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FOUND: 2 - What They Never Told You

The AI boom sends TSMC, the world's most important chipmaker, up 60 spots on the Global 500

“If someone had told me 10 years ago that I’d meet two presidents in one week...I would have thought they were joking,” CEO C.C. Wei tells Fortune.

Fortune

Taiwan Semiconductor Plans Four New Fabs As AI Gold Rush Continues

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) plans to start construction on four new fabs later this year, targeting mass production of 2-nanometer chips by late 2028, according to Central Taiwan Science Park Bureau Director-General Hsu Maw-shin.

Benzinga

At All-Time Highs, Should You Buy Taiwan Semi Stock Here or Wait for a Dip?

While there are some short-term challenges, TSMC has laid the groundwork for long-term, profitable growth.

Barchart

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TSMC's quarterly sales hit a record $30 billion — contract chipmaker plans over 15 new fabs to meet still-growing AI demand

After posting a record $30 billion revenue in Q2 2025, TSMC announced plans to build at least 15 new fabs worldwide.

Tom’s Hardware

Nvidia-Supplier Taiwan Semiconductor On A Roll, Profit Explodes With Strong Margin Growth

Taiwan Semiconductor Manufacturing Co. (TSM) stock soared Thursday after the contract chipmaker delivered second-quarter results that blew past analyst expectations, driven by insatiable global demand for its advanced processor technologies essential for artificial intelligence applications.

Benzinga

TSMC swats down claims it is delaying its Japan chipmaking plant to prioritize Arizona plants to avoid US tariffs — TSMC says US investments won't impact other regions

TSMC is reportedly slowing work on its second Japanese fab to accelerate buildout in Arizona in anticipation of possible U.S. tariffs on Taiwan-made chips, though the company maintains that its expanded American investments will not affect its projects in Japan and Germany.

Tom’s Hardware

The world's biggest chip maker TSMC says it still can't keep up with demand for AI hardware despite tariff uncertainty

Oh well, looks like gaming GPUs are still going to be hard to come by.

PC Gamer

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TSMC quashes UAE fab rumors, but says AI demand remains fierce in the face of tariff pressures

CEO C.C. Wei says AI demand is consistently outpacing supply

Tom’s Hardware

TSMC to build 30% of its 2nm and more advanced chips in the U.S., to speed up Fab 21 build out

TSMC plans to produce 30% of its 2nm and 1.6nm chips in Arizona as part of a its effort to transform its Fab 21 site into a major U.S. semiconductor hub.

Tom’s Hardware

Taiwan's TSMC Net Profit Soars As US Tariff Threat Looms

Taiwan Semiconductor Manufacturing Company is the world's largest contract maker of chips that have become the lifeblood of the global economy, powering everything from smartphones to missiles.

Latin Times

TSMC isn’t worried about Trump’s trade uncertainty as it reports 60% growth in quarterly profit

The chipmaker is keeping its annual outlook for sales and said it has not seen any change in customers’ behavior so far.

Fortune

Taiwan's TSMC Says Net Profit Rose 60.3% In First Quarter

Taiwanese chipmaking titan TSMC reported Thursday a surge in net profit for the first quarter and forecast robust demand for artificial intelligence technology, despite the spectre of US tariffs on the critical sector.

International Business Times

Taiwan's TSMC Says First Quarter Revenue Up 42 Percent

Taiwanese chipmaking giant TSMC reported Thursday a better-than-expected revenue for the first quarter on strong demand for AI technology, after tariffs slapped onto major economies by US President Donald Trump caused global uncertainty.

International Business Times

TSMC’s $100 billion U.S. investment won't shake up the supply chain: ‘Most of TSMC’s capacity is still in Taiwan’

In recent days, Taiwan's government and TSMC have come out to say that the chipmaker's decision was not due to Washington pressure.

Fortune

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The Guardian - AU

Taiwan hails ‘historic’ TSMC deal with US, but will it lose the ‘silicon shield’ protecting it from China?

The producer of the world’s most advanced chip technology is investing on US soil but some fear that could reduce the leverage Taiwan holds to ensure its future security

Tom’s Hardware

TSMC's Arizona chip fab production is sold out through late 2027

As TSMC's capacities are fully booked through late 2027, its customers asked for more capacity in the U.S., says C.C. Wei.

The Independent UK

Taiwan says chipmaker's move to invest $100 billion in the US wasn't because of US pressure

Taiwan President Lai Ching-te and the CEO of Taiwan's largest chipmaker on Thursday held a joint news conference defending TSMC's decision to invest $100 billion in the U.S., saying that it stemmed from customer demand and not out of pressure from the Trump administration

International Business Times

Taiwan Says TSMC Investment 'Historic Moment' For US Ties

Taiwanese chipmaking giant TSMC's plan to invest $100 billion in the United States was a "historic moment" for Taiwan-US ties, the island's President Lai Ching-te said on Thursday.

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The Independent UK

Taiwan downplays national security concerns after Trump and TSMC’s $100bn semiconductor deal

Opposition leaders raise concerns over country’s defence after deal with US

The Guardian - UK

Taiwan vows most advanced tech will not go to US under $100bn Trump deal

Country’s government says deal with TSMC needs assessment as opposition claims it will reduce defences

International Business Times

TSMC To Invest $100 Billion To Expand Chip Manufacturing In US, Trump Announces

The move aligns with Trump's broader push to boost investments in American manufacturing. It will support the development of three new advanced chip plants, expanding beyond TSMC's existing facility and two ongoing projects in Arizona. The expansion is expected to generate tens of thousands of jobs.

Tom’s Hardware

TSMC and Trump announce $100 billion investment in the US, including three fabs

President Donald Trump, alongside with TSMC CEO CC Wei, just announced in the White House that the company is investing $100 billion to expand its Arizona facility.

Tom’s Hardware

Nvidia's Huang enjoys 'trillion dollar banquet' with 35 Taiwanese semiconductor industry chiefs

Jensen Huang invited around 35 chief executives from various Nvidia partners to lunch, which led to the media calling it the 'trillion dollar' banquet.

Tom’s Hardware

Bureaucracy and distance mean TSMC's U.S. fabs may always be behind Taiwan

TSMC says it is close to impossible to ramp up a leading-edge node in the U.S. and bureaucracy and distance are to blame

Tom’s Hardware

TSMC's Arizona Fab 21 mass produces 4nm chips at a higher price than Taiwan

TSMC confirms Arizona Fab 21 is making chips in volume, charges higher prices than Taiwanese fabs.

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