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AI, TSMC and Arizona

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 · 12h
TSMC is accelerating Arizona factory build-out to capitalize on AI 'megatrend,' CFO says
TSMC is racing to accelerate capacity at its Arizona factory as the company continues to see a "multi-year demand mega trend" from its customers, Chief Financial Officer Wendell Huang told CNBC.

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 · 26m
TSMC Is Accelerating Its Arizona Factory Build-Out. Its CFO Says AI Is A ‘Multi-Year Megatrend’
 · 20h
TSMC sees multi-year demand for AI chips, ramps up Arizona investment
 · 19h
Rains and floodwaters hit Chile as army, police rescue stranded
Chilean army and police forces rescued stranded residents over the weekend as a severe storm system battered the country's central-north regions.

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 · 20h
TSMC’s $265 Billion US Spend Driven by Demand, Rivals, CFO Says
 · 23h
TSMC CFO: higher U.S. investment driven by strong customer demand and U.S. government support
 · 19h
TSMC CFO: Ramping up Arizona buildout to seize AI ‘megatrend’, 2nm chips ready to power Q3 revenue
TSMC, or Taiwan Semiconductor Manufacturing Co. ( TSM), is scaling up its mega investment in Arizona by committing an additional $100B to aggressively expand its U.S. chipmaking footprint amid a surgi...

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 · 2h
Sectors Up Close: 'States are cracking down on data centers'
EconoTimes · 1d
TSMC Sees Multi-Year AI Chip Demand as Arizona Expansion Reaches $265 Billion
20hon MSN

TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment

By Wen-Yee Lee and Ben Blanchard TAIPEI, July 20 (Reuters) - TSMC is seeing strong, multi-year demand for its AI chips as it invests a further $100 billion to expand its Arizona facilities, but it needs to address several challenges,
3h

TSMC Beat, The Stock Fell Anyway: Here's What Got Priced In

Taiwan Semiconductor Manufacturing Company delivered a clean Q2 beat, surpassing revenue and margin guidance, and raised its full-year outlook. The market had the June number three days early and sold anyway.
24/7 Wall St.
11h

TSMC, SK Hynix, NVIDIA: Only 1 Chip Stock is a Screaming Buy Amid the Semi Meltdown

Semiconductor stocks are getting crushed, but not every name in the space deserves the same fate. One chipmaker sits at such a critical chokepoint in the AI buildout that the entire sector rises or falls with it.
3don MSN

TSMC hikes 2026 guidance as AI demand outpaces capacity

So, why did Wall Street immediately start selling?
4don MSN

TSMC invests additional $100 billion in Arizona facilities

The Trump administration announced Thursday that Taiwan Semiconductor Manufacturing Co. is investing an additional $100 billion in Arizona facilities.
4d

TSMC Adds $100 Billion to Its U.S. Spending Plan

The pledge from the Taiwanese chip-making giant brought the total commitment to its fast-growing operations in Arizona to $265 billion.
4d

Taiwan computer chipmaker TSMC pledges another $100 billion to expand US chipmaking capacity

Major Taiwan computer chipmaker TSMC says it plans to spend another $100 billion on expanding its manufacturing capacity in the United States
4d

TSMC eyes 4 more Arizona chip plants after $100 billion expansion

The new investment, announced June 16, brings Taiwan Semiconductor Manufacturing Co.'s U.S. investment to $265 billion.
1don MSN

US renews strikes on Iran after two military personnel killed by Iranian attack

By Nayera Abdallah and Eman Abouhassira DUBAI, July 19 (Reuters) - The U.S. said it had completed an eighth straight night of attacks against Iran after earlier announcing that two U.S. military personnel were killed in Jordan,
6h

Taiwan indicts ex-TSMC manager for allegedly stealing chip secrets for China — first case of its kind links...

Taiwanese prosecutors indicted a former TSMC deputy manager on Monday for allegedly copying 21 confidential documents.
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