TSM Taiwan Semiconductor Manufacturing
Company Analysis
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🔴 TSMC is trading 3.1% down today on fears of Chinese chipmaking equipment breakthroughs
TSMC is trading 3.1% down at $386.66 amid growing concerns regarding Chinese competition in chipmaking equipment. • Reports indicate a state-backed Chinese...
🔴 TSMC is trading 3% down today on reports of China chipmaking breakthrough
TSMC is trading 3% down at $394.44 amid a sharp pullback in semiconductor stocks following reports of a major China chipmaking equipment breakthrough. • The...
Needham Lifts Taiwan Semiconductor Price Target to $530 on AI Demand
Needham & Company raised its price target on Taiwan Semiconductor Manufacturing (TSM) to $530 from $480. The firm maintained a "Buy" rating on the...
🔴 TSMC is trading 3.2% down today on tariff worries and broader semiconductor weakness
TSMC is trading 3.2% down at $402.38 as semiconductor stocks slide amid broader tech weakness and valuation concerns. • New U.S. tariffs on major trading...
🟢 TSMC is trading 3.4% up today on planned 2027 price hikes and sector rebound
TSMC is trading 3.4% up today at $418.00 following reports that the company plans to raise chipmaking prices by 5–10% in 2027, a move expected to bolster...
🟢 TSMC is trading 3.4% up today amid a semiconductor rally and AI demand optimism
TSMC is trading 3.4% up at $415.80 in pre-market, rebounding after last week’s sector-driven selloff. • The move aligns with a sharp pre-market rally in...
🔴 TSMC is trading 4.8% down today as record earnings and higher spending plans trigger a sector-wide sell-off
TSMC is trading 4.8% down at $386.68 as investors continue to sell semiconductor and AI shares following its blockbuster Q2 results and sharply higher spending...
🔴 TSMC is trading 3.7% down today amid a sector-wide AI chip sell-off and rising CapEx concerns
TSMC is trading at $394.45 (3.7% down) following a sector-wide semiconductor sell-off linked to worries about stretched AI valuations and rising capital...
🔴 TSMC is trading 3.06% down today on higher 2026 capex outlook and margin pressure concerns
TSMC is trading 3.06% down at $406.63 after its higher 2026 capital spending outlook and margin pressure concerns sparked a selloff. • Reuters reports that...
🔴 TSMC is trading 5.0% down
TSMC is trading at $398.43, down 5.0% from a comparison close of $419.48 during pre-market. This is a price-action follow-up, so a separate catalyst may not be...
TSMC Boosts 2026 Capex to $64 Billion, Fueled by AI Demand
TSMC increased its 2026 capital expenditure forecast to a range of $60 billion to $64 billion. The new target replaces the previous estimate of $52 billion to...
🔴 TSMC is trading 3.0% down today after record Q2 earnings and aggressive U.S. investment plans
TSMC is trading 3.0% down at $406.78 as investors lock in profits following record Q2 earnings and plans for expanded U.S. capital spending. • The company...
🔴 TSMC is trading 3.8% down today after record Q2 earnings and aggressive U.S. investment plans
TSMC is trading 3.8% down at $403.50 after reporting record Q2 earnings and outlining aggressive new U.S. investment plans. • Despite raising full-year growth...
🔴 TSMC is trading 3.8% down today after record Q2 earnings and massive U.S. capex plans
TSMC is trading 3.8% down at $403.74 following record Q2 results and the announcement of massive new U.S. investment plans. • Quarterly profit jumped on...
TSMC Boosts U.S. Investment by $100 Billion, Targeting AI Chip Demand
Taiwan Semiconductor Manufacturing Co. (TSMC) announced an additional $100 billion investment in its U.S. operations on July 16, 2026. This expansion increases...
Taiwan Semiconductor Manufacturing Q2 2026 Earnings Preview: What Analysts Expect on July 16, 2026
For the second quarter of 2026, analysts expect Taiwan Semiconductor Manufacturing to report consensus revenue of $29.20 billion and an EPS of $3.80, with the...
TSMC hikes legacy chip prices, driven by surging AI demand
TSMC notified customers of price increases for mature node processes starting January 2027. This adjustment marks the first price hike for legacy manufacturing...
TSMC adds three advanced packaging plants, meeting surging AI demand
TSMC will construct three additional advanced packaging facilities in southern Taiwan’s Chiayi Science Park. The company announced the expansion during a...
TSMC Revenue Surges 68% to Record High, Fueled by AI Demand
TSMC reported a 67.9% year-over-year revenue increase for June 2026. Monthly revenue reached a record NT$442.68 billion (US$13.8 billion). This figure...
Samsung fast-tracks Yongin chip plant to 2029, targeting AI market
Samsung Electronics moved the operational start of its first Yongin semiconductor plant to 2029. This timeline is one to two years ahead of the original...