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TSMC to invest up to $1 billion in Anthropic, OpenAI
TSMC's board approved up to $1 billion in investments split between Anthropic and OpenAI, plus a $40.9 billion capex plan and a dividend increase.
Tsmc
82 trends tracked about this subject — the full history, oldest to newest below.
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Business
Taiwan Semiconductor Sales Jump 60% In October As AI Boom Continues
TSMC reported October revenue of NT$586.89 billion ($17.88 billion), up 59.7% year-over-year as AI chip demand drives continued growth.
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Asia stocks to drop after AI rout rocks US markets
1 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Anthropic IPO live updates: AI lab has $6.2B in debt, flags data center moratoriums as key risk
AI lab Anthropic has filed for an initial public offering while disclosing significant debt and operational risks regarding hardware and data centers.
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Sandisk: TSMC Just Fired A $94 Billion Warning Shot (NASDAQ:SNDK)
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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NVIDIA’s Development Of Custom HBM Drops Samsung’s And TSMC’s Foundry Rivalry, As Both Manufacturers Join Forces To Develop “Base Die” On The 3nm Node
4 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Samsung to use TSMC technology for Nvidia's next-generation memory chips, Seoul newspaper reports
Samsung and other suppliers reportedly plan to use TSMC technology for Nvidia's next-generation memory chips.
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$3,000 Split Across Nvidia, Broadcom, and TSMC Could Be Worth This Much by 2030
Market analyses examine projected values for semiconductor stock investments in Nvidia, Broadcom, and TSMC by the year 2030.
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Not Nvidia. Not TSMC. This Equipment Maker Is the Real Bottleneck in AI Chip Production.
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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OpenAI Accelerates Ad Sprint With Meta Hires, Slashed Prices
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Taiwan Is Planning $4 Billion Industrial Parks in Texas for Nvidia’s Suppliers
Taiwan is planning a four billion dollar industrial park in Texas to support the United States chipmaking supply chain for Nvidia and TSMC.
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TSMC's Q3 results, outlook pave path for 'banner year' in 2027: analysts
1 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Taiwan to Fund $4 Billion Texas Complex for AI, Nvidia Partners
Taiwan plans a $4 billion industrial complex in Texas to support the Nvidia AI supply chain and expand local chip manufacturing.
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Chip Leader TSMC Delivers Beat-And-Raise Third-Quarter Report
4 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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TSMC posts record profit amid 'extremely robust demand' for AI chips
1 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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TSMC Weighs Texas Expansion, Holds Talks on Musk’s Terafab
TSMC explores Texas expansion and discusses potential cooperation with Elon Musk's Terafab initiative.
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TSMC Stock Falls After Blowout Earnings. Musk Talks Could Offset AI Chip Fears.
TSMC shares fell despite record Q3 2026 earnings driven by robust artificial intelligence chip demand.
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Taiwan Semiconductor Manufacturing Just Dropped a Major Bombshell Investors Must Be Aware Of
4 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
TSMC expected to report sixth straight quarter of record profit thanks to AI boom
TSMC delivers a beat-and-raise third-quarter report, posting a sixth straight quarter of record profit driven by artificial intelligence demand.
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Business
Elon Musk just handed Intel a new problem Wall Street can’t ignore
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
This Forgotten AI Stock Is Up 689% and Nobody's Talking About It
1 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
Dear Taiwan Semi Stock Fans, Mark Your Calendars for October 15
6 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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TSMC Q3 2026 revenue hits record on AI chip demand
1 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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TSMC Gives AI Trade Upbeat Signal—AMD and Other Chip Stocks Fall Anyway
4 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Elon Musk Clarifies TSMC's Terafab Role; Grok Adds Rival Models
Elon Musk has taken charge of the Terafab chipmaking venture, dismissing TSMC's potential role while Intel maintains its collaboration.
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Elon Musk Rules Out Potential TSMC Role in Terafab Operations
Intel will continue working on Elon Musk's Terafab chip venture despite Elon Musk ruling out TSMC's involvement.
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IBD Stock Of The Day TSMC Breaks Out On Terafab Chatter
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Intel stock falls as TSMC eyes Elon Musk's Terafab venture
Intel stock fluctuates as conflicting reports emerge regarding Elon Musk's Terafab project and potential partnerships with TSMC.
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TSMC stock hits all-time high after Elon Musk confirms early Terafab talks
1 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Stock Market Today: Dow Slips, Dollar Strengthens as Investors Look for Safety
Global financial markets navigate record-breaking tech rallies, a strengthening dollar, and shifting investor priorities.
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Nvidia and AMD just hit record highs, but tech stocks still look cheap
6 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Intel Stock Drops as Elon Musk Signals Setback for the Chip Maker
Intel shares fall following remarks from Elon Musk regarding potential chip partnership plans involving TSMC.
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Exclusive: TSMC Exploring Plans to Work With Elon Musk’s Terafab
TSMC is exploring plans to work with Elon Musk's Terafab project, evaluating a potential Texas investment.
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Prediction: Taiwan Semiconductor Manufacturing Stock Will Skyrocket After Oct. 15
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Tesla and SpaceX are starting work on the biggest building in the world in December in huge 100 million square feet, $16.8 billion 'Terafab' project
10 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
Synopsys, OpenAI strike deal to develop AI model for chip design work
Synopsys and OpenAI have partnered to develop GPT-Synopsys, a specialized AI model designed to automate the complex process of chip design.
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Technology
Intel Panther Lake Teardown
Technical analyses and high-resolution die shots of Intel Panther Lake reveal the capabilities of the 18A process node.
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Technology
Qualcomm’s Next Flagship Snapdragon SoC To Target Higher Frequencies Of 5.40GHz While Sticking With TSMC’s 2nm N2P Node, But IPC Gains Are Rumored To Stay Under 10%
3 news sources are covering this Technology story right now — PULSE is tracking how fast it spreads.
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Taiwan breaks ground on advanced packaging park anchored by TSMC
7 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Technology
AMD Notifies Partners of 10% Price Hike As Increased TSMC Wafer Costs Could Squeeze Ryzen CPU Lineup For Q4 2026
6 news sources are covering this Technology story right now — PULSE is tracking how fast it spreads.
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Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent
6 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Technology
MediaTek launches new mobile chip using TSMC's most advanced technology
8 news sources are covering this Technology story right now — PULSE is tracking how fast it spreads.
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Business
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ASML to work with major chipmakers to use latest tools for larger chips
ASML is partnering with Intel, Samsung, and TSMC to integrate High-NA EUV technology for the production of next-generation AI chips.
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ASML Wins Over Top Chipmakers for New EUV Machines
ASML secures commitments from top chipmakers like TSMC and Samsung for its newest EUV machines amid rising demand.
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China's CXMT to supply memory chip for Xiaomi's upcoming folding phone
China's CXMT begins mass production of LPDDR6 memory chips, securing a core supply role for the upcoming Xiaomi 18 Fold smartphone.
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Arizona’s chip footprint grows, but TSMC’s water demand sparks questions
8 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Technology
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Xiaomi launches new Xring chip, partners with TSMC for production, sources say
Xiaomi introduces its new Xring chip and partners with TSMC for production in a move challenging Qualcomm.
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Dark Cherry and More: Every iPhone 18 Pro and iPhone Ultra Color Rumor
Leaks and accessory reveals are fueling intense speculation over the iPhone 18 Pro's new color palette, specifically a rumored 'Dark Cherry' option.
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Technology
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Intel "Razor Lake" to Use TSMC's N2X Node, Brings bLLC to Laptop SKUs
6 news sources are covering this Technology story right now — PULSE is tracking how fast it spreads.
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TSMC Sales Jump 45% On Strong AI Chip Demand But Investors Shrug
TSMC reports a 45% surge in July revenue driven by artificial intelligence demand, yet investors respond with muted enthusiasm.
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What TSMC’s Surging Sales Growth Means for Apple and Nvidia Stocks
2 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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World's biggest chipmaker TSMC's sales surge 45% amid buoyant AI demand
TSMC reports a 45% surge in sales driven by relentless demand for AI hardware, sparking a rally across chip equipment stocks.
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Microsoft’s Homegrown AI Chip Effort Shows Signs of Life After Slow Start
Microsoft is accelerating its custom AI hardware strategy with a massive order of Maia 300 chips from TSMC to curtail its reliance on Nvidia.
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Sony, TSMC to spend $6.3 billion to jointly make image sensors, Nikkei says
Sony and TSMC plan a multi-billion dollar joint investment in a Japanese advanced image sensor plant.
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Apple tests China's CXMT memory chips for iPhones and MacBooks, WSJ reports
Apple is testing CXMT memory chips for iPhones and MacBooks amid a critical DRAM shortage affecting TSMC production.
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Apple Tests Chinese Memory Chips as Supply Squeeze Bites
Apple is testing memory chips from China's CXMT to mitigate supply shortages caused by the global AI boom.
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Micron: Elon Said Thanks, I'm Still Saying Hold (NASDAQ:MU)
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Trump's push for American-made AI chips hits TSMC's margins
TSMC faces significant margin pressure as it expands U.S. semiconductor investments to $165 billion amid political pushes for domestic AI chip production.
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China weighs tighter export controls on AI models and chips
China is weighing restrictive export controls on AI models and chips, including potential bans on the use of TSMC by local companies.
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TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment
TSMC is expanding its footprint in Arizona by adding a major financial investment driven by artificial intelligence chip demand.