TSMC Plans Massive ‘GigaFab’ Expansion in Arizona to Match Taiwan Output

TSMC plans a massive Arizona GigaFab expansion with 12 fabs, aiming to match Taiwan output and strengthen US semiconductor ...
Dolphins Wire

'Impassible' Loop 303 to get fast-tracked improvements because of TSMC

The impact of the TSMC facility in north Phoenix has forced transportation planners to rethink the freeway and road networks.
Nasdaq

Better Semiconductor Stock: Nvidia vs. TSMC

Nvidia and TSMC have led the AI revolution thanks to their key positions in their respective semiconductor niches. However, one of these companies looks better positioned to capitalize on the ...
The Motley Fool

TSMC Expects AI Chip Revenue to Grow at a 60% CAGR Through 2029. Is the Stock a Buy for 2026?

TSMC does not break down AI chip revenue explicitly, but the numbers imply it is coming close to matching that predicted growth. The company's financials results appear to ease concerns over the ...
24/7 Wall St

TSMC Raises Dividend 28% While 38% Revenue Growth Reframes the Geopolitical Risk

Taiwan Semiconductor (TSM) raised its 2026 dividend 28% and guided for 38% revenue growth in Q1 2026. TSMC controls 70% of the global foundry market with leverage over Apple and NVIDIA AI chip ...
Bloomberg L.P.

TSMC Revenue Jumps 37% in January as AI Spending Marches On

Taiwan Semiconductor Manufacturing Co.’s January sales grew at their fastest clip in months, a sign of sustained global AI spending even as concerns persist about an industry bubble. The contract ...
24/7 Wall St

TSMC Expands AI Chip Production to Japan

Taiwan Semiconductor (TSM) is expanding advanced AI chip production to Japan to reduce geopolitical risk from Taiwan-based manufacturing. TSMC reported Q4 2025 revenue of $33.73B (up 20.5%) with net ...
TweakTown

TSMC needs to double production over the next 10 years to keep up with NVIDIA demand

TL;DR: TSMC plans to double semiconductor production over the next decade to support NVIDIA's growing AI chip demand and global infrastructure expansion. NVIDIA, TSMC's largest customer, drives ...
MacRumors

Nvidia Overtakes Apple as TSMC's Biggest Customer

Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports. Nvidia is expected to overtake Apple as the single largest source of revenue ...
The Motley Fool

Prediction: TSMC Stock Will Soar After Jan. 15

TSMC's revenue growth in the fourth quarter of 2025 exceeded market expectations. The foundry giant seems poised for faster growth in 2026. TSMC's ability to deliver a better-than-expected outlook ...
AOL

Prediction: TSMC Stock Will Soar After Jan. 15

The semiconductor industry is poised for another year of terrific growth in 2026, and one of the best ways to capitalize on the sunny prospects of this market is by investing in Taiwan Semiconductor ...