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While shares have fallen off over 20% YTD, I remain a strong buy on shares of TSMC. While the AI boom is still one of the biggest trades on the market, the world's largest fab company is still ...
Considering the timeline above, TSMC's next fab in the US will only be operational ... Gross margins and operating margins were down by 20 and 50 bps, respectively, while net profit margins ...
The first fab has been in production on the N4 4 nanometer ... or a reduction of 15 percent to 20 percent lower power compared to N2P. TSMC said it was feverishly working to double its CoWoS ...
People ride their motorbikes in front of a TSMC fab at Hsinchu Science Park in Hsinchu ... it expects revenue of $28.4-$29.2 billion, outpacing $20.82 billion for the same period a year earlier.
Based on current information, the N2 process required for Venice will be available next year, initially at TSMC's Baoshan plant (Fab 20) in Hsinchu, Taiwan. Industry sources suggest Apple is the ...
3d
ExtremeTech on MSNCustomers Are Lining Up for 2nm TSMC N2 ChipsA battle for customers is brewing between Intel and TSMC as the silicon giants prepare for mass production of their next-gen ...
While devices like smartphones and laptops received temporary relief at 20%, tariffs on key tech ... and AMD to increase orders at TSMC's Arizona fab, despite a 30% price hike tied to limited ...
AsianFin -- Following TSMC’s announcement of progress on its 1.8nm technology on April 24, Intel has revealed major updates ...
Intel said that the 18A production line powering its upcoming Panther Lake PC processors is ready to go, and offered a sneak ...
“TSMC continues to guide for mid-20% revenue growth in USD terms in 2025 ... The firm also highlighted TSMC’s accelerating U.S. fab expansion, driven by customer demand.
Intel Foundry Direct Connect 2025 took place this week in San Jose, California, and the company reported progress on its ...
Presidents often claim credit for the good things that happen while they’re in office. But Trump is taking things to a new ...
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