Taiwan Semiconductor Manufacturing has pledged $100 billion in U.S. investment but it's not necessarily bad news for Intel.

Taiwan Semiconductor is among the most impressive firms, with ~50% operating margins in 2024, generating ~$27B in free cash ...

Taiwan Semiconductor Manufacturing Company (TSM), or simply TSMC, is widely seen as a consensus no-brainer buy by most ...

Let's take a look at how this fits in ... allocate more to its Arizona-based Fab 21 than to its global facilities in Germany, ...

"Thanks to our CHIPS Act, TSMC ... chain outside of China, Lai said during the meeting with Gov. Hobbs. “With Governor Hobbs’ support, we look forward to continuing to advance Taiwan-U.S ...

“Arizona is the best place in the world to do business, and I look forward to delivering that message to industry leaders in Taiwan ... park around TSMC’s north Phoenix fab site, the ...

It's hard to tell if these plans are actually new or if companies had already planned to invest heavily without outside ... fab was producing chips "on par" with fabs in Taiwan. If all goes to ...

Taiwanese semiconductor company TSMC has been building numerous factories outside Taiwan in recent years ... The funds will be used to expand TSMC's Arizona fab, as well as build three new ...

The Arizona fab isn’t part of this deal, so that’s a rather disingenuous way to look at ... building TSMC fabs in the U.S. is a hedge against the potential fall of Taiwan.

TL;DR: President Trump announced TSMC's $100 billion investment in US semiconductor manufacturing, raising concerns in Taiwan about losing its global dominance. TSMC reassures that core ...

Indeed, Taiwan will remain TSMC's home turf, though, as the company preps to launch 11 new production lines on the island this year alone. This probably includes the company's Fab 20 near Baoshan ...

TSMC's market position and growth prospects remain unparalleled, with significant upside potential due to a lack of real competition. TSMC's Arizona fab is ... is done outside Taiwan, the better ...