For many years, it has been Apple that's been first in line to use TSMC's newest process nodes, as well as taking the lion's ...

Apple will still benefit as TMSC confirms large-volume production has started for its newest 2nm processor, but as Nvidia ...

Trump’s 25% tariff on AI chips landed the same day Taiwan Semiconductor Manufacturing Company (TSMC) posted blowout earnings ...

TSM's 90% grip on advanced nodes and 100% utilization proves AI chip scarcity is structural—no viable challengers exist.

Apple has been scrambling to solve a glass cloth shortage, with the supply crunch projected to last until at least the second ...

Apple increasingly has to compete with other companies for chips made by Taiwan Semiconductor Manufacturing Co. (TSMC), as ...

Apple’s once dominant position as a TSMC customer is facing fresh challenges as the AI boom raises GPU demand, per a new report.

Apple has been TSMC’s biggest customer for years. The relationship began with the iPhone, expanded into chips for iPads, and ...

Macworld reports that “glass cloth,” an obscure material essential for advanced chips in Apple devices, faces critical ...

Wells Fargo crowns AMD the new chip king. The bank upgraded semiconductor stocks this morning with AMD as its top pick—a bold ...

At CES 2026, Nvidia Corp. Chief Executive Jensen Huang once again reset the economics of artificial intelligence factories.