Nvidia still reigns, but a structural shift toward custom silicon is creating a new hierarchy of winners and laggards, and ...
Morris Chang, the 94-year-old founder of Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), made his first public appearance ...
Apple is no longer the biggest client for chip foundry TSMC, and as it loses its stranglehold on the global supply chain, Tim ...
8don MSN
Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic'
The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid ...
TSMC founder Morris Chang doesn't go out much, but when he does he makes sure it's with NVIDIA CEO Jensen Huang for dinner at ...
Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports.
NVIDIA CEO Jensen Huang says TSMC needs to double production over the next 10 years... just to meet current NVIDIA demand, as ...
Taiwan Semiconductor Manufacturing Co. is outperforming Nvidia early in 2026 after a blowout earnings report, signaling a shift in chip leadership and renewed interest beyond the Magnificent Seven.
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Where Will TSMC Stock Be in 1 Year?
TSMC's latest quarterly results make it clear that the stock is poised for more gains in 2026.
Intel was first to market with backside power delivery.
Just weeks before OpenAI unveiled its pioneering AI chatbot ChatGPT in late 2022, Berkshire spent US$4.12 billion buying ...
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