Ticker
$TSM
15 developments in the last 30 days.
News and context about developments that touch this company. Not investment advice.
Developments
Last 30 days- Samsung to use TSMC technology for Nvidia's next-generation memory chips, Seoul newspaper reports - ReutersSamsung will reportedly use TSMC technology for Nvidia's next-generation memory chips. Reuters · 2026-10-19 NVDA TSM
- TSMC chip capacity is ‘fierce’ battleground for AI customers, amid record quarterTSMC posts record quarter as AI customers fight for capacity. CNBC Technology · 2026-10-17 TSM NVDA
- TSMC posts record profit for a sixth straight quarter, beating estimates on AI boomTSMC posted record profit for a sixth straight quarter, beating estimates on AI demand. CNBC Technology · 2026-10-16 TSM
- Taiwan plans US industrial parks costing $2B to $4B each, starting with a Texas complex costing up to $4B, to build a supply chain for Nvidia, TSMC, and Foxconn (Bloomberg)Taiwan plans US industrial parks costing $2B to $4B each, starting in Texas, to build a supply chain for NVIDIA, TSMC and Foxconn. Techmeme · 2026-10-16 TSM NVDA
- AI Capex, Gamble or Jackpot?: Market SnapshotBroadcom's CEO called the AI market a 'casino', and strong ASML and TSMC results did not stop the tech rout. Bloomberg Television · 2026-10-16 AVGO ASML TSM
- TSMC reports Q3 revenue up 50.9% YoY to $46.36B, net income up 68.7% to $23.7B, both above est., marking a sixth straight quarterly profit record on AI demand (Jenny Lee/CNBC)TSMC's Q3 revenue rose 51% to $46.4B and profit hit a record for the sixth straight quarter, both beating estimates on AI demand. Techmeme · 2026-10-15 TSM
- TSMC says it plans to build an additional 3nm fab in Tainan, Taiwan, set for production in H1 2028, alongside its 3nm capacity in Arizona and Japan's Kumamoto (Qianer Liu/The Information)TSMC plans another 3nm fab in Tainan, Taiwan, with production set for H1 2028. Techmeme · 2026-10-15 TSM
- TSMC Earnings Beat; Anthropic Says It's Now ProfitableTSMC beat earnings expectations, and Anthropic reportedly says it is now profitable. Bloomberg Television · 2026-10-15 TSM
- TSMC CEO sees no sign of a slowdown as chip foundry reports record profitTSMC posted record profit, and its CEO sees no slowdown in AI chip demand. MarketWatch · 2026-10-15 TSM
- TSMC revenue rises 41% as AI chip demand drives growthTSMC revenue rose 41% on AI chip demand. Seeking Alpha · 2026-10-15 TSM
- Microsoft's Maia 300 chip: Can it cut its reliance on Nvidia?Microsoft's Maia 300 chip, built by TSMC, claims 40% more tokens per megawatt and is meant to cut reliance on Nvidia. Yahoo Finance · 2026-10-13 MSFT NVDA TSM
- Microsoft unveils its third-gen in-house AI chip, the Maia 300, built on TSMC's N2P process node and aimed at serving as its "primary AI inference system" (Tom Warren/The Verge)Microsoft's Maia 300 inference chip on TSMC N2P, due in 2027, cuts its reliance on Nvidia. Techmeme · 2026-10-12 MSFT NVDA TSM
- This week's earnings lineup is pretty stackedBig banks, ASML and TSMC all report earnings this week. r/stocks · 2026-10-12 JPM GS ASML TSM
- TSMC’s September sales surge year-over-year as AI drives chip demandTSMC's September revenue surged year over year on AI chip demand. CNBC Technology · 2026-10-09 TSM
- TSMC's third-quarter revenue surges to record, beating market forecast - ReutersTSMC's third-quarter revenue hit a record and beat forecasts, a sign that AI chip demand is still strong. Reuters · 2026-10-08 TSM