TSMC
PulseAugur coverage of TSMC — every cluster mentioning TSMC across labs, papers, and developer communities, ranked by signal.
- founded by Kuomintang 100%
- headquartered in Taiwan 90%
- partners with Siri 90%
- used by ASML Holding 70%
- competes with Samsung Electronics 70%
- competes with Historic England 70%
- competes with CoWos interposer with selectable/programmable capacitance arrays 60%
- competes with ASML Holding 50%
- founded by Taiwan 50%
- competes with Tesla 50%
- used by CoWos interposer with selectable/programmable capacitance arrays 50%
- 2026-05-14 research_milestone TSMC projects the global semiconductor market will exceed $1.5 trillion by 2030, with AI and HPC as key drivers. source
- 2026-05-12 funding TSMC approved a capital injection of up to $20 billion for its Arizona factory. source
- 2026-05-12 funding TSMC approved up to $20 billion in new investment for its Arizona fabrication plant. source
7 day(s) with sentiment data
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TSMC reports 17.5% April sales growth, Airbnb revenue up 18%
TSMC reported its April sales, reaching NT$410.73 billion, a 17.5% increase year-over-year. For the first four months of the year, cumulative sales were NT$1,544.83 billion, up 29.9%. Separately, Airbnb announced its Q1…
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AMD launches MI350P PCIe AI card, claiming 40% speed advantage over Nvidia H200
AMD has introduced the Instinct MI350P, a new PCIe AI accelerator card featuring 144GB of HBM3E memory. This card is designed as a direct upgrade for air-cooled servers and claims to offer a significant performance adva…
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Apple boosts MacBook Neo production to 10M units amid rising costs
Apple is significantly increasing production targets for its MacBook Neo to 10 million units in 2026, up from an initial goal of 5-6 million, to meet high market demand. This surge in production comes with increased cos…
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TSMC taps wind power to fuel AI chip demand amid Taiwan energy crunch
TSMC has entered into a 30-year agreement to purchase all power from the Hai Long offshore wind project, a significant move driven by the immense energy demands of AI chip manufacturing. This partnership with Northland …
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Samsung Electronics surges past $1 trillion valuation on AI chip demand
Samsung's market valuation has surpassed $1 trillion, driven by increased demand for its AI-related chips. This surge has seen the company's stock more than quadruple over the past year. Samsung is now the second East A…
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Rivian invests hundreds of millions in custom chip development for autonomous driving
Rivian is investing hundreds of millions of dollars into developing its own custom chips for its vehicles. The first chip, codenamed RAP-1, is expected to launch this year, with subsequent versions, RAP-2 and RAP-3, pla…
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ASML CEO dismisses rivals, says AI chip demand will outstrip supply for years
ASML, the sole manufacturer of machines for advanced semiconductor lithography, is experiencing unprecedented demand driven by the AI boom. The Dutch company's CEO, Christophe Fouquet, acknowledges that the global chip …
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JSR builds Taiwan photoresist plant to co-develop materials with TSMC
JSR, a major photoresist manufacturer, is constructing its first production facility in Taiwan, with an anticipated operational start by 2028. This move aims to enhance collaboration and co-development of advanced photo…
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Apple eyes Intel, Samsung for chip production to diversify supply chain
Apple is reportedly in preliminary discussions with Intel and Samsung to diversify its chip manufacturing, seeking US-based production facilities. This move comes as Apple faces constraints from its primary supplier, TS…
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Nvidia CEO: US must lead in AI hardware, China shouldn't get Blackwell/Rubin GPUs
Nvidia CEO Jensen Huang stated that China should not have access to the company's latest AI GPU technologies, including the Blackwell and Rubin lines. He believes the United States should maintain a lead in AI hardware,…
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Apple eyes Intel, Samsung for chips amid AI boom; Samsung hits $1T valuation
Samsung Electronics has surpassed a $1 trillion market valuation, becoming the second East Asian company after TSMC to reach this milestone. This surge is attributed to booming demand for AI-related stocks and potential…
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Taiwan forms quantum computing team to foster next TSMC
Taiwan is establishing a "Quantum National Team" to advance its quantum computing capabilities, aiming to become a leader in the field similar to its dominance in semiconductor manufacturing with TSMC. This initiative i…
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Apple plans staggered iPhone 18 launch, iPhone 17 leads sales
Apple is reportedly planning a staggered release for its upcoming iPhone 18 family, with premium models like the Pro, Pro Max, and Ultra launching in September 2026, followed by a later release of the standard iPhone 18…
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AI compute crunch emerges as demand outstrips computing power
The AI industry is facing a significant "compute crunch" as demand for AI services, particularly for large language models, is rapidly increasing. This surge in usage is straining the available computing power, leading …
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Nvidia faces supply chain pressure as Intel, AMD gain ground in AI chip race
Nvidia's reliance on Asian supply chains for components has surged to 90% of its production costs, a significant increase from 65% a year ago. This heightened exposure is driven by the growing demand for its physical AI…
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BigTech hyperscalers emerge as AI's dominant landowners, controlling compute and startups
Major technology companies, referred to as hyperscalers, are consolidating their control over the AI landscape, acting as the primary "landowners" of the technology. Their significant capital expenditures on AI infrastr…
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TSMC advances 3D chip stacking roadmap with finer pitches for future CPUs
TSMC has revealed its roadmap for System-on-Integrated-Chips (SoIC) 3D stacking technology, aiming to reduce pitch sizes from 6 microns to 4.5 microns by 2029. This advancement will enable face-to-face chiplet stacking,…
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TSMC subsidiary sells $231M in Arm Holdings stock
TSMC's subsidiary, TSMC Partner Limited, has divested 1.11 million shares of ARM Holdings. The transaction, which occurred between April 28th and 29th, generated a total of $231 million. This sale was disclosed via exch…
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No Jensen, Not All Compute is Created Equal
Nvidia CEO Jensen Huang suggested China could overcome advanced chip limitations by using more numerous, less advanced chips for AI training. However, this perspective overlooks the critical differences in chip capabili…
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TSMC plans 2029 AI chips with 48x compute, 34x memory bandwidth
TSMC has outlined its next-generation Chip-on-Wafer-on-Substrate (CoWoS) packaging roadmap, projecting a significant leap in AI processor capabilities by 2029. The company anticipates enabling up to 48 times more comput…