TSMC (Taiwan Semiconductor Manufacturing Company) is the world’s leading dedicated semiconductor foundry, founded in 1987 by Morris Chang. Headquartered in Taiwan, it pioneered the “pure-play foundry” business model, focusing solely on manufacturing chips for global clients like Apple and NVIDIA rather than designing its own products.
As the industry leader, TSMC possesses the most advanced process technologies, including 3nm and 2nm nodes, alongside critical CoWoS packaging. These capabilities make it the backbone of global AI, HPC, and smartphone supply chains, earning it the reputation of Taiwan’s “Guardian Mountain of the State.”
Here are some articles to give you a basic understanding of the company:
Below is a list of articles for the company:
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TSMC – 2025Q3 report
TSMC Q3 2025 Executive Summary and Analysis 1. Stellar Financial Performance TSMC delivered third-quarter results that exceeded expectations, driven primarily by robust demand for advanced process technologies. 2. Revenue Structure: Advanced Nodes and HPC Lead 3. Outlook for Q4 2025 and Beyond 4. Key Strategic Insights Insane and Structural AI Demand CEO C.C. Wei described…
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TSMC – Competitions
As of 2025 and early 2026, the High Performance Computing (HPC) segment has firmly established itself as TSMC’s largest and most critical revenue contributor. Core Technologies Powering the HPC Segment The dominance of the HPC segment is sustained by three “pillars” of technology that create a significant competitive barrier. 1. Advanced Logic Nodes: The 2nm…
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TSMC – Background and History
Stage 1: Foundation and Establishment of the Business Model (1987-Early 1990s) In 1987, Morris Chang founded TSMC with funding from the Taiwan government and Philips. The most critical decision was establishing the Pure-play Foundry business model. Revenue Level: During this period, revenue grew from 100 million NTD at the time of founding to approximately 19.3…