Taiwan Semiconductor Manufacturing (NYSE:TSM) on Thursday said it expects products for artificial intelligence (AI) applications to be the largest contributor to its overall revenue growth in the "next several years,

Taiwan's exclusion from the new U.S. curbs on artificial intelligence (AI) chip and technology exports should "give confidence" about Taipei's own controls and respect for the law, the island's government said on Wednesday.

Taiwan took another step in enhancing its key role in the production of advanced semiconductor chips used for artificial intelligence on Thursday with the inauguration of a new plant by Siliconware Precision Industries Co.

We recently compiled a list of the Blackrock’s 30 Most Important AI Stocks. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands against the other AI stocks.

Myron Xie says TSM stock is the only game in town for AI chips. Nvidia and hyperscalers building their own chips rely heavily on TSMC.

Taiwan enhances its pivotal role in AI semiconductor chip production with the opening of Siliconware Precision Industries Co.'s new plant. Nvidia CEO Jensen Huang attended the inauguration, underscoring the partnership in advancing AI chip packaging technology.

The rumors of NVIDIA GB200 AI servers with overheating issues are wrong says Taiwan suppliers: 'how many times is this rumor going to get repeated?'

What should we do in the AI era? How should we control it? For humanity, this is the main issue for a bright future.

Despite the comment above, TSMC still issued much better guidance than expected for the first quarter. It forecasts revenue of $25 billion to $25.8 billion, which would be a sequential decline, but was well ahead of analysts' consensus estimate of $23.9 billion. It also expects operating margin to remain strong, in the 46.5% to 48.5% range.

Artificial intelligence (AI) isn't just a trend that will disappear in the next few years. AI is fundamentally how we do business, and the impacts will be felt for decades to come

Taiwan Semiconductor's quarterly results beat forecasts, driven by demand for advanced chips for AI applications. Revenue guidance for Q1 above consensus.