TSMC

Counterpoint Research says the semiconductor industry has formally entered the ‘Foundry 2.0’ era, a phase defined by the deep integration of manufacturing, assembly, and testing, with profitably driven by the global AI boom. According to Counterpoint Research’s latest Foundry Revenue, Yield and Utilisation Rate by Node Tracker, the global Foundry 2.0 market’s revenue rose 17%

Taiwan Semiconductor Manufacturing Company (TSMC) has announced a 30% year-on-year rise in third-quarter revenue, surpassing market expectations as demand for its products surged amid growing interest in artificial intelligence applications. Revenue for July to September reached T$989.92 billion ($32.47 billion), up from T$759.69 billion in the same period last year, and exceeding an LSEG SmartEstimate