TSMC
- TYPE
- Company
- SIGNALS
- 5
- FIRST SEEN
- Oct 15, 2026
- LAST SEEN
- Oct 29, 2026
Recent signals
- S-1: Anthropic says it heavily depends on TSMC chips made in Taiwan and warns of risks from "potential disruption" amid geopolitical tensions with China (Joseph C. Sternberg/Wall Street Journal) Oct 29, 2026
- An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons from 10nm, whether Intel can catch up to TSMC, Terafab, and more (Dwarkesh Patel/Dwarkesh Podcast) Oct 23, 2026
- Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMC (Kyu-Seok Shim/Reuters) Oct 18, 2026
- Taiwan plans US industrial parks costing $2B to $4B each, starting with a Texas complex costing up to $4B, to build a supply chain for Nvidia, TSMC, and Foxconn (Bloomberg) Oct 16, 2026
- TSMC reports Q3 revenue up 50.9% YoY to $46.36B, net income up 68.7% to $23.7B, both above est., marking a sixth straight quarterly profit record on AI demand (Jenny Lee/CNBC) Oct 15, 2026