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TSMC executive says ABF substrates may become the second biggest bottleneck in advanced packaging, with the shortage in the coming years potentially second only to memory.
TSMC's Vice President of Advanced Packaging, Jun He, stated that as AI accelerator sizes and packaging complexity continue to increase, the demand for ABF substrates is being driven higher. Although T
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Analysts Predict TSMC and Broadcom Poised to Join Amazon in the $3 Trillion Market Cap Club by 2027
According to analysis by The Motley Fool, TSMC (TSMC) and Broadcom (Broadcom), currently valued at $2.2 trillion and $2 trillion respectively, are expected to reach a market capitalization of $3 trill
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Kuo Ming-Chi refutes rumors of TSMC's $1 billion backlog of Apple orders, stating that Apple's downward revision of shipment plans does not mean product backlog
Today, renowned Apple supply chain analyst Ming-Chi Kuo posted on social media platform X, explicitly questioning the claim that "TSMC has a backlog of $1 billion worth of Apple processor work-in-prog
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Bernstein Analysts: Central Processing Units Could Be New Growth Driver for TSMC
Analysts noted that the central processing unit market is set for faster growth with the takeoff of agentic AI earlier this year.
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Analysis predicts Micron and TSMC stocks to reach new highs by end of 2026
An analysis from Yahoo Finance suggests that Micron Technology (MU) and Taiwan Semiconductor Manufacturing (TSMC) stocks are poised to rebound to fresh all-time highs before the end of 2026. This opti
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Investment management firm Brown Advisory noted in its Q2 2026 investor letter that TSMC (TSM) benefits from its leadership in advanced node manufacturing and strong demand for AI infrastructure, and continues to increase its capital expenditure plans.
Brown Advisory states that TSMC's capital expenditure plans are supported by demand from NVIDIA and other leading AI customers. Although Brown Advisory's Global Leaders strategy underperformed its ben
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Global chipmaker TSMC's July sales surged 44.7% year-on-year to $14.5 billion, driven by strong AI demand.
TSMC announced its July revenue was NT$467.58 billion (approximately US$14.5 billion), a year-over-year increase of 44.7%, exceeding the company's full-year revenue growth guidance of 40%. As a chip s
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Sony and TSMC to invest $6.3bn in advanced next-generation image sensor plant in Kumamoto, targeting 2029 production
Sony and TSMC to invest $6.3bn in advanced next-generation image sensor plant in Kumamoto, targeting 2029 production. The two companies reached a basic agreement in May to cooperate on the development
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Analysts project TSMC's revenue to grow 42% in 2026 and 32% in 2027, with CEO expecting strong chip demand through 2029-2030
Wall Street analysts anticipate Taiwan Semiconductor (TSMC) will see 42% revenue growth in 2026 and 32% in 2027. TSMC CEO C.C. Wei believes strong chip demand, driven by AI, will continue through at l
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Sands Capital stated in its Q2 2026 investor letter that TSMC (TSM) remains a critical bottleneck in cutting-edge semiconductor manufacturing, and its manufacturing leadership, pricing power, and strategic position in the AI supply chain are expected to support long-term growth.
Sands Capital noted that TSMC's Q1 2026 revenue met expectations, gross margin exceeded expectations, and guidance implied continued strong performance throughout the year. The company remains the sca
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Taiwan's Taiex index rises to record intraday high of 48,601.53 on Tuesday, driven by tech stocks following Wall Street's AI rally
The gains were led by semiconductor giants, with shares of Taiwan chip manufacturing giant TSMC rising 0.40%, MediaTek gaining 7.88%, and Delta Electronics up 2.67%. Taiwan's equity market is heavily
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According to supply chain sources, AMD plans to increase prices for all its chips by approximately 10% starting in Q4 2026.
According to supply chain channel agency ChannelGate, AMD has issued notices to multiple partner clients, planning to fully pass on the increased TSMC wafer foundry costs to downstream customers. Pric
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TSMC rose 3.03% today, now trading at $430.360.
TSMC rose 3.03% today, now trading at $430.360.
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U.S. chip manufacturing faces a shortage of up to 157,000 workers by 2030, with Samsung, TSMC, and Intel struggling to find talent.
A new report from McKinsey and the SEMI Foundation indicates that only 3% of U.S. engineering graduates enter the semiconductor industry annually, and 73% of chip employers report significant difficul
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Al Jazeera Analysis: NVIDIA's market capitalization is approximately $5.1 trillion, Apple's is $4.86 trillion, and TSMC's is $1.9 trillion, ranking them as the largest listed companies in the AI sector.
An Al Jazeera analysis shows that as of mid-September 2026, NVIDIA is the largest AI-related public company, with a market capitalization of approximately $5.1 trillion, primarily designing GPUs and A
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Yahoo Finance Analysis: TSMC's Q2 revenue increased by 36% year-over-year, with a gross margin of 68%. August revenue grew by 53.3%, and the full-year guidance was raised to over 40% growth.
Yahoo Finance analysis indicates that TSMC (TSM) reported a 36% year-over-year increase in Q2 revenue, reaching $40.2 billion, with a gross margin of 67.7%. The company's August monthly revenue surged
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Yahoo Finance Analysis: ASML's 2027 EUV orders are nearing full capacity, with plans to expand production by 30% in 2028; TSMC raises its 2026 capital budget to $60-64 billion, 2nm mass production has begun.
Yahoo Finance analysis indicates that semiconductor equipment manufacturer ASML and foundry TSMC both reported strong second-quarter earnings. ASML, due to its monopolistic position in EUV (extreme ul
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TSMC co-COO Mii said on Tuesday that AI is a "three-year-old Superman," expressing concerns about its limited role in semiconductor R&D and potential data leaks.
TSMC co-chief operating officer Y.J. Mii said on Tuesday that the company is particularly cautious when using AI to process sensitive R&D information, comparing AI to "a three-year-old Superman" – ver
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Meta announced it will deploy its third-generation self-developed AI chip, MTIA 450, in the first half of next year, and the fourth-generation MTIA 500 by the end of 2027, aiming to reduce costs and lessen its reliance on NVIDIA.
Yee Jiun Song, VP of Engineering at Meta, stated that the company's self-developed chips are more efficient when running AI models compared to NVIDIA's currently shipping products. The company plans t
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Binance to support cash dividend distribution for Taiwan Semiconductor Manufacturing Company (TSM) and Salesforce (CRM) via bStocks
Binance announced it will facilitate the cash dividend payouts for TSM and CRM shares held by users through its bStocks platform.
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The Truth Behind TSMC's $35.9 Billion Revenue: AI Hashrate. Is a 30x P/E Ratio the Starting Point or the End?
TSMC reported a record-high revenue of $35.9 billion in the first quarter of 2026, primarily driven by strong demand for artificial intelligence (AI) chips, particularly the surging demand for advanced processes such as 3-nanometer and 5-nanometer. Currently, TSMC's price-to-earnings (P/E) ratio remains around 30x. The market is closely watching whether this valuation level marks the beginning of growth in the AI era or the potential end of overheating. Analysts generally have a positive outlook on its long-term prospects, but some voices also warn about the sustainability risks of capital expenditures by hyperscale cloud service providers.
TSMC Summary
As a critical technology bellwether, TSMC's performance is closely tied to the global demand for advanced electronics, including smartphones, high-performance computing (HPC), artificial intelligence (AI), and automotive applications. Key drivers for its stock include its capital expenditure plans, advancements in process technology (such as its leadership in 3-nanometer and 2-nanometer nodes), and overall semiconductor cycle trends. Furthermore, due to its strategic importance and geographic location, the company's operations and outlook are often influenced by geopolitical developments and global trade policies.
For investors in the digital asset space, TSMC holds a unique relevance. The company manufactures the high-performance GPUs and ASICs that are essential for cryptocurrency mining and the broader blockchain infrastructure. While demand from the crypto sector can influence a portion of its revenue, its more significant impact is now felt through its role in powering the AI revolution, which shares hardware requirements with crypto. From a macroeconomic perspective, TSM serves as a key barometer for global technological progress and supply chain stability, making it a crucial stock to watch for those analyzing broader market trends beyond crypto.
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Russia launched a massive attack on Ukraine, killing at least 3 people and cutting power to nearly 100,000 residents in the Chernihiv region.
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US lithium recycler R3 Lithium eyes Vietnam battery business, in talks with auto, electronics firms and government
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Goldman Sachs analysts say Turkish investors are primarily moving funds withdrawn during the redemption crisis into Lira deposits.
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Two oil tankers were attacked in the Strait of Hormuz, after Iran claimed to have received intelligence that the US was planning new attacks.
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Natural gas is up 5.96% today, currently trading at $3.005.
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Jefferies: Meta AI agent Muse goes viral, AI PCB market size expected to reach $73 billion by 2030, ABF substrate to reach $30 billion.
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LIC reportedly leads bidding in NSE's $2.4 billion India IPO
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AI Startups Pivot to Open-Source Models Amid Cost Pressures, Threatening Revenue for OpenAI and Anthropic
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