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TSMC is the latest AI chip stock to learn how high second-quarter earnings expectations are 0
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- July 17, 2026
Stop me if you’ve heard this before: An AI-linked company crushed earnings forecasts, but investors weren’t impressed and the stock sank anyway. It turns out that the market was more focused on the company’s extravagant spending plans. A tough shot, right? Well, it’s been happening with some regularity, including twice this month. Taiwanese chipmaker TSMC
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TSMC pledges another $100 billion to expand US production in Arizona 0
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- July 16, 2026
Wei did not give a timeline for when the new plants would be built, saying only that it would depend on the “market situation.” The new plants would be added to the eight that are already being built or planned. “We believe this investment will help further the development of the U.S. semiconductor ecosystem, strengthen
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Thiel Capital’s Jack Selby Takes Stakes in Fashion Startups Like Etched Through Arizona Connections 0
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- July 3, 2026
Nvidia competitor Etched announced this week that TSMC had manufactured its first chip earlier this year. While the four-year-old, $5 billion startup is preparing to ship systems powered by that chip to customers later this summer, scaling production may prove challenging. Like other chip designers, Etched must compete for limited capacity at TSMC’s factories in
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