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grep -l @n3 /news/*.json | wc -l → 2

N3

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16:37
2026-08-10
techpowerup.com
ai-infrastructure

TSMC Reports Record $14.49 Billion July Revenue

Taiwan Semiconductor Manufacturing Company (TSMC) reported record July revenue of NT$467.58 billion ($14.49 billion), a 5.6% increase from June's $13.75 billion and a 44.7% year-over-year jump, driven…

22:51
2026-07-24
chipstrat.com
artificial-intelligence

TSMC could spend $10B more on N2 capacity. Why won’t they?

TSMC reported a fifth straight record gross margin of 67.7% in Q2 2026, but guided Q3 down to 66.0%, while gross profit rose to roughly $27.2 billion. Despite calling AI demand unbounded, TSMC is spen…

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