According to @stocktalkweekly, TSMC Arizona has sent hundreds of engineers to Taiwan ahead of schedule to begin 2nm and 3nm process training, citing a same-day report from Taiwan’s Liberty Times as the source. source: @stocktalkweekly; Liberty Times This acceleration aligns with TSMC’s publicly stated roadmap that targets N3 expansion and N2 (2nm) volume production in 2025, indicating preparation to scale leading-edge capacity. source: TSMC Technology Symposium materials; TSMC investor communications (2023–2024) For supply-chain exposure, Amkor (AMKR) previously announced a new advanced packaging and test facility in Arizona to support chips produced at the nearby TSMC fab, and Apple disclosed it will utilize Amkor’s Arizona site for advanced packaging of Apple silicon built at TSMC Arizona—linking TSMC Arizona progress to AMKR’s back-end volumes. source: Amkor press release (Oct 2023); Apple Newsroom (Dec 2023) Crypto relevance: leading-node ramp improves performance-per-watt for compute, a dynamic TSMC highlights for N3/N2, and efficiency gains in ASIC hardware are a key cost driver for Bitcoin mining as reflected in manufacturers’ published J/TH specs—so traders in digital-asset mining and AI-infrastructure themes monitor such node and packaging milestones. source: TSMC process briefs (N3/N2 perf/W); Bitmain and MicroBT product specifications

According to @StockMKTNewz, Taiwan Semiconductor (TSM) generated 23% of total revenue from 3nm, 37% from 5nm, and 14% from 7nm nodes, reflecting its latest node mix snapshot (source: @StockMKTNewz; TSMC Q3 2025 revenue by technology). This indicates 74% of revenue from advanced nodes, a core indicator traders use to gauge leading-edge demand concentration in smartphones and high-performance computing/AI workloads (source: TSMC Q3 2025 earnings materials; TSMC investor materials defining N7 and below as advanced technologies). A higher mix of 3nm and 5nm typically supports stronger pricing and margins versus mature nodes, which is directly relevant for positioning in TSM and its upstream suppliers (source: TSMC earnings presentations and management commentary on node mix and gross margin). For crypto-adjacent sentiment, sustained AI chip demand at leading-edge nodes has been highlighted by TSMC via strong orders for advanced packaging like CoWoS from AI customers, a factor traders monitor when assessing AI infrastructure risk appetite (source: TSMC 2024–2025 earnings calls on AI demand and advanced packaging).

According to @stocktalkweekly, Taiwan Semiconductor posted revenue of $33.1B versus $31.5B estimated, a beat of about 5.1% (source: @stocktalkweekly). According to @stocktalkweekly, EPS was $2.92 versus $2.59 estimated, a beat of about 12.7% (source: @stocktalkweekly). According to @stocktalkweekly, guidance was $32.2B to $33.4B versus a $32.0B estimate, implying a midpoint of $32.8B that is roughly 2.5% above estimates, with both gross and operating margins up 2 to 3% year over year (source: @stocktalkweekly). According to @stocktalkweekly, North American customers accounted for 76% of total revenue and capex pace was consistent quarter over quarter (source: @stocktalkweekly). According to @stocktalkweekly, the update contains no direct cryptocurrency disclosures; any crypto market impact is indirect and not specified by the source (source: @stocktalkweekly).

According to @StockMKTNewz, Cathie Wood and Ark Invest purchased 197,776 shares of Taiwan Semiconductor (TSM) today. This sizable acquisition signals growing institutional confidence in semiconductor stocks, which play a critical role in the production of AI and blockchain hardware. As TSM is a dominant supplier of chips for both AI and crypto mining technologies, this move could strengthen the underlying infrastructure of the cryptocurrency market and potentially drive further innovation and adoption. Traders should monitor TSM’s performance as its growth may correlate with increased demand for crypto-related hardware and influence sentiment in the broader digital asset sector. (Source: @StockMKTNewz, Twitter, May 20, 2025)