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TSMC taps wind power as AI chip demand soars, Taiwan feels energy crunch

Taiwanese chipmaker TSMC is raking in record profits during the AI boom—but it is also racing to help Taiwan develop wind power and other energy alternatives to fossil fuels amid a global energy crisis. The chipmaker has signed a 30-year corporate power purchase agreement for 100 percent of the power produced by the Hai Long […]

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Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM)

Independent Equity Research Report All data used in this analysis is sourced exclusively from publicly available filings, earnings transcripts, government data, and free financial aggregators. No proprietary data, paid research, or institutional tools are used — which means every number you see here can be verified by you, directly, in minutes. I have no financial…

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Intel is going all-in on advanced chip packaging

Sixteen miles north of Albuquerque, in Rio Rancho, New Mexico, an Intel chip plant sits on more than 200 acres of land. The site was established in the 1980s, part of it built on top of a sod farm. In 2007, as Intel’s business faltered, operations in one of the key fabs, Fab 9, came

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Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM)

Independent Equity Research Report All data used in this analysis is sourced exclusively from publicly available filings, earnings transcripts, government data, and free financial aggregators. No proprietary data, paid research, or institutional tools are used — which means every number you see here can be verified by you, directly, in minutes. I have no financial…

Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) Read More »

TSMC says AI demand is “endless” after record Q4 earnings

On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it expects AI chip demand to continue for years. During an earnings call, CEO C.C. Wei told investors that while he cannot predict the semiconductor industry’s long-term trajectory, he remains bullish on AI. TSMC manufactures chips for companies including Apple, Nvidia, AMD,

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