TSM Taiwan Semiconductor Manufacturing
Company Analysis
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TSMC's Bullish 2026 Outlook, Fueled by AI Demand, Gains Further Support with Taiwanese President Backing Arizona Expansion
On January 23, 2026, TSMC maintained a positive outlook following its strong earnings report. The company forecasts sales growth of nearly 30% in 2026....
Taiwan Semiconductor up in pre-market on mature-node capacity cuts and overseas expansion
Taiwan Semiconductor is strategically reducing its mature-node capacity at Fab14 by 15-20% by 2028 to focus resources on advanced packaging and high-growth...
NVIDIA Surpasses Apple as TSMC's Largest Customer, Signaling AI Market Dominance
NVIDIA officially became Taiwan Semiconductor Manufacturing Co.'s (TSMC) top customer. NVIDIA CEO Jensen Huang confirmed the development. This change displaces...
Expert Predicts Less Than 15% of TSMC's Advanced Chip Production Will Be in the U.S. by 2029
The Chung-Hua Institution for Economic Research forecasts that less than 15% of TSMC's advanced manufacturing processes will be located in the U.S. by the end...
TSMC Shares Fall Sharply Amid Reports of Regulatory Hurdles for Nvidia's AI Chips in China
TSM shares fell -4.45% as investors reacted negatively to escalating trade tensions, specifically concerning reports that China may block imports of Nvidia’s...
Taiwan Semiconductor Manufacturing Stock Declines Amid Broad Market Selloff Despite Strong Earnings
Taiwan Semiconductor Manufacturing (TSM) reported robust Q4 results, with revenue jumping 26% and EPS surging 40%, and significantly raised its 2026 capital...
🔴 TSMC is trading 3.1% down today amid broader market decline
TSMC is trading at $331.71 (-3.12%) as the broader tech sector weakness, fueled by U.S. tariff threats on Europe, drives risk-off sentiment. The stock is...
Taiwan Semiconductor Manufacturing holds steady in pre-market amid US tariff deal response and Arizona expansion comments
TSMC CFO Wendell Huang clarified that the company's accelerated US expansion, including significant investments in Arizona, is primarily driven by customer...
TSMC Plans Four New IC Assembly Plants in Taiwan; Stock Holding Steady After Recent Rally
Taiwan Semiconductor Manufacturing Co. (TSM) is planning a major expansion, announcing the construction of four new advanced integrated circuit assembly plants...
Taiwan Pledges $250 Billion Investment and $250 Billion in Credit Guarantees to Boost US Chip Manufacturing
The U.S. and Taiwan have finalized a major trade agreement that includes a commitment from Taiwan to invest at least $250 billion in the American...
🟢 TSMC is trading 3.7% up today on blowout Q4 earnings and strong 2026 guidance
TSM is trading at $339.35 (+3.7%) after releasing stellar Q4 2025 results that significantly beat expectations. Revenue hit $33.1B, with net income up 35%...
🟢 TSMC is trading 6.2% up in pre-market on blowout Q4 earnings
TSMC is trading at $347.43 (+6.21%) in pre-market after reporting record Q4 2025 revenue of NT$1.046 trillion ($33.73B), beating analyst estimates. Net...
TSMC Reportedly Commits to Five More US Fabs in Potential US-Taiwan Trade Deal
Taiwan Semiconductor Manufacturing Co. (TSMC) anchors a new trade deal being finalized between the Trump Administration and Taiwan, according to The New York...
TSM Expected to Post Record-Breaking Q4 Profit Driven by AI Boom
Analysts anticipate Taiwan Semiconductor Manufacturing Co. (TSMC) will announce a record fourth-quarter net profit. Forecasts suggest a 27% increase, reaching...
TSMC's Q4 Revenue Surpasses Expectations on AI-Driven Demand
Taiwan Semiconductor Manufacturing Co. (TSMC) announced its fourth-quarter revenue on Friday. The company reported T$1,046.08 billion, equivalent to $33.05...
Taiwan Semiconductor Manufacturing holds near record highs as AI optimism offsets geopolitical jitters
Taiwan Semiconductor Manufacturing (TSMC) ADRs are holding steady near recent highs after the company reportedly began production of its advanced 2nm “N2”...
Nvidia's AI Supercomputer, Featuring TSMC Chips, Enters Full Production
Nvidia CEO Jensen Huang announced at CES that the company's latest supercomputer platform, Vera Rubin, is now in "full production," emphasizing its readiness...
TSMC Reportedly Halts New 3nm Projects, Prioritizing Shift to 2nm Production
Taiwan Semiconductor Manufacturing Co. (TSMC) has suspended accepting new customer projects for its 3nm process. This decision stems from fully booked...
TSMC Boosts Production Capacity for Both Mature and Advanced Chips
Taiwan Semiconductor Manufacturing Co. (TSMC) is undertaking significant upgrades to its existing 8-inch and 12-inch fabrication plants. These facilities...
TSMC Boosts Quarterly Dividend Amidst Market Fluctuations
Taiwan Semiconductor Manufacturing Company (TSMC) announced a significant increase in its quarterly dividend, signaling management's strong confidence in...