TweakTown2d
TSMC's 5nm, 3nm production lines remain 'fully loaded' in 1H 2025, strong orders for AI chips
TSMC's 5nm and 3nm production lines are 'fully loaded' until 1H 2025 due to 'strong orders' for AI chips, Qualcomm + MediaTek ...
Taiwan Semiconductor Manufacturing Is Overvalued amid AI Demand
I’m currently neutral on Taiwan Semiconductor Manufacturing (TSM), also known as TSMC, as I consider it overvalued amid high ...
TSMC will stop making 7 nm chips for Chinese customers
TSMC, the world’s largest contract chipmaker, told Chinese customers it would no longer manufacture AI chips at advanced process nodes of 7 nanometers or smaller as of this coming Monday, three people ...
The Economist10h
TSMC walks a geopolitical tightrope
As a critical supplier to American tech giants based on an island claimed by China, TSMC is in an awkward spot. But until ...