TSM Taiwan Semiconductor Manufacturing
Company Analysis
Latest News
TSMC hikes 2026 bonuses by 30%, fueled by AI profit surge
TSMC CEO C.C. Wei pledged an average increase of more than 30% for 2026 employee profit-sharing payouts. Wei announced the hike during a company town hall...
🟢 TSM is trading 3.3% up today after Nvidia’s $150B Taiwan AI investment plan
TSM is trading 3.3% up at $425.73 after Nvidia detailed plans to boost annual investment in Taiwan to $150 billion, reinforcing the nation's status as the...
Intel CEO Meets TSMC in Taiwan, Aiming to Reclaim PC Dominance
Intel CEO Lip-Bu Tan will visit Taiwan for high-profile meetings with TSMC and semiconductor partners. This visit precedes the COMPUTEX 2026 conference. Nvidia...
TSMC lifts Taiwan past India, fueled by AI hardware demand
Taiwan’s stock market capitalization reached $4.95 trillion. This valuation overtakes India’s $4.92 trillion total. Taiwan now ranks as the world’s...
TSM Price Target Raised to $430, Citing 2nm AI Dominance
Bernstein SocGen Group raised its price target for Taiwan Semiconductor Manufacturing Co. (TSM) to $430 from $351. The firm maintained its Outperform rating....
Nvidia CEO meets TSMC chair, securing critical AI chip supply
Nvidia CEO Jensen Huang arrived in Taiwan on Saturday for technology events and a scheduled meeting with TSMC Chairman CC Wei. Nvidia relies on TSMC’s...
Huawei targets 1.4nm chips by 2031, seeking US tech independence
Huawei introduced the Tau (τ) Scaling Law as an alternative to Moore’s Law at the IEEE International Symposium on Circuits and Systems in Shanghai. The company...
AMD Confirms TSMC Arizona Success, Lifting TAIEX to Record 42,000 Points
AMD CEO Lisa Su confirmed smooth production at TSMC’s Arizona facility during a Taipei visit on May 22, 2026. AMD is manufacturing its fifth-generation EPYC...
TSMC loses AI exclusivity, as Samsung and MediaTek rally over 140%
Investors are diversifying away from TSMC as the sole proxy for the artificial intelligence boom. Traders are shifting capital into hardware and chip-related...
TSMC widens advanced packaging lead, outpacing Samsung’s silicon photonics pilot
TSMC reported significant progress in co-packaged optics (COUPE) technology on May 21, 2026. This advancement in high-speed data transmission strengthens...
🔴 TSM is trading 3.0% down today as geopolitical tensions and macro headwinds pressure semis
TSM is trading 3.0% down today at $392.09, extending a two-day decline as broader risk-off sentiment outweighs positive headlines regarding AI demand and...
TSM profits soar overseas, fueled by surging AI demand
TSMC’s Japan subsidiary, JASM, recorded its first quarterly profit since beginning mass production. Improved utilization rates drove the financial turnaround...
TSMC's Overseas Fabs in Japan and US Reach Key Profitability Milestones in Q1
TSMC’s Kumamoto subsidiary, Japan Advanced Semiconductor Manufacturing Inc (JASM), achieved its first quarterly profit in Q1 2026. The joint venture reported a...
Xi's Taiwan Warning Rattles TSMC Shares — But Can Geopolitics Really Dent a Company This Dominant?
Shares slid roughly 3.7% to $405.04 after Chinese President Xi Jinping warned that mishandling the Taiwan issue could lead to direct clashes — a statement...
🔴 TSM is trading 3.3% down today on Xi’s Taiwan warning and geopolitical tensions
TSM is trading 3.3% down at $405.04 following a sharp multi-day rally and escalating geopolitical tensions. • President Xi warned that mishandling the Taiwan...
Taiwan Semiconductor drops 3%, as Xi warns of clashes over Taiwan
Taiwan Semiconductor Manufacturing shares fell 3.31% during the May 15, 2026, session. The stock is currently trading at $403.91. This pullback follows a 4.48%...
🔴 TSM is trading 3.3% down today after announcing plan to sell stake in Vanguard International
Taiwan Semiconductor is trading at $404.08, down 3.3% on news of a planned strategic asset sale amid a broader market downturn. • The company announced on May...
🟢 TSM is trading 5.2% up today after approving a massive global expansion to meet AI chip demand
TSM is trading 5.2% up at $420.44 after the company announced major new spending plans to boost capacity, capitalizing on the artificial intelligence boom. •...
🟢 TSMC is trading 3.5% up today on US-China trade optimism
TSMC is trading at $413.67 (+3.47%) as semiconductor stocks rally following a high-profile US-China summit that sparked optimism for eased trade...
TSMC Raises 2030 Chip Market Forecast to $1.5 Trillion on AI Surge
TSMC raised its 2030 global semiconductor market outlook to $1.5 trillion. This represents a 50% increase from the previous $1 trillion forecast. Artificial...