TSM stock news · Taiwan Semiconductor Manufacturing Co. Ltd.
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Get alerts for TSMJim Cramer says not to think the worst is over after chip stocks lost $1 trillion in value.
NeutralTaiwan Semiconductor shares fell during the chip selloff, but the story reports no change in its sales, products, or business outlook.
Chip companies lost about $1 trillion in value on Friday, with five firms making up 60% of the losses.
NeutralTSMC shares fell 5.4% in the chip selloff, but the report gives no TSMC-specific sales or business update. It does not show a change in TSMC's outlook.
Nvidia's business in China is almost gone, and Shay Boloor says this helps local companies.
NeutralThe story says China relies on older chipmaking tools without ASML’s advanced equipment, but gives no Taiwan Semiconductor sales or order details. It does not show a clear change to its outlook.
Elon Musk can create Terafab quicker than others, but making it in large amounts might not happen until 2030, says an analyst.
NeutralThe story says hiring experienced TSMC workers did not help China close its advanced chipmaking gap. It reports no new change to TSMC’s own business, so its outlook is unchanged.
Ken Griffin says AI is a bubble after Citadel bought stocks when prices were low.
NeutralTaiwan Semiconductor was among the fund's 5 largest disclosed holdings, and the AI trade rebounded after Citadel took over its portfolio. Griffin's warning points the other way, and no company business update is reported, so the story leaves its outlook unchanged.
TSMC has stopped building at its site in Kaohsiung after a deadly accident.
Bad for TSMTSMC stopped work in parts of a Kaohsiung construction site after multiple worker deaths. The fatal accident and work pause weigh negatively on the company.
Samsung is asking TSMC to help make Nvidia's new memory, which could affect Micron and SK Hynix too.
Good for TSMThe reported plan would use TSMC's 3-nanometer process for the memory base die, giving TSMC work whichever supplier wins. TSMC did not comment, so the reported benefit is not a confirmed order.
Analysts say Taiwan Semiconductor Manufacturing is investing more money as AI technology grows.
Good for TSMTSM reported record profits and rising sales, with a fourth-quarter sales forecast of $52.3 billion to $54.3 billion. Strong AI demand supports growth despite heavy planned spending.
A chip expert says the rise of AI has changed how demand works, as TSMC shares record profits.
Good for TSMTSMC reported record profit, and its newest chip process grew quickly. Strong AI demand points to more sales, though limited supply may restrict how much it can make.
Rocket Lab, Taiwan Semiconductor, and other major stocks dropped in early trading on Thursday.
NeutralTaiwan Semiconductor's shares fell after its third-quarter results, but the story gives no result figures or details. It reports no clear change to the company's business prospects.
Companies will share their earnings on October 15, 2026.
NeutralTaiwan Semiconductor is expected to report quarterly profit of $4.45 per share and sales of $45.62 billion. Those are estimates, not reported results, so the story does not change its outlook.
The CEO of Taiwan Semiconductor believes there’s no limit to how much money they can make.
Good for TSMTaiwan Semiconductor beat its third-quarter sales target and expects sales to grow about 44% in 2026. Strong demand outweighs falling profit share and costly factory expansion.
Taiwan Semiconductor shares its financial results for the third quarter of 2026.
Good for TSMTSMC's third-quarter sales rose 16% to $47 billion, beating its forecast, as gross margin fell about 1 percentage point. Its next-quarter sales forecast points to more growth.
TSMC made more money than expected in the third quarter, with sales jumping 41% thanks to AI chip demand.
Good for TSMTSMC beat sales and profit estimates as AI demand lifted sales 41.2%. Capacity limits may restrict growth, but the strong results and lasting demand support a positive reading.
ASML says the rise of AI is helping them charge more for their chipmaking machines.
NeutralTSM is ASML’s largest customer, but ASML did not name which buyers accepted higher prices. TSM had resisted earlier increases, so no confirmed cost change for TSM is reported.
ASML shared a schedule for its new chipmaking technology, with Intel, Samsung, and TSMC leading the way.
NeutralTSMC plans to begin using the machines in 2030 and work with ASML on larger masks. The story reports plans, but no change to TSMC’s sales or profits, so it does not change the company’s business picture.
David Tepper used to say he didn’t trust himself about Nvidia, but now Appaloosa owns 1.5 million shares.
NeutralAppaloosa increased its Taiwan Semiconductor stake, but the report gives no new company sales or business results. A fund's holding alone does not change its outlook.
GlobalFoundries has a $2 billion deal with TSMC to boost AI chip packaging in the U.S.
NeutralTSM will receive U.S.-made interposers for its advanced packaging system, but the story gives no price, savings, or added sales from the deal. It does not show a clear change in TSM's business outlook.
Intel's stock dropped almost 2% on Thursday; here's what happened.
NeutralTSMC is discussing Terafab with Musk, but the story reports no agreement or chip order. It shows no clear change in TSMC's business outlook.
Intel's CEO Lip-Bu Tan says they will keep developing Terafab, while Elon Musk says TSMC might just rent part of it.
NeutralMusk says TSMC may sublease part of the site, but says his companies will build and run it. No lease or work award is reported, so this does not yet change TSMC's outlook.
Lisa Su says that the need for AI will remain really strong for years, so AMD is working hard to boost supply.
NeutralAMD says it needs more advanced wafer capacity and met with TSMC executives. The story reports no specific TSMC order or added sales, so it does not change TSMC's outlook.
Today, big trades are happening with 6 tech stocks.
NeutralTaiwan Semiconductor had a call trade labeled bearish. The trade reports a trader’s view, not a change in the company’s business prospects.
TSMC's talks with Elon Musk could hurt Intel's plans to make chips.
Good for TSMTSMC is discussing a possible role in Terafab's Texas factories, opening a path to more chip-making work. No deal has been announced, so this remains an opportunity rather than added business.
Intel's Terafab project is facing more competition as Musk says he's in talks with Taiwan Semiconductor.
NeutralTaiwan Semiconductor is in early talks about a possible Terafab role, which could create an opportunity. The story confirms no role or project work, so it does not change the company’s outlook.
Taiwan Semiconductor's stock reaches its highest point in a year — what's happening?
Good for TSMTaiwan Semiconductor's AI chip sales are climbing, and it is weighing more factory space. Strong demand and growth expectations make the news favorable, despite early Texas talks and tax-credit uncertainty.