Chip Equipment Stocks Gain Traction as AI Demand, TSMC's Capex, and Semiconductor Expansion Drive Valuations
Semiconductor equipment companies ASML Holding, Applied Materials, KLA Corp, and Lam Research Corp have benefited from the AI boom, driven by TSMC's strong capex plans and advanced process ...
Digi Times1d
TSMC's first US board meeting: spotlight on leadership shakeup and fab expansion
TSMC is gearing up to hold its first-ever board meeting in the US on 11, 2025. The board will convene to announce senior ...
TSMC prepares to pass tariffs costs, could increase semiconductor prices by 15 percent
Commercial Times reports that TSMC might increase the prices of its most advanced semiconductor wafers by up to 15 percent this year. Rising production costs and ...
Digi Times3d
TSMC on track to expand 2nm, advanced packaging fab capacities
Despite the US's new tariff policy and other macroeconomic circumstances, TSMC is on track to boost its 2nm and advanced ...