We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick. In ...

OpenAI will partner with Taiwanese chipmaker TSMC to produce its custom-design, AI processor in the next few months, ...

TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...

According to sources referenced by Reuters, the company is apparently in the final months of finalizing the design for the in ...