Elon Musk Just Gave TSMC Stock a Big Boost TSMC stock rallies as Elon Musk confirms early Terafab discussions. But is there any further upside left in TSMC shares? Let’s find out! Barchart · 17h ago
Institutional Investors Invest in Long-Dated Taiwan Semiconductor Call Options - A Bullish Signal on TSM Some institutional investors bought a large volume of Taiwan Semiconductor (TSM) call options expiring in almost 9 months. The strike price is higher (out of the money), implying they are bullish on TSM. Barchart · Sep 23
Intel vs. TSMC: One Chip Stock Controls 72.5% of the Foundry Market. The Other Is Mounting a Comeback. A deep dive into the rivalry between Intel and Taiwan Semiconductor shows why chip foundries are AI's real bottleneck, how Intel's 18A/14A comeback stacks up, and which foundry stock fits your risk. Barchart · Sep 22
Taiwan Semi Revenue Keeps Surging. How to Play TSM Stock in September 2026. Taiwan Semiconductor’s revenue rose in August, making shares of TSM stock look even more compelling. Barchart · Sep 15
Nancy Pelosi Buys Intel. What Comes Next and If You Should Buy INTC Stock Too. Pelosi bought call options on Intel along with shares of INTC stock. Barchart · Aug 27
George Soros Quietly Raised His Taiwan Semi Stake by 1,000%. Here’s Why You Should Be Buying Too. Hedge funds are divided on TSMC, but record AI-driven results and strong U.S. expansion give the bulls plenty of reason to stay confident. Barchart · Aug 24
Paul Tudor Jones Just Liquidated His Entire Stake in Applied Materials Stock. I Don’t Think He’s 100% Bearish on AI Though… Yet Paul Tudor Jones has a growing put position and a now-liquidated common stock position in Applied Materials. Is he bearish on AI? Barchart · Aug 20
Taiwan Semiconductor’s AI Bottleneck Hands Samsung a Powerful Pricing Opportunity Samsung Electronics Co. Ltd. (OTC:SSNLF) is using stronger AI-chip demand, tighter industry capacity, and improving manufacturing performance to raise prices and strengthen the economics of its foundry business as it works to narrow the gap with Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM). Benzinga · Aug 19
TSMC’s Insider Buying Wave Comes With a Bigger AI Question for Investors Taiwan Semiconductor insiders are ramping up open-market share purchases as strong Q2 guidance, 2nm demand, and AI-driven analyst upgrades support a bullish outlook for TSM stock. MarketBeat · Aug 17
Why There Might Be a Case for Taiwan Semiconductor Stock at $450 in September Although TSM stock has struggled since the end of June, quantitative dynamics may point to a possible upswing next month. Barchart · Aug 17
AI Spending Remains a Concern for Other Chip Stocks, But Taiwan Semiconductor Has No Worries TSMC’s July sales jumped nearly 45% as AI chip demand remained exceptionally strong, reinforcing management’s bullish 2026 growth outlook. Barchart · Aug 11
Intel vs. TSMC: Intel Is Winning an AI Battle Against TSMC That Few Investors Are Watching TSMC is reportedly developing an Intel-inspired packaging technology, suggesting AI chip packaging is becoming a key battleground, giving Intel a rare chance to narrow the gap. Barchart · Aug 4
TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks? Taiwan Semiconductor insiders bought nearly $800,000 in shares since early July as analysts raise price targets and Buy ratings following the company's Q2 earnings report. MarketBeat · Aug 3
Taiwan Semiconductor Has Unusual Call Options Activity - a High Covered Call Yield Play Taiwan Semiconductor (TSM) is showing unusually heavy call option volume today. Investors are earning high covered call yields, over 3.4% for the next month, by selling out-of-the-money calls. Barchart · Jul 28
Barchart · Jul 22 Taiwan Semi Is Raising Wafer Manufacturing Prices. Why That’s Good News for TSM Stock. As demand for AI chips continues to surge, TSMC is leveraging its pricing power to drive stronger margins and support long-term growth.
Barchart · Jul 22 Taiwan Semiconductor Just Doubled Down on the AI Megatrend. Why TSMC Still Has Room to Run. TSMC beat earnings estimates, raised its full-year outlook, and reinforced confidence in the long-term AI boom.
Barchart · Jul 19 Taiwan Semiconductor’s $100 Billion Arizona Expansion Is a Bullish Sign for Investors TSMC stock still looks like a 'Buy' after its latest earnings print.
Barchart · Jul 17 A $100 Billion Reason to Buy Taiwan Semi Stock Now TSMC’s massive investment signals growing ambitions, giving investors another reason to watch the chip giant closely.
Barchart · Jul 17 Taiwan Semiconductor Generates Strong FCF - But TSM Stock is Down and Value Investors Love It Taiwan Semiconductor reported strong Q2 revenue, with high net income and free cash flow (FCF) margins. However, TSM stock is down, giving value investors an opportunity. One play is to sell short OTM puts.
The Economic Times · Jul 16 TSMC posts 77% profit jump for Q2, surging past market expectations Taiwan Semiconductor Manufacturing Company reported a record profit surge. This growth was fueled by strong demand for advanced artificial intelligence chips. The company's net profit climbed significantly, exceeding market expectations. Analysts anticipate TSMC will raise its full-year revenue growth outlook. Future capital spending will indicate management's confidence in AI demand…
Barchart · Jul 14 How To Find Options Trades This Earnings Season Earnings season is here and we’ve got the first batch of big name companies reporting earnings this week with Taiwan Semiconductor, JP Morgan Chase, Wells Fargo, Bank of America, Goldman Sachs and Unitedhealth Group all set to report.
Barchart · Jul 13 Ahead of Taiwan Semiconductor Earnings, Here's What Barchart Data Says Comes Next for TSM Stock Taiwan Semiconductor stock is inching lower ahead of Q2 earnings on July 16, and options data suggests further pressure lies ahead.
Barchart · Jul 13 Option Volatility And Earnings Report For July 13 - 17 Earnings season kicks into gear this week with banks and tech stocks taking center stage. This week we have Bank of America, Taiwan Semiconductor, JP Morgan, Wells Fargo, Citigroup, Morgan Stanley, Goldman Sachs and Netflix all reporting in what shapes as a busy and pivotal week for stocks.
Barchart · Jul 12 Taiwan Semi Stock Is Approaching Fair Value Ahead of July 16. How to Play TSM Here. GF Securities expects strong growth for Taiwan Semiconductor in Q2.
Barchart · Jul 12 Huge Earnings, Inflation Data and Other Key Things to Watch this Week Markets face one of the year's most important weeks as Federal Reserve Chair Kevin Warsh delivers his inaugural semi-annual monetary policy testimony before Congress on July 14 and 15.