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ASML plans to increase its Japan workforce from 500 to approximately 700 by 2030 to support next-generation chipmakers such as Rapidus and TSMC.
ASML plans to increase its Japan workforce from 500 to approximately 700 by 2030 to support next-generation chipmakers such as Rapidus and TSMC.
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TSMC's equipment procurement demand has surged by 90% in six months, driven by AI demand, yet nearly 20 new fabs are still insufficient to meet it.
TSMC Senior Vice President and Co-Chief Operating Officer Cliff Hou revealed that the company's equipment demand has surged from baseline levels to 1.9 times between late last year and July this year,
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Artisan Global Opportunities Fund Highlights TSMC (TSM) as Key Contributor, Citing AI-Driven Demand and Strong Profit Cycle
In its Q2 2026 investor letter, Artisan Global Opportunities Fund noted Taiwan Semiconductor Manufacturing Company Limited (TSM) as a significant contributor to its performance. The fund cited TSM's g
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Five days after filing for a TSMC short ETF, Defiance ETFs has launched a long ETF for the semiconductor foundry industry.
On August 26, Defiance ETFs filed for a 2x short ETF targeting TSMC. Just five days later, on September 1, the firm launched the Defiance Global Foundries ETF (Nasdaq: AIFR), which aims to long the en
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Baron Capital's Baron Fifth Avenue Growth Fund highlights TSMC's strong Q2 2026 performance, with shares up 41.6%, revenue growing 35%, and EPS up 58% driven by AI demand.
In its Q2 2026 investor letter, Baron Capital's Baron Fifth Avenue Growth Fund noted Taiwan Semiconductor Manufacturing Company (TSM) as a significant contributor to its performance. The fund stated t
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**Prominent Investor Gavin Baker: NVIDIA Has Become the "Central Bank" of the AI Supply Chain, Its Moat Is Extremely Difficult to Replicate**
In a recent a16z podcast, renowned investor Gavin Baker and a16z partner David George engaged in a deep conversation, with both agreeing that NVIDIA is "in a very, very strong position." Baker pointed
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SK Hynix is reportedly evaluating Intel Foundry's HBM base die solution, potentially starting with HBM4E to reduce costs; the company responded that some of the content is inconsistent with the facts.
According to the Korean newspaper The Herald Business, SK Hynix plans to diversify its supplier base by entrusting Intel with the production of the Base Die for its high-bandwidth memory (HBM) startin
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The Motley Fool: Taiwan Semiconductor (TSM) will be the ultimate winner of the AI hardware race, not Nvidia or AMD, due to its dominant foundry position.
The Motley Fool analysts argue that Taiwan Semiconductor Manufacturing (TSM) is uniquely positioned as the world's largest and most advanced semiconductor foundry, accounting for approximately 72% of
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Following Samsung, TSMC is expected to fully raise its foundry prices for all processes by 10% to 15% in response to strong demand for AI chips.
Market expectations suggest that TSMC will fully follow Samsung Electronics' lead, planning to implement a 10% to 15% price hike across all its process nodes. Previously, TSMC had already raised price
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Taiwan's Powertech Technology plans to invest US$2.2 billion to build the world's first AI chip panel-level packaging factory, with production expected to begin as early as early 2027, potentially putting it ahead of TSMC.
Taiwan's Powertech Technology (PTI) announced plans to invest US$2.2 billion to establish the world's first AI chip panel-level packaging factory in Hsinchu, Taiwan, with production slated to begin as
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Intel Executive: Chips to "Grow Taller" with 3D Stacking by 2045, But Equipment Bottlenecks Severe, Global Capacity Only Enough to Double
Intel's head of technology recently stated that by 2045, chips will continue to evolve towards three-dimensional stacking, with transistors, interconnects, and chip-to-chip connections all stacking up
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TSMC is down 4.61% from its previous close, now trading at $411.960.
TSMC is down 4.61% from its previous close, now trading at $411.960.
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TSMC is down 3.1% from its previous close, now trading at $418.520.
TSMC is down 3.1% from its previous close, now trading at $418.520.
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TSMC is up 3.07% from its previous close, now trading at $425.275.
TSMC is up 3.07% from its previous close, now trading at $425.275.
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Samsung invests $22.8m in Texas workforce amid TSMC's potential entry
Samsung Electronics is committing over $22.8 million to workforce development and community programs in Central Texas. This investment comes as rival TSMC explores a potential chip plant in the state,
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TSMC's Q3 revenue exceeded expectations, and it anticipates capital expenditures to significantly surpass $101 billion over the next three years (2026-2028).
TSMC announced its Q3 earnings on October 15, with quarterly revenue reaching $46.6 billion, a 16% increase quarter-over-quarter, exceeding market expectations. The company's Q4 revenue guidance midpo
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TSMC reported record third-quarter profits, but customers such as NVIDIA, Apple, Broadcom, and AMD are fiercely competing for chip production capacity amid surging AI demand.
TSMC reported record third-quarter profits, up 68.7% year-over-year, exceeding expectations for the sixth consecutive quarter, driven by AI chip demand. However, the booming growth of AI has led to a
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TSMC is down 4.52% today, currently trading at $410.640.
TSMC is down 4.52% today, currently trading at $410.640.
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TSMC's Q4 revenue guidance exceeded expectations by 6% to $53.3 billion, with a full-year growth forecast raised to 44%, and consideration for further expansion in the US.
TSMC announced on its Q3 2026 earnings call that it expects Q4 sales to be $53.3 billion at the midpoint, approximately 6% higher than market estimates. The company also raised its full-year 2026 reve
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Taiwan Semiconductor Manufacturing Company Limited (TSM) Q3 Earnings Report: EPS $4.6 beats expectations, revenue $46.72 billion beats expectations.
EPS: $4.6, market expectation $4.45 Revenue: $46.72 billion, market expectation $45.67 billion Reporting period: FY2026 Q3 (as of 2026-09-30) Release date: 2026-10-15
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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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