Inside Intel's new Arizona fab, where the chipmaker's fate hangs in the balance [CNBC]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
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US:NYSE Investor Relations:
tsmc.com/english/investorrelations/index.htm
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Source: CNBC
The fab is meant to help Intel catch back up to TSMC after years of missteps, with executives saying it's “turned the corner.” Lifelines include $8.9 billion from the U.S. government and $5 billion from Nvidia, although the AI chip leader didn't commit to making chips at Intel Foundry In this article Intel was once the world's largest semiconductor company, but its market cap plummeted in recent years as the chipmaker fell behind Taiwan Semiconductor Manufacturing Co. and spent billions of dollars trying to catch up. Now, Intel has entered high-volume production of 18A, the new chip node it says will turn things around. The biggest problem? Convincing a big chipmaker to trust Intel with manufacturing on the new node. For now, Intel's only major customer is itself. The company's long-awaited Core Ultra series 3 PC processor, code-named Panther Lake, will come to PCs in January as the first major product made on 18A. “It's become an internal node for now,” said Daniel Newma
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News
- Why This AI Stock Could Outperform Nvidia Over the Next 5 Years [Yahoo! Finance]Yahoo! Finance
- TSMC: The Market Is Still Surprisingly Mispricing Its AI Chipmaking Dominance (Rating Upgrade) [Seeking Alpha]Seeking Alpha
- Taiwan ramps up plans for overseas chipmaking as threat from China looms [Yahoo! Finance]Yahoo! Finance
- Wonderinterest Assessed Investments in Top Sustainable Global Companies [Yahoo! Finance]Yahoo! Finance
- Yes, those are engineers cheerleading — welcome to TSMC Sports Day [CNN]CNN
TSM
Earnings
- 10/17/25 - Beat
TSM
Sec Filings
- 12/19/25 - Form 6-K
- 12/10/25 - Form 6-K
- 11/26/25 - Form 6-K
- TSM's page on the SEC website