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Samsung’s ‘Taylor Era’ Put to Test by TSMC’s ‘Massive Investment’ and Intel’s ‘Revival’
02 Feb 2026 21:11 GMT
… increasingly fierce.
Taiwan’s TSMC was the first to make … widened significantly. Last year, TSMC captured a 70% share of … and powerful differentiating factor that TSMC does not possess.
Kang … will fill the gaps that TSMC cannot satisfy,” emphasizing, “Securing …
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AI infrastructure surge begins squeezing Apple’s component costs — company considering supplier other than TSMC for lower-end chips, report claims
02 Feb 2026 20:03 GMT
… even considering suppliers other than TSMC for its lower-end processors …
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TSMC AI capacity: Huang says Nvidia demand could force a doubling Business news | February 2, 2026 Nvidia CEO Jensen Huang has told reporters in Taipei that Taiwan Semiconductor Manufacturing Co. (TSMC) will have to scale wafer…
02 Feb 2026 16:23 GMT
… Taiwan Semiconductor Manufacturing Co. (TSMC) will have to scale wafer … multiple advanced designs—adding that TSMC is working “very, … investment. Reuters noted that TSMC said capital spending could rise … by eeNews Europe when TSMC and Amkor outlined advanced …
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Broadcom and TSMC to emerge as big winners in the custom AI chip boom
02 Feb 2026 14:58 GMT
… 39;s most advanced foundry, Taiwan Semiconductor Manufacturing Company (TSM), which remains the … 39;s indispensable builder, TSMC holds a unique monopoly. … certainly being forged in TSMC's fabs. … their physical size limits, TSMC's advanced packaging …
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'TSMC needs to work very hard this year because I need a lot of wafers' says Nvidia CEO Jensen Huang outside a 'trillion-dollar dinner' for top tech manufacturers in Taiwan
02 Feb 2026 14:17 GMT
… the assembled press. "TSMC is doing an incredible job … continues to be strong.
Still, TSMC executives have recently signalled that … Over the next 10 years, TSMC will likely increase their capacity … looking quite so rosy.
While TSMC's expansion may …
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Apple May Look Beyond TSMC as Its Chip Manufacturer for Lower-End iPhones
02 Feb 2026 14:14 GMT
… safe to say that without TSMC’s advanced manufacturing capabilities, … still expected to continue using TSMC as its chip manufacturer, … in need for semiconductors, TSMC has been working more with … companies.
This means that TSMC could have fewer production lines …
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Jensen Huang warns TSMC needs to 'work very hard' to meet AI demand — Nvidia CEO says its demand alone may force doubling its capacity over the next decade
02 Feb 2026 12:38 GMT
… press had warned that Taiwan Semiconductor Manufacturing Company (TSMC) has its work cut … chain partner executives, including TSMC Chairman and CEO C … outside the restaurant that TSMC must "work very … Annual Report from 2024, TSMC currently boasts an annual …
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'People's dad' Nvidia CEO Jensen Huang can't stop praising TSMC
02 Feb 2026 12:28 GMT
… the Taiwan Semiconductor Manufacturing Co. (TSMC) after the US chip giant … , the Reuters report noted. “TSMC needs to work very hard … chips used in AI applications.“TSMC is doing an incredible … the next 10 years, TSMC will likely increase their capacity …
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NVIDIA Looks to Intel’s 18A/14A Process and EMIB Packaging for Next-Gen Feynman AI Chips, Signaling a Major Foundry Shift Beyond TSMC
02 Feb 2026 11:50 GMT
… Feynman I/O Die
TSMC is emerging as a major …
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CTBC Financial tops board pay list, with TSMC in third
01 Feb 2026 18:04 GMT
… chipmaker Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) ranking third, data released on … NT$78.25 million, and TSMC, which paid NT$50.72 … ’s NT$38.13 and TSMC’s NT$45.25.
Photo …
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