TSM
Taiwan Semiconductor Manufacturing
$434.67
+4.41 (+1.03%)
TSM News30 articles
TSMC's August Revenue Hits Record NT$514.8B, Easing Q3 Target
TSMC's August revenue hit a record NT$514.8B, up 53% YoY, easing Q3 targets. Investors now watch September sales and margin guidance.
TSMC ADRs Climb Ahead of August Sales Data; Key NT$480B Threshold in Focus
TSMC's ADRs gained 2.7% ahead of Thursday's August sales report. A key threshold of NT$480 billion will test the low end of Q3 guidance.
TSMC ADR Climbs 2.9% as Fab Expansion Struggles to Keep Pace with AI Boom
TSMC's massive fab buildout still can't match AI demand, says exec. ADR up 2.9% as investors weigh capacity constraints and 2027-28 ramp timelines.
Fidelity's FDTX Dips After Fee Increase, Active vs. Passive Debate Heats Up
Fidelity's Disruptive Technology ETF (FDTX) fell 0.2% after a fee increase, even as it posted a 42% YTD gain. The active fund's higher costs are under scrutiny against passive rivals.
Nvidia's $3.5B MediaTek Bet: AI Chip Push Reshapes Market
Nvidia's $3.5B convertible bond investment in MediaTek, announced after Taiwan's close, follows a 1.51% dip in MediaTek shares. The funds support MediaTek's custom AI chip push targeting 15-20% of an $80B market.
KASE Global Weekend Close: PayPal, Nvidia Tumble as US Shares Reprice
PayPal and Nvidia sink on KASE Global's Friday close, while Microsoft and Amazon advance. Asian benchmarks diverge as Korea's KOSPI falls sharply.
Asia Chip Stocks Pare Losses as KASE Global Wraps Up; PCE Inflation Pressures Fed Bets
Asian chip stocks narrowed losses as KASE Global entered its final hour, while a hotter-than-expected US PCE inflation report lifted Fed hike odds and pressured rate-sensitive growth stocks.
UMC Surges 6% on AI Foundry Bet Despite Semiconductor Selloff
UMC shares rose 6% as investors embraced its AI foundry strategy amid a broader semiconductor selloff, with ADR up 6.2% to $19.48.
Asia Stocks Split as Rising Yields and Oil Pressure Markets
Hong Kong shares advanced about 4% last week, while Japan's Nikkei fell a similar amount as rising yields and oil prices weighed on sentiment.
Asia Stocks Brace for Yield, Oil Pressure as Chip Rally Holds
Asian markets face renewed headwinds from higher yields and oil prices after Thursday's rebound. Korea's chip rally and shareholder return plans provide support, but Japan CPI and US data loom.
Samsung Foundry Price Hike Highlights AI Chip Capacity Crunch
Samsung's foundry price hike of up to 15% signals tight AI chip capacity. TSMC shares remain flat despite strong July revenue growth of 44.7%.
Chip ETF Slips as Marvell-Broadcom Deal Talks Collapse
The VanEck Semiconductor ETF (SMH) dropped 1.2% after Marvell and Broadcom ended merger talks, triggering a broader chip selloff despite gains in the S&P 500.
Intel Stock Slips as $22.6B Share Sale Dilutes Holdings
Intel shares dropped 2% after completing a $22.6 billion equity offering that increased share count by 4.8%. Proceeds will fund capital expenditures and working capital.
Micron Surges 6% as AI Demand Drives $63B Value Jump
Micron shares climbed 6.45% to $924.50, adding $63 billion in market cap, as AI infrastructure earnings lifted chip stocks. The stock remains 26% below its peak.
Intel's $15B Equity Raise Fuels Foundry Expansion Amid AI Surge
Intel plans a $15B common stock offering, about 3.1% dilution, to fund 75% of 2026 capex. The move capitalizes on a stock surge driven by AI demand.
Intel's $15B Share Sale to Fund Capex, Dilute Stock by ~3%
Intel (INTC) announced a $15 billion stock offering, diluting shares by ~3% to fund capital spending. Shares fell 3% premarket.
TSMC July Sales Jump 45% as AI Demand Fuels Q3 Growth Expectations
TSMC's July revenue surged 44.7% year-over-year to NT$467.58 billion, propelled by AI demand. The company must maintain momentum in August and September to meet Q3 guidance.
Intel Foundry External Revenue at 5.1% as Stock Surges 12.7%
Intel shares climbed 12.7% this week as investors bet on foundry turnaround, but external customers still contribute only 5.1% of segment revenue.
Nvidia's Record $562B Weekly Surge Sets Stage for High-Stakes Earnings
Nvidia's market value jumped $562 billion last week, exceeding Intel's entire worth. All eyes now turn to its August 26 earnings report for forward guidance.
Intel Stock Soars 12.7% as New Sales Chief Takes Charge
Intel shares surged 12.7% last week, driven by a strong Tuesday rally and a new sales chief appointment, but trading volume fell sharply.
Nvidia Adds $562B in Value as AI Demand Outlook Reshapes Valuation
Nvidia's market value jumped $562 billion last week, fueled by AI demand signals, but earnings forecasts stayed flat, signaling a valuation re-rating.
Intel Stock Climbs Premarket as Profit Forecasts Surge
Intel shares pointed higher premarket on Friday as analyst estimates for Q3 and full-year earnings surged, reflecting strong Q2 results and improving foundry economics.
Nvidia Gains $235B Market Edge Over AMD After SpaceX AI Endorsement
Nvidia shares climbed after SpaceX named it the exclusive AI infrastructure provider, widening its market cap advantage over AMD by roughly $235 billion.
Intel Dips Below $100 Despite 38% Jump in 2026 EPS Forecasts
Intel shares fell 1.17% to $99.88 premarket, even as 2026 EPS forecasts surged 38% to $1.49. Analysts remain cautious with 31 Holds.
Intel Stock Rises 0.9% to $91 as AI Server Growth Offsets Foundry Losses
Intel shares rose 0.9% to $91.00, lagging the Nasdaq's 2.1% gain, as strong AI server growth was offset by persistent foundry losses and minimal external revenue.
Nvidia's $143B Surge Tests AI Spending Conversion
Nvidia shares jumped 2.9% Monday, adding $143B in market value, as investors found reassurance in cloud spending. AMD reports Tuesday, and Nvidia's August 26 results will test whether capex converts to revenue.
TSMC Stake Filings Show Slowing Buy Pace in Latest Quarter
Recent alerts on TSMC (TSM) stakes reflect March positions, but Positano's June filing shows buying slowed sharply. Q2 results were strong, yet position data lags.
Intel Stock Holds Near $90 as Server Pricing Surge Offsets Volume Growth
Intel trades near $90 after server ASPs jumped 48%, driving segment revenue up 61%. Q3 guidance beat, but higher capex and ongoing foundry losses temper the outlook.
GlobalFoundries Faces Earnings Test After Photonics Grant Boost
GlobalFoundries (GFS) shares dropped 6.6% last week as investors await Q2 earnings, even as a $300M photonics grant proposal offers long-term support but raises dilution questions.
Nvidia Closes Above $200 as Amazon's AI Spending Surge Boosts Chip Demand
Nvidia closed at $200.75, up 2.9%, as Amazon's $220B capex plan underscores AI demand. Data centers drove 92.1% of Nvidia's quarterly revenue.