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TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona inv

BACKGROUND
1 SIGNALFIRST DETECTED 20 July 2026
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How the story developed
Other feeds and industry voices
15 Apr
ASML lifts 2026 forecast as surging AI chip demand boosts new orders reut.rs/3OGQVhZ

ASML lifts 2026 forecast as surging AI chip demand boosts new orders reut.rs/3OGQVhZ

OPINION · WHAT · ReutersOPEN STORY
13 Apr
TSMC likely to book fourth straight quarter of record profit on insatiable AI demand reut.rs/4vpg3tZ

TSMC likely to book fourth straight quarter of record profit on insatiable AI demand reut.rs/4vpg3tZ

OPINION · WHAT · ReutersOPEN STORY
15 Oct
TSMC expected to report sixth straight quarter of record profit thanks to AI boom reut.rs/4B96UZB

TSMC expected to report sixth straight quarter of record profit thanks to AI boom reut.rs/4B96UZB

OPINION · WHAT · ReutersOPEN STORY
13 Aug
SMIC profit more than triples on AI-driven chip demand reut.rs/4zaVGCN

SMIC profit more than triples on AI-driven chip demand reut.rs/4zaVGCN

OPINION · WHAT · ReutersOPEN STORY
15 May
Applied Materials sees quarterly revenue above estimates on sustained AI spending reut.rs/4uTHvzk

Applied Materials sees quarterly revenue above estimates on sustained AI spending reut.rs/4uTHvzk

OPINION · WHAT · ReutersOPEN STORY
23 Apr
TSMC plans to open chip packaging plant in Arizona by 2029, executive says reut.rs/4e4xz0E

TSMC plans to open chip packaging plant in Arizona by 2029, executive says reut.rs/4e4xz0E

OPINION · WHO · ReutersOPEN STORY
6 May
TSMC taps wind power as AI chip demand soars, Taiwan feels energy crunch

TSMC backs renewables during record demand for energy-hungry chip manufacturing.

REPORT · WHAT · Ars TechnicaOPEN STORY
21 Sept
AMD joins $1 trillion club as chipmakers rally on AI-driven demand reut.rs/4yMPm3t

AMD joins $1 trillion club as chipmakers rally on AI-driven demand reut.rs/4yMPm3t

OPINION · WHAT · ReutersOPEN STORY
Sources
Reuters

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