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Company Deep Dive
TSMC Grows Gross Margin to 59.9% as Fabless Chip Designers Rely on Its Nodes
TSMC leverages its neutral foundry model to turn product design risks into a manufacturing annuity, yielding a 59.9% gross margin in 2025.
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How TSMC Achieved 59.9% Gross Margin as AI Nodes Eclipse Smartphones
TSMC's commitment to a pure-play foundry model has concentrated market power, allowing it to claim 69.9% of the global foundry market and command a 59.9% gross margin in 2025.
4 min read
Nvidia overtakes Apple as largest customer at TSMC where top 10 accounts yield 76%
TSMC's dedicated foundry model pools rival chip designers to amortize massive fab costs, driving gross margins to 66.2% by renting out the world's scarcest leading-edge capacity.
4 min read
Markets Lose Control of Critical Resources
The U.S. leads crude output at 13.2 million barrels a day, but it still relies on foreign sources for 15 vital minerals.
37 min read
