Taiwan Semiconductor Manufacturing News - January 2026
Nvidia Projected to Overtake Apple as TSMC's Largest Customer in Major AI Shift
Analyst estimates and commentary indicate that Nvidia is projected to supplant Apple as Taiwan Semiconductor’s (TSMC) largest customer this year, confirming...
Nvidia Reportedly Plans to Shift Next-Gen GPU Production to Intel, Challenging TSMC's Dominance
Nvidia is reportedly planning a major strategic shift, moving some of its future next-generation GPU production to Intel's foundries, challenging the...
TSMC Accelerates $165B Arizona Fab, Adding Advanced Packaging to Secure US AI Supply Chain
TSMC is accelerating its $165 billion Arizona Gigafab expansion, confirming the 2026 groundbreaking of dedicated domestic advanced packaging plants (AP1 and...
🔴 Taiwan Semiconductor is trading 3.2% down today after broader tech selloff amid AI spending concerns
TSM is trading at $331.50 (-3.2%) as semiconductor stocks decline, weighed down by a sharp tech sector pullback and concerns over Microsoft's Azure growth. ...
SK Hynix Surpasses TSMC in Q4 Profit Margin for First Time in 7 Years
SK Hynix Inc. reported a fourth-quarter operating profit margin of 58.4%. This margin surpassed TSMC's for the first time in seven years. Demand for...
TSMC Confirms Major Global Expansion with Arizona 'Gigafab Cluster'
Taiwan Semiconductor Manufacturing Company (TSMC) confirmed on January 28, 2026, its plans for a significant global expansion, highlighted by the development...
TSMC's 2nm Capacity for 2026 Reportedly Fully Booked by NVIDIA and Apple
Taiwan Semiconductor Manufacturing (TSM) is set for dominance in the "AI 2.0" era as its highly anticipated 2nm (N2) chip production capacity for 2026 is...
TSM Hits Record Intraday High Amid Strategic Expansion and Bullish Sector Sentiment
Taiwan Semiconductor Manufacturing Co. (TSM) stock reached a record intraday high of NT$1,785. The Taiwan Stock Exchange also closed at a new peak. TSM's surge...
TSMC Kicks Off 'Angstrom Era' with 2nm Mass Production and High Yields
Taiwan Semiconductor Manufacturing (TSM) confirmed that its advanced 2-nanometer (N2) chips have entered High-Volume Manufacturing (HVM), solidifying its...
NVIDIA Surpasses Apple as TSMC's Largest Customer, Signaling AI Market Dominance
NVIDIA officially became Taiwan Semiconductor Manufacturing Co.'s (TSMC) top customer. NVIDIA CEO Jensen Huang confirmed the development. This change displaces...
TSMC Shares Fall Sharply Amid Reports of Regulatory Hurdles for Nvidia's AI Chips in China
TSM shares fell -4.45% as investors reacted negatively to escalating trade tensions, specifically concerning reports that China may block imports of Nvidia’s...
Taiwan Pledges $250 Billion Investment and $250 Billion in Credit Guarantees to Boost US Chip Manufacturing
The U.S. and Taiwan have finalized a major trade agreement that includes a commitment from Taiwan to invest at least $250 billion in the American...