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capacityglobal.com
HomeNewsTSMC’s $1.5tn chip forecast signals decade of pressure on AI data centre networksAITSMC’s $1.5tn chip forecast signals decade of pressure on AI data centre networks15 May 20264 minutesThe world's largest contract chipmaker, TSMC has revised its 2030 market projection upward by 50%, from just over $1 trillion to $1.5 trillion in the space of roughly two years.Saf MalikSenior Content and Ins
2026-05-15
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2026-05-15
digitimes
TSMC's decision to sell down its stake in Vanguard International Semiconductor (VIS) is the second significant portfolio move the company has made in as many weeks — and together, the two transactions sketch the outline of a deliberate capital reallocation...The article requires paid subscription.Subscribe Now