TSM Taiwan Semiconductor Manufacturing
Company Analysis
Latest News
TSMC seeks permit for new high-speed chip fab in Taiwan; Google Axion CPU built on TSMC 3nm
On October 21, 2025, TSMC applied for a permit to construct a high-speed chip fabrication plant in central Taiwan, signaling ongoing investment in advanced...
TSMC Seeks Permit for New High-Speed Chip Fab in Central Taiwan
On October 21, 2025, TSMC was reported to be seeking a permit to construct a high-speed chip fabrication facility in Central Taiwan, signaling ongoing...
TSMC Tapped by Google to Manufacture First Arm-Based Axion CPU on 3nm Process
Taiwan Semiconductor Manufacturing Co. is reportedly manufacturing Google's first custom Arm-based CPU, Axion, utilizing its advanced 3nm process technology....
TSMC Accelerates Advanced Chip Production in US, Showcasing Arizona Fab Interior
Taiwan Semiconductor Manufacturing Co. (TSMC) has accelerated its deployment of advanced chip manufacturing technology in the United States, releasing for the...
TSMC Margins Recover to Pre-Pandemic Levels Amid Global Expansion and AI Demand Surge
TSMC's operating margin has rebounded to pre-pandemic levels, reflecting strong cost controls and high capacity utilization, though overseas expansion (U.S.,...
Taiwan Government to Establish Silicon Photonics Hub in Kaohsiung, Leveraging TSMC's 2nm Presence
Taiwan's government has announced its intention to build a national silicon photonics hub in Kaohsiung to advance its artificial intelligence development...
TSMC Confirms 1.4nm 'A14' Process Development, Plans New Fab Construction
Taiwan Semiconductor Manufacturing Company (TSMC) has confirmed its plans to develop a 1.4-nanometer process, designated A14, with the groundbreaking for a new...
Nvidia Poised to Overtake Apple as TSMC's Largest Customer in 2025, Driven by AI Demand
A significant shift in the semiconductor industry landscape was reported on October 15, 2025, with news that Nvidia is on track to surpass Apple as Taiwan...
TSMC's Efficient 'Taiwan Model' for Chip Fab Construction Draws US Interest
On October 15, 2025, an editorial in the Taipei Times highlighted the growing international interest, particularly from the United States, in replicating...
TSMC September Sales Beat Expectations, Fueling AI Chip Sector Optimism Ahead of Earnings
Taiwan Semiconductor Manufacturing Company (TSMC) announced strong September 2025 sales figures, which pushed its third-quarter sales above the company's own...
TSMC Surges as 2nm Orders Fully Booked for 2026; Advanced Node Demand Drives Rally
On October 14, 2025, TSMC's stock closed at $302.89, up 7.92% from the previous session, following major news that its 2nm chip production is fully booked for...
TSMC's ADR Surges Nearly 8% as US-China Trade Tensions Ease
Taiwan Semiconductor Manufacturing Co.'s American Depositary Receipts (ADR) experienced a significant surge of 7.99% on Tuesday, October 14, 2025. This sharp...
TSMC Surges After Announcing Major Price Hikes for Advanced Chips
On October 13, 2025, Taiwan Semiconductor Manufacturing (TSMC) closed at $302.89, up 7.92%, marking its largest percent increase since April. The surge follows...
Taiwan Asserts No Significant Impact on TSMC from China's New Rare Earth Export Curbs
On October 13, 2025, Taiwan's Ministry of Economic Affairs stated that China's expanded export controls on certain rare earth elements are not expected to have...
Taiwan Says China’s Rare Earth Curbs Won’t Hit TSMC or Chip Sector
On October 13, 2025, Taiwan’s economy ministry announced that China’s expanded rare earth export controls will not significantly impact Taiwan’s semiconductor...
Taipei Times Editorial Questions Reliance on TSMC as a "Silicon Shield" for Taiwan's Security
An editorial published in the Taipei Times on October 11, 2025, argues against the popular notion that Taiwan's security is guaranteed by TSMC's dominance in...
TSMC Shares Drop on US Export Waiver Revocations and China Rare Earth Restrictions
On October 10, 2025, TSMC stock fell sharply, dropping 4.62% to 4.78% after the US government revoked export waivers allowing the use of US-origin technology...
🔴 TSM is trading 5.5% down today after US export waiver revocations and China rare earth restrictions raise supply chain concerns
TSM is trading at 5.52% down now at $283.33 after the US government revoked export waivers allowing TSMC to use US-origin technology in China, heightening...
TSMC Stock Plunges Amid US Export Waiver Revocations and China Rare Earth Restrictions
TSMC (TSM) shares are down sharply on October 10, 2025, falling 5.11% to $284.56 in live trading, following a 4.62% drop in the previous session, as the US...