TAIWAN SEMICONDUCTOR MANUFACTUR News - July 2026

TSMC.BA

🟢 TSMC is trading 6.1% up today on upbeat sector earnings and AI demand optimism

TSMC is trading 6.1% up today at $44.90 as semiconductor stocks stage a strong rebound following recent sector-wide selling and upbeat earnings reports. •...

TSMC.BA

🔴 TSMC is trading 3.6% down today following Kumamoto fab evacuation and semiconductor retreat

TSMC is trading at $42.34 (-3.55%) as shares face pressure from a mandatory evacuation at the company's Kumamoto fab and a broader retreat in the semiconductor...

TSMC.BA

🔴 TSMC is trading 3.4% down today amid earthquake impact, Chinese foundry restriction concerns, and broad AI sector pressure

TSMC is trading 3.4% down at $43.92 following a magnitude 7.1 earthquake in Japan which led to the evacuation of staff at its Kumamoto fab, and amidst broader...

TSMC to hike chip prices 10%, citing rising global expansion costs
TSMC.BA

TSMC to hike chip prices 10%, citing rising global expansion costs

Taiwan Semiconductor Manufacturing Co. (TSMC) will raise prices for its chip-making services by 5% to 10% in 2027. The price adjustments apply to both...

TSMC boosts Arizona investment to $265 billion, fueled by AI demand
TSMC.BA

TSMC boosts Arizona investment to $265 billion, fueled by AI demand

Taiwan Semiconductor Manufacturing Co. (TSMC) committed an additional $100 billion to its Arizona operations. This expansion brings the company's total planned...

TSMC posts record profit and hikes growth forecasts, fueled by AI demand
TSMC.BA

TSMC posts record profit and hikes growth forecasts, fueled by AI demand

Taiwan Semiconductor Manufacturing Co. reported a record 77.4% increase in second-quarter net income. Quarterly revenue reached $40.2 billion. This figure...

TSMC Revenue Surges 68%, Driven by Relentless AI Chip Demand
TSMC.BA

TSMC Revenue Surges 68%, Driven by Relentless AI Chip Demand

TSMC reported a 67.9% year-over-year revenue surge for June 2026. Relentless demand for advanced artificial intelligence chips drove the growth. June sales...

TSMC.BA

🟢 TSMC is trading 3.4% up today on plans for three new advanced packaging fabs to meet AI demand

TSMC is trading 3.4% up at $50.30 following news that it will add three new advanced packaging fabs at Chiayi Science Park to meet booming AI and...

TSMC Adds Three Advanced Packaging Fabs, Tackling Global AI Chip Shortage
TSMC.BA

TSMC Adds Three Advanced Packaging Fabs, Tackling Global AI Chip Shortage

Taiwan Semiconductor Manufacturing Co. (TSMC) will construct three additional advanced packaging facilities in the Chiayi Science Park. The announcement...

TSMC.BA

🔴 TSMC.BA is trading 6.1% down today as investors rotate out of semiconductor and AI names

TSMC.BA is trading 6.1% down at $47.62 as investors rotate out of semiconductor and AI-related names following a strong market run. • Broader chip-stock...

Goldman Sachs Hikes TSMC Capex to $78 Billion, Citing AI Arms Race
TSMC.BA

Goldman Sachs Hikes TSMC Capex to $78 Billion, Citing AI Arms Race

Goldman Sachs increased its 2027 capital expenditure forecast for TSMC to $78 billion. This revision represents an 11.4% increase over previous...

TSMC.BA

🟢 TSMC.BA is trading 0% up today on sustained AI chip demand and packaging growth

TSMC.BA is trading at 0% up now at $52.50 as investors focus on sustained AI chip demand and advanced packaging growth. • Recent commentary highlights roughly...