Product 16 Sep, 21:30 Impact +5

TSMC sales in May grew by 30%, the driver is still the same - strong demand for AI chips

Product 16 Sep, 21:30 Impact +5

TSMC CEO C.C. Wei stated that the company will not be able to meet the growing demand for chips "for many years" despite massive investments in production. Even the launch of new fabs in the US will not allow TSMC to fully meet the needs of its largest American customers, who plan to spend $725 billion on AI chips in 2026 alone .

AI 16 Sep, 21:30 Impact +5

AMD will invest $10 billion in the development of AI infrastructure in Taiwan, expand its partnership with TSMC.

Positive 16 Sep, 21:30 Impact +5

TSMC reported a 17.5% y/y increase in April sales. Year-to-date sales = +30% y/y. The driver is still the same - strong demand for AI

Earnings 16 Sep, 21:30 Impact +5

TSMC, the world’s largest contract chipmaker, posted a 58% jump in first-quarter net profit on Thursday, beating market forecasts and hitting a record, as it benefits from huge appetite globally for its artificial intelligence processors.

Positive 16 Sep, 21:30 Impact +5

TSMC - sales 1Q 2026 = +35% y/y the company notes continued strong demand for AI

AI 16 Sep, 21:30 Impact +5

TSMC to Begin 3nm Chip Production in Japan by 2028 Amid AI Demand

Positive 16 Sep, 21:30 Impact +5

TSMC Reports January 2026 Sales Growth of 36.8% Year-over-Year

Positive 16 Sep, 21:30 Impact +5

TSMC Plans to Expand Investments in the U.S. by $165 Billion

Positive 16 Sep, 21:30 Impact +5

TSMC Reports 35% Profit Growth in Q4 2025, Exceeding Expectations

Positive 16 Sep, 21:30 Impact +5

TSMC Reports December 2025 Sales Growth of 20.4% Year-over-Year

Product 16 Sep, 21:30 Impact +5

Taiwan Semiconductor Manufacturing Corp, clocked a nearly 40% jump in its May sales on Tuesday, as the chipmaking giant continued to benefit from robust artificial intelligence-fueled demand

Positive 10 Sep, 10:43 Impact +8

TSMC Reports 53% Year-over-Year Sales Growth Driven by Strong AI Chip Demand

Positive 8 Sep, 09:05 Impact +7

TSMC to Utilize ASML's Advanced Lithography Tools Starting 2030

Positive 8 Sep, 09:02 Impact +7

ASML and TSMC Launch Initiative to Drive Industry Transition

Regulatory 14 Aug, 19:27 Impact 0

SoftBank Group Cuts TSMC Stake by 71.5%

Neutral 11 Aug, 12:39 Impact 0

TSMC Plans Cash Contributions of About ¥282 Billion

Neutral 11 Aug, 12:39 Impact 0

TSMC Plans ¥282 Billion Contribution to Joint Venture

Product 11 Aug, 12:38 Impact +2

TSMC Joint Venture Expected to Begin Volume Production in 2029

Positive 11 Aug, 12:35 Impact +2

TSMC Board Approves Approximately $29.4 Billion in Capital Expenditure

Positive 11 Aug, 12:32 Impact +2

TSMC Partners to Develop and Produce Next-Generation Image Sensors

Positive 10 Aug, 08:42 Impact +7

TSMC’s 7M 2026 Profit Rises 37% YoY; Strong Q3 Demand Expected

Positive 10 Aug, 05:03 Impact +2

Sony and TSMC Target Mass Production of Next-Generation Imaging Sensors by 2029

Positive 10 Aug, 05:02 Impact +2

Sony Group and TSMC to Invest ¥1 Trillion in Kumamoto Plant, Nikkei Reports

Product 30 Jul, 16:01 Impact +5

TSMC Advances AI Chip Packaging Technology to Compete with Intel

Negative 29 Jul, 15:49 Impact +5

TSMC Reports Equipment Inspections at Kumamoto Fab Following Japan Earthquake

Positive 28 Jul, 16:18 Impact +5

TSMC's Kumamoto Plant Operations Gradually Resuming

Positive 20 Jul, 12:23 Impact +5

TSMC Anticipates Strong Long-Term Demand for AI Chips

Product 16 Jul, 15:03 Impact +5

TSMC to Invest Additional $100 Billion in Arizona Chip Plant

Earnings 13 Jul, 13:29 Impact +5

TSMC Reports Strong Q2 Revenue Growth Amid High Demand for AI Chips