TSM Taiwan Semiconductor Manufacturing
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Musk Says His Companies Will Build and Run Terafab, Not TSMC
Elon Musk said his companies will build and operate the Texas-based Terafab chipmaking project, ruling out an operational role for Taiwan Semiconductor...
TSMC Previews Q3 Results as Investors Watch AI Demand, 2027 Outlook
Investors await Taiwan Semiconductor Manufacturing's (TSMC) third-quarter results, due October 15. Analysts expect revenue to meet or exceed the top of TSMC's...
TSMC Discusses US Chipmaking Partnership With Musk's Terafab
Taiwan Semiconductor Manufacturing Co. (TSMC) is reportedly discussing a collaboration with Elon Musk's Terafab project to expand advanced semiconductor...
🟢 TSMC is trading 3.26% up today, amid a semiconductor-sector rally
TSMC is trading 3.26% up at $471.56 on October 2, 2026, amid a semiconductor-sector rally. - SOXX is up 2.71%, while Micron’s strong results and outlook are...
TSMC Reportedly Eyes Dallas, Texas, for Second Major US Chipmaking Hub
TSMC reportedly considers Dallas, Texas, for a second major U.S. semiconductor manufacturing hub, supplementing its Arizona site. Strong demand from major...
TSMC Targets 120,000 Monthly 2nm Wafers by End-2026, as AI Demand Surges
Taiwan Semiconductor Manufacturing Co. (TSMC) is accelerating its 2-nanometer (2nm) production expansion as demand from major clients rises. Apple, Nvidia, AMD...
TSMC Wins Taiwan Approval for US$44 Billion in US Investments
Taiwan's Ministry of Economic Affairs has approved a cumulative US$44 billion in investments for TSMC's U.S. operations. The approvals have been granted by the...
Cadence expands TSMC partnership, targeting advanced A14 and N2 AI chips
Cadence Design Systems expanded its partnership with Taiwan Semiconductor Manufacturing Company (TSMC). The collaboration accelerates the development of...
TSMC Sees Strong Customer Demand for A14 Node Ahead of 2028 Launch
TSMC reports significant customer interest in its next-generation A14 process technology, slated for volume production in 2028. Development progresses well,...
TSMC anchors new Taiwan packaging hub, meeting surging AI demand
Taiwan held a groundbreaking ceremony for the new Baipu Industrial Park in Kaohsiung on Monday. TSMC will anchor the hub to develop and validate...
🟢 TSMC is trading 3.33% up today after AMD cites higher TSMC costs
TSMC is trading at $429.87 (+3.33%) after AMD announced approximately 10% fourth-quarter 2026 price increases for GPUs and chipsets, citing rising TSMC...
TSMC Posts Record August Revenue, Driven by Surging AI Chip Demand
TSMC reported record net revenue of NT$514.8 billion ($16.35 billion) for August 2026. Revenue grew 53.3% year-over-year and 10.1% from the previous...
🟢 TSMC is trading 3.03% up today as stronger AI infrastructure demand lifts semiconductors
TSMC is trading at $441.93, up +3.03%, benefiting from a broad semiconductor rally tied to stronger AI infrastructure demand. - Qualcomm’s announced...
TSMC 3nm to lead revenue by late 2026, fueled by AI demand
TSMC projects its 3-nanometer process will surpass the 5nm node as its primary revenue source in the second half of 2026. Surging demand for AI and...
TSMC builds 20 new factories, still trails explosive AI chip demand
TSMC Senior Vice President Cliff Hou announced at Semicon Taiwan that the company cannot keep pace with surging AI chip demand. The manufacturer is currently...
Stifel Initiates Coverage on TSMC with 'Buy' Rating, Citing AI Demand
Stifel initiated coverage on Taiwan Semiconductor Manufacturing Company (TSM) with a "Buy" rating. The firm set a $515 price target for TSM. Stifel's analysis...
TSMC to build Kaohsiung packaging hub, meeting surging AI demand
Taiwan Semiconductor Manufacturing Co. (TSMC) is partnering with Taiwan’s Ministry of Economic Affairs and the Kaohsiung City Government to establish an...
First Eagle Nearly Doubles Stake in Taiwan Semiconductor (TSM)
First Eagle Investment Management significantly increased its position in Taiwan Semiconductor (TSM), buying approximately 3.59 million shares during the...
TSMC targets $85 billion budget, fueled by surging AI chip demand
Bank of America reiterated its Buy rating for Taiwan Semiconductor Manufacturing Co. (TSMC). Analysts project the company’s 2027 capital expenditures will...
Dan Sundheim's D1 Capital Exits Taiwan Semiconductor (TSM)
In a notable move, Dan Sundheim's D1 Capital completely sold off its stake in Taiwan Semiconductor Manufacturing, a position previously valued at over $111...