Jensen Huang’s Keynote, Hardware Reveals, and More AI News Your email has been sent Image: Generated via Google’s Nano Banana Nvidia GTC 2026 is kicking off at a time when the enterprise world has ...

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 ...

TOKYO/TAIPEI, Feb 5 (Reuters) - TSMC (2330.TW), opens new tab plans to mass produce advanced 3-nanometre chips in Kumamoto in southern Japan, TSMC CEO C.C. Wei said on Thursday, an investment local ...

NVIDIA CEO Jensen Huang said in an interview in Taiwan that to support what he described as the largest infrastructure investment in human history, TSMC will need to double its chip production ...

Nvidia will become TSMC's largest customer this year, according to analyst estimates and Huang himself. Apple is believed to currently be TSMC's largest customer. The positional swap will mark a ...

TSMC is set to increase capital spending once again in 2026 thanks to strong demand for its fabrication services. The rise in spending is good news for ASML, especially since TSMC plans to allocate a ...

Taiwan Semiconductor's growth this year is set to outpace analysts' expectations. The company is confident it can corner a larger share of the Foundry 2.0 market. TSMC's earnings potential indicates ...

If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first to know. And, should the GenAI market deflate ...

Taiwan Semiconductor (TSMC) committed $56B to AI chip manufacturing. ASML (ASML), Applied Materials (AMAT) and Lam Research (LRCX) capture this spending. ASML holds a monopoly on EUV lithography ...

Apple will still benefit as TMSC confirms large-volume production has started for its newest 2nm processor, but as Nvidia ascends, Apple's days of being able to command the firm's entire output are ...

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Apple’s once dominant position as a TSMC customer is facing fresh challenges as the AI boom raises GPU demand from companies like NVIDIA and AMD, according to a new report. When CC Wei visited ...