Ticker

$TSM

Unknown company

Last price

$370.54

30-day change

+22.33%

AI Brief · $TSM· powered by Claude

Recent Trump mentions

News1d agopositive
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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News2d agopositive
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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News2d agopositive
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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News4d agoneutral
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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News4d agopositive
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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News4d agopositive
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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News4d agoneutral
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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News5d agoneutral
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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News5d agonegative
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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News5d agopositive
US Department of Commerce confirms $100B TSMC investment, the largest foreign direct investment in American history TSMC's massive US investment could reshape global chip supply chains, reducing geopolitical risks and boosting domestic AI and tech industries. The post US Department of Commerce confirms $100B TSMC investment, the largest foreign direct investment in America… Taiwan's chip giant is pouring $165 billion total into Arizona fabs, with major implications for AI chip supply chains and crypto mining hardware TSMC is betting $100 billion that the future of chipm… [+3190 chars]
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News5d agoneutral
TSMC to invest another $100 billion in US as Q2 profit blows past forecasts TSMC, the world's main producer of advanced AI chips and a major Nvidia supplier, pledged on Thursday to invest a further $100 billion in the U.S. state of A... By Wen-Yee Lee, Ben Blanchard and Faith Hung TAIPEI, July 16 (Reuters) - TSMC, the world's main producer of advanced AI chips and a major Nvidia supplier, pledged on Thursday to invest a further $10… [+5022 chars]
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News6d agoneutral
Taiwan Semiconductor Manufacturing Company Limited (TSM) Not at Risk of Losing Competitive Edge, CEO Says We recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Ray Dalio’s b... We recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Ray Dalio's best stocks to buy. On June 4, WSJ reporte… [+2021 chars]
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News7d agonegative
Apple Reportedly Agreed to Intel Chips To Avoid White House Tariffs According to the Wall Street Journal (paywalled), Apple agreed to use Intel's U.S. chipmaking plants after White House officials pressured Tim Cook during tariff-relief talks last summer. MacRumors reports: In August 2025, Apple CEO Tim Cook was in Washington… Apple is expected to remain reliant on Taiwan Semiconductor Manufacturing Company, or TSMC, for the majority of its custom silicon And TSMC is promising new fabs in the USA. From Google: "TSMC is b… [+298 chars]
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News14d agoneutral
Is Taiwan Semiconductor Manufacturing (TSM) One of the Top AI Stocks to Buy According to Philippe Laffont? Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is one of the top AI stocks to buy, according to billionaire Philippe Laffont. On June 29, Barclay... Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is one of the top AI stocks to buy, according to billionaire Philippe Laffont. On June 29, Barclays reiterated that Taiwan Semiconductor Man… [+2042 chars]
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News14d agoneutral
Exceptional Momentum Powers Taiwan Semiconductor Manufacturing’s (TSM) Rally RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 inves... RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its "RiverPark Large Growth Fund" Q1 2026 investor letter. A copy of the letter can be do… [+4878 chars]
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News22d agoneutral
Wall Street Firm Says Intel (INTC) Has a Cost Edge Over TSMC in the Advanced Chip Packaging Race Intel Corporation (NASDAQ:INTC) is one of the best fast growth stocks to buy according to hedge funds. On June 26, Goldman Sachs initiated coverage of the st... Intel Corporation (NASDAQ:INTC) is one of the best fast growth stocks to buy according to hedge funds. On June 26, Goldman Sachs initiated coverage of the stock with a Neutral rating and $150 price t… [+2758 chars]
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News22d agoneutral
Taiwan Semiconductor Manufacturing Company (TSM)’s Monthly Sales Rise Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires. On June 10, Bloomb... Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires. On June 10, Bloomberg reported that Taiwan Semiconductor Ma… [+1752 chars]
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News23d agopositive
Taiwan Semiconductor (TSM), Amkor (AMKR) Form 10-Year Partnership for Advanced Semiconductor Packaging in Arizona Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best future stocks to buy and hold for 10 years. On June 16, TSMC and Amkor Techn... Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best future stocks to buy and hold for 10 years. On June 16, TSMC and Amkor Technology entered into a 10-year partnership t… [+1927 chars]
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News25d agoneutral
Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. A copy... Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the "Global Sustainable Equity Fund". A copy of the letter can be downloaded here. In … [+3982 chars]
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News27d agoneutral
Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the fastest-growing high-bandwidth memory stocks to buy. The company’s latest relevan... Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the fastest-growing high-bandwidth memory stocks to buy. The company's latest relevant financial update came on June 10, 2026, … [+1708 chars]
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News29d agopositive
Intel Is Stealing the Foundry Spotlight. Is TSMC Still the Most Important Company in Chips? Intel (NASDAQ: INTC) is having a moment. The stock spiked to an all-time high on Thursday after President Donald Trump said on social media that Apple had agreed to work with the company to design and build chips in the U.S. It was the latest in a run of high… Intel (NASDAQ: INTC) is having a moment. The stock spiked to an all-time high on Thursday after President Donald Trump said on social media that Apple had agreed to work with the company to design an… [+145 chars]
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News6/19/2026neutral
Taiwan Semiconductor Manufacturing Company (TSM) Does Not Rule Out Price Rises as Costs Increase Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best Photonics Stocks. On June 10, the BBC reported that Taiwan Semiconductor Man... Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best Photonics Stocks. On June 10, the BBC reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) si… [+1757 chars]
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News6/18/2026neutral
Taiwan Semiconductor (TSM) Boosted Giverny Capital Asset Management’s Performance in Q1 Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2026 investor letter. A copy can be downloaded... Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2026 investor letter. A copy can be downloaded here. The model portfolio fell 6.88% this … [+2738 chars]
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News6/17/2026neutral
Billionaire Dan Loeb’s Top AI Stock Pick: Taiwan Semiconductor (TSM) We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Billionaire... We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (seeBillionaire Dan Loeb's Top 5 AI Stock Picks). Billion… [+2558 chars]
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News6/16/2026neutral
What Makes Taiwan Semiconductor Manufacturing (TSM) a Strong Bet? Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its “Global Growth Strategy.” A copy... Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its "Global Growth Strategy." A copy of the letter can be downloaded here. The… [+4109 chars]
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Disclosed trades

No disclosed trades for $TSM.