Mehdi Hosseini, senior equity research analyst at Susquehanna, says that while TSMC's revenue mix could get a few percentage points of upside from its China business, the main growth drivers going forward are the shipments of Nvidia Blackwell chips to the U.

Taiwan Semiconductor Manufacturing Company (NYSE: TSM) is the market leader in the foundry industry, with a 67.6% revenue market share. Most importantly, the company holds over 90% of the market share in the manufacturing of AI chips.

Here at The Next Platform, the quarterly earnings season starts with Taiwan Semiconductor Manufacturing Co. And that is fitting given the utter dependence

Kevin Wang, Semiconductor Analyst at Mizuho Securities, discusses TSMC's latest Q2 earnings and explains why the world's biggest contract chipmaker is still poised for higher profits down the road.

TSMC beats Q2 estimates with strong revenue growth and margin expansion, fueled by soaring AI chip demand. Click for my updated look at TSM stock post earnings.

TSMC is working to build two plants in Arizona faster, a move that could bring more Apple chip production to Arizona quicker — but don't expect the newest chips.

Following the completion of its first U.S. plant in Arizona in 2024, Apple's chipmaker TSMC is ramping up the construction of new factories.