TSMC

FuriosaAI co-founder and CEO June Paik with a Furiosa RNGD card. The South Korean firm, founded in 2017, is one of the few startups in Asia to have secured production for its advanced AI chips.

Global Enterprise

What’s stopping Asia’s chipmakers from taking on Nvidia? The answer lies in this bottleneck

Foundry access is just one constraint that startups are facing

2026-08-16T08:41:00.000Z

TSMC and Sony Semiconductor Solutions are eyeing demand for AI-wielding robots and self-driving cars, which are expected to require more sensors to function.

Companies & Markets

Sony, TSMC to invest US$6.4 billion in Japanese sensor plant: source

The two firms are seeking to begin production in 2029; no time frame is given for the investment under discussion

2026-08-10T06:56:03.000Z

TSMC’s aggressive capital spending and soaring profit margins have made it a barometer of demand in the global semiconductor industry.

Telcos, Media & Tech

TSMC expects ‘strong, multi-year’ demand for AI chips as it ramps up Arizona investment

It is planning to build more factories in the US and Taiwan

2026-07-20T01:09:00.000Z

TSMC, a bellwether for AI chip demand, posted a 77 per cent jump in second-quarter profit to a record high of T$706.6 billion (US$22 billion).

Telcos, Media & Tech

TSMC to invest another US$100 billion in US as Q2 profit blows past forecasts

TSMC also raised its forecast for capital spending by up to 14% for this year

2026-07-16T12:46:37.000Z

The main chipmaker for Nvidia and Apple is regarded as a gauge of the global AI infrastructure buildout.

Companies & Markets

TSMC sales surge 36% in fresh sign of AI spending momentum

Revenue for the three months ended June totalled NT$1.27 trillion (US$39.6 billion)

2026-07-13T07:28:05.000Z

Betting on SK Hynix has been difficult for the majority of US investors, as owning the Seoul-listed shares means off-hours trading or buying unsponsored ADRs.

Companies & Markets

SK Hynix seeks access to AI investors in US$29 billion Nasdaq listing

THIS week’s US$29 billion US stock-market listing for SK Hynix may be the biggest-ever first-time share sale by a foreign company, but it is not just about raising cash. It is also about competing in ...

2026-07-05T14:19:57.000Z

TSMC has repeatedly said that most of its production, along with research and development, will remain in Taiwan.

Telcos, Media & Tech

TSMC boss frets about shortages of talent, water in Taiwan

Chief executive CC Wei calls for increasing efforts to train more workers

2026-06-12T07:24:20.000Z

TSMC has become an essential global AI player by making cutting-edge semiconductors for the likes of Nvidia and Advanced Micro Devices.

Telcos, Media & Tech

TSMC’s monthly sales rise 30% thanks to sustained AI chip demand

Revenue in May is NT$416.98 billion, with combined April and May sales up 24% from the year-ago period

2026-06-10T06:56:18.000Z

According to HSBC, TSMC is the biggest portfolio underweight among Asian and global emerging-market funds.

Telcos, Media & Tech

NEWS ANALYSIS

How a few AI chip giants warped Asia’s stock picking game

TSMC, Samsung and SK Hynix make up a third of MSCI Asia-ex-Japan, raising concentration risks

2026-06-08T05:00:14.000Z

The CEO reiterates its forecast for sales growth of more than 30% this year.

Telcos, Media & Tech

TSMC CEO warns chip supply won’t meet AI-fuelled demand for years

The company has been expanding its footprint beyond its home island to add capacity

2026-06-04T04:14:42.000Z

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