TSM Taiwan Semiconductor Manufacturing
Company Analysis
Latest News
Taiwan Adds Advanced Chip Equipment to Export Control List, Impacting TSMC
The Taiwanese government announced on Monday that it has added advanced semiconductor manufacturing equipment to its official export control list. The update...
TSMC Releases Nine-Month 2025 Financials; Stock Rises Amid Broader Tech Volatility
On November 14, 2025, TSMC released its consolidated financial statements for the first nine months of 2025, providing updated insight into its business...
TSMC's Massive Stock Rally Creates Performance Risk for Major Investment Funds
Surging demand for AI technologies has driven Taiwan Semiconductor Manufacturing Co.'s stock up 36% this year, creating a unique problem for some large...
TSMC's Revenue Growth Slows, Fueling Debate on AI Boom Sustainability
Taiwan Semiconductor Manufacturing Co. (TSMC) reported that its October revenue increased by 16.9% year-over-year, a figure that, while substantial, marks the...
TSMC Boosts 3nm Chip Production to Meet Surging AI Demand from Nvidia
Taiwan Semiconductor Manufacturing Co. is significantly expanding its 3nm process output to 160,000 wafers per month to satisfy exploding demand from Nvidia...
TSMC Faces Price Hikes, US Pressure, and Tariff Waiver Revocation
On November 06, 2025, Taiwan Semiconductor Manufacturing (TSMC) announced plans to raise prices for advanced semiconductor nodes by 8% to 10%, affecting major...
TSMC Begins Construction on Advanced 1.4nm Chip Facility, Announces North America CEO
On November 5, 2025, TSMC officially began construction of its advanced 1.4nm chip production line at Taiwan's Central Science Park, backed by a $49 billion...
TSMC North America Appoints New CEO Amid Expansion Push
On November 5, 2025, TSMC North America announced the appointment of Sajiv Dalal as CEO, effective January 1, 2026, following a leadership restructuring. This...
TSMC Shares Fall Amid Broad AI Sector Profit-Taking
On November 4, 2025, TSMC shares traded lower, with the price at $298.36 (-2.13%) as of 12:55 PM EST, reflecting a notable drop from the previous close of...
TSMC Commences Construction on Advanced 1.4-Nanometer Chip Fabs
Taiwan Semiconductor Manufacturing Company (TSMC) is set to begin early construction on its next-generation 1.4-nanometer chip production line. The project,...
TSMC Reportedly Plans Four-Year Price Hike for Advanced Chips Starting in 2026
Taiwan Semiconductor Manufacturing Co. (TSMC) is reportedly planning a multi-year price increase for its advanced chip processes. According to industry...
TSMC Surpasses 2024 Profits; AI Demand Drives Record Performance
On October 31, 2025, TSMC reported profits of NT$1.21 trillion (approx. US$39.4 billion) for the first three quarters of 2025, surpassing its entire 2024...
China's Tightening Grip on Rare-Earth Exports Poses New Supply Chain Risks for Semiconductor Industry
On October 31, 2025, news emerged of China expanding its export controls on rare-earth elements, a move that threatens to create significant disruptions across...
TSMC Positioned as Central to US Strategy for 40% Semiconductor Self-Sufficiency
US Commerce Secretary Howard Lutnick announced the Trump administration's plan to raise the United States' semiconductor self-sufficiency target to 40%. This...
TSMC Reportedly Secures NVIDIA as Sole Launch Customer for Next-Gen A16 Chip Technology
Taiwan Semiconductor Manufacturing Co. has reportedly secured NVIDIA as the sole customer for its forthcoming A16 process node. The two companies are said to...
Apple Reportedly Secures Most of TSMC's Initial 2nm Chip Capacity for Future iPhones
Apple has reportedly secured the majority of TSMC's initial 2-nanometer chip production capacity, a significant move for its future product lines. This...
TSMC to Begin Construction of Most Advanced 1.4-Nanometer Fab in October 2025
Taiwan Semiconductor Manufacturing Company (TSMC) is set to break ground on its most advanced fabrication plant for the 1.4-nanometer process, known as A14, in...
TSMC Finalizes Agreement for Second Chip Plant in Japan
Taiwan Semiconductor Manufacturing Co. has officially signed an agreement to construct its second fabrication plant in Kumamoto Prefecture, Japan. This move is...
TSMC to Share Production of Tesla's AI5 Chip with Samsung, Shifting from Sole Supplier Role
In a significant development, Tesla announced on October 23, 2025, that it will dual-source its next-generation AI5 chip from both TSMC and Samsung. This marks...
TSMC Stock Holds Firm After Record Q3 Earnings, Strategic Updates
On October 23, 2025, TSMC shares traded at $289.80 pre-market, following a close of $288.88 on October 22, 2025, after a week of moderate volatility. The...