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0.000169575379156319 0.000392377637886651 0.00139891157855238 0.000938294351468121 0.00110889332446234 0.00105771363256394 0.00145009127045059 3.41197945989994E-05
Stock impact report

AI Chips Are Driving a Foundry Boom. Why TSMC Is Winning the Most [Yahoo! Finance]

Taiwan Semiconductor Manufacturing Company Ltd. (TSM) 
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm Check Earnings Report
Company Research Source: Yahoo! Finance
third quarter of 2025, supported by strong demand for artificial intelligence chips built on advanced manufacturing nodes, according to a research note from Counterpoint Research. Taiwan Semiconductor Manufacturing Company ( NYSE:TSM ) widened its lead, with market share edging up to about 72%. The gains followed higher output of its 3-nanometer process and solid utilization of 4- and 5-nanometer capacity, used heavily by AI accelerator customers such as Nvidia ( NASDAQ:NVDA ), Advanced Micro Devices ( NASDAQ:AMD ), and Broadcom ( NASDAQ:AVGO Warning! GuruFocus has detected 5 Warning Signs with INTC. Is INTC fairly valued? Test your thesis with our free DCF calculator. TSMC's foundry revenue grew more than 40% from a year earlier, outpacing the broader market. Counterpoint said most rival foundries posted slower growth, with non-TSMC players collectively expanding revenue by about 6%, reflecting softer orders after earlier tariff-related demand but some support from China's su Show less Read more
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