TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories. It’s money flooding into the equipment makers who build those factories. Three suppliers stand to capture the lion’s share of this windfall,

TSMC is speeding ahead with its plans for a fab cluster in Phoenix, Arizona, the foundry revealed during Thursday's earnings call. It plans to speed up construction, build a packaging plant, and get started soon on the fourth fab,

The U.S. and Taiwan reached a trade deal on Thursday under which Taiwanese companies will invest $250 billion to boost production of semiconductors, energy and artificial intelligence in the United States.

Taiwanese semiconductor maker, TSMC, has purchased 900 acres of Arizona state trust land for nearly $200 million.

The semiconductor giant looks poised for more expansion in Phoenix as it raises its annual capital budget and seeks permits for new fabs.

Say what you will about the AI boom's life expectancy, but there's no question that it fueled a banner year for some of the biggest tech companies. TSMC will hold its earnings conference call this Thursday.

Recent market reports highlight ongoing challenges for TSMC's wafer fabs in Arizona, including high costs and low profits. Industry sources cite supply chain issues, talent shortages, equipment maintenance,

Chip giant TSMC plans to build a ‘gigafab cluster’ in the US, with Taiwan committing to US$500 billion investment under a new trade deal.

TSMC plans dozen Arizona chip plants under U.S.-Taiwan trade deal worth $300B, challenging Intel's domestic manufacturing strategy.

Taiwan Semiconductor (NYSE: TSM) posted this Thursday the kind of quarter that usually ends the debate. The numbers were undeniable: $16 billion in profit, 35% year-over-year growth, and forward guidance aggressive enough to pull semiconductor equipment maker ASML up 7% in sympathy.