China & TSMC
32 shared events · Importance 32 · Last updated Jul 02, 2026
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Business
China: The top ten companies in China have seen their share of total market capitalization decrease, indicating a lag in the global AI race, despite government and internet giants vowing to ramp up AI investments.
TSMC: 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
International
China: China views Taiwan as part of its territory and opposes United States arms sales to the island, creating geopolitical tension and influencing U.S.-China relations.
TSMC: TSMC is building new fabs in Phoenix, Arizona, underscoring Taiwan's economic importance to the United States through its advanced chip production for the A.I. boom.
Jun 24, 2026 · 8 articles
Business
China: China's role in the U.S.-China summit and its non-intervention in the Gulf War influenced crude oil prices, which in turn affected global market sentiment.
TSMC: 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 · 33 articles
International
China: China is actively encouraging the use of domestically designed chips and pursuing technological self-sufficiency in the semiconductor industry, impacting foreign companies like Nvidia.
TSMC: TSMC uses ASML's machines to make a large share of Nvidia's top AI chips, but China is barred from buying these machines or Nvidia's most powerful AI chips.
Apr 20, 2026 · 20 articles
International
China: China is the intended recipient of the illegally smuggled AI chips, which are restricted by United States due to concerns about their potential military applications. This event highlights the ongoing efforts to circumvent these restrictions.
TSMC: TSMC manufactures the cutting-edge chips for both Nvidia and AMD, making it a key player in the global semiconductor supply chain affected by these export controls.
Apr 20, 2026 · 34 articles
International
China: China's factory activity expanded due to stockpiling, but it is also a source of global trade imbalances and faces pressure from G7 nations regarding its industrial policies.
TSMC: TSMC's shares shot up, leading the surge in Taiwan's Taiex.
May 05, 2026 · 374 articles
Business
China: China is a country where SK Hynix operates manufacturing facilities. The geopolitical tensions between the US and China pose a risk to the semiconductor industry, which SK Hynix operates within.
TSMC: TSMC is mentioned as having reached a trillion-dollar valuation previously, serving as a benchmark for market value in the semiconductor industry.
Apr 20, 2026 · 36 articles
Business
China: China is a significant source of Applied Materials' revenue, indicating its importance as a customer base for semiconductor manufacturing equipment.
TSMC: TSMC is mentioned as one of the chipmakers benefiting from strong AI demand, which in turn supports Applied Materials.
Jun 09, 2026 · 25 articles
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