In the early days of the new year, some (including my colleague Alex Wissner-Gross) are pointing out the solid position (to say the least) of the Taiwan Semiconductor Manufacturing Company or TSMC.

I don't cover Taiwan Semiconductor Manufacturing Company Limited (TSM) aka TSMC as frequently as I cover similar-sized tech stocks, with my only research piece dating back to December 2024. I had a ...

An earthquake rattled northern Taiwan on Saturday, but damage appears minimal in the capital, Taipei. As Nikkei Asia notes, the quake prompted evacuations from some TSMC facilities in the well-known ...

TSM is rapidly gaining foundry market share and now has a credible path to high 40s, or even 50%, 5‑year revenue CAGR, helped by Nvidia's incremental H200 demand for China shipments. TSM's 2026 price ...

On Thursday, TSMC said the U.S. Department of Commerce has approved an annual export license covering its Nanjing fabrication plant, reported Reuters. This allows U.S.-controlled equipment to be ...

TAIPEI, Dec 27 (Reuters) - TSMC (2330.TW), opens new tab, the world's largest contract chipmaker, said on Saturday that a small number of its facilities in the Hsinchu science park, where it is ...

SEOUL, Jan 1 (Reuters) - The U.S. government has granted an annual licence to Taiwan Semiconductor Manufacturing (2330.TW), opens new tab to import U.S. chip manufacturing equipment to its facilities ...

Samsung Electronics is poised to capitalize on US demand due to Taiwan's N-2 policy restricting TSMC's advanced process transfers and its capacity being booked by Apple and Nvidia. The company is ...

According to South Korean media reports and industry sources, TSMC is moving to pull forward the production schedule at its second Arizona facility, a shift that could reshape supply planning for ...

Few companies hold as commanding a market position as TSMC. If you look around your house, you'll likely see a smartphone, TV, laptop, tablet (especially if you have young kids), gaming console, or ...

TSMCTSM stock edged higher Monday leading chip stocks higher as the trading session began. But what appeared to be a strong start to 2026 fizzled. Taiwan Semiconductor shares gained more than 2% in ...

Both companies dominate their specific niches in the AI value chain. Nvidia has visibility into nearly $500 billion in combined Blackwell and Rubin revenue from the start of 2025 through the end of ...