With Tesla teaming up with Intel on the “Terafab” initiative and accelerating its push into chip manufacturing, attention in the market is turning to how TSMC will respond. At today’s earnings call, chairman C.C. Wei acknowledged that both Intel and Tesla remain TSMC customers, while also call...

After posting new high net profit in the first quarter, TSMC management projects 2Q26 revenue to land between $39.0 billion and $40.2 billion, representing a year-over-year increase of approximately 32% and a sequential gain of around 10%. On the profitability front, assuming an exchange rate of US$...

TSMC today announced consolidated revenue of NT$1,134.10 billion, net income of NT$572.48 billion, and diluted earnings per share of NT$22.08 (US$3.49 per ADR unit) for the first quarter ended March 31, 2026. As Reuters notes, a net profit above NT$505.7 billion would mark its highest-ever quarte...

Ahead of its earnings call later today, TSMC is poised to capture incremental orders from the newly announced Meta Platforms–Broadcom AI chip alliance. According to Commercial Times, the partners are targeting the launch of a self-developed chip based on TSMC’s 2nm process as early as 1H27, pair...

Musk’s TeraFab initiative has sparked broad industry discussion, and Intel’s decision to join the project has further intensified attention. According to CRN, Intel plans to brief employees in the coming weeks on the “scope and nature” of its involvement in the TeraFab chip manufacturing pro...