TSM
Taiwan Semiconductor Manufacturing
$353.10
-42.65 (-10.78%)
TSM News30 articles
Bank Earnings Propel Dow, Tech Slumps on AI Credit Worries
Dow outperforms Nasdaq as bank earnings lift financials, while AI credit worries pressure tech. S&P 500 flat, yields rise.
AI Selloff Weighs on S&P 500 as Broader Market Shows Strength
S&P 500 slips 0.5% despite broad gains as AI stocks tumble. Producer prices jump 1.3%, retail sales rise, but yields ease, hinting at rotation.
AI Selloff Widens Nasdaq-Dow Gap to Three-Month High
The Nasdaq dropped 1.88% on AI selling while the Dow slipped 0.09%, marking the widest gap since July. Inflation data and rate concerns drove the split.
AI Stocks Drag Nasdaq Down 1.25% Despite Treasury Yield Retreat
The Nasdaq dropped 1.25% as AI stocks sold off, even as Treasury yields reversed lower. The S&P 500 edged down 0.47% but breadth was positive, with energy and staples leading.
Tech Selloff Pressures Nasdaq; Equal-Weight S&P Shows Resilience
The Nasdaq dropped 1.3% on Thursday, but an equal-weight S&P 500 proxy stayed positive, driven by energy and consumer staples gains.
Oil Spike Jolts Markets: Nasdaq Slips as Energy Surges
Brent crude surged 4.4% to $104.63 after explosions in Riyadh, lifting energy shares 2.3% while tech and airlines slumped. Fed's Waller signaled possible further rate hikes.
AMD Rally on Unverified Price Hike Speculation
AMD closed at $615.52, up 9.95%, but no confirmation of a reported 10% Q4 price hike. Analysts' average target implies 4.7% upside, with data center growth driving sentiment.
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.