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TSMC

3 articles on this topic, newest first.

The Real ASML Number Isn't the 3% Pop, It's the 30% Capacity Hike

ASML's rally isn't just an AI trade. Customers are already locking in 2027 tool slots, and ASML is raising Low-NA EUV capacity by roughly 30% to keep up.

Investing

A $400 Million Machine Is Deciding the Future of AI Chips

Nvidia has AMD. TSMC has Samsung and Intel. But when any of these rivals need to shrink transistors further, they all end up at the same company's door. That is why ASML's grip on the bottom layer of the AI chip stack keeps getting tighter.

Tech

TSMC's August number that matters is not 53%. It is September's threshold

TSMC posted its first month above NT$500 billion. The useful reading is not the growth rate but what September revenue has to be to hit the top of third-quarter guidance, and whether AI demand is still alive on the factory floor.

Tech