TSM Taiwan Semiconductor Manufacturing
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Samsung and SK Hynix Face Shortages, as Hormuz Blockade Halts Materials
A blockade of the Strait of Hormuz has disrupted the global semiconductor supply chain since early March 2026. [1, 3, 5] The closure halted shipments of...
TSMC Approves $51B for Global Expansion and Arizona Site, Citing AI Boom
Taiwan Semiconductor Manufacturing Co. (TSMC) approved a capital budget of approximately $31.28 billion. The funds will expand advanced technology capacity and...
🔴 TSMC is trading 3% down today on hot CPI data and Intel-Apple supply chain pressure
TSMC is trading at $392.38 (-3.01%) today, weighed down by hotter-than-expected inflation and reports of major customers diversifying their supply chains. •...
TSMC's Arizona Project Achieved Profitability in First Full Year of Operation
Taiwan Semiconductor Manufacturing Co.’s Arizona plant generated approximately $514 million in profit. The facility completed its first full year of mass...
TSMC partners with Applied Materials, accelerating next-gen AI chip production
Taiwan Semiconductor Manufacturing Co. (TSMC) and Applied Materials formed a partnership to develop AI-era semiconductor technologies. The collaboration...
TSMC and Sony Launch Sensor Venture, Eyeing Automotive and Robotics AI
TSMC and Sony signed a non-binding memorandum of understanding to develop and manufacture next-generation image sensors. The joint venture will be located in...
TSM Reports Strong April Sales Driven by AI Demand, Sees 17.5% Year-Over-Year Growth
Taiwan Semiconductor Manufacturing Co. (TSM) reported April 2026 revenue of NT$410.73 billion ($13.08 billion). This figure represents a 17.5% increase...
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...