Look for a big cut to TSMC’s 2023 outlook as a bullish sign for chips, one analyst says ahead of earnings

The best thing Taiwan Semiconductor Manufacturing Co. can do in its earnings report Thursday is to cut its outlook for 2023 big, indicating a bottoming in the first half of the year, according to one ...

Apple, AMD confirm they’re among TSMC’s first Arizona customers, while Intel preps for return to cutting edge in 2023

Apple Inc. Chief Executive Tim Cook confirmed at an event Tuesday that the tech giant will be one of Taiwan Semiconductor Manufacturing Co.’s first Arizona fab customers, while Intel Corp. hopes to jo...

Biden Joins Tim Cook to Hail TSMC’s $40 Billion US Chip Venture

(Bloomberg) — President Joe Biden celebrated Taiwan Semiconductor Manufacturing Co.’s plans to increase its investments in Arizona to $40 billion and construct a second factory, with companies l...

U.S. Commerce Secretary To Attend Ceremony At TSMC’s New $12 Billion Chip Plant In Arizona On Dec. 6; Biden Invited

Katherine Tai, US trade representative, right, shakes hands with Morris Chang, founder of Taiwan … [+] Semiconductor Manufacturing Company (TSMC), at the Asia-Pacific Economic Cooperation (APEC)...

TSMC’s stock slumps after reported diss of U.S. chip efforts; industry downgrades also weigh on sector

Chip stocks lagged behind the broader market Monday following one report that Taiwan Semiconductor Manufacturing Co. is pessimistic about U.S. efforts to build domestic capacity, and another that said...

TSMC’s great quarter is bad news for semiconductor supply chains — Quartz

TSMC, the world’s largest semiconductor manufacturer, reported another quarter of record profits, booming sales, and high margins. On a July 14 earnings call, executives predicted the hot streak will ...

TSMC’s $100 Billion Wipeout Fails to Faze Bullish Analysts

(Bloomberg) — The share price slump that’s erased about $100 billion from the market value of Taiwan Semiconductor Manufacturing Co. this year means little to the legion of analysts who see the ...