TSM Taiwan Semiconductor Manufacturing
Company Analysis
Latest News
TSMC Under Scrutiny for Competitive Risks and Margin Pressures Amid AI Boom
May 7 analysis highlights increasing long-term competition for TSMC. Major customers like Apple are exploring foundry alternatives with Intel and...
TSMC Pours $67 Billion Into New Chip Factories as AI Demand Surges — But Can It Spend This Fast Without Stumbling?
Shares of Taiwan Semiconductor surged 5.3% to $415.34 on May 6, as the world's dominant chipmaker revealed $67 billion in active construction projects for...
TSMC Pours $67 Billion into Global Fabs to Meet Advanced Chip Demand
TSMC is currently managing over $67 billion in ongoing construction projects for new manufacturing facilities worldwide. The company is allocating a...
🟢 TSMC is trading 5% up today on AI chip demand and peer earnings strength
TSMC is trading at $413.72 (+4.90%) as tech stocks lead a broader market rally fueled by robust AI chip demand. • Shares are outperforming yesterday's close...
TSMC Faces Capacity Constraints as Global Chip Sales Surge 79% on AI
Global semiconductor sales reached $99.5 billion in March, a 79% year-over-year increase. First-quarter sales rose 25% compared to the previous year. The...
JSR builds first Taiwan plant, speeding photoresist delivery to TSMC
Japanese chemical maker JSR plans to construct its first semiconductor materials plant in Taiwan. The facility is expected to become operational as early as...
Taiwan Manufacturing PMI Hits Over 3-Year High on Strong AI and Semiconductor Demand
Taiwan's manufacturing purchasing managers' index (PMI) reached 60.3% in April. This figure marks the highest level since September 2021. The index has...
TSMC Showcases A16 Chip Tech, Following Record-Breaking AI Market Rally
TSMC begins its 2026 Technology Symposium in Austin today. The event centers on advancements in artificial intelligence and high-performance computing...
TSMC Revives Advanced Chip Plant, Sparking 6.6% Stock Surge on AI
Taiwan Semiconductor Manufacturing Co. (TSMC) is moving forward with an advanced wafer fabrication plant at Hsinchu Science Park’s Longtan campus. The company...
TSMC seeks approval for $19 billion Taiwan fab, targeting AI demand
Taiwan Semiconductor Manufacturing Co. (TSMC) is seeking government approval for a new advanced wafer fab in Longtan Science Park. The facility will develop...
TSMC Jumps 6.6%, Lifting Asian Markets Toward Record Highs on AI Optimism
Taiwan Semiconductor Manufacturing Co. shares rose 6.6% on Monday. This surge pushed the MSCI Asian equities index toward its all-time high. Optimism for the...
TSMC sells remaining Arm stake for $231 million, exiting IPO investment
Taiwan Semiconductor Manufacturing Co. (TSMC) sold its entire remaining stake in British chip designer Arm Holdings. Subsidiary TSMC Partners sold 1.11...
TSMC Forecasts 70% 2nm Growth, Despite Shares Falling on Valuation Fears
TSMC introduced its A13 process technology at the 2026 North America Technology Symposium. The A13 node offers a 6% area reduction and improved power...
🔴 TSM is trading 3% down today on broader Nasdaq weakness and chip sector pressure ahead of big tech earnings
TSM is trading at $392.18 (-3.16%) tracking broader Nasdaq weakness and chip sector pressure ahead of major tech earnings. • The decline follows yesterday's...
🔴 TSM is trading 3% down today on broader Nasdaq weakness ahead of tech earnings
TSM is trading at $392.09 (-3%) amid broader Nasdaq weakness and sector-wide sensitivity ahead of major tech earnings from Microsoft and Meta. • The decline...
TSMC Engineer Jailed for 10 Years, Leaked Critical 2nm Chip Secrets
A former Taiwan Semiconductor Manufacturing Company (TSMC) engineer received a 10-year prison sentence on April 27, 2026. The court issued the ruling following...
🟢 TSM is trading 3.1% up today following Intel's earnings beat and record semiconductor sector highs
TSM is trading at $414.81, up 3.1% from its previous close, continuing a strong rally fueled by broader semiconductor sector momentum and sustained AI demand...
Tokyo Electron Engineer Jailed 10 Years for Stealing TSMC 2nm Secrets
A Taiwanese court sentenced former Tokyo Electron engineer Chen Li-ming to 10 years in prison. He was convicted of stealing proprietary data from Taiwan...
🟢 TSMC is trading 5% up today as Taiwan eases single-stock investment limits
TSMC is trading at $402.83 (+5.27%) as Taiwan's regulator signaled plans to ease single-stock investment limits for local funds. • The proposed rule change...
🟢 TSMC is trading 4.7% up today, hitting record high after Taiwan relaxes fund limits
TSMC is trading at $400.64 (+4.7%), reaching a new all-time high after Taiwan's regulator signaled it would ease limits on how much local funds can invest in a...