Semiconductor Manufacturing International Corporation
Tracked across 27 events · 871 articles · First seen Aug 10, 2025 · Last active Aug 23, 2026
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Business
Impact: TSMC is the primary subject of the analysis, praised for its monopoly in advanced chip manufacturing, strong Q2 results, and $100 billion Arizona expansion. The articles recommend it as the better AI play, which could boost investor confidence.
Jul 19, 2026 · 6 articles
Business
Sony and Semiconductor Manufacturing International Corporation (TSMC) have agreed to form a joint venture, Powerchip Semiconductor Manufacturing Corporation, to develop and manufacture next-generation image sensors in Japan — Kumamoto Prefecture, Japan. The venture, with Sony…
Impact: TSMC invests 282 billion yen and provides manufacturing expertise, securing a new revenue stream and deepening its presence in Japan. The venture is expected to enhance its growth prospects.
Aug 10, 2026 · 36 articles
Business
Semiconductor Manufacturing International Corporation (SMIC), China's top foundry, reported strong second-quarter results driven by surging AI demand. Revenue exceeded $3 billion for the first time, and profit attributable to shareholders tripled to $479.2 million, beating…
Impact: SMIC is the central entity, reporting record revenue and profit, raising prices, and expanding capacity due to AI demand. Its stock rose 5% after the earnings call.
Aug 14, 2026 · 6 articles
Business
Semiconductor Manufacturing International Corporation (TSMC) announced an additional $100 billion investment to expand its semiconductor manufacturing and advanced packaging operations in Arizona, bringing its total planned U.S. investment to $265 billion. The new commitment, announced…
Impact: TSMC is the central entity, committing an additional $100 billion to Arizona, raising total U.S. investment to $265 billion. It reported record Q2 profits and raised its 2026 revenue and capex forecasts, reflecting strong AI demand.
Jul 16, 2026 · 85 articles
International
Impact: Semiconductor Manufacturing International Corporation is accused by the United States of sending chipmaking tools to Iran's military, potentially violating US sanctions and increasing tensions between the United States and China.
Mar 27, 2026 · 6 articles
Business
Samsung Electronics has raised prices for some advanced contract chipmaking services by up to 15% for new orders, as demand for AI chips tightens capacity in a market long dominated by TSMC. The price increases,…
Impact: TSMC's tight capacity and price increases are driving customers to Samsung, but TSMC retains dominant market share and benefits from overall strong AI demand.
Aug 19, 2026 · 9 articles
Domestic
Impact: Semiconductor Manufacturing International Corporation (SMIC) is a key domestic chipmaker in China that is now increasingly using domestically made equipment, including Naura Technology's etching tools, due to the new mandate and US export restrictions.
Dec 30, 2025 · 9 articles
International
Impact: Semiconductor Manufacturing International Corporation, a Chinese semiconductor maker, has reportedly sent chipmaking tools to Iran's military, making China a target of Donald Trump's tariff threat.
Apr 08, 2026 · 22 articles
Tech
Impact: Semiconductor Manufacturing International Corporation (SMIC) is Huawei's manufacturing partner in China, and its shares rose following Huawei's announcement, indicating potential benefits from the new chipmaking advancements.
May 25, 2026 · 42 articles
Tech
China has begun mass-producing domestically developed immersion deep-ultraviolet (DUV) lithography machines, a significant step in its push for semiconductor self-sufficiency. The production is led by Shanghai Aishengna Electronic Technology Group, a state-owned company established in…
Impact: SMIC is expected to receive the first homegrown DUV machines later this year, providing an alternative source of lithography equipment amid export restrictions. This could enhance its ability to produce advanced chips, though yields remain a concern.
Jul 27, 2026 · 22 articles
Business
Institutional investors slightly reduced their holdings in key stock market segments such as semiconductors, AI infrastructure, and megacap technology companies during the second quarter of 2026, according to an analysis of United States — United…
Impact: Tiger Global and SoftBank reduced their holdings in Taiwan Semiconductor, reflecting a cautious stance on semiconductor stocks despite overall bullish tilt.
Aug 14, 2026 · 13 articles
Business
Impact: TSMC is AMD's key manufacturing partner; its advanced packaging capacity constraints are a hurdle for AMD's supply, but TSMC benefits from AMD's growth.
Aug 04, 2026 · 19 articles
Business
Etching (disambiguation), a San Jose-based AI inference chip startup, raised $700 million in a funding round led by Jane Street Group, more than doubling its valuation to $21 billion in less than a month. The…
Impact: TSMC manufactures Etching (disambiguation)'s chip using its N4P process, benefiting from increased demand for advanced AI chips.
Aug 18, 2026 · 7 articles
Business
Nvidia has notified some of its largest customers that prices for servers containing its AI chips will rise by more than 15% in many cases, according to a Bloomberg News report. The price hikes will…
Impact: TSMC, as Nvidia's contract manufacturer, faces capacity constraints but benefits from sustained high demand for advanced chips.
Aug 22, 2026 · 43 articles
Business
Impact: TSMC's raised capex guidance triggered a tech sector de-rating, indirectly impacting Reddit's stock. The move signaled high costs of AI scaling, affecting investor sentiment across AI-linked equities.
Jul 16, 2026 · 6 articles
Business
A wave of strong corporate earnings, particularly from AI-related companies, drove major U.S. stock indexes to record highs in early August 2026. Microsoft, Amazon (company), Palantir, and Caterpillar reported better-than-expected results, easing investor concerns about…
Impact: Gained on AI chip demand. Benefited from the global AI rally.
Jul 14, 2026 · 280 articles
Business
Impact: Semiconductor Manufacturing International Corporation, a semiconductor foundry, is performing well in China due to its positioning to monetize the AI boom.
Jun 28, 2026 · 6 articles
Business
Impact: Foreign semiconductor company; muted reaction to strong results indicates high expectations.
Apr 20, 2026 · 27 articles
Business
Impact: SMIC, China's leading foundry, sees CXMT's IPO as a positive for the semiconductor sector, but also faces competition for capital and attention.
Jul 14, 2026 · 113 articles
Business
Intel announced a $15 billion underwritten public offering of common stock to fund its expansion in AI computing and advanced manufacturing. The offering includes a 30-day option for underwriters to purchase up to an additional…
Impact: TSMC faces increased competition from Intel's foundry expansion, though the offering itself does not directly affect TSMC's operations.
Aug 10, 2026 · 14 articles
International
Impact: Semiconductor Manufacturing International Corporation (SMIC) was previously blacklisted by Taiwan, and new restrictions would further limit China's domestic chipmaking capabilities.
May 21, 2026 · 22 articles
Business
Impact: Semiconductor Manufacturing International Corporation, a contract chipmaker in the same development zone, may benefit from increased local semiconductor ecosystem activity.
Aug 03, 2026 · 7 articles
Business
Berkshire Hathaway, under the leadership of CEO Greg Abel and with the involvement of Chairman Warren Buffett, has significantly increased its investment in Alphabet Inc., the parent company of Google. The conglomerate first disclosed a…
Impact: TSMC is a manufacturing partner for Alphabet, but the investment does not directly affect TSMC.
Jul 08, 2026 · 33 articles
Business
SoftBank Group Corp. reported an 18% drop in fiscal first quarter profit for the April-June period, with profit of 347.3 billion yen ($2.2 billion), down from 421.8 billion yen a year earlier. Quarterly sales rose…
Impact: TSMC is a portfolio company of SoftBank, but no specific impact from this earnings report was mentioned.
Aug 06, 2026 · 12 articles
International
Impact: Semiconductor Manufacturing International Corporation was investigated by Taiwan for allegedly setting up a disguised entity to hire local talent, indicating a broader crackdown on such practices.
Jan 13, 2026 · 11 articles
Business
Western Digital — Sandisk reported fiscal Q4 2026 results and announced a major expansion of its share repurchase program. The board approved an additional $14 billion buyback, bringing total remaining authorization to $15.5 billion, which…
Impact: TSMC is mentioned as a stock held by The Motley Fool, but has no direct role in this event.
Aug 10, 2026 · 6 articles
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Semiconductor Manufacturing International Corporation announced expansionTSMC $100B Arizona Expansion
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Semiconductor Manufacturing International Corporation reported revenueSMIC raises prices on AI demand
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Sony agreed to form Semiconductor Manufacturing International CorporationSony TSMC Image Sensor...
70
Semiconductor Manufacturing International Corporation agreed to invest Powerchip Semiconductor Manufacturing CorporationSony TSMC Image Sensor...
70
Shanghai Aishengna Electronic Technology Group delivered machines Semiconductor Manufacturing International CorporationChina mass-produces...
60
Semiconductor Manufacturing International Corporation raised pricesSMIC raises prices on AI demand
60
Tiger Global Management reduced holdings Semiconductor Manufacturing International CorporationInstitutional investors...
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