Taiwan Semiconductor Manufacturing Company (TSM) makes a compelling investment case given its existing position as the world’s largest and most dominant advanced semiconductor manufacturer. Many pragmatic investors are buying into TSM while penciling in additional purchases if U.
Taiwan Semiconductor Manufacturing Company (TSMC), the world's top semiconductor manufacturer, has pledged to invest another $100 billion over the next four years to boost advanced semiconductor manufacturing in the United States.
Chipsets known as graphics processing units (GPUs) are perhaps the most important hardware in generative AI development right now. For the last couple of years, investing in semiconductor stocks has generally been a great idea -- as you're nearly guaranteed some form of exposure to GPUs or data centers.
TSMC chairman C.C. Wei says that its US fabs are completely booked until 2027, and even tis new 2027 production lines have been reserved.
Donald Trump has once again addressed the issue of the U.S. losing its dominance in the semiconductor industry, this time blaming previous administrations for allowing Taiwan to take control of
Taiwan-based TSMC fabricates the vast majority of the advanced chips for AI and smartphones. Now more of that fabrication could move to Arizona.
Taiwan Semiconductor Manufacturing Co. (TSMC) (TSM) climbed over 1.5% in pre-market trade on Wednesday despite former President Donald Trump calling for an end to the Chips Act – the bipartisan $52 billion semiconductor subsidy program that has driven over $400 billion in investments from companies.
TSMC’s $100 billion will significantly boost America’s semiconductor manufacturing industry but how it will shape US-Taiwan relations is an open question.
TAIPEI, Taiwan — Taiwan’s president and top chipmaker TSMC held a joint news conference Thursday to defend the company’s decision to invest $100 billion in the U.S., saying it stemmed from customer demand and not pressure from the Trump administration.