Fudzilla8h
TSMC doing well
TSMC is on a tear, raking in a staggering 39 per cent revenue growth in the first two months of 2025, largely thanks to the unrelenting demand for Nvidia’s AI chips.  With combined revenue hitting $16.
Intel's divisions in spotlight as TSMC, Broadcom circle
Intel rivals Taiwan Semiconductor Manufacturing Co and Broadcom are reportedly exploring potential deals that could split the storied American chip giant.
Cryptopolitan9h
TSMC’s revenue surges 39% in early 2025, fueled by AI chip demand
Taiwan Semiconductor Manufacturing Co. (TSMC) showed a very strong 39% revenue growth for the first two months of 2025, reinforcing demand for Nvidia Corp. AI chips.
Broadcom and Nvidia are claimed to be testing manufacturing on Intel's 18A process node, and even AMD is reportedly interested
The report also claims that AMD is "evaluating whether Intel's 18A manufacturing process is suitable for its needs" though it's not clear if AMD has sent any designs through for testing. If it does and then goes on to use Intel Foundry to make some of its products, then this will surely be a first for the CPU industry.
What TSMC's $165 billion investment in the US may mean for the chip industry
TSMC's announcement comes as chip-maker Intel, which has struggled for years with declining sales and lost market share, has been seeking customers for its own factories in the US.
Intel, TSMC, Broadcom Stocks Rise. Trump’s Call to End Chips Act Isn’t Fazing Them.
Trump is against using tax credits to encourage chip production in the U.S., but semiconductor makers don't seem to mind.
TSMC, the Chip Giant, Is to Spend $100 Billion in U.S. Over the Next 4 Years
The investment plan, announced at the White House, was made as the Trump administration pushes to bring chip making back to the United States.
Broadcom: Don't Overthink The Buying Opportunity
Broadcom remains resilient despite market challenges, driven by strong AI prospects. Learn why AVGO stock is a buy amid recent market dislocation.
TSMC sales quicken in first two months of 2025 in upbeat note for AI
As manufacturer of most of the AI chips globally, TSMC’s sales are barometer for sector. Read more at straitstimes.com.
Design And Reuse5h
TSMC Intends to Expand Its Investment in the United States to US$165 Billion to Power the Future of AI
Company plans to increase U.S. investment in advanced semiconductor manufacturing by $100 billion with three new fabs, two advanced packaging facilities and an R&D center added to U.S. plans
Is a $100B TSMC U.S. Manufacturing Investment on the Horizon?
President Donald Trump will meet with Taiwan Semiconductor Manufacturing Co. (TSM) CEO C. C. Wei and reports claim a new manufacturing
Exclusive: Nvidia and Broadcom testing chips on Intel manufacturing process, sources say
Chip designers Nvidia and Broadcom are running manufacturing tests with Intel , two sources familiar with the matter told Reuters, demonstrating early confidence in the struggling company's advanced production techniques.