HISTORICAL FACTS: Tsmc - The Untold Story

How Taiwan’s ‘silicon shield’ has kept it safe from China, indispensable to US in age of AI

The latest meeting between US President Donald Trump and Chinese President Xi Jinping has once again put Taiwan at the centre of the world's most consequential geopolitical and technology rivalry.

The Times of India · 21h ago

Intel vs. TSMC: One Chip Stock Controls 72.5% of the Foundry Market. The Other Is Mounting a Comeback.

A deep dive into the rivalry between Intel and Taiwan Semiconductor shows why chip foundries are AI's real bottleneck, how Intel's 18A/14A comeback stacks up, and which foundry stock fits your risk.

Barchart · Sep 22

MediaTek Is Stepping Up Competition Against Qualcomm With a New 2-Nanometer Chip. What This Means for QCOM Stock.

MediaTek unveiled the Dimensity 9600 Pro on Sept. 15, its first flagship smartphone chip on TSMC’s 2-nanometer process, aiming more directly at Qualcomm’s premium Android position.

Barchart · Sep 19

ASML extends chipmaking dominance as customers embrace High NA

Its existing $200 million EUV machines, essential for making advanced AI chips, are all but ​sold out through 2027, while customers have made a flurry of commitments to adopt its next generation of $400 million High NA tools.

The Economic Times · Sep 14

TSMC Revenue Jumps 53% in August, Signaling Strong AI Chip Demand

TSMC reported August 2026 revenue up 53.3% year over year, with strong margins, insider buying, and analysts maintaining a consensus Buy rating and $523.22 average price target.

MarketBeat · Sep 11

TSMC Smashes Monthly Revenue Record. AI Boom Drives 53% August Surge.

TSMC's second-quarter profit jumped more than 77% from the prior year, while the company projected third-quarter revenue between $44.6 billion and $45.8 billion.

International Business Times · Sep 10

Intel scraps 44-year-old 'Fellow' title for top scientists, changes 'standard of technical leadership' — technical luminaries must now deliver measurable business results, combine deep expertise with strategic vision and 'measurable tactical progress'

Intel gets rid of hundreds of vice presidents, replaces 'Fellows' with 'distinguished engineers,' changes 'standards of technical leadership.'

Tom’s Hardware · Sep 3

TSMC fab equipment demand nearly doubles in six months — AI surge pushes 2026 CapEx toward $64B amid tool shortages

TSMC's equipment requirements have nearly doubled in just eight months as AI demand drives an unprecedented fab expansion, yet its 2026 CapEx budget has risen by only around 15%.

Tom’s Hardware · Sep 3

Business Brief (Sept. 3): TSMC Ramps Up Equipment Procurement to Meet AI Demand

China’s energy authority plans AI-powered grid, while existing home sales jump

Caixin Global · Sep 3

China's EUV technology 'at a similar stage to ASML in 2004,' analyst claims — Beijing's semiconductor industry remains well behind Western rivals

Despite rumors, there is no evidence that Chinese makers of lithography tools can produce immersion lithography scanners in quantity.

Tom’s Hardware · Sep 2