TSM
Taiwan Semiconductor Manufacturing
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TSM News30 articles
Chip Sector Surge Fuels AI Rally; ETFs and Eaton in Focus
Chip stocks rallied nearly 5%, lifting AI ETFs and pushing S&P 500 and Nasdaq to record highs. Nvidia, Micron, Sandisk surged; Eaton posted strong Q1 sales.
Intel Stock Hits Record on Apple Chip Deal Speculation, TSMC Faces Heat
Intel shares hit a record high following a report of a preliminary deal with Apple for chip manufacturing, while Apple explores alternatives to TSMC.
AMD Stock Retreats After AI-Fueled Rally; Server CPU Strategy Takes Center Stage
AMD shares fell $12.97 to $408.42 Thursday, reversing some of the post-earnings gains. The company's Q1 revenue rose 38% to $10.25B, driven by data-center sales up 57%, and it forecasts Q2 revenue of about $11.2B.
TSMC Shares Surge on AMD's AI-Driven Revenue Boost
TSMC shares rose 6.36% following AMD's 38% Q1 revenue surge, driven by AI demand. TSMC's capacity remains tight, and 2026 capex is projected at the high end of guidance.
Intel's AI-Driven Surge Faces Pivotal Test as AMD's Forecast and Apple Talks Lift Chip Sector
Intel shares rose 6% premarket after AMD's bullish forecast and Apple's reported chipmaking talks. Data Center and AI revenue grew 22%, but net losses and stretched valuation raise questions.
Semiconductor ETF SMH Rebounds on AI Demand, but Valuation Concerns Loom
SMH ETF rebounds as AMD's strong forecast boosts AI chip rally, but high valuations and potential demand slowdown remain risks.
AMD Surges on Strong AI-Led Revenue Forecast, Challenges Nvidia and Intel
AMD shares surged nearly 18% in premarket trading after forecasting Q2 revenue of about $11.2 billion, topping analyst estimates. Data-center sales jumped 57% in Q1, driving a 38% revenue increase.
AMD Earnings: AI Stock Rally's Next Test
AMD reports Q1 earnings after the market close Tuesday. Wall Street expects revenue of $9.9 billion and adjusted EPS of $1.29. Data-center revenue is forecast to jump 53%.
AI Chip Surge Drives SMH ETF to Record Highs, But Valuation Concerns Loom
VanEck Semiconductor ETF (SMH) hit near-record highs as AI chip demand drove major holdings like Nvidia and TSMC. The fund's 140% annual gain raises valuation questions.
TSMC Stock Surges as Longtan Fab Plan Revived
TSMC shares surged 6.56% after the company revived its Longtan wafer fab plan, with strong AI demand boosting Q1 revenue to NT$1.134 trillion.
TSMC's Longtan Revival: AI Chip Expansion Faces Hurdles
The Longtan Science Park expansion has been revived, potentially hosting TSMC's next-gen chip fabs with up to NT$600 billion in investment, pending land and environmental approvals.
ASML Shares Dip Amid AI Optimism and China Export Concerns
ASML's U.S. shares slipped 0.83% as a strong 2026 outlook clashes with China export worries. Q1 sales hit €8.8B.
Intel Shares Surge on Google AI Chip Packaging Deal Prospects
Intel shares jumped 12% to a record $94.75 after reports that Google could adopt Intel's EMIB packaging for AI chips, boosting confidence in the foundry strategy.
Intel Shares Surge on Google AI Chip Packaging Speculation
Intel shares surged 10% Wednesday after reports that Google may use Intel's EMIB chip-packaging technology in its next AI processor, hitting a record high.
AI Stocks Slide on OpenAI Jitters Ahead of Tech Earnings
AI stocks fell Tuesday after an OpenAI report on missed targets triggered declines in Oracle, CoreWeave, and chipmakers, ahead of earnings from major tech firms.
TSMC Shares Dip Amid AI Spending Jitters; Big Tech Earnings Loom
TSMC shares slipped 2.9% on renewed worries over AI capital expenditures, just ahead of major Big Tech earnings reports that could set the tone for the sector.
Intel's AI CPU Surge Drives Wall Street Reassessment
Intel shares climb 2.7% to $84.76, extending post-earnings rally as AI demand shifts focus to CPUs. Q1 revenue hits $13.6B, Data Center and AI unit up 22%.
SK Hynix Surges 5.73% as AI Demand Drives KOSPI to Record High
SK Hynix advanced 5.73% to 1,292,000 won, helping propel the KOSPI to a record high as investors focused on AI-linked semiconductor stocks. The company's HBM supply is constrained through 2029.
ASML's AI-Driven Growth Faces TSMC's High-NA EUV Machine Delay
ASML shares climbed 2.3% on strong Q1 earnings and a raised 2026 outlook, but TSMC's delay in adopting the €350M+ High-NA EUV machine adds uncertainty to the AI-driven growth story.
Cadence Stock Rebounds on TSMC AI Chip Partnership Ahead of Q1 Earnings
Cadence shares bounced back 5.2% Friday after deepening its AI chip design partnership with TSMC. The company reports Q1 earnings Monday, with analysts eyeing $1.453B revenue.
Taiwan Eases Stock Limits, TSMC Hits Record High
TSMC shares closed at a record NT$2,185 in Taipei after Taiwan eased single-stock limits for local equity funds and active ETFs, allowing up to 25% investment in the chipmaker.
Synopsys Deepens TSMC Alliance for AI Chip Design Tools
Synopsys announced expanded collaboration with TSMC on advanced chipmaking and packaging for AI, unveiling new design tools for 3nm, 2nm, A16, and A14 nodes. Shares rose to $483.00.
AMD Shares Near Stifel Target as May 5 Earnings Loom
AMD shares neared Stifel's $320 target before retreating. The chipmaker reports Q1 earnings on May 5, with AI deals from Meta and OpenAI under scrutiny.
Intel Q1 Earnings: AI CPU Optimism Faces Reality Test After 78% Stock Rally
Intel reports Q1 earnings Thursday after a 70% stock surge. Analysts see revenue slipping 1.9% and adjusted profit falling nearly 90%, with AI CPU hopes facing supply and demand realities.
Lam Research Surges on Record Earnings, AI-Driven Forecast
Lam Research shares climbed following a record March quarter, with revenue and earnings surpassing estimates. The company raised its 2026 wafer fabrication equipment forecast to $140 billion, citing strong AI-driven demand.
TSMC Delays High-NA EUV Adoption, Unveils A13 and N2U Roadmap
TSMC introduced its A13 chip technology and a new 2-nanometer variant called N2U, while confirming it will postpone adoption of ASML's advanced High-NA EUV lithography systems until at least 2029.
ASML Confirms Capacity to Meet 2026 AI Chip Demand, Cites China and Tech Adoption Risks
ASML's CEO assured investors the company will not constrain the global chip industry's ability to meet AI-driven demand in 2026, following significant capacity investments. The company raised its 2026 sales outlook to €36-40 billion, though it flagged persistent risks from geopolitics and the adoption of its newest, costlier machines.
Intel Q1 Earnings: AI Chip Supply Crunch Tests Turnaround Strategy
Intel faces its Q1 earnings report Thursday, with investors scrutinizing whether the chipmaker can meet surging AI server processor demand. Despite expected data center growth, overall revenue and earnings are projected to decline sharply.
NVIDIA Stock Dips on Google's AI Chip Ambitions, Inference Market in Focus
NVIDIA shares declined Tuesday following reports that Google is negotiating with Marvell Technology on new AI processors, signaling major cloud providers' efforts to reduce reliance on NVDA's dominant hardware. The stock drop trimmed NVIDIA's market capitalization to approximately $4.53 trillion.
Algoma Central, GSK, AT&T Lead Market Moves as Bitcoin Pool Mines Second Block
Algoma Central surpassed its 50-day moving average after a dividend hike, while GSK shares surged to a multi-decade peak. AT&T's valuation suggests significant upside, and a novel bitcoin mining pool confirmed its hybrid model.