Taiwan Semiconductor Manufacturing Company Limited (TSM) News
Track canonical SquawkNews coverage tagged to TSM, Taiwan Semiconductor Manufacturing Company Limited. This hub brings together deduplicated headlines about alpaca us equities, markets catalysts, earnings, analyst actions, and wider market events so traders can review how a developing story changed over time. It contains 127 indexed stories across 47 publication days and is ordered by the same first-publication timeline used by LiveCast.
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TSMC shares rise as MediaTek unveils Dimensity 9600 Pro
MediaTek unveiled the Dimensity 9600 Pro, which TSMC said is built using its 2-nanometer technology. TSMC (NYSE: TSM) stock rose about 1.1% to $418.06.
EQUITY | Sep 16, 2026, 08:41 PM UTC
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SK Hynix Is Shipping 16-Layer HBM4 for Nvidia Rubin: Where Do Micron And Samsung Stand?
Three companies can manufacture the advanced memory required by Nvidia’s newest artificial intelligence processors. Only one has reportedly reached volume shipments with the densest configuration. Silicon Analysts’ lates
LIVE | Sep 15, 2026, 06:23 PM UTC
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Meta Puts Arke and Astrid Into Data Centers in 2027
Meta Platforms Inc. NASDAQ:META was unchanged as it detailed plans to deploy two in-house AI chips during 2027. The MTIA 450, called Arke, is the third generation of the line and goes into data centers in the first half
NEWS | Sep 15, 2026, 03:51 PM UTC
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TSMC Slips as 2-Nanometer Chip Powers a 51% AI Leap
Taiwan Semiconductor Manufacturing NYSE:TSM, the world's largest contract chipmaker, slipped roughly 0.4% to $416.60 Tuesday as MediaTek rolled out the first Dimensity processor built on TSMC's cutting-edge 2-nanometer p
GEOPOLITICS | Sep 15, 2026, 03:31 PM UTC
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Meta plans wider use of in-house AI chips as it targets lower costs
Meta Platforms NASDAQ:META plans to put a new generation of its internally designed artificial intelligence chips into data centers in the first half of next year, with the company targeting lower energy use and costs fo
NEWS | Sep 15, 2026, 02:51 PM UTC
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Billionaire Investor Adds To ASML, Exits Rivals KLA and Lam — Plus Nvidia, Broadcom
Billionaire activist Dan Loeb ‘s Third Point LLC raised a stake in ASML Holding (NASDAQ: ASML ) in the second quarter. The investor more than doubled its stake in the semiconductor company, increasing it from 12,000 in t
LIVE | Sep 14, 2026, 07:24 PM UTC
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AI and chip stocks fall after tech CEOs urge slower development
Shares in AI- and chip-related companies fell Monday after executives urged a slower pace of AI development.
MACRO | Sep 14, 2026, 08:52 AM UTC
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TSMC Rebounds as August Sales Smash NT$500 Billion
Taiwan Semiconductor Manufacturing NYSE:TSM, the world's leading contract-chip producer, jumped approximately 1.7% to $435.24 Friday after reporting record August revenue of NT$514.81 billion. The stock's rebound put inv
EARNINGS | Sep 11, 2026, 09:14 PM UTC
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TSMC reports August revenue of NT$514.8 billion, ADR down 1.1%
Taiwan Semiconductor Manufacturing reported record August revenue of NT$514.8 billion, about $16.3 billion. Sales rose 53% year over year, while its NYSE ADRs slipped about 1.1% to $430.99 on Thursday.
EQUITY | Sep 10, 2026, 06:11 PM UTC
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TSMC shares slip 0.40% premarket after August revenue rises 53.3%
Taiwan Semiconductor Manufacturing Co. NYSE:TSM slipped 0.40% premarket after reporting August revenue of NT$514.8 billion ($16.3 billion), up 53.3% from a year earlier. Analysts expected 46.8% growth for the quarter as
EARNINGS | Sep 10, 2026, 12:22 PM UTC
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TSMC August revenue rose 53.3% to NT$514.8 billion
Taiwan Semiconductor Manufacturing posted August sales of NT$514.8 billion ($16.35 billion). That marked a 53.3% increase from August 202… as demand for advanced computing chips supported its business.
GEOPOLITICS | Sep 10, 2026, 12:11 PM UTC
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TSM reports Aug revenue of $16.3B, up 53.3% YoY
TSM reported August revenue of $16.3B, up 53.3% year on year. TSMC said it still cannot meet demand while working on roughly 20 fabs at about 4–5x its historical pace, as chipmaking tool needs nearly doubled since end of
EQUITY | Sep 10, 2026, 09:18 AM UTC
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TSMC revenue jumps 53.3% in August to NT$514.8B
TSMC reported record revenue for August of NT$514.8B ($16.35B), up 53.3% year over year. The company attributed results to strong demand for chips used in artificial intelligence applications.
GEOPOLITICS | Sep 10, 2026, 06:51 AM UTC
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Bank of America flags ASML customer commitments over equipment orders
Bank of America says a more important signal for ASML Holdings is customer commitments than a burst of equipment orders, pointing to convergence toward the same High-NA lithography roadmap across TSM, Intel and Samsung.
GEOPOLITICS | Sep 08, 2026, 08:56 PM UTC
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ASML premarket jumps after TSMC and Samsung back High NA EUV
ASML Holding NV rose 2.91% premarket after Taiwan Semiconductor Manufacturing Co. and Samsung Electronics committed to High NA EUV lithography systems. The machines can run $400 million each.
GEOPOLITICS | Sep 08, 2026, 12:26 PM UTC
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TSMC stock jumps nearly 3% to $428.91 on Monday
Taiwan Semiconductor Manufacturing NYSE:TSM rose nearly 3% to $428.91 Monday. TradingView News/Reuters said Taiwan is using semiconductor investment to tighten relationships with the United States.
GEOPOLITICS | Sep 07, 2026, 09:46 PM UTC
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TSMC shares jump on plans for advanced-packaging support center
Taiwan Semiconductor Manufacturing (TSM) rose about 1.9% to $424.78 after laying out plans for a new advanced-packaging support center at Baipu Industrial Park, including modular cleanrooms and laboratories.
GEOPOLITICS | Sep 04, 2026, 05:16 PM UTC
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ASML jumps 4% amid TSMC equipment spending surge
ASML rose 4.0% to $1,711.115 on Friday. TradingView News cites TSMC preparing to spend and boosting equipment requirements to about 1.9 times year-end levels.
EQUITY | Sep 04, 2026, 05:16 PM UTC
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TSMC ramps equipment spending and factory buildout for AI demand
Taiwan Semiconductor said it is sharply increasing equipment purchases and building about 20 factories as AI demand and data-center growth push capacity needs higher.
EARNINGS | Sep 04, 2026, 11:08 AM UTC
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TSMC edges higher as Taiwan pitches political stability for semis
Taiwan turned political stability into a semiconductor selling point as President Lai Ching-te said democracy and the rule of law underpin the island’s position; TSMC inched about 0.2% higher to $414.62.
GEOPOLITICS | Sep 02, 2026, 04:26 PM UTC
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TSMC shares rise as expansion and margin focus hit investors
Taiwan Semiconductor Manufacturing (NYSE: TSM) shares rose to $415.41 on Tuesday, as Taiwan’s stability drew geopolitical attention and TSMC’s $269 billion expansion put its 67.7% margin in focus.
GEOPOLITICS | Sep 01, 2026, 05:16 PM UTC
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Nvidia Quietly Became Its Own Market Category
Nvidia Quietly Became Its Own Market Category
EQUITY | Aug 28, 2026, 10:26 PM UTC
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Nvidia Breaks Ranks With Chip Stocks as Correlation Hits Just 0.03
Nvidia Breaks Ranks With Chip Stocks as Correlation Hits Just 0.03
EQUITY | Aug 28, 2026, 05:56 PM UTC
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Nvidia, Micron, Intel rise in pre-market after Nvidia outlook
Nvidia rose 7.41% pre-market after strong second-quarter results and robust revenue guidance. Micron, Intel, AMD and Broadcom also advanced, while Nvidia cited supply constraints and greater visibility across the supply
EARNINGS | Aug 27, 2026, 08:49 AM UTC
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TSMC's July Surge Raises the Bar for Nvidia's Foundry
TSMC's July Surge Raises the Bar for Nvidia's Foundry
EQUITY | Aug 26, 2026, 07:06 PM UTC
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Nichias to build plant in Taiwan for TSMC supply chain
Nikkei reports Nichias will build a plant in Taiwan, supporting the TSMC supplier supply chain, according to LiveSquawk.
MNA | Aug 25, 2026, 02:45 AM UTC
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Xiaomi launches Xring chip, uses TSMC 3-nanometre process
Xiaomi launches its Xring O3 chip and, sources say, uses TSMC's 3-nanometre process for production, with Xiaomi targeting 200,000 to 300,000 shipments.
EQUITY | Aug 24, 2026, 11:16 AM UTC
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TSMC to manufacture Xiaomi's new Xring O3 chip
TSMC will reportedly manufacture Xiaomi's in-house Xring O3 smartphone processor using 3nm technology, and the chip is expected to power Xiaomi's upcoming flagship foldable phone.
EQUITY | Aug 24, 2026, 09:15 AM UTC
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TSMC to manufacture Xiaomi’s Xring 03, sources report
TSMC is set to manufacture Xiaomi’s Xring 03, according to sources cited Pro.
MNA | Aug 24, 2026, 06:32 AM UTC
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Did Citadel’s $4 Billion AI Stock Selloff Weigh On MU, SNDK, NBIS?
Ken Griffin's Citadel has shed more than 80% of the aggregate risk it took on from Situational Awareness, executing nearly 100 block trades worth more than $4 billion in about three weeks. The July rescue removed the thr
EARNINGS | Aug 21, 2026, 07:06 PM UTC
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SoftBank cuts TSMC stake 71.5% in SEC filing
SoftBank Group says in an SEC filing it cut its stake in TSMC by 71.5% to 565,000 sponsored ADS.
REGULATION | Aug 14, 2026, 04:27 PM UTC
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Nvidia accelerates Feynman AI platform, pressuring TSMC capacity plans
Nvidia is reportedly accelerating development of its next-generation Feynman AI platform, and the report says TSMC is fast-tracking advanced chipmaking and packaging capacity ahead of an expected 2028 launch.
EARNINGS | Aug 14, 2026, 08:36 AM UTC
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S&P 500 Futures Rise
U.S. stock futures show modest gains as investors weigh earnings and inflation data against Middle East tensions
EARNINGS | Aug 12, 2026, 05:17 AM UTC
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Bernstein Maintains Outperform on Taiwan Semiconductor, Raises Price Target to $554
Bernstein analyst Mark Li maintains Taiwan Semiconductor (NYSE: TSM ) with a Outperform and raises the price target from $430 to $554.
GEOPOLITICS | Aug 11, 2026, 06:14 PM UTC
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TSMC Plans Cash Contributions
TSMC plans cash contributions of about 282 billion yen
EQUITY | Aug 11, 2026, 09:38 AM UTC
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Japan's Sony Invests In TSMC Venture
Sony invests in TSMC joint venture
EQUITY | Aug 11, 2026, 09:38 AM UTC
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TSMC Invests In Joint Venture
TSMC invests 282 billion yen
EQUITY | Aug 11, 2026, 09:38 AM UTC
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Taiwan's TSMC Forms Joint Venture With Sony
TSMC and Sony form joint venture
EQUITY | Aug 11, 2026, 09:33 AM UTC
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Japan's Sony, TSMC Invest 1 Trillion Yen
Sony and TSMC invest in Kumamoto plant
EQUITY | Aug 10, 2026, 02:03 AM UTC
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TSMC Recovers Kumamoto JASM Fab Fully
TSMC recovers Kumamoto fab
EQUITY | Aug 04, 2026, 05:35 AM UTC
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TSMC Donates 250M Yen For Earthquake Relief
TSMC donates to Kumamoto earthquake relief
EQUITY | Aug 04, 2026, 02:06 AM UTC
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Taiwan's TSMC Restores Production
TSMC resumes production at Kumamoto plant
EQUITY | Aug 03, 2026, 01:55 PM UTC
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Semiconductor Stocks Fall
Semiconductor stocks decline
EQUITY | Aug 03, 2026, 12:00 PM UTC
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TSMC Boosts 3nm Production Target
TSMC accelerates 3nm production target
EQUITY | Aug 03, 2026, 09:17 AM UTC
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Ray Dalio Says US Is in Decline: 'Threats No Longer Work' in a World Where Order Breaks Down
Bridgewater Associates founder Ray Dalio says the war with Iran was “a big mistake” that exposed the limits of American power, comparing the moment to Britain’s humiliation at Suez. Speaking on The Diary of a CEO podcast
ENERGY | Jul 31, 2026, 08:30 PM UTC
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Taiwan TSMC Advances 1.4nm Production
TSMC moves 1.4nm production to 2028
EQUITY | Jul 31, 2026, 09:45 AM UTC
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TSMC Develops AI Chip Tech
TSMC develops AI chip packaging tech
EQUITY | Jul 30, 2026, 01:01 PM UTC
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Taiwan's TSMC Develops AI Chip Packaging
TSMC develops AI chip packaging tech
EQUITY | Jul 30, 2026, 01:01 PM UTC
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KLA Falls After Earnings: Raised Guidance Fails To Impress Wall Street
Shares of KLA Corp (NASDAQ: KLAC ) tanked in early trading on Wednesday after the company reported its second-quarter results. Here are the key analyst takeaways: Needham analyst Charles Shi maintained a Buy rating and p
EARNINGS | Jul 29, 2026, 03:53 PM UTC
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Taiwan's TSMC Inspects Kumamoto Fab
TSMC inspects equipment after Japan earthquake
EQUITY | Jul 29, 2026, 12:49 PM UTC
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TSM Assessing Earthquake Impact
TSM assessing earthquake impact on operations
EQUITY | Jul 29, 2026, 12:38 PM UTC
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TSM: JASM Construction Resumes
TSM resumes JASM construction
EQUITY | Jul 29, 2026, 12:38 PM UTC
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TSM TSMC notes Water supply, power, and workplace safety systems are functioning normally at jasm
TSM TSMC notes Water supply, power, and workplace safety systems are functioning normally at jasm
RATES | Jul 29, 2026, 12:37 PM UTC
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TSM Tsmc notes all personnel at its kumamoto site have been confirmed safe Tsmc notes post-earthquake structural inspections have been compl
TSM Tsmc notes all personnel at its kumamoto site have been confirmed safe Tsmc notes post-earthquake structural inspections have been completed, confirming its structures are safe, and operations are gradually resuming
RATES | Jul 28, 2026, 01:34 PM UTC
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TSM TSMC: Operations of the Kumamoto plant are gradually resuming.
TSM TSMC: Operations of the Kumamoto plant are gradually resuming.
EQUITY | Jul 28, 2026, 01:18 PM UTC
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TSMC: Operations of the Kumamoto plant are gradually resuming. $TSM
TSMC: Operations of the Kumamoto plant are gradually resuming. $TSM
EQUITY | Jul 28, 2026, 01:18 PM UTC
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Record Backlog, Bigger Outlook: Cadence Rides AI Wave to Blowout Quarter
Cadence Design Systems, Inc. (NASDAQ: CDNS ) stock rose in Tuesday’s premarket session after the electronic design automation software company reported stronger-than-expected second-quarter results, raised its full-year
EARNINGS | Jul 28, 2026, 12:00 PM UTC
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Midday Fly By: Argenx to buy Forte, Nvidia in talks for $250B OpenAI backstop
The major averages were mixed near noon, with the Dow higher and the S&P 500 and Nasdaq in decline amid weakness in tech stocks. Still, the market has reacted positively to easing geopolitical tensions and a steep declin
MACRO | Jul 27, 2026, 03:56 PM UTC
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Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins
Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins
GEOPOLITICS | Jul 27, 2026, 02:22 PM UTC
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TSM pt raised $530 from $480 @ Needham
TSM pt raised $530 from $480 @ Needham
EQUITY | Jul 27, 2026, 09:45 AM UTC