TSM Taiwan Semiconductor Manufacturing
Company Analysis
Latest News
AMD Confirms TSMC Arizona Success, Lifting TAIEX to Record 42,000 Points
AMD CEO Lisa Su confirmed smooth production at TSMC’s Arizona facility during a Taipei visit on May 22, 2026. AMD is manufacturing its fifth-generation EPYC...
TSMC loses AI exclusivity, as Samsung and MediaTek rally over 140%
Investors are diversifying away from TSMC as the sole proxy for the artificial intelligence boom. Traders are shifting capital into hardware and chip-related...
TSMC widens advanced packaging lead, outpacing Samsung’s silicon photonics pilot
TSMC reported significant progress in co-packaged optics (COUPE) technology on May 21, 2026. This advancement in high-speed data transmission strengthens...
🔴 TSM is trading 3.0% down today as geopolitical tensions and macro headwinds pressure semis
TSM is trading 3.0% down today at $392.09, extending a two-day decline as broader risk-off sentiment outweighs positive headlines regarding AI demand and...
TSM profits soar overseas, fueled by surging AI demand
TSMC’s Japan subsidiary, JASM, recorded its first quarterly profit since beginning mass production. Improved utilization rates drove the financial turnaround...
TSMC's Overseas Fabs in Japan and US Reach Key Profitability Milestones in Q1
TSMC’s Kumamoto subsidiary, Japan Advanced Semiconductor Manufacturing Inc (JASM), achieved its first quarterly profit in Q1 2026. The joint venture reported a...
Xi's Taiwan Warning Rattles TSMC Shares — But Can Geopolitics Really Dent a Company This Dominant?
Shares slid roughly 3.7% to $405.04 after Chinese President Xi Jinping warned that mishandling the Taiwan issue could lead to direct clashes — a statement...
🔴 TSM is trading 3.3% down today on Xi’s Taiwan warning and geopolitical tensions
TSM is trading 3.3% down at $405.04 following a sharp multi-day rally and escalating geopolitical tensions. • President Xi warned that mishandling the Taiwan...
Taiwan Semiconductor drops 3%, as Xi warns of clashes over Taiwan
Taiwan Semiconductor Manufacturing shares fell 3.31% during the May 15, 2026, session. The stock is currently trading at $403.91. This pullback follows a 4.48%...
🔴 TSM is trading 3.3% down today after announcing plan to sell stake in Vanguard International
Taiwan Semiconductor is trading at $404.08, down 3.3% on news of a planned strategic asset sale amid a broader market downturn. • The company announced on May...
🟢 TSM is trading 5.2% up today after approving a massive global expansion to meet AI chip demand
TSM is trading 5.2% up at $420.44 after the company announced major new spending plans to boost capacity, capitalizing on the artificial intelligence boom. •...
🟢 TSMC is trading 3.5% up today on US-China trade optimism
TSMC is trading at $413.67 (+3.47%) as semiconductor stocks rally following a high-profile US-China summit that sparked optimism for eased trade...
TSMC Raises 2030 Chip Market Forecast to $1.5 Trillion on AI Surge
TSMC raised its 2030 global semiconductor market outlook to $1.5 trillion. This represents a 50% increase from the previous $1 trillion forecast. Artificial...
Samsung and SK Hynix Face Shortages, as Hormuz Blockade Halts Materials
A blockade of the Strait of Hormuz has disrupted the global semiconductor supply chain since early March 2026. [1, 3, 5] The closure halted shipments of...
TSMC Approves $51B for Global Expansion and Arizona Site, Citing AI Boom
Taiwan Semiconductor Manufacturing Co. (TSMC) approved a capital budget of approximately $31.28 billion. The funds will expand advanced technology capacity and...
🔴 TSMC is trading 3% down today on hot CPI data and Intel-Apple supply chain pressure
TSMC is trading at $392.38 (-3.01%) today, weighed down by hotter-than-expected inflation and reports of major customers diversifying their supply chains. •...
TSMC's Arizona Project Achieved Profitability in First Full Year of Operation
Taiwan Semiconductor Manufacturing Co.’s Arizona plant generated approximately $514 million in profit. The facility completed its first full year of mass...
TSMC partners with Applied Materials, accelerating next-gen AI chip production
Taiwan Semiconductor Manufacturing Co. (TSMC) and Applied Materials formed a partnership to develop AI-era semiconductor technologies. The collaboration...
TSMC and Sony Launch Sensor Venture, Eyeing Automotive and Robotics AI
TSMC and Sony signed a non-binding memorandum of understanding to develop and manufacture next-generation image sensors. The joint venture will be located in...
TSM Reports Strong April Sales Driven by AI Demand, Sees 17.5% Year-Over-Year Growth
Taiwan Semiconductor Manufacturing Co. (TSM) reported April 2026 revenue of NT$410.73 billion ($13.08 billion). This figure represents a 17.5% increase...