Dear Taiwan Semi Stock Fans, Mark Your Calendars for October 15 Wall Street expects another strong quarter from TSMC, putting its Oct. 15 earnings report under the spotlight after a powerful AI-fueled rally. Barchart · 9h ago
SpaceX’s Terafab Probably Won’t Deliver Very High Profits, Despite Taiwan Semiconductor’s Limited Role SpaceX will have to pay its partners on the facility, along with very high capital expenditures. Barchart · 9h ago
How to Play AMD Stock as It Continues to Explore a Foundry Partnership With a Korean Tech Giant AMD CEO Lisa Su is exploring a Samsung foundry and memory deal as AI chip demand continues to outpace supply. Here's what it could mean for AMD stock investors. Barchart · Oct 9
A $2 Billion Reason Why GlobalFoundries Stock Is Up Today GlobalFoundries stock rallies on a $2 billion deal with TSMC. But does that warrant buying GFS shares? Let’s find out! Barchart · Oct 8
Samsung on Course for Biggest Quarterly Profit in Tech History With an $80B AI Windfall Samsung estimates record third-quarter operating profit of 107.4tn won as AI memory demand surges, but component costs hurt devices and shares slide. International Business Times UK · Oct 8
TSMC Could Partner with Elon Musk’s Terafab. How Intel Stock Could Lose Big. TSMC’s potential role in Elon Musk’s Terafab could challenge Intel’s previously exclusive position. What should be your stance on Intel now? Barchart · Oct 8
Samsung flags 783% profit jump to record $80bn as AI chip boom also lifts TSMC sales Samsung Electronics estimated on Thursday that its third-quarter operating profit jumped almost ninefold to a record 107.4 trillion won, or $80.2 billion, while sales at Taiwan's TSMC hit a quarterly record, as the AI boom keeps demand for chips strong. Euronews · Oct 8
Global Market: TSMC third-quarter revenue jumps 50% as AI chip demand surges TSMC reports record third-quarter revenue, beating estimates as surging AI demand drives strong growth in advanced chips, while the chipmaker prepares to provide a detailed outlook on earnings, capital spending and AI demand. The Economic Times · Oct 8
TSMC Is Set Up for a Big October 15. After Record Monthly Sales, 2nm and Margins Will Drive Future Price Action. TSMC’s October 15 earnings are expected to show strong revenue growth, but the stock’s reaction will likely depend on whether margins hold up as the company ramps production of its new 2nm chips. Barchart · Oct 6
Global Market: AMD to increase AI chip supply substantially in 2027 to meet rising demand AMD plans to substantially increase chip supplies in 2027 as demand for AI processors accelerates. CEO Lisa Su is working with key suppliers in Taiwan and South Korea to expand manufacturing and secure advanced wafer and memory capacity. The Economic Times · Oct 6
AMD plans to substantially increase supply in 2027, CEO says AMD, Nvidia's closest rival in AI graphics processors, has been rapidly expanding its AI chip business, with its market value recently topping $1 trillion amid an AI-driven rally. The Economic Times · Oct 6
Arizona opens new Taiwan representative office, rejecting warning from China Arizona Gov. Katie Hobbs and Taiwanese leaders have opened an office in Phoenix to aid Taiwanese businesses and citizens in the region The Independent UK · Oct 6
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 · Oct 5
Bottlenecking the Future: TSMC Prices Out the Competition TSMC is accelerating 2-nanometer production, raising output targets and commanding premium wafer pricing, as insider buying and options data signal strong institutional confidence in its growth outlook. MarketBeat · Sep 29
Barchart · Sep 28 As Cadence Strengthens Its Partnership With TSMC, Here's What It Could Mean for AI Stocks Cadence expanded its partnership with TSMC across advanced chip-design and packaging technologies used for AI and high-performance computing.
The Times of India · Sep 26 How Taiwan’s ‘silicon shield’ has kept it safe from China, indispensable to US in age of AI The latest meeting between US President Donald Trump and Chinese President Xi Jinping has once again put Taiwan at the centre of the world's most consequential geopolitical and technology rivalry.
Barchart · Sep 22 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 19 MediaTek Is Stepping Up Competition Against Qualcomm With a New 2-Nanometer Chip. What This Means for QCOM Stock. MediaTek unveiled the Dimensity 9600 Pro on Sept. 15, its first flagship smartphone chip on TSMC’s 2-nanometer process, aiming more directly at Qualcomm’s premium Android position.
Fortune · Sep 18 Chair of the Taiwan Stock Exchange on the index’s near future This year, Taiwan became the world’s fifth largest stock market by total value in May.
Barchart · Sep 16 Weakness Is an Opportunity for Long-Term ASML Stock Investors ASML wins commitments from Samsung, TSMC for new chipmaking
Barchart · Sep 15 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.
The Economic Times · Sep 15 MediaTek launches new mobile chip using TSMC's most advanced technology MediaTek said the Dimensity 9600 Pro is its first mobile processor built using Taiwan Semiconductor Manufacturing Co's cutting-edge 2-nanometre process. It also introduced the Dimensity 9600M, made using TSMC's 3-nanometre process and aimed at a broader segment of the flagship smartphone market.
The Economic Times · Sep 14 ASML extends chipmaking dominance as customers embrace High NA Its existing $200 million EUV machines, essential for making advanced AI chips, are all but sold out through 2027, while customers have made a flurry of commitments to adopt its next generation of $400 million High NA tools.
MarketBeat · Sep 11 TSMC Revenue Jumps 53% in August, Signaling Strong AI Chip Demand TSMC reported August 2026 revenue up 53.3% year over year, with strong margins, insider buying, and analysts maintaining a consensus Buy rating and $523.22 average price target.
International Business Times · Sep 10 TSMC Smashes Monthly Revenue Record. AI Boom Drives 53% August Surge. TSMC's second-quarter profit jumped more than 77% from the prior year, while the company projected third-quarter revenue between $44.6 billion and $45.8 billion.