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Semiconductor giant TSMC posts slowest growth in 18 months amid AI bubble debate
Taiwan Semiconductor Manufacturing Co (TSMC) posted its slowest monthly revenue growth in more than a year, lending credence to concerns that the artificial intelligence stock rally is not justified by the industry’s business prospects. TSMC, the main contract manufacturer to AI chip leader Nvidia, posted a 16.9 per cent rise in sales for October, the slowest pace since February 2024. Still, that tracks with the average analyst estimate for a 16 per cent sales increase in the current quarter....
Bloomberg.com
TSMC's Slowing Monthly Sales Fuel AI Sustainability Debate - Bloomberg.com
Taiwan Semiconductor Manufacturing Co. reported slowing growth in monthly revenue, highlighting uncertainty over the sustainability of the AI boom...
Bloomberg
TSMC Posts Slowest Growth in 18 Months Amid AI Bubble Debate
Taiwan Semiconductor Manufacturing Co. reported slowing growth in monthly revenue as investors debate the sustainability of an AI boom that has propelled the stocks of customers like Nvidia Corp. this year.
TSMC Posts Slowest Growth in 18 Months Amid AI Bubble Debate
Bloomberg.com
Nvidia CEO Asks TSMC for More Wafers to Meet Strong AI Demand - Bloomberg
Nvidia's three AI memory chip suppliers — SK Hynix Inc., Samsung Electronics Co. ... Nvidia CEO Jensen Huang News Conference. Why Is Nvidia the King of...
Bloomberg
Chip Startup Substrate Draws Skepticism in Quest to Take On TSMC
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Ed Ludlow and Ian King report on the skepticism that has greeted startup Substrate’s announcement that it will produce new chipmaking equipment — and new chips — that can shake up the entire industry.
Chip Startup Substrate Draws Skepticism in Quest to Take On TSMC
Data Center Dynamics
First US-made Nvidia Blackwell wafer manufactured at TSMC's Arizona fab - DCD
In a statement announcing the news, Nvidia said the production of the wafer signals that Blackwell has reached volume production. Nvidia TSMC.
Tech in Asia
TSMC seeks approval to build new chip plant in Taiwan - Tech in Asia
... news here. Just now. ·. News. TSMC seeks approval to build new chip plant in Taiwan. TSMC has applied for approval to build a new semiconductor plant...
Axios
Exclusive: Nvidia and TSMC unveil first Blackwell chip wafer made in US - Axios
Nvidia and TSMC will announce on Friday their first completed U.S.-made wafer that will eventually become Blackwell chips for AI purposes, Nvidia...
Reuters
Nvidia unveils first Blackwell chip wafer made with TSMC in US | Reuters
Nvidia uveiled on Friday the first U.S.-made Blackwell wafer, produced at TSMC's ... news provider, reaching billions of people worldwide every day.
Bloomberg.com
TSMC ADR Premium Tops Two-Decade High as Global Buyers Pile In - Bloomberg.com
Global investors are ramping up bets on Taiwan Semiconductor Manufacturing Co. ahead of its earnings, confident that the world's leading chip...
Reuters
Chip stocks rise after TSMC's rosy outlook on strong AI demand | Reuters
Semiconductor stocks advanced on Thursday after top contract chipmaker ... The Reuters Daily Briefing newsletter provides all the news you need to start...
Reuters
TSMC raises revenue forecast on bullish outlook for AI megatrend - Reuters
... AI, brushing off at least for now concerns about a bubble. The Reuters Daily Briefing newsletter provides all the news you need to start your day.
Reuters
U.S. stocks rally on AI fervor; gold pushes on to new record highs | Reuters
The Reuters Daily Briefing newsletter provides all the news you need to start your day. Sign up here. Chipmaker TSMC posted record profit and hiked...
Axios
TSMC eyes more Arizona land to grow semiconductor "gigafab" - Axios Phoenix
in 14 hours - News. TSMC eyes more Arizona land to grow semiconductor ... Taiwan Semiconductor Manufacturing Co. is close to securing...
CNBC
TSMC profit surges 39% to beat estimates and hit yet another record on AI chip demand
... semiconductor products. "Thus, our conviction in the AI mega trend is ... Got a confidential news tip? We want to hear from you. Get In Touch...
Bloomberg.com
TSMC Raises Outlook in Vote of Confidence for AI 'Megatrend' - Bloomberg
Click here for a blog from the earnings briefing. How Nvidia and OpenAI Fuel the AI Money Machine. Source: Bloomberg News reporting.
Bloomberg.com
TSMC Raises Sales Outlook to Convey Confidence in Global AI Boom - Bloomberg
Click here for a live blog from the earnings briefing. How Nvidia and OpenAI Fuel the AI Money Machine. Source: Bloomberg News reporting.
Reuters
TSMC expects AI megatrend to strengthen, as profit blows past forecasts - Reuters
TSMC , the world's biggest producer of advanced AI ... The Reuters Daily Briefing newsletter provides all the news you need to start your day.
Reuters
TSMC Q3 profit jumps 39.1% to record, beats expectations - Reuters
TSMC, the world's largest contract chipmaker, posted ... The Reuters Daily Briefing newsletter provides all the news you need to start your day.
Reuters
TSMC Q3 profit expected to set record on AI spending boom | Reuters
The logo of Taiwan Semiconductor Manufacturing Company (TSMC) is ... news provider, reaching billions of people worldwide every day. Reuters...
Reuters
TSMC Q3 profit expected to soar 28% on AI spending boom - Reuters
TSMC, the world's largest manufacturer of advanced ... The Reuters Daily Briefing newsletter provides all the news you need to start your day.
Reuters
Taiwan sees no significant impact on chip sector from China rare earths curbs | Reuters
TAIPEI, Oct 12 (Reuters) - No significant impact is expected on Taiwan's semiconductor ... news provider, reaching billions of people worldwide every...
Bloomberg.com
TSMC and Samsung Offer Clues to Global AI Boom - Bloomberg.com
The global AI boom is putting a spotlight on Taiwan Semiconductor Manufacturing Co ... Provide news feedback or report an error · Site feedback...
Reuters
China adds 14 foreign entities, including tech consultancies, to 'unreliable entity list'
... technology or software, including TSMC's chips. Advertisement · Scroll to continue. TechInsights did not immediately respond to a Reuters request...
Reuters
TSMC posts forecast-beating Q3 revenue surge on AI boom | Reuters
The Reuters Daily Briefing newsletter provides all the news you need to start your day. ... The logo of Taiwan Semiconductor Manufacturing...
South China Morning Post
TSMC posts better-than-expected sales on AI demand
Revenue for the three-month period ending in September totalled NT$989.9 billion (US$32.5 billion), according to Bloomberg News calculations based...
Reuters
TSMC posts Q3 revenue of $32.5 billion, above forecasts - Reuters
The Reuters Daily Briefing newsletter provides all the news you need to start your day. Sign up here. Taiwan Semiconductor Manufacturing Co (TSMC)...
Tech in Asia
US-based Cadence, TSMC team up to boost AI chip design - Tech in Asia
Cadence's AI-powered design flows now support TSMC's latest N2 and A16 chip technologies ... news here. Just now. ·. Artificial Intelligence. ·. News...
CNBC
Goldman Sachs portfolio manager Brook Dane lists Nvidia, TSMC among top AI stocks to buy
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
Bloomberg
Huawei AI Chips Contain Advanced Parts From Rivals | Bloomberg Tech 10/3/2025
Bloomberg’s Caroline Hyde and Ed Ludlow discuss findings that Huawei's Ascend AI processors contain advanced components from TSMC, Samsung, and SK Hynix. Plus, Rivian is reworking the manual release on its vehicle doors after employees and customers raised concerns over potential safety issues. And Beijing dangles the promise of investments in the US as it pushes President Donald Trump to reverse national-security restrictions on Chinese deals. (Source: Bloomberg)
Huawei AI Chips Contain Advanced Parts From Rivals | Bloomberg Tech 10/3/2025