Taiwan Semiconductor Manufacturing Company (TSMC) is the largest semiconductor foundry, controlling over 60% of global foundry spending, making it essential for chip designers.
Despite its dominance, TSMC faces geopolitical risks as tensions rise between Taiwan and China, threatening its production and the global semiconductor supply chain.
As AI and data center demands surge, companies like Nvidia and AMD rely heavily on TSMC for precision chip manufacturing, consolidating its paramount role in the industry.
TSMC plans to increase prices for its advanced 3-nm and 5-nm products amid rising competition from rivals like Samsung and Intel, which are pushing towards smaller process nodes.
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