TSM Taiwan Semiconductor Manufacturing
Company Analysis
Latest News
TSMC Shares Decline Amid Earthquake Disruptions and China Drills, Despite Price Hike Reports
Taiwan Semiconductor Manufacturing (TSMC) shares are down 1.25% today, currently trading at $299.04. This decline follows facility disruptions from a magnitude...
TSMC Reportedly Raising Advanced Chip Prices Driven by AI Demand
Taiwan Semiconductor Manufacturing Co. (TSMC) notified clients of upcoming price increases for advanced chip nodes. The adjustments take effect starting...
TSMC Evacuates Some Fabs After 7.0 Magnitude Earthquake Strikes Off Taiwan Coast
A magnitude 7.0 earthquake struck off northeastern Taiwan Saturday night. The epicenter was located 32.3 kilometers east of Yilan County Hall. Taiwan...
TSMC Downplays US Export Control Impact on Nanjing Fab Ahead of Deadline
TSMC is reassuring the market concerning its Nanjing fabrication plant following the upcoming expiration of its US-granted Validated End-User (VEU)...
TSMC Unveils 1.4nm 'Angstrom Era' Roadmap and Accelerates US Expansion
Taiwan Semiconductor Manufacturing Company (TSMC) detailed its roadmap for the 'Angstrom Era,' centered on the A14 (1.4nm) process node. Volume production for...
TSMC Arizona Fab Hits 92% Yield Milestone Amid AI Demand and Supply Chain Progress
TSMC announced a major milestone as its Arizona Fab 21 reached full volume production for 4nm and 5nm nodes, achieving an impressive 92% yield, which is...
TSMC Affiliate VIS and Competitor SMIC Reportedly Raise Mature Node Wafer Prices
Foundry price hikes are extending to mature processes, with Vanguard International Semiconductor (VIS), a TSMC affiliate, and Chinese rival SMIC notifying...
TSMC Reportedly Weighs Major Strategy Shift for Japan Fab to 2nm for AI Chips
TSMC is reportedly considering a significant strategic change for its second factory in Kumamoto, Japan. The company may skip the planned 6nm process and jump...
TSMC's U.S. Expansion Sparks Tech Security Debate in Taiwan Over Advanced Chip Production Rules
Taiwan Semiconductor Manufacturing Co.’s plan to expand its manufacturing footprint in the United States has ignited a debate in Taiwan concerning technology...
Morgan Stanley Raises TSM Target Ahead of 2026 Guidance
Morgan Stanley raised its price target for TSM from TWD 1,688 to TWD 1,888, recommending increased holdings ahead of 2026 guidance. The firm projects 2026...
🔴 TSM is trading 3% down today
TSM is trading at $277.88 (-3.13%) due to continued short-term selling pressure following the multi-day decline triggered by TSMC's November 2025 revenue dip...
TSMC's 2nm Chip Capacity Reportedly Fully Booked Through 2026, Signaling Strong Future Demand
Reports on December 17, 2025, confirm that Taiwan Semiconductor Manufacturing Company’s (TSMC) 2nm chip production capacity is fully booked until the end of...
TSMC Halts Construction on Second Japan Plant to Potentially Shift Focus to AI Chips
Taiwan Semiconductor Manufacturing Co. (TSMC) has paused construction on its second wafer fabrication plant in Kumamoto, Japan. This halt occurred just weeks...
US Commerce Secretary Believes TSMC's US Investment Could Exceed $200 Billion
U.S. Secretary of Commerce Howard Lutnick stated in a CNBC interview that Taiwan Semiconductor Manufacturing Co. (TSMC) could boost its total U.S. investment...
🔴 TSM is trading 3.3% down today amid broader tech and AI sell-off
TSM is trading at 3.3% down now at $294.84 amid a broad tech pullback as investors reassess heavy AI capex and margin risks following weak outlook commentary...
Taiwan Reaffirms Strategy to Keep Advanced Chip Production Onshore
Taiwan's Deputy Minister of Foreign Affairs, Francois Wu, stated the island will continue manufacturing its most advanced chips domestically. This decision...
🟢 TSM is trading 2.2% up today after strong November revenue update
TSM is trading 2.2% up at $310.14 after its latest monthly sales report reinforced confidence in strong AI and high-performance computing demand. November...
Taiwanese Prosecutors Charge Key Supplier Tokyo Electron in TSMC Trade Secrets Case
Taiwanese prosecutors have indicted Tokyo Electron, a key Japanese partner in the semiconductor industry, for its alleged role in a trade secrets case...
TSMC Chairman Reportedly Plans First China Trip in Over Two Years Amid US Tensions
TSMC Chairman C.C. Wei is reportedly preparing for his first visit to mainland China in over two and a half years, with plans to attend the company's Open...
TSMC Sues Former Executive Over Alleged Trade Secret Leak to Intel
On November 26, 2025, TSMC filed a lawsuit against its former senior executive Lo Wei-jen, accusing him of violating confidentiality and noncompete agreements...