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TSMC is a leading semiconductor manufacturing and ai chips company shaping semiconductors, AI chips, and computing infrastructure across AI, cloud, chips, software, devices, and enterprise technology.
Strong forecasts from ASML and TSMC signal continued massive AI spending by tech giants, despite rising concerns over sustainability and supply constraints.
Nvidia reports earnings amid robust AI chip demand, with $630B Big Tech spending supporting growth, though competition from in-house chips poses risks.
The Trump administration is considering exemptions for major U.S. tech firms from upcoming chip tariffs as they expand AI data center investments.
Intel and AMD have warned Chinese customers of server CPU supply shortages, with extended delivery times and rising prices, amid surging AI infrastructure demand.
Microsoft has introduced Maia 200, a new AI chip built with TSMC and designed to power GPT-5.2 and Microsoft 365 Copilot, promising faster, more efficient AI performance.
Nvidia CEO Jensen Huang announced that the company’s Blackwell AI chips are now in full production in Arizona, marking a major step in bringing semiconductor manufacturing back to U.S. soil.