TSM Taiwan Semiconductor Manufacturing
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TSMC Boosts 2026 Capex to $64 Billion, Fueled by AI Demand
TSMC increased its 2026 capital expenditure forecast to a range of $60 billion to $64 billion. The new target replaces the previous estimate of $52 billion to...
🔴 TSMC is trading 3.0% down today after record Q2 earnings and aggressive U.S. investment plans
TSMC is trading 3.0% down at $406.78 as investors lock in profits following record Q2 earnings and plans for expanded U.S. capital spending. • The company...
🔴 TSMC is trading 3.8% down today after record Q2 earnings and aggressive U.S. investment plans
TSMC is trading 3.8% down at $403.50 after reporting record Q2 earnings and outlining aggressive new U.S. investment plans. • Despite raising full-year growth...
🔴 TSMC is trading 3.8% down today after record Q2 earnings and massive U.S. capex plans
TSMC is trading 3.8% down at $403.74 following record Q2 results and the announcement of massive new U.S. investment plans. • Quarterly profit jumped on...
TSMC Boosts U.S. Investment by $100 Billion, Targeting AI Chip Demand
Taiwan Semiconductor Manufacturing Co. (TSMC) announced an additional $100 billion investment in its U.S. operations on July 16, 2026. This expansion increases...
Taiwan Semiconductor Manufacturing Q2 2026 Earnings Preview: What Analysts Expect on July 16, 2026
For the second quarter of 2026, analysts expect Taiwan Semiconductor Manufacturing to report consensus revenue of $29.20 billion and an EPS of $3.80, with the...
TSMC hikes legacy chip prices, driven by surging AI demand
TSMC notified customers of price increases for mature node processes starting January 2027. This adjustment marks the first price hike for legacy manufacturing...
TSMC adds three advanced packaging plants, meeting surging AI demand
TSMC will construct three additional advanced packaging facilities in southern Taiwan’s Chiayi Science Park. The company announced the expansion during a...
TSMC Revenue Surges 68% to Record High, Fueled by AI Demand
TSMC reported a 67.9% year-over-year revenue increase for June 2026. Monthly revenue reached a record NT$442.68 billion (US$13.8 billion). This figure...
Samsung fast-tracks Yongin chip plant to 2029, targeting AI market
Samsung Electronics moved the operational start of its first Yongin semiconductor plant to 2029. This timeline is one to two years ahead of the original...
TSMC adds two AI chip plants, targeting $9 billion output
Taiwan Semiconductor Manufacturing Co. (TSMC) will build two additional advanced chip packaging plants in Southern Taiwan’s Chiayi Science Park. A Taiwanese...
TSMC Delays Record June Revenue Report, Typhoon Bavi Hits Taipei
Taiwan Semiconductor Manufacturing Company (TSMC) postponed its June revenue report from July 10 to the afternoon of July 13. Typhoon Bavi caused the delay by...
🔴 TSM is trading 2.9% down today amid semiconductor weakness and AI profit-taking
TSM is trading 2.9% down at $438.60 amid broader semiconductor weakness and a shift toward risk-off sentiment. • Investors are engaging in profit-taking...
Citi Initiates Positive Catalyst Watch on TSMC Ahead of Q2 Earnings
Citi placed Taiwan Semiconductor Manufacturing Co. (TSM) on a 30-day positive catalyst watch. The bank reiterated its "Buy" rating ahead of the company's...
🟢 TSM is trading 2.7% up today lifted by AI optimism and Taiwan rally
TSM is trading 2.7% up now at $456.30 as investors react to strong AI-driven momentum and a sharp rally in TSMC’s Taiwan-listed shares. Recent coverage...
TSMC Surges 4%, Lifting Taiwan Index on AI and ADR Gains
TSMC shares rose 3.94% in Taiwan trading on Wednesday. The stock closed at a session high of NT$2,505.00. This surge lifted the benchmark Taiex index by...
🔴 TSM extends move to 5.4% down
TSM is trading at $451.66, down 5.4% versus the comparison close of $477.57 during regular trading. This is a price-movement alert; no separate...
🟢 TSM extends move to 5.1% up
TSM is trading at $478.08, up 5.1% versus the comparison close of $455.10 during regular trading. This is a price-movement alert; no separate company-specific...
TSMC Targets Surge, Driven by Massive AI Chip Demand
Wall Street analysts raised price targets for Taiwan Semiconductor Manufacturing Co. (TSM) due to sustained AI chip demand. Barclays increased its price...
🟢 TSM is trading 2.0% up today driven by strategic AI partnerships and analyst upgrades
TSM is trading at $464.40 (+2.04%) following multiple positive developments: • Reports indicate TSMC is tapping Winbond for AI-chip packaging and local DRAM...