TSMC

TSMC boss frets about shortages of talent, water in Taiwan

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

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

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

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

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

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

TSMC has elevated its gross margin to 66% this year.

TSMC CEO pledges over 30% incentive bump as AI profits soar

This comes after days of online discourse about the company’s quarterly bonuses

TSMC also lacks direct exposure to the memory and storage boom, given its focus on logic chips.

Investors look beyond TSMC as AI boom spreads to new winners

The company now accounts for more than 40% of Taiwan’s Taiex

Sony has previously said it is open to bringing in external investment partners for its chip business, as it highlighted the necessity of investing in manufacturing.

Sony, TSMC plan new Japan joint venture for next-generation image sensors

The partnership will explore opportunities in physical AI applications such as automotive and robotics

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

TSMC’s sales grow slowest in months even as AI buildout persists

Analysts, however, expect its June-quarter revenue to grow almost twice as fast

Samsung’s first-quarter profit increased eightfold, with chips responsible for 94% of the record 57.2 trillion won total.

Asia’s tech giants give AI bull run a new centre of gravity

Retail, institutional investors drive record buying, with leveraged bets

Samsung sits at the heart of a transformation that has made Asia a cornerstone of the global AI ecosystem, pairing chipmaking dominance with expanding data infrastructure.

Samsung hits US$1 trillion valuation, joining TSMC in elite club

Just days ago, the South Korean company’s semiconductor arm brought in historic profit over the March quarter