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...

While Tesla is collaborating with Intel on its ambitious Terafab project, the company has also reached a key milestone in its next-generation AI chip program. According to Tesla CEO Elon Musk on X, the AI5 chip has officially completed tape-out. As previously reported by TechPowerUp, Tesla opts t...