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TSMC Approves Up To $1B Investment Plan In Anthropic, OpenAI – WSJ
TSMC Board Approves Up to $1 Billion in Planned Investments in Anthropic, OpenAI. - WSJ
TSMC- APPROVED INVESTMENTS IN OPENAI
TSMC- APPROVED INVESTMENTS IN ANTHROPIC
TSMC’s October 2026 revenue: NT$586.9B (+14.7% MoM, +59.7% YoY)
TSMC's October sales jump as global chip boom rolls on
TSMC posted a 60% increase in monthly sales, reflecting the company’s central role in a global AI infrastructure build-out.
TSMC reports October revenue tonight. It's a great proxy for Nvidia's revenue and how steep the ramp is for Vera Rubin.
TSMC's Taipei Shares Strengthen Further, Jumping 6% in Trading
TSMC $TSM pushed back on a report that it is exploring 3D DRAM at Nvidia's $NVDA request, saying it stays focused on logic chips.
The tech is still years from market viability, even for Micron $MU, Samsung and SK hynix, and would cost TSMC billions.
It could stay in AI memory through HBM base dies and packaging without making DRAM.
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