TSM Taiwan Semiconductor Manufacturing
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TSMC Founder Morris Chang Reappears Publicly with Nvidia CEO, Easing Leadership Concerns
Taiwan Semiconductor Manufacturing founder Morris Chang made his first public appearance in over a year. He attended a private dinner with Nvidia CEO Jensen...
🔴 TSMC is trading 3.1% down today as weak jobs data triggers tech profit-taking
TSMC is trading at $325.20 (-3.14%) as of 11:19 AM EST as weak ADP employment data and hawkish Fed expectations spark a sell-off in semiconductor shares. •...
TSMC Positioned as 'Clear Victor' in AI Boom; Q1 2026 Revenue Projected for New All-Time High
Taiwan Semiconductor Manufacturing (TSM) is being hailed by analysts as the Highest Conviction Play for the 2026 AI boom, projecting record Q1 2026 revenue...
Nvidia CEO Publicly Urges TSMC to Increase Production Amid Surging 2026 Demand
On January 31, 2026, Nvidia CEO Jensen Huang publicly urged Taiwan Semiconductor Manufacturing Co. (TSMC) to "work harder." Speaking at a high-profile banquet...
TSMC Founder Morris Chang Makes First Public Appearance in Over a Year, Dines with Nvidia CEO Jensen Huang
TSMC founder Morris Chang (94) made his first public appearance in over a year. He attended a private dinner with Nvidia CEO Jensen Huang in Taipei. Chang's...
Nvidia Projected to Overtake Apple as TSMC's Largest Customer in Major AI Shift
Analyst estimates and commentary indicate that Nvidia is projected to supplant Apple as Taiwan Semiconductor’s (TSMC) largest customer this year, confirming...
Apple Prioritizes Premium Models Amid Chip Shortage, Signaling Strong Demand for TSMC's Advanced Nodes
Apple is restructuring its 2026 product roadmap, according to a Nikkei Asia report. The company prioritizes its highest-end devices due to ongoing chip...
Nvidia Reportedly Plans to Shift Next-Gen GPU Production to Intel, Challenging TSMC's Dominance
Nvidia is reportedly planning a major strategic shift, moving some of its future next-generation GPU production to Intel's foundries, challenging the...
TSMC to Manufacture Meta's Next-Gen MTIA-3 AI Chip on 3nm Process
Supply chain sources report Meta's next-generation AI accelerator, the MTIA-3, is scheduled for debut in the second half of 2026. TSMC will manufacture the...
TSMC Accelerates Arizona Gigafab; Confirms 2nm and A16 Node Plans for AI Dominance
TSMC is accelerating its massive U.S. manufacturing commitment in Arizona, confirming that equipment move-in for the 3nm Fab 2 is underway, targeting mass...
TSMC Accelerates $165B Arizona Fab, Adding Advanced Packaging to Secure US AI Supply Chain
TSMC is accelerating its $165 billion Arizona Gigafab expansion, confirming the 2026 groundbreaking of dedicated domestic advanced packaging plants (AP1 and...
🔴 Taiwan Semiconductor is trading 3.2% down today after broader tech selloff amid AI spending concerns
TSM is trading at $331.50 (-3.2%) as semiconductor stocks decline, weighed down by a sharp tech sector pullback and concerns over Microsoft's Azure growth. ...
SK Hynix Surpasses TSMC in Q4 Profit Margin for First Time in 7 Years
SK Hynix Inc. reported a fourth-quarter operating profit margin of 58.4%. This margin surpassed TSMC's for the first time in seven years. Demand for...
TSMC Confirms Major Global Expansion with Arizona 'Gigafab Cluster'
Taiwan Semiconductor Manufacturing Company (TSMC) confirmed on January 28, 2026, its plans for a significant global expansion, highlighted by the development...
TSMC's 2nm Capacity for 2026 Reportedly Fully Booked by NVIDIA and Apple
Taiwan Semiconductor Manufacturing (TSM) is set for dominance in the "AI 2.0" era as its highly anticipated 2nm (N2) chip production capacity for 2026 is...
TSM Hits Record Intraday High Amid Strategic Expansion and Bullish Sector Sentiment
Taiwan Semiconductor Manufacturing Co. (TSM) stock reached a record intraday high of NT$1,785. The Taiwan Stock Exchange also closed at a new peak. TSM's surge...
TSMC Kicks Off 'Angstrom Era' with 2nm Mass Production and High Yields
Taiwan Semiconductor Manufacturing (TSM) confirmed that its advanced 2-nanometer (N2) chips have entered High-Volume Manufacturing (HVM), solidifying its...
TSM Cites Land Scarcity in Taiwan as Key Driver for Overseas Expansion
Taiwan Semiconductor Manufacturing Co. (TSMC) expands internationally due to significant land constraints in Taiwan. These constraints hinder domestic growth...
TSMC Commits $56 Billion Capex to Double CoWoS Capacity for NVIDIA Rubin Era
Taiwan Semiconductor Manufacturing (TSM) announced a massive \$52-56 billion capital expenditure budget for 2026 aimed at doubling its CoWoS advanced packaging...
TSM Trades Flat After-Hours Amid Semiconductor Sector Pressures
TSM closed strongly, gaining 2.29% to $334.87, following the broader Nasdaq rally despite significant volatility in the semiconductor sector caused by Intel's...