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TSMC

TSMC 2nm revenue starts a 3–4 point margin test

July 17, 2026

TSMC has moved 2-nanometer manufacturing from a roadmap slide to a revenue line, and the economics are arriving in the less comfortable order. The process contributed just 3% of second-quarter wafer revenue, yet management expects…

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Intel Apple Chip Deal: Why INTC Surged 15%

May 11, 2026

Intel’s Apple spike is not really a nostalgia trade. It is not a simple bet that Apple is about to abandon TSMC. It is a market test of whether Intel Foundry is finally becoming investable…

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