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Tag: TSMC

TSMC Fab 12B semiconductor manufacturing facility in Taiwan at night
Posted inMarkets

TSMC July Revenue Jumps 44.7% to Record $14.5 Billion as AI Demand Accelerates

by newanalytica11 August 2026

TSMC posted July revenue of $14.5 billion, up 44.7% year-on-year, pushing cumulative 2026 revenue 37% higher and prompting the company to raise its full-year growth forecast above 40%.

ASML headquarters building in Veldhoven, Netherlands
Posted inTech

ASML Eyes 10% Price Hike on Chip Tools as TSMC Resists

by newanalytica17 July 2026

ASML raised its 2026 revenue forecast by up to 25% and is seeking price increases on both its extreme ultraviolet and older deep ultraviolet machines, with Chinese customers already accepting a 10% DUV hike.

TSMC Fab 12B semiconductor manufacturing plant, Hsinchu, Taiwan, at night
Posted inMarkets

TSMC Q2 Revenue Surges 36% to Record $39.6 Billion on AI Demand

by newanalytica14 July 2026

TSMC reported Q2 2026 revenue of $39.63 billion, a 36% year-over-year rise hitting the upper bound of its own guidance, as AI accelerator orders pushed June to an all-time monthly record of $13.2 billion.

Technician working on server rack at NERSC data center
Posted inTech

Meta’s Iris AI chip enters mass production at TSMC’s 2nm node in September

by newanalytica10 July 2026

Meta begins manufacturing its custom Iris AI chip at TSMC’s 2nm node in September 2026, aiming to double AI compute capacity while reducing reliance on Nvidia GPUs.

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