Monster demand for GPUs and HPC silicon

Taiwan’s semiconductor darling TSMC has once again bathed in the glow of the AI gold rush, reporting a massive 39.1 per cent jump in third-quarter profit and setting a fresh all-time record.

Intel claws second place as Samsung stumbles over its yields

TSMC is still lording it over the global chip foundry racket, holding on to a 35 per cent grip on what is dubbed the "Foundry 2.0" which covers everything from photomask manufacturing to chip packaging alongside the usual silicon stamping.