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TSMC management gave a very confident 30% annual revenue growth rate till 2029 in their last reporting in Jan 2026. If one assumes they...
Feb 10, 2026
TSMC management gave a very confident 30% annual revenue growth rate till 2029 in their last reporting in Jan 2026. If one assumes they...
Feb 10, 2026
True and I do not see anything stopping TSMC. They own 3nm and 2nm will be the same. Another 5 years of prosperity, absolutely.
Feb 10, 2026
This is why everything comes down to launch cost per kg. The additional few percentage points in capacity factor doesn't swing the...
Feb 10, 2026
HSINCHU, Taiwan, R.O.C. – Feb. 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for January 2026: On a...
Feb 10, 2026
Samsung is hiring for the Taylor fab now. Many entry level. The door is open, with or without fab experience. Fabs involve a lot of...
Feb 10, 2026
D
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Feb 10, 2026
B
Samsung is hiring for the Taylor fab now. Many entry level. The door is open, with or without fab experience. Fabs involve a lot of...
Feb 10, 2026
B
Any port in the storm. My impression is CXMT should be successful, they paid their dues. So artificially limiting them with tarriffs...
Feb 10, 2026
That is about 12.7 B$ revenue in a single month. Intel Foundry reports about 4.5$ / quarter, almost 10x less than TSMC.
Feb 10, 2026
S
Don't worry US CPUs with Chinese RAM will make for a good combo
Feb 10, 2026
S
As if China were itself not short of memory chips.
Feb 10, 2026
A
With the population of most modern countries going down and the proportion of retirees going up, automation will be the key to economic...
Feb 10, 2026
Seems like the largest ever capex approved by the Board of TSMC in their quarterly board meetings:
4. To meet long-term capacity plans...
Feb 10, 2026
It looks like TSMC will be able to back up the $56B CAPEX, absolutely.
Feb 10, 2026
Daniel Nenni reacted to user nl's post in the thread TSMC Revenue Jumps 37% in January While AI Spending Marches On with
Like.
TSMC management gave a very confident 30% annual revenue growth rate till 2029 in their last reporting in Jan 2026. If one assumes they...
user nl replied to the thread TSMC Revenue Jumps 37% in January While AI Spending Marches On.TSMC management gave a very confident 30% annual revenue growth rate till 2029 in their last reporting in Jan 2026. If one assumes they...
Xebec reacted to peter's post in the thread SpaceX wants to put 1 million solar-powered data centers into orbit with
hist78 reacted to Daniel Nenni's post in the thread TSMC Revenue Jumps 37% in January While AI Spending Marches On with
Haha.
As if China were itself not short of memory chips.