Taiwan Semiconductor Manufacturing Company Limited (TSM) News
Follow Taiwan Semiconductor Manufacturing Company Limited (TSM) news in one place: company catalysts, earnings, analyst actions and wider market developments. Review 161 public stories across 64 publication days to understand how the story developed. Public news appears after a 15-minute delay; LiveCast subscribers can follow new headlines and hear important updates without this additional delay.
M
Consumer Tech Weekly Roundup Covers Earnings, AI and Product News
A consumer technology roundup covers reported results, AI developments, product announcements and other corporate news from Oct. 12–16.
EQUITY | Oct 17, 2026, 12:51 PM UTC
L
TSMC Maintains Full-Year CapEx Guidance as AI Demand Supports Investment
Analysts said TSMC expects fourth-quarter capex to surpass $21 billion and management cited emerging agentic AI demand as supporting investment. The company maintained its full-year capex guidance.
EARNINGS | Oct 16, 2026, 06:29 PM UTC
M
TSMC shares fall 3.6% as Needham raises price target to $560
TSMC traded at $414.60, down approximately 3.6%, around 10:54 a.m. ET on October 15. Needham analyst Charles Shi raised his price target to $560 from $530.
EQUITY | Oct 15, 2026, 06:36 PM UTC
M
TSMC Shares Fall About 2% as CFO Warns of Margin Pressure
Taiwan Semiconductor Manufacturing shares fell about 2% Thursday as investors weighed rising production costs against sustained AI semiconductor demand. The company reported quarterly net income.
EQUITY | Oct 15, 2026, 03:56 PM UTC
M
Memory Stocks Lose $1.09 Trillion as Chip Shares Slide
Six major memory and storage makers have lost about $1.09 trillion in combined market value since Oct. 2. SK Hynix fell 11.1% on Thursday, while Micron dropped 4.4% and SanDisk 6.6% in U.S. trading.
EQUITY | Oct 15, 2026, 03:26 PM UTC
M
TSMC Raises 2026 Revenue Growth Outlook to About 44%
Taiwan Semiconductor now expects 2026 revenue to grow about 44% in U.S. dollar terms, and forecast fourth-quarter revenue of $52.3 billion to $54.3 billion. Third-quarter revenue was $46.7 billion, above the high end of
EARNINGS | Oct 15, 2026, 09:22 AM UTC
M
TSMC Reports Q3 Revenue of $46.7 Billion, Issues Q4 Guidance
TSMC reported Q3 2026 revenue of $46.7 billion, up 16.2% sequentially and above the high end of its guidance. It forecast Q4 revenue of $52.3 billion to $54.3 billion.
EQUITY | Oct 15, 2026, 07:22 AM UTC
L
TSMC is considering Texas as a potential site for expansion - CEO $TSM
TSMC is considering Texas as a potential site for expansion - CEO $TSM
NEWS | Oct 15, 2026, 06:35 AM UTC
L
TSMC: Hold strong conviction in AI mega trend $TSM
TSMC: Hold strong conviction in AI mega trend $TSM
NEWS | Oct 15, 2026, 06:17 AM UTC
M
TSMC Shares Fall About 2.5% Ahead of Thursday Earnings
TSMC’s U.S. depositary shares were down approximately 2.5% at $434.28 as of 11:53 a.m. ET on October 14, ahead of Thursday’s earnings report.
EQUITY | Oct 14, 2026, 07:06 PM UTC
H
We Asked 3 AI Chatbots for the Week's Top Stock Picks - 2 Bet on TSMC Earnings
asked three AI chatbots the same question: which U.S.-listed stock is best positioned to outperform from Monday, Oct. 12, through Friday, Oct. 16? Each model had to search current market data and news, then name one top
LIVE | Oct 12, 2026, 01:28 PM UTC
M
TSMC shares slip as September revenue rises 54.6%
TSMC reported September revenue of NT$511.86 billion, up 54.6%, while NYSE: TSM was down about 0.9% in U.S. trading.
EARNINGS | Oct 09, 2026, 06:26 PM UTC
M
TSMC shares slip after record NT$1.49 trillion quarter
TSMC stock fell about 1.14% to $466.83 at 10am EST on Oct. 8 despite reporting third-quarter revenue of NT$1.49 trillion, up 50% year over year.
EQUITY | Oct 08, 2026, 05:36 PM UTC
H
Intel Stock Is Falling Thursday: What's Going On?
Intel Corporation (NASDAQ: INTC ) stock fell nearly 2% Thursday as technology stocks weakened amid broader market selling. The Nasdaq declined 0.32%, while the S&P 500 slipped 0.16%. Meanwhile, Intel will continue workin
LIVE | Oct 08, 2026, 02:59 PM UTC
M
TSMC revenue grows 50% as shares dip after results
Taiwan Semiconductor Manufacturing reported another quarterly sales record with revenue growth accelerating, but its shares were down 1.5% early Thursday after the news.
EARNINGS | Oct 08, 2026, 01:16 PM UTC
M
TSMC shares fall 2% after Citi hikes target
Citi raised its Taiwan-listed share target to NT$4,000 from NT$3,800, while TSMC NYSE-listed shares fell about 2.0% to $472.535 around 12pm ET Oct. 7.
EQUITY | Oct 08, 2026, 01:01 PM UTC
L
Globalfoundries inks $2b pact with TSMC for silicon interposers $TSM
Globalfoundries inks $2b pact with TSMC for silicon interposers $TSM
NEWS | Oct 08, 2026, 12:13 PM UTC
H
Intel Stock Is Trending Today: What's Going On?
Intel Corp (NASDAQ: INTC ) shares are trending Wednesday. CEO Lip-Bu Tan said the company will remain a part of Elon Musk’s Terafab project. Intel stock is showing upward bias. What should traders watch with INTC? Intel
LIVE | Oct 07, 2026, 06:29 PM UTC
H
Surging Over 200% in 2026: AMD Balances Near-Term Yield Pressures with Long-Term AI Growth
Advanced Micro Devices Inc. (NASDAQ: AMD ) is facing near-term pressure from higher Treasury yields and energy costs, but its long-term AI growth story remains intact as demand for chips, server CPUs and data center infr
LIVE | Oct 07, 2026, 03:31 PM UTC
M
TSMC Stocks Drop on Musk Terafab Talks
Taiwan Semiconductor Manufacturing (TSM) shares fell nearly 0.5% to $483.48 as investors reacted to news of discussions between Elon Musk and SpaceX regarding the Terafab project. Musk confirmed the talks, according to D
EQUITY | Oct 06, 2026, 06:11 PM UTC
H
Nvidia Stock Briefly Tops Key Level as Earnings Season Puts AI Spending in Focus
Nvidia (NASDAQ: NVDA ) stock briefly flipped a crucial resistance level on Friday as investors rotated back to artificial intelligence companies. It jumped to a record high of $237 before pulling back to end the week at
LIVE | Oct 04, 2026, 06:30 PM UTC
M
TSMC Shares Climb 3.1% on 2030 High-NA Lithography Target
Taiwan Semiconductor Manufacturing (TSM) shares rose approximately 3.1% to around $473.41 on October 2nd, following the company's announcement of plans to introduce High-NA lithography into advanced-node volume productio
EQUITY | Oct 02, 2026, 07:51 PM UTC
H
TSM Q3 2026 Earnings
TSM Q3 2026 Earnings
EARNINGS | Oct 02, 2026, 12:56 PM UTC
L
Wells Fargo Spots Unexpected Winner in TSMC's 2nm Race
Taiwan Semiconductor Manufacturing NYSE:TSM could be preparing another major increase in advanced-chip capacity, and Wells Fargo says the biggest near-term beneficiaries may extend well beyond TSMC itself.The bank said r
GEOPOLITICS | Sep 29, 2026, 07:11 PM UTC
L
TSMC Stock Moves Higher as AI Revival Meets Capacity Risk
Taiwan Semiconductor Manufacturing NYSE:TSM, the world's largest contract chipmaker, rose about 0.9% to $457.175 at 10.55am EST Tuesday as investors weighed a possible return to AI stocks. JPMorgan argued that the recent
GEOPOLITICS | Sep 29, 2026, 06:48 PM UTC
L
TSMC Stock Moves Lower as Agentic Design Chases A14's 2028 Clock
Taiwan Semiconductor Manufacturing NYSE:TSM, the contract chipmaking giant, expanded its chip design partnership with Synopsys as its U.S.-listed shares fell about 0.9% to $446.57 at 11.48am ET time on September 28. The
GEOPOLITICS | Sep 28, 2026, 07:38 PM UTC
L
Apple and Nvidia Just Delivered a Major Boost for TSMC Chip Business
Taiwan Semiconductor Manufacturing NYSE:TSM is moving to expand 2-nanometer production faster than previously expected as major customers increase their commitments to the new technology.The company could reach monthly 2
GEOPOLITICS | Sep 28, 2026, 12:28 PM UTC
L
TSMC Stocks Rise as Packaging Moves Closer to Suppliers
Taiwan Semiconductor Manufacturing NYSE:TSM, the world's largest contract chipmaker, is setting up an advanced-packaging testing and training hub in Kaohsiung. Its U.S. shares rose about 0.4% to $453.02 around 10:28 a.m.
GEOPOLITICS | Sep 25, 2026, 03:58 PM UTC
L
ASML Drops 1.8% as $400 Million High-NA Tools Reach More Fabs
ASML Holding NASDAQ:ASML, the Dutch chipmaking equipment leader, won broader commitments for its roughly $400 million High-NA EUV machines. Its U.S. shares still fell about 1.8% to $1,713.41 at 10.45am ET Time on Thursda
EQUITY | Sep 24, 2026, 07:21 PM UTC
H
EXCLUSIVE: Micron's AI Earnings Could Break the Old Memory Cycle, PurePlay ETFs CEO Says
Micron Technology Inc. (NASDAQ: MU ) is booking record profits from artificial intelligence. Yet the market still values it like a company at the top of a boom-and-bust cycle. Joseph DeYonker, founder and CEO of PurePlay
LIVE | Sep 24, 2026, 07:05 PM UTC
L
TSMC Slips 1% as Packaging Moves Toward Supplier Validation
Taiwan Semiconductor Manufacturing NYSE:TSM, the world's largest contract chipmaker, is building a testing and training hub at a new industrial park in Kaohsiung. Its U.S. shares fell about 1.0% to $442.29 at 10.17am ET
GEOPOLITICS | Sep 24, 2026, 05:41 PM UTC
M
TSMC advances advanced-packaging links via new Kaohsiung park
TSMC anchored a new Kaohsiung industrial park to connect advanced-packaging development, testing and workforce training; NYSE:TSM shares gained about 0.6% to $447.86.
EQUITY | Sep 22, 2026, 06:51 PM UTC
L
META Meta Platforms' (META) Muse AI agent is driving investor optimism for consumer agentic AI, supporting Taiwanese semiconductor, CPU, memory, and related supply-chain stocks. The Details: · CPU demand: Investors are focusing on higher computing requirements for AI agents, supporting the server-CPU theme. · TSMC gain: Taiwan Semiconductor Manufacturing ($TSM) American depositary receipts rose more than 2%. · Supply chain: Semiconductor substrates, connectors, and passive-c
META Meta Platforms' (META) Muse AI agent is driving investor optimism for consumer agentic AI, supporting Taiwanese semiconductor, CPU, memory, and related supply-chain stocks. The Details: · CPU demand: Investors are f
GEOPOLITICS | Sep 22, 2026, 09:28 AM UTC
M
TSMC opens Kaohsiung advanced-packaging validation and training hub
TSMC said it anchored a new advanced-packaging validation and training hub inside Kaohsiung’s latest industrial park, with U.S. shares around +0.7% to $437.895.
EQUITY | Sep 21, 2026, 03:51 PM UTC
M
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
H
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
L
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
L
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
L
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
H
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
M
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
L
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
M
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
L
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
M
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
M
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
M
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
M
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
M
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
L
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
M
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
M
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
H
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
L
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
L
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
L
Nvidia Quietly Became Its Own Market Category
Nvidia Quietly Became Its Own Market Category
EQUITY | Aug 28, 2026, 10:26 PM UTC
L
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
H
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
L
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
L
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