TSMC
Tracked across 162 events · 8687 articles · First seen Feb 24, 2025 · Last active Aug 23, 2026
Live sentiment trends, attention charts, and prominence tracking available on the
Ergen Dashboard
Business
Impact: TSMC, the heaviest-weighted stock on the Taiwan Stock Exchange, suffered a record intraday price decline, wiping approximately NT$3.5 trillion off its market capitalization.
May 18, 2026 · 40 articles
Tech
Impact: TSMC is integrating Nvidia's AI and accelerated computing into its semiconductor design and manufacturing processes, aiming to improve efficiency, yield, and reduce costs in advanced fabs.
May 31, 2026 · 11 articles
Business
Impact: TSMC's market capitalization doubled, making it the ninth most valuable company globally and highlighting its critical role in the technology supply chain.
Jun 08, 2026 · 7 articles
Business
Impact: TSMC>>> is the primary driver of Taiwan's stock market surge, with its shares rallying 49% this year due to its dominant position in AI semiconductors. It accounts for about 42% of Taiwan's benchmark index, making it a key beneficiary of the AI investment cycle.
May 26, 2026 · 38 articles
Business
Impact: TSMC is confident in its growth due to robust demand for computing power and advanced semiconductors, driven by the AI boom. The company is increasing capital spending and employee profit sharing, and its share price has significantly climbed.
Jun 03, 2026 · 23 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 $265B to United States — Arizona expansion and reporting record earnings. The investment strengthens its U.S. presence but faces operational and geopolitical challenges.
Jul 16, 2026 · 85 articles
Business
Impact: TSMC reported record Q2 revenue and is expected to post record profit, driven by AI chip demand. Its stock has risen 57% YTD, and it may raise full-year guidance and capex.
Jul 13, 2026 · 22 articles
Business
Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest contract chipmaker, approved a capital budget of approximately $29.44 billion at a two-day board meeting that concluded on August 11, 2026. The capital appropriations are intended to…
Impact: TSMC is the central entity, approving a $29.44 billion capital budget and raising its 2026 capex forecast to $60-64 billion, reflecting strong AI-driven demand. This positions TSMC for continued growth and market leadership.
Aug 11, 2026 · 7 articles
International
Impact: TSMC is a key contract chip manufacturer that senators are urging the US government to regulate more strictly to prevent it from making advanced AI chips for Chinese company subsidiaries. This could impact its business with Chinese-affiliated entities.
May 31, 2026 · 36 articles
Business
Impact: Plans $265 billion investment in United States — Arizona facilities at risk due to labor shortage.
Jul 07, 2026 · 7 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 contributes manufacturing and process technology, expanding its presence in Japan and strengthening its relationship with Sony. The venture diversifies TSMC's customer base and supports its global expansion.
Aug 10, 2026 · 36 articles
Tech
Microsoft is planning to publicly unveil its next-generation Maia 300 AI accelerator as soon as September 2026, according to The Information, citing people with direct knowledge. The company has entered talks with TSMC to secure…
Impact: TSMC is the manufacturing partner for the Maia 300, with Microsoft negotiating capacity for over 300,000 units. As the direct supply-chain beneficiary, TSMC stands to gain significant orders, though supply tightness on N3 and CoWoS could constrain ramp.
Aug 10, 2026 · 20 articles
International
Impact: TSMC>>> is the world's largest contract chipmaker and a key supplier to major tech companies like Nvidia>>> and Apple, making it highly susceptible to any disruption caused by geopolitical tensions in Taiwan>>>.
Jun 08, 2026 · 10 articles
Business
Impact: TSMC is a key partner in AMD's investment, manufacturing AMD's next-generation 'Venice' CPU using its 2-nanometer technology. This collaboration highlights TSMC's critical role in advanced chip production for AI infrastructure.
May 21, 2026 · 26 articles
Tech
Impact: TSMC, as the world's largest contract chipmaker, anchors Taiwan's position in the global AI supply chain, making it a crucial entity for the stability and growth of the semiconductor industry.
May 28, 2026 · 23 articles
Tech
Impact: TSMC>>> collaborated with Nvidia>>> on the packaging process for the new CPO switches, adopting its COUPE platform. This partnership reinforces TSMC>>>'s role as a key technology enabler for advanced AI systems.
Jun 03, 2026 · 6 articles
Regulatory
Impact: TSMC, the world's largest chipmaker and key AI enabler, reported sustained demand but faces monitoring of rising component costs; the bubble warning could affect its stock.
Jul 09, 2026 · 6 articles
Business
Impact: Fell up to 7.3% in Taipei; reported stronger profit but stock fell; announced $100B extra U.S. fab spending.
Apr 20, 2026 · 344 articles
Domestic
Impact: TSMC is setting up an SEZ in Dholera, India — Gujarat, with a proposed investment of Rs 91,000 crore for India's first chip fabrication unit, contributing to the growth of the semiconductor industry.
Jun 09, 2026 · 13 articles
Business
Impact: TSMC's gains have been a primary driver of Taiwan's benchmark surge, positioning it as a key AI supplier.
Jun 28, 2026 · 6 articles
Business
Impact: TSMC is planned to make the main computing part of Alphabet Inc.'s Google's 'Icefish' processor, but Alphabet Inc. is looking to reduce reliance on TSMC due to surging AI demand and potential supply bottlenecks.
Jun 11, 2026 · 6 articles
Tech
Impact: TSMC will manufacture Nvidia's RTX Spark Superchip using its 3N process technology, securing a significant manufacturing contract and reinforcing its position as a leading chip manufacturer.
May 26, 2026 · 159 articles
Business
Impact: TSMC>>>, a major supplier to Nvidia>>>, will benefit from Nvidia>>>'s increased presence in Taiwan>>>, as the new headquarters will bring the companies closer, enhancing collaboration in advanced semiconductor manufacturing.
May 27, 2026 · 21 articles
Business
Impact: TSMC is a major client of Nubank, utilizing its EUV lithography machines for high-end chip production, and is likely a driver for Nubank's expansion.
May 25, 2026 · 7 articles
Tech
Impact: TSMC will manufacture Meta's Iris chip, securing a major customer and reinforcing its position as a leading semiconductor foundry.
Apr 20, 2026 · 32 articles
International
Impact: TSMC reported strong June revenue growth but its U.S. shares fell 2.3%, as the AI optimism was tempered by geopolitical risks.
Apr 20, 2026 · 304 articles
Tech
Impact: TSMC partners with Cadence to advance AI-driven automation for advanced packaging, improving productivity for multi-die systems.
Jul 15, 2026 · 8 articles
Accidents
Impact: Evacuated workers and briefly suspended operations at its Kumamoto plant, but resumed quickly, minimizing supply chain impact.
Jul 28, 2026 · 264 articles
Business
Impact: TSMC is currently Apple Inc.'s primary chip manufacturer but faces high demand from AI chipmakers, leading Apple Inc. to seek diversification.
Jun 18, 2026 · 41 articles
Tech
Impact: TSMC is the industry leader in advanced chip manufacturing, and Huawei's new technology aims to shorten the gap with TSMC's capabilities, potentially challenging its market dominance.
May 25, 2026 · 42 articles
+ 132 more events
View on Dashboard
100
TSMC approved capital budgetTSMC approves $29.44B...
94
TSMC approved capital budgetTSMC $100B Arizona Expansion
91
TSMC plans investmentTSMC $100B Arizona Expansion
90
TSMC raised capital expenditure forecastTSMC approves $29.44B...
85
Microsoft in talks with TSMCMicrosoft Maia 300 AI chip...
70
TSMC increased cash dividendTSMC approves $29.44B...
70
TSMC operationalized firstTSMC $100B Arizona Expansion
70
Sony planned joint venture TSMCSony TSMC Image Sensor...
68
TSMC reported revenueTSMC $100B Arizona Expansion
66
TSMC invested $100 billion United StatesTSMC $100B Arizona Expansion
65
TSMC reported revenue surgeMicron stock surge and...
65
TSMC raised capital expenditure forecastTSMC $100B Arizona Expansion
63
TSMC reported earningsTSMC $100B Arizona Expansion
60
TSMC faces penaltyTSMC $100B Arizona Expansion
57
TSMC retreated more than 3%TSMC $100B Arizona Expansion
50
TSMC roseAI earnings drive record...
50
TSMC will pay dividends C. C. WeiTSMC approves $29.44B...
50
United States — United States Department of Commerce welcomed investment TSMCTSMC $100B Arizona Expansion
33
TSMC reported revenue and profitTSMC $100B Arizona Expansion
Samsung Electronics
competitor
↔
TSMC
TSMC views Samsung Electronics as a key direct competitor in the global semicond
Samsung Electronics
competitor
↔
TSMC
Samsung Electronics is a direct competitor to TSMC in the global semiconductor f
+ 410 more relationships
View on Dashboard
ERGEN INTELLIGENCE
Track TSMC live
Set up alerts, explore relationships, view sentiment trends, and monitor how events impact this entity in real time.
Open Dashboard