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2026-06-14
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2026-06-14
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Capacity Expansion Focus: Social media conversations center on TSMC's aggressive plans to construct multiple new fabrication facilities each year. Analysts note the firm's target of six-figure monthly wafer output by 2029 amid sustained high demand.
Supply Constraints Persist: Recent commentary emphasizes that TSMC's Arizona plant remains fully booked through 2027, with big tech clients continuin
2026-06-11
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2026-06-11
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Nvidia CEO Delivers a Blunt Message For TSMC Stock Fans
Nvidia CEO Delivers a Blunt Message For TSMC Stock Fans
Less than 1 min read
TSM
−4.15%
2330
−2.17%
Nvidia CEO Jensen Huang said artificial intelligence is insanely profitable for Taiwan Semiconductor Manufacturing Co
TSM
during a speech in Taiwan, highlighting the company's key role in the global chip industry.
Huang m
2026-06-11
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2026-06-11
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2026-06-09
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2026-06-09
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TSMC reported Q1 2026 revenue of $35.9 billion, with net income up 58% to NT$572.48 billion and gross margin at 66.2%. High Performance Computing, driven by AI accelerators, comprised 61% of revenue. The company raised its full-year 2026 revenue growth forecast to over 30% and expects Q2 revenue between $39.0-$40.2 billion. CoWoS capacity for AI GPUs is sold out, and 2nm node risk production begin
2026-05-28
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2026-05-28
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2026-05-27
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2026-05-27
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・TSMC shares gained 1.6% in Wednesday’s premarket session, inching closer to their all-time high.
・NVDA will invest up to $150 billion towards chipmaking capacity expansion and partnerships in Taiwan, CEO Jensen Huang said.
・Stocktwits sentiment for TSMC remained ‘bearish.’
U.S-listed shares of Taiwan Semiconductor Manufacturing Co. gained 1.6% in premarket trading on Wednesday, after Nvidia CE
2026-05-27
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2026-05-27
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2026-05-27
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2026-05-27
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2026-05-26
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2026-05-20
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