- SK Group chief meets TSMC CEO to discuss advanced memory cooperation UPI —
- TSMC's CEO says AI chip demand will outpace supply for years Quartz —
- TSMC struggles to keep up with AI demand: ‘We can only support so much’ The Verge —
- Emerging-Market Stocks Fall as Broadcom Miss Disrupts AI Trade Bloomberg —
- TSMC CEO bullish on AI-driven growth, eyes price hike 📹 Reuters — · 1min
- Maxed out on TSMC, Samsung and SK Hynix, what emerging-market funds are buying now MarketWatch —
- ‘Not afraid’: TSMC brushes off mainland chip rivals amid AI boom South China Morning Post —
- AI Boom Propels China Optical Maker to Top Weighting on CSI 300 Bloomberg —
- How the AI chip boom has made South Korea a victim of its own success South China Morning Post —
- Foreigners Offload Japanese Stocks as AI Bubble Worries Grow Bloomberg —
- Kospi snaps 3-day rise on profit-taking; won sharply down The Korea Herald —
- KOSPI pauses as Kosdaq surges on sector rotation Korea Times —
- Nomura's Wang Thinks Asia Chips Rally Mostly Justified Bloomberg —
- Indian stocks lose out to Asian rivals in global hunt for AI winners Financial Times —
- Indian IT Stocks Slump as AI Jitters Resurface Bloomberg —
- Inside India newsletter: Why Taiwan and South Korea's stock markets have surged past India within a week CNBC —
- China’s AI chip demand pushes Korea into rare surplus with top trade partner Korea Times —
- Another ‘DeepSeek moment’? Huawei milestone alters China trajectory in chip race: analysts South China Morning Post —
- Huawei Touts Chip Breakthrough to Shorten Gap With TSMC 📹 Bloomberg — · 3min
- Huawei’s new chip scaling law aims to sidestep ASML chokepoint but hurdles remain: analysts South China Morning Post —
TSMC
Semiconductor foundry company headquartered in Taiwan
Taiwan Semiconductor Manufacturing Company Limited is a Taiwanese multinational semiconductor contract manufacturing and design company. Headquartered in Hsinchu Science Park, it is one of the world's largest non-U.S. companies by market capitalisation. It holds a commanding majority in the semiconductor foundry market, accounting for approximately 70% of the global market share. As the leading dedicated contract chipmaker, it serves as the main supplier for Nvidia, Apple, Broadcom, and Qualcomm. The company has grown rapidly due to the artificial intelligence boom and its importance in the creation of advanced chips needed for AI. Its role as a supply chain bottleneck raises concerns that a disruption could cause another worldwide chip shortage.
Also known as...
Taiwan Semiconductor Manufacturing Corporation, Taiwan Semiconductor Co., Ltd., Táiwān Jītǐ Diànlù Zhìzào Gōngsī, Taiwan Semiconductor, and TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. (Hsinchu)
South Korea Stock Market Boom