TSM
Taiwan Semiconductor Manufacturing
$420.03
+6.03 (+1.46%)
TSM News30 articles
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.
GlobalFoundries Stock in Focus as $300M US Award Nears Finalization
GlobalFoundries (GFS) secures a $300 million US government award proposal, with the Commerce Department taking a 1% stake. Q2 earnings due August 5, revenue expected around $1.76 billion.
Nvidia Retakes Crown as Cloud Giants Pour $140B into AI Infrastructure
Nvidia reclaimed the world's most valuable company title Friday as Amazon, Alphabet, and Microsoft disclosed a combined $140.1 billion in quarterly cloud infrastructure spending, signaling sustained AI demand.
Intel Stock Stalls at $82 as Foundry Losses Cap AI-Driven Rally
Intel shares edged up 0.5% in premarket trading to $82.29, but persistent foundry losses limited gains despite strong AI demand and a Q2 earnings beat.
SK Hynix Misses Estimates, Triggers KOSPI Sell-Off Amid Deleveraging
SK Hynix reports Q2 revenue and operating profit below expectations, leading to a 9.6% stock drop and a broader KOSPI decline of 6%.
Samsung Plunges 13% as Broadcom Deal Tilts Toward Memory Chips
Samsung shares tumbled 13.4% after its $200 billion Broadcom partnership was disclosed as heavily skewed toward memory, disappointing investors expecting a larger foundry win.
TSMC Stock Ends Week Higher Amid Price Hike Strategy for 2nm Costs
TSMC closed the week higher on both Taiwan and US exchanges, with price increases of up to 10% planned for 2027 to address rising costs from 2nm technology and overseas facilities.
TSMC Shares Dip 2.29% on Friday; ADR Discount Widens to 14.4%
Taiwan Semiconductor Manufacturing Co (TSMC) fell 2.29% to NT$2,350 on Friday, widening the ADR discount to 14.4% as Asian markets declined amid rising oil prices and AI uncertainty.
Intel Soars 6.4% on Options Bets for Record $63B Post-Earnings Swing
Intel shares surged 6.4% on Tuesday, with options activity signaling a potential $63 billion swing after its Q2 report. The stock's 160% annual gain sets the stage for a pivotal earnings test.
Chip Rebound Lifts US Futures, AI Earnings in Focus
U.S. stock futures advanced Tuesday as chipmakers rebounded, with Nasdaq 100 futures up 1.3%, but narrow market breadth puts focus on upcoming AI earnings.
Chip Stocks Fuel SOXX Rebound, Driving VGT's Early Rally
A handful of chip stocks drove a rebound in the semiconductor sector, accounting for nearly all of the early gains in two major ETFs.
Nvidia Holds Ground as Chip Sector Slides, Signaling Rotation
Nvidia stock edged up 0.5% in premarket trading Monday after a 3.9% weekly drop, outperforming the PHLX chip index's 10% fall.
TSMC's $265 Billion Arizona Bet Strains Cash Flow as Q2 Capex Surges 41%
TSMC's Q2 free cash flow dropped 17.5% despite record profit, as capex surged 41.4% for its massive Arizona buildout. Revenue forecast raised above 40% for 2026.
Intel Stock Plunges 13% in a Week as Q2 Margin Concerns Intensify
Intel (INTC) shares slid 13.3% over the past week to $95.04, with market focus squarely on the company's second-quarter margins and upcoming earnings report.
Chip Selloff Wipes Out a Third of 2026 Semiconductor Index Gains
The Nasdaq declined 1.19% as a chip selloff erased 35% of the semiconductor index's 2026 gains. TSMC, Netflix, and Intuitive Surgical fell.
Synopsys Shares Plunge 8% as Moonshot AI's Chip Demo Raises EDA Moat Concerns
Synopsys shares fell 8.17% after Moonshot AI's Kimi K3 autonomous chip design demo using open-source tools challenged the proprietary EDA moat, erasing $6.5 billion in market value.
Chip Stocks Bounce Back from Steep Losses, But Recovery Remains Fragile
Semiconductor stocks rebounded from a 6% morning drop to trade down roughly 1% at midday Friday, but the recovery failed to offset the week's valuation correction.
TSMC Revenue Mix Raises Alarm Over AI Spending Growth Deceleration
The PHLX Semiconductor Index fell into bear territory as TSMC's AI-driven revenue concentration highlights the risk of slowing spending growth.
Energy Stocks Surge as AI Shares Slide Amid Oil Rally
A 6.3 percentage point gap opens between AI suppliers and oil majors as crude surges above $81, signaling a shift from growth to cash flow.
AMD Shares Tumble 7% as Wall Street Adjusts Price Targets Amid GPU Focus
AMD shares dropped 7% to $465.79, triggering revised Wall Street targets. GPU growth expectations remain central, with KeyBanc's $725 target now 56% above the stock price.
Chip Rout Widens Growth-Value Gap, Dragging Down US Futures
US stock futures fell Friday as a semiconductor selloff deepened, widening the $10.18 billion gap between growth and value funds. Nasdaq futures dropped 1.9%, while Dow futures declined 0.65%.
Nvidia Shares Dip as Japan AI Order Highlights Demand Uncertainty
Nvidia shares declined 2.35% in premarket trading even after news of a Japanese AI factory order, as broader semiconductor weakness and demand concerns persist.
Chip Stocks Slide as AI Trade Faces Valuation Reality Check
Global chip stocks declined on Friday, with the PHLX Semiconductor Index dropping 4.3%, even as TSMC and ASML reported robust earnings. Investors are now demanding higher returns from AI investments.
AMD Shares Tumble 5.3% on Valuation Worries, Despite Strong Chip Demand
AMD shares fell 5.3% on Thursday, losing $46 billion in market cap, as valuation worries persisted despite strong chip demand. The stock's trailing P/E of 164 dwarfs Nvidia's 32.