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TSMC fell 3.17% today, now trading at $405.671
TSMC fell 3.17% today, now trading at $405.671
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Analysis indicates that TSMC is poised to be the biggest winner in the AI semiconductor boom, due to its dominant position in AI chip manufacturing.
The analysis suggests that while NVIDIA, AMD, and Broadcom are performing exceptionally well in the AI chip sector, TSMC is ultimately the biggest winner. The reason is that all AI chip designers, inc
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Eight Billionaire Money Managers Dumped Micron in Q2, Favoring Taiwan Semiconductor Manufacturing (TSMC) Instead
According to recently filed 13F documents, eight billionaire money managers significantly reduced or exited their stakes in Micron Technology during the second quarter. This move was largely attribute
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Goldman Sachs significantly raised its global fab equipment spending forecasts for 2026-2028 to $150 billion, $218 billion, and $281 billion, respectively.
Goldman Sachs, in its research report published on August 23, stated that driven by better-than-expected Q2 earnings and an optimistic outlook from equipment suppliers, it has raised its year-over-yea
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AMD announces it will invest over $10 billion in Taiwan to expand its advanced chip packaging and AI system supply chain.
AMD plans to invest over $10 billion in Taiwan by 2029 for advanced chip packaging, chip substrates, and manufacturing capabilities for complete AI systems. This move aims to ensure that its rapidly g
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Billionaire Stanley Druckenmiller's Duquesne Family Office sold Sandisk stock and bought Taiwan Semiconductor, Alphabet, and Amazon in Q2
The portfolio changes, revealed in a 13F filing, show Duquesne Family Office increased its stake in Taiwan Semiconductor by 19%, making it the second-largest holding. Amazon now accounts for nearly 3%
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TSMC announced an additional $100 billion investment in its Arizona factory, bringing the total investment to $265 billion.
TSMC announced this significant investment plan in its Q2 earnings report. Analysts believe this move indicates a continuous and unmet demand for chip production, especially driven by the artificial i
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Eagle Capital Management highlights TSMC in Q2 2026 investor letter, sees long-term growth but warns of downturn pressures
Investment management firm Eagle Capital Management, in its Q2 2026 investor letter, stated that it has invested half of its capital in Taiwan Semiconductor Manufacturing Company (TSM) and ASML, with
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Samsung Electronics has raised the prices for some of its advanced process chip foundry services, with increases of up to 15%, in response to the surging demand for AI chips.
Samsung raised its foundry prices for 4-nanometer and 5-nanometer process chips by 10% to 15% in July, and 8-nanometer process prices by nearly 10%, primarily for customers in mainland China and the U
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TSMC fell 4.66% today, now trading at $410.890
TSMC fell 4.66% today, now trading at $410.890
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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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Natural gas is up 5.96% today, currently trading at $3.005.
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LIC reportedly leads bidding in NSE's $2.4 billion India IPO
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