$TSM

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• News1d ago

  Intel’s 14A Process Is Currently Being Evaluated By Amazon, Apple, AMD, Google, Tesla, Microsoft, NVIDIA, And Qualcomm, According To Piper Sandler While Intel's next-gen 14A process currently lacks a definitive anchor customer, it is nonetheless being evaluated by the who's who of the tech world, as the industry desperately searches for a viable alternative to TSMC, as per a new investment note from Pip… While Intel's next-gen 14A process currently lacks a definitive anchor customer, it is nonetheless being evaluated by the who's who of the tech world, as the industry desperately searches for a viabl… [+4020 chars]

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• News11d ago

  Intel Climbs 5% on High-NA EUV Production Lead, ASML and Taiwan Semiconductor Advance 3% Intel just hit a lithography milestone that puts every rival chipmaker years behind, and the stock is surging against a falling market. Whether that lead tra... Quick Read <ul><li>Intel surged 5% and ASML jumped 4% after confirming over 1 million wafers processed on High-NA EUV, including Panther Lake production layers. </li><li>TSM rose 2% on AI demand, b… [+6320 chars]

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• News12d ago

  Taiwan Semiconductor Manufacturing Company (TSM) Raises Guidance as Demand for Advanced Chips Soars Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “International Fund”. The letter can be downloa... Diamond Hill Capital, aFirst Eagle Investment Managementcompany, issued its Q2 2026 investor letter for its "International Fund". The letter can be downloaded here. The Fund returned 7.76% in the qua… [+3594 chars]

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• News17d ago

  Taiwan Semiconductor Manufacturing Company Limited (TSM): The Powerhouse of Advanced Semiconductor Manufacturing Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The... Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy". The letter can be downloaded here. Global equ… [+3779 chars]

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• News18d ago

  Taiwan Semiconductor Manufacturing Company (TSM) Limited Continues to Deliver Stellar Financial Results Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Fifth Avenue Growth Fund”. The letter can be... Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its "Baron Fifth Avenue Growth Fund". The letter can be downloaded here. The fund achieved a stro… [+4034 chars]

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• News26d ago

  Could Taiwan Semiconductor Manufacturing Co. (TSM) Be the Biggest Long-Term Winner From the AI Chip Boom? Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The l... Sustainable Growth Advisers(SGA), an investment management company, released its second-quarter 2026 investor letter for its "Global Growth Strategy." The letter can be downloaded here. The SGA Globa… [+4038 chars]

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• News8/19/2026

  Taiwan Semiconductor Manufacturing Company (TSM) Looks Built for Long-Term Growth, but What Happens in the Next Downturn? Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In... Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management dis… [+4666 chars]

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• News8/13/2026

  Inside Intel: how America’s chip champion came back from the brink The group’s shares have quadrupled, but it has yet to prove itself a serious manufacturing competitor to Taiwan’s TSMC Intels chief financial officer, David Zinsner, was already navigating one of the most dramatic periods in the chip manufacturers history when he took a call from a US commerce department official in … [+14727 chars]

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• News8/12/2026

  ASML Holding N.V. (ASML) vs. Taiwan Semiconductor Manufacturing Company Limited (TSM): A Key Supplier Says it Can Keep Up With the AI Boom Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)’s most advanced chipmaking machines, said this week that it’s co... Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)'s most advanced chipmaking machines, said this week that it's confident it has the capacity to handle boom… [+4744 chars]

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• News8/11/2026neutral

  Intel raises $20 billion from upsized share sale Once a dominant force in the global chip industry, Intel is investing heavily in new facilities and advanced packaging capabilities ‌as it seeks ⁠to ⁠challenge industry leaders such as TSMC in contract chip manufacturing. Intel raised $20 billion from an upsized share offering on Tuesday, as it looks to fund the costly build-out of its chip contract manufacturing business by cashing in on a stock surge fueled by its t… [+2180 chars]

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• News8/10/2026neutral

  Why Taiwan Semiconductor (TSM) Could Be a Top AI Infrastructure Winner Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A cop... Brown Advisory, an investment management company, released its "Brown Advisory Global Leaders Strategy" for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Br… [+3089 chars]

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• News8/7/2026neutral

  Could Taiwan Semiconductor Manufacturing (TSM) Be the Most Critical Bottleneck in the AI Chip Boom? Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be... Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can bedownloaded here. In the quarter, global eq… [+4165 chars]

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• News7/27/2026neutral

  Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins On July 21, the Financial Times reported that China’s Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Ma... On July 21, the Financial Times reported that China's Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and… [+4582 chars]

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• News7/24/2026neutral

  TSMC Just Flexed Its Cash and Raised the Stakes in America After Record AI-Driven Earnings TSMC just committed another $100 billion to U.S. chipmaking on the same day it posted record profit. Behind both moves is an AI chip demand it still can’t fu... Taiwan Semiconductor Manufacturing (TSM) is significantly increasing its business in America. The company has announced investing another $100 billion to expand its chipmaking in the U.S., on top of … [+5498 chars]

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• News7/21/2026neutral

  Taiwan Semiconductor Manufacturing Company Limited (TSM) Doubled Since Giverny Capital Asset Management’s Entry Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can... Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio r… [+3172 chars]

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• News7/20/2026neutral

  Taiwan Semiconductor Manufacturing Company Limited (TSM) Jumped as Market Favored AI Capex Winners L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter... L1 Capital, an investment management firm, released its "L1 Capital International Fund" (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter discuss… [+3167 chars]

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• News7/20/2026positive

  TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment Speaking after blockbuster second-quarter results on Thursday, Chief ​Financial Officer Wendell Huang said the company is "very happy" with progress in Arizona, which is why it decided to ramp up investment to $265 billion. TSMC is seeing strong, multi-year demand for its AI chips as it invests a further $100 billion to expand its Arizona facilities, but it needs to address several challenges, such as a shortage of cons… [+4056 chars]

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• News7/18/2026positive

  Massive TSMC deal is huge stride for US in high-tech race Washington spent four years trying to convince the world's most important chipmaker to build in America. On Thursday, July 16, it got a positive answer. Taiw... Washington spent four years trying to convince the world's most important chipmaker to build in America. On Thursday, July 16, it got a positive answer. Taiwan Semiconductor Manufacturing Company (… [+7153 chars]

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• News7/18/2026positive

  TSMC Is Pouring $100 Billion More Into Its Arizona Plant to Keep Up With Strong US Customer Demand Taiwan Semiconductor Manufacturing Co. Ltd. will pour an extra $100 billion into its Arizona facilities to cater to the burgeoning customer demand. On Thursd... Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Taiwan Semiconductor Manufacturing Co. Ltd. will pour an extra $100 billion into its Arizona faci… [+5828 chars]

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• News7/16/2026neutral

  Nasdaq 100 Slides as TSMC Results Revives AI Spending Concerns US stocks declined on Thursday as Taiwan Semiconductor Manufacturing Co.’s results failed to boost artificial-intelligence stocks and traders assessed a worsening situation in the Middle East. (Bloomberg) US stocks declined on Thursday as Taiwan Semiconductor Manufacturing Co.s results failed to boost artificial-intelligence stocks and traders assessed a worsening situation in the Middle E… [+4688 chars]

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• News7/16/2026positive

  Chip giant TSMC to pour ‘largest’ $100B more into US amid AI-fueled earnings boost Chip giant Taiwan Semiconductor Manufacturing Co. is supercharging an already massive US investment spree – pledging an additional $100 billion to meet surging AI demand. The move brings TSMC’s investment in the US to $265 billion and comes as the company pos… Skip to comments. Chip giant TSMC to pour largest $100B more into US amid AI-fueled earnings boostNY Post ^ | 07/16/2026 | Marc Vartabedian Posted on 07/16/2026 11:14:38 AM PDT by DFG Chip gia… [+2626 chars]

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• News7/16/2026positive

  Chip giant TSMC to pour ‘largest’ $100B more into US amid AI-fueled earnings boost Taiwan Semiconductor Manufacturing Co. is supercharging an already massive U.S. investment spree – pledging an additional $100 billion to meet surging AI demand.   TSMC Chairman and Chief Executive C.C. Wei delivered the news Thursday after posting second-qua… Chip giant Taiwan Semiconductor Manufacturing Co. is supercharging an already massive US investment spree pledging an additional $100 billion to meet surging AI demand.   The move brings TSMC’s inve… [+3138 chars]

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• News7/16/2026neutral

  Taiwan Semiconductor Manufacturing Company Limited (TSM) Continued Its Rally as a Key Foundry for AI Semiconductors Janus Henderson Investors, an investment management company, released its second-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. A cop... Janus Henderson Investors, an investment management company, released its second-quarter 2026 investor letter for the "Global Sustainable Equity Fund". A copy of the letter can be downloaded here. Gl… [+3758 chars]

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• News7/16/2026neutral

  Middle East bond spreads widen to October 2022 levels TSMC Q2 profit soars to record high on AI demand, raised guidance; shares dip Investing.com -- Bond investors are requiring higher compensation to fund Middle Eastern governments as conflict between the US and Iran intensifies again. Since US President Donald… TSMC Q2 profit soars to record high on AI demand, raised guidance; shares dipInvesting.com -- Bond investors are requiring higher compensation to fund Middle Eastern governments as conflict between t… [+147 chars]

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• News7/16/2026negative

  Stock market today: Dow, S&P 500, Nasdaq futures mixed as chip stocks slide after TSMC earnings Investors were set to parse signals on the AI build-out, consumer spending, geopolitical uncertainty, and more in a packed Thursday session. US stocks wavered on Thursday as investors took stock of the AI boom and awaited key earnings reports, while an escalation in the US-Iran war continued to weigh. Futures on the Dow Jones Industrial … [+1317 chars]

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