforcing US chip export restrictions by requiring Chinese IC design houses to use BIS-whitelisted OSAT ...
TSMC Is Likely The Biggest Winner In The AI Era
Despite a high valuation level, TSMC's predictable earnings growth and dominance in AI-related technologies provide the stock with plenty of upside potential.