Seeking Alpha

TSMC: The Demand Remains Unmet, And Prices Will Increase In 2026

TSMC is the linchpin of global advanced chip manufacturing, supplying industry leaders across AI and smartphones. Demand for TSM's advanced-node capacity far exceeds supply, with key customers like ...
Digi Times

A TSMC pioneer questions the judgment behind Wei-jen Lo’s move to Intel at 75

Former senior vice president of corporate strategy development at Taiwan Semiconductor Manufacturing Company (TSMC), Wei-jen Lo, was recently reported to have taken confidential documents related to ...
Bloomberg L.P.

TSMC and Intel Clash Over Trade Secrets Allegations

Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Debby Wu recounts a kerfuffle that’s emerged around the move of a former ...
Digi Times

Nvidia and Apple compete for TSMC capacity, targeting A16 and A14 nodes

Driven by strong AI demand, TSMC continues to expand its advanced process capacity. To meet long-term needs from customers like Nvidia, TSMC is not only ramping up 3nm production at its Southern ...
Seeking Alpha

TSMC: Wide Moat Remains, But Intel Just Got A Second Life (Rating Downgrade)

Taiwan Semiconductor Manufacturing remains a key player in the AI boom, with an extremely constrained supply, with Scott Bessent mentioning they can meet 7% of US chip demand. Moat remains wide, with ...
The New York Times

Taiwan Invokes National Security Law to Protect TSMC Trade Secrets

An executive left TSMC for Intel. Taiwan’s government says that could threaten its national security. By Meaghan Tobin and Xinyun Wu Reporting from Taipei, Taiwan In July, the Taiwanese engineer ...
Reuters

Taiwan charges Tokyo Electron's Taiwan unit in TSMC trade secrets case

TAIPEI, Dec 2 (Reuters) - Taiwan prosecutors said on Tuesday they had charged Tokyo Electron's Taiwan unit with violating the National Security Act and the Trade Secrets Act, after a former employee ...
The New York Times

18,000 Reasons It’s So Hard to Build a Chip Factory in America

The transformation of Phoenix into a semiconductor hub by Taiwan’s TSMC illustrates the difficulties of large-scale projects in the United States. Supported by The transformation of Phoenix into a ...
Bloomberg L.P.

Taiwan Targets Tokyo Electron Failures in TSMC Secrets Case

According to Taiwanese prosecutors, the ex-employee convinced former TSMC co-workers to share proprietary technology. Tokyo Electron, a maker of tools used by chipmakers around the world, previously ...
The Motley Fool

As AI Data Center Demand Surges, Taiwan Semiconductor Manufacturing Could Be the Biggest Long-Term Beneficiary

The AI data center market is booming, with AI infrastructure spending expected to exceed $3 trillion by 2030. Meanwhile, competition has increased in the space among chipmakers looking to unseat ...
Detroit Free Press

Grinch Meal is available at McDonald's. What the grumpy meal includes

McDonald's has tapped a "beloved" Christmas character for a new, limited-edition meal that people are clamoring for. McDonald's launched The Grinch Meal on Tuesday, Dec. 2. The holiday meal, which is ...
Los Angeles Times

AI slop ad backfires for McDonald’s

This is read by an automated voice. Please report any issues or inconsistencies here. People aren’t lovin’ it. McDonald’s was forced to pull down an AI-generated Christmas commercial from YouTube ...