It was reported last month that TSMC's new fab in Arizona had begun cranking out 5nm chips for Apple. Now, it is being reported that AMD is following in its footsteps and is in talks with TSMC ...

AI and U.S. growth stocks have rebounded to record highs after their slump in February and March, rewarding those who bought the dip, especially in the IT and AI sectors. At the heart of this ...

TSMC's dominance in advanced nodes and AI packaging positions it as an irreplaceable infrastructure in the global ...

US fab nears full capacity, 2nm yields soar, and chip prices may spike Nvidia’s next wave of AI chips is heading for mass ...

TSMC's 3nm and 5nm nodes drove 60% of wafer revenue in Q4 ... despite seasonal smartphone softness in February. Overseas fab expansion may dilute gross margins by 2–3% annually, with Q1-FY25 ...

Part of TSMC's fab utilization rates ... the sources anticipate that utilization rates for TSMC's 5nm and 7nm process platforms will increase in the second quarter compared to the first.

Despite the US's heightened curbs on AI chips against China, TSMC's 3nm and 5nm fab utilization rates have topped 100% in the first quarter of 2025, according to industry sources. Save my User ID ...

We also heard recently that the Taiwanese government has "forbidden" TSMC from making advanced 2nm chips outside of Taiwan, so we'll see the new Arizona fab making 7nm, 5nm, and 3nm chips ...

That's about $8 billion more than a 3nm fab. Furthermore, the estimated per-wafer cost presents a 50 percent increase over 3nm and a doubling over 4 or 5nm. Although prices will vary among TSMC's ...