Sign In
News Digest /
Ticker: TSM
Ticker: TSM
04:23am, Thursday, Jun 04, 2026
TSMC's CEO highlights growing AI-driven demand for advanced chips and hints at potential price hikes amid rising costs, emphasizing sustainable growth and ongoing U.S. expansion plans.
05:15am, Monday, Apr 27, 2026
A Taiwan court sentenced a former Tokyo Electron worker to 10 years in prison for stealing trade secrets from TSMC, resulting in hefty fines and prison terms for several involved parties in a major technology breach case.
09:48am, Thursday, Apr 23, 2026
ASML's CEO insists the company won't be a bottleneck for chip manufacturing, highlighting recent capacity investments and timely deliveries amid rising AI chip demand and geopolitical export challenges.
02:15am, Thursday, Apr 23, 2026
BE Semiconductor Industries boosts Q1 net profit by nearly 64%, driven by soaring orders for AI-driven chip packaging equipment, signaling strong momentum in semiconductor manufacturing.
05:07am, Thursday, Apr 16, 2026
Driven by booming AI chip orders, Taiwan Semiconductor Manufacturing Company posted a 58% jump in Q1 profit, surpassing revenue estimates and continuing its streak of record profits amid global supply challenges.
04:21am, Thursday, Apr 16, 2026
ASML increased its 2026 revenue projection amid strong AI semiconductor demand and capacity expansions, even as export restrictions limit business in China. The chip equipment leader posted Q1 results ahead of expectations.
04:39am, Monday, Apr 13, 2026
The US-Iran negotiations faltered over nuclear issues, reigniting tensions near the Strait of Hormuz. Leading banks and chipmakers report earnings this week, revealing economic and AI demand trends post-inflation data.
03:35am, Wednesday, Feb 25, 2026
Taiwan Semiconductor (TSMC) shares gain on AMD and Meta AI chip deal news. Nvidia's earnings due soon, spotlighting the AI chip market and TSMC's role in advanced processor manufacture.
07:49am, Thursday, Jan 15, 2026
ASML's shares hit record highs, driven by TSMC's strong profit report that energized European chip stocks and deepened the rally across the semiconductor sector.
06:16am, Thursday, Jan 15, 2026
Taiwan Semiconductor Manufacturing Company posts a 35% profit jump and beats revenue estimates as AI chip demand fuels growth, hitting a record eighth straight quarter of profit increase.
09:18am, Thursday, Oct 16, 2025
ASML Holding NV reports strong Q3 orders fueled by AI, projects stable 2026 sales despite looming sharp decline in Chinese demand amid geopolitical tensions.
08:08am, Thursday, Oct 16, 2025
TSMC lifts its full-year revenue forecast, fueled by stronger-than-expected demand for AI chips. The semiconductor giant reports record quarterly profits, highlighting robust growth amid global tech spending.
07:28am, Thursday, Oct 16, 2025
Citi flags US-China trade tensions and stretched valuations as headwinds for equities, forecasting a turbulent ride despite modest upside potential into mid-2026.
07:21am, Monday, Oct 06, 2025
Micron (MU) is up ~123% YTD; Morgan Stanley upgraded to overweight and raised its target to $220 (from $160), citing DRAM/NAND strength, tightening supply and manageable HBM4 AI‑memory risks.
06:55am, Tuesday, Sep 23, 2025
Nvidia unveils ~$100B OpenAI deal to deploy ≥10GW of datacenter compute - NVDA up ~3.9%. TSMC and Foxconn rallied as GPU demand boosts wafer and server-assembly orders; traders watch fab capacity, lead times and capex.
03:41am, Friday, Sep 19, 2025
Nvidia invests $5B in Intel, boosting INTC shares. The stake secures alternate wafer and advanced-packaging capacity, ties Nvidia GPUs to Intel's x86 server base, and reshapes data-center supply dynamics-execution risks and deal terms remain key.
04:17am, Wednesday, Sep 10, 2025
TSMC (TSM) Aug sales jumped 33.8% YoY to T$335.8B (~$11.1B); Jan-Aug up 37.1%. AI/server demand (notably NVIDIA GPUs) is driving growth, but US export controls on China-facing fabs add geopolitical risk into Q3.
06:13am, Monday, Sep 08, 2025
ByteDance moved Beijing/Shanghai chip engineers into a Singapore unit (Picoheart), likely to ease access to overseas foundries like TSMC amid US export curbs - signaling a push into ASICs vs rivals (e.g. NVDA).
03:44am, Wednesday, Sep 03, 2025
China's 80th Victory Day parade - Xi beside Putin and Kim - unveiled ICBMs, hypersonics, AI drones, giant unmanned subs and info‑war units. Markets: defense primes (LMT, NOC, RTX), semiconductors (TSM, ASML) and shipbuilders watched.
06:42am, Friday, Aug 29, 2025
Alibaba (BABA) is testing a domestically made, general-purpose AI inference chip to reduce reliance on Nvidia (NVDA) and TSMC (TSM), aiming to boost China cloud hardware autonomy amid U.S. export curbs.
06:16am, Monday, Aug 25, 2025
Donald Trump-backed $8.9B buys 9.9% of Intel (INTC) via CHIPS Act equity, boosting stock but not solving yield, customer or execution problems. Government is largest shareholder with warrants; cash aids liquidity, not foundry tech or contracts.
08:41am, Thursday, Aug 14, 2025
Nvidia's H20 chip became a geopolitical flashpoint: U.S. export controls on high-end AI silicon to China threaten NVDA revenue, reshape supply chains, spur Chinese rivals and raise regulation-driven market risk.
06:07am, Monday, Jul 28, 2025
Tesla inks $16.5B deal with Samsung to produce AI6 chips at new Texas fab, boosting Samsung's foundry prospects and securing Tesla's future chip supply for AI and autonomous driving. Samsung shares jump 6% post-announcement.
03:47am, Thursday, Jul 17, 2025
TSMC (NYSE: TSM) posted a record $13.5B Q2 profit, driven by AI chip demand and beating forecasts. Despite trade and currency risks, it projects strong Q3 revenue growth, backed by major clients like Apple and Nvidia.
04:02am, Thursday, Apr 17, 2025
Taiwan Semiconductor (TSM) reports a remarkable 60% profit growth, reflecting strong semiconductor demand despite tariffs. This resilience amid global trade tensions makes TSM an attractive investment for traders eyeing tech sector growth. Keep an eye on TSM!
05:47am, Monday, Apr 14, 2025
Upcoming earnings for the week of April 15-21, 2025, feature key reports from Bank of America (BAC), Johnson & Johnson (JNJ), Taiwan Semiconductor (TSM), UnitedHealth Group (UNH), and Netflix (NFLX). Market watchers should monitor these releases for insights into company performance and market tr...
03:14am, Thursday, Apr 10, 2025
Taiwan Semiconductor Manufacturing Company (TSMC) reports a 47% revenue spike in March, driven by AI chip demand. The surge underscores TSMC's pivotal role for tech giants amid U.S. trade tensions, presenting stock traders with potential growth opportunities.
03:41am, Tuesday, Mar 25, 2025
Ming-Chi Kuo from TF International Securities confirms that the iPhone 18 will feature advanced 2nm chips from TSMC, set to launch in late 2026. This marks a significant upgrade, though economic factors may limit the feature to select models.
05:30am, Monday, Mar 17, 2025
Asian stock markets are thriving, driven by tech sector gains and China's economic initiatives. The MSCI Asia Pacific Index rose 1.2%, led by Taiwan Semiconductor and Samsung. Despite mixed reactions in mainland Chinese stocks, optimism prevails for traders.
08:08am, Friday, Feb 14, 2025
Intel (NASDAQ: INTC) is on track for its biggest weekly gain in 40 years, boosted by talks of a partnership with TSMC (NYSE: TSM). Analysts suggest this collaboration could revitalize Intel's competitive edge amid rising pressures and costs in the semiconductor sector.
02:59am, Thursday, Jan 16, 2025
Taiwan Semiconductor Manufacturing Company (TSMC) reported a record net income of T$374.68 billion for Q4 2023, a 57% year-on-year increase, driven by AI chip demand. TSMC projects 37% revenue growth for Q1 2025 and plans $65 billion for new U.S. factories, despite potential trade challenges.
03:36am, Tuesday, Jan 14, 2025
NVIDIA plans to establish its Asian headquarters in Taipei, Taiwan, creating 2,500 jobs and enhancing R&D. This strategic move capitalizes on Taiwan's semiconductor ecosystem, boosting potential for investors amid rising interest in AI tech.
07:39am, Monday, Jan 13, 2025
Major companies set to announce earnings in the week of January 13, 2025, include JPMorgan Chase (Jan 15), Bank of America, Taiwan Semiconductor, and UnitedHealth Group (Jan 16). These reports are crucial for insights into market trends and sector resilience.
06:07am, Thursday, Dec 05, 2024
TSMC (NYSE: TSM) is in talks with Nvidia (NASDAQ: NVDA) to produce Blackwell AI chips at its new Arizona facility, set to boost production early next year. This partnership highlights TSMC's US expansion amid significant investments and government support.
06:08am, Friday, Nov 29, 2024
Morris Chang, founder of TSMC, reveals in his autobiography that he once invited Nvidia CEO Jensen Huang to lead TSMC, but Huang quickly declined. Chang reflects on key industry moments and partnerships, providing insights for traders watching TSM and NVDA.
06:06am, Tuesday, Oct 22, 2024
At a London tech conference, ASML's CEO, Christophe Fouquet, forecasted significant growth in 2026 despite potential challenges from U.S.-China tensions. He noted a slowdown in 2025 due to the electronics sector but emphasized the importance of watching ASML's upcoming earnings.
08:40am, Friday, Oct 18, 2024
TSMC shares hit an all-time high of T$1,085, rising 4.8% on strong earnings and a 54% profit increase. With a market cap of $874 billion, TSMC remains Asia's most valuable firm. Caution arises over a U.S. inquiry into potential chip supplies for Huawei amid AI demand growth.
08:49am, Thursday, Oct 17, 2024
Dow rises on strong earnings, led by Morgan Stanley & United Airlines. TSMC profits surge; Nokia struggles with sales dip amid slowdown in India.
06:52am, Thursday, Oct 17, 2024
Key earnings reports on October 17, 2024, include Taiwan Semiconductor (TSM), Netflix (NFLX), Blackstone (BX), Elevance Health (ELV), and Intuitive Surgical (ISRG). Investors should closely monitor these announcements for market implications.
