Taiwan Semiconductor Manufacturing News - July 2026
TSMC develops quasi-EMIB technology, challenging Intel in AI chip packaging
TSMC is developing an advanced chip-packaging technology similar to Intel's Embedded Multi-die Interconnect Bridge (EMIB). Internal sources refer to the...
TSMC Evacuates Japan Factory, 7.1 Earthquake Rattles Global Supply Chain
A 7.1 magnitude earthquake struck Japan’s Kumamoto Prefecture on July 28, 2026. Taiwan Semiconductor Manufacturing Co. (TSMC) evacuated its local fabrication...
TSMC Slides Nearly 9% in a Week as China Builds Its Own Chipmaking Machines — But Can Five Tools Really Threaten a $2 Trillion Giant?
Shares of Taiwan Semiconductor Manufacturing slid 3.4% to $385.64 on July 28 after reports that a Chinese state-backed company has begun mass-producing...
🔴 TSMC is trading 3.8% down today on reports of Chinese breakthroughs in domestic chipmaking tools
TSMC is trading 3.8% down at $385.64 following reports that a state-backed Chinese firm has achieved mass production of key domestic chipmaking tools,...
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 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...
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...