TSMC is the world's largest contract chipmaker, producing advanced semiconductors for customers such as Nvidia and Apple. Recent coverage focused on its results: third-quarter net income rose about 69% year on year to NT$763.1 billion on a 51% sales jump, with an outlook above estimates. TSMC is also in talks to join Elon Musk's Texas Terafab project, while its Phoenix fab draws nearly 5 million gallons of city water daily.
AI data centers strain Arizona's water supplyTSMC's Phoenix chip fab, seen as an economic savior, uses nearly 5 million gallons of water daily from the city supply. New hyperscale data center proposals now demand more water, power and land than Arizonans are willing to give, drawing pushback from Phoenix to Tucson.
Nvidia vs TSMC: Which Is the Biggest AI Winner?The Motley Fool compares Nvidia and TSMC: Nvidia leads in GPU design with CUDA and gross margins above 70%, with recent quarterly revenue up 106% to $96 billion; TSMC benefits by manufacturing its chips. Their shares rose over 400% and 300% in three years.
Disney's $60M Character.AI deal headlines week in techDisney plans to pay $60M annually for 66 Character.AI employees, per a Chapter 11 filing by the startup's parent. Meanwhile Meta denied political bias in Brazil, TSMC shares fell despite record profits, and Apple reportedly plans a limited Apple Intelligence launch in China with iOS 27.3 in December.
AI stocks diverge as Nvidia, TSMC slip but earnings stay strongMaeil Business Newspaper reported Nvidia fell about 8% and TSMC about 4% in the week to the 15th, with GPU-leasing NeoCloud firms dropping more, reflecting worries over AI infrastructure profitability and financing. Chip demand remains strong: TSMC's Q3 net profit rose 68.7% year on year to a sixth straight record and it kept capex at $60-64 billion, while ASML posted €11.7 billion revenue and €4.96 billion net profit.
AI capex: gamble or jackpot?Broadcom's CEO likened the AI market to a 'casino,' and despite strong ASML and TSMC results, a global tech selloff raises concerns about AI spending risks.
TSMC Outlook Beats Estimates, Affirming AI BuildoutTSMC delivered a better-than-expected revenue outlook, sustaining torrid growth despite rising concerns about the sustainability of the global AI buildout.
TSMC Q3 Profit Beats ExpectationsTSMC's Q3 net income rose 69% to NT$763.1 billion ($23.6 billion) on a 51% sales jump to $47 billion, both beating expectations. As the exclusive chipmaker for Nvidia and Apple's most advanced semiconductors, the results underscore strong AI demand.
Broadcom vs SK Hynix revenue trends show diverging AI chip demandThe Motley Fool compares Broadcom and SK Hynix revenue over eight quarters: Broadcom grows steadily on semiconductors and infrastructure software, aided by a multi-year private cloud deal with Standard Chartered, while SK Hynix sees sharper revenue acceleration after raising advanced chip output in July and announcing a manufacturing technology collaboration with TSMC in September, though legacy memory pricing remains under pressure.
Weekly Tech Roundup: SpaceX Wireless Push, Amazon Layoffs, OpenAI Revenue DropTech highlights for Oct. 5-9: Meta barred ByteDance from advertising in seven countries and joined Google DeepMind and others in putting $300 million into AI cell-prediction models; Meta's Muse assistant topped the U.S. App Store with over 5 million downloads; TSMC posted record quarterly revenue of NT$1.49 trillion, up 50% year over year, while OpenAI revenue fell and Amazon cut jobs.
Washington Targets Tech Visas as AI Spending Questions PersistThe Trump administration suspended an immigration program for firms including Microsoft, alleging widespread visa abuse. Meanwhile Samsung's quarterly profit jumped and TSMC sales surged, but investors remain concerned about the durability of the AI investment boom.
Broadcom in talks for over $50B financing for OpenAI chipsBroadcom is in talks with lenders for over $50 billion in financing for custom AI chips it is developing with OpenAI, after a $60 billion financing for Anthropic. Broadcom expects about $230 billion in AI chip revenue in fiscal 2028.
TSMC Quarterly Revenue Jumps 51% on Resilient AI DemandTSMC reported a 51% year-on-year rise in quarterly revenue, a positive signal that the global AI infrastructure buildout remains strong and offers clues on its sustainability.
TSMC in Talks to Join Musk's Texas Terafab ProjectElon Musk confirmed TSMC and his companies are discussing a chipmaking partnership in Texas. The project could make TSMC a supplier to Tesla, SpaceX and xAI.
TSMC Mulls Multibillion-Dollar Texas Campus for AI ChipsTSMC is considering a new multibillion-dollar chipmaking campus in Texas to meet AI hardware demand. The company has already committed $265 billion in Arizona, and the Texas site could involve multiple fabs.
TSMC seen as low-risk AI boom stockA Motley Fool piece argues TSMC is a rare low-risk, high-reward AI play. It held a 72.5% revenue share in chip fabrication in Q2 and is effectively irreplaceable, while robotics, self-driving cars and AI devices will keep driving demand for advanced chips.
Who drives the AI industry and value chain?Al Jazeera maps the companies and value chain powering AI, highlighting chip designers and makers, data-center infrastructure, and hyperscalers as the industry's foundation. The piece also covers debates over slowing AI development and regulatory responsibility raised by Anthropic's CEO and political actors.
TSMC Executive Urges Caution on AIA TSMC co-COO compared AI to a “three-year-old superman” who can't tell right from wrong, explaining the company's cautious approach to adopting AI to manage risks and uncertainties.
OpenAI says next-gen chips could be made at SamsungOpenAI says its next-generation processors could be manufactured by Samsung. Double-sourcing alongside TSMC suggests very large volume needs and a focus on production capacity and supply redundancy.
TSMC August revenue jumps 53% to record highCNBC reports that TSMC, the world's largest contract chipmaker, saw August revenue surge more than 53% year‑on‑year to a record high.
ASML wins TSMC, Samsung, Intel; Huawei pursues alternativesASML convinced TSMC, Samsung and Intel to switch to larger photomasks, which should boost throughput of its newest EUV machines by about 40%. Meanwhile Huawei, via equipment maker Yuliangsheng and its suppliers, is pursuing a domestic strategy to reduce dependence on Dutch lithography technology.
The A.I. Daily