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Nvidia, a pure GPU supplier — often called a "shovel seller" — continues to benefit in the near term from the capital expenditure boom. (File photo by Ke Chenghui)

“AI Validation Quarter”: Big Tech Cloud Earnings Show Returns Are Finally Here

TSMC facility. (Photo by Sean Wei)

TSMC's 2nm Expansion Drives Demand Across Taiwan's Semiconductor Materials Supply Chain

MIC industry advisor Peng Mao-jung (彭茂榮) presenting semiconductor industry trend forecasts at the 2026 MIC FORUM Spring conference.  (Photo courtesy of MIC)

Taiwan Semiconductor Output to Hit $222 Billion in 2026, Powered by AI Chips and HBM

TSMC held its Q1 2026 earnings call on the 16th. (Photo by Ke Chenghui)

TSMC Chairman Calls Intel Formidable — Then Explains Why It Still Can't Catch Up

TSMC's investor conference is set for next week. Pictured: TSMC Chairman C.C. Wei (魏哲家). (Photo by Ke Chenghui)

TSMC Reports Record Revenue for March and Q1 2026

Senior technology journalist Lin Hong-wen (right) interviewed by host  Catherine Lu (left) on Storm Media's talk show "Fly to the World". (Photo by Yan Lin-yu)

TSMC's US Expansion: Opportunity or Coercion?