India & TSMC
24 shared events · Importance 4 · Last updated Aug 07, 2026
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Business
India: India's stock market value has fallen behind Taiwan's, dropping to sixth place globally. This decline is attributed to factors like surging energy costs, slowing corporate earnings, and a lack of direct exposure to the AI buildout, leading to significant foreign outflows.
TSMC: 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
India: The top ten companies in India have experienced a decline in their share of total market capitalization, highlighting a lag in the AI race. Its market is dominated by legacy giants, and its tech firms are vulnerable to AI disruption.
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
Business
India: India's stock market has slipped to the seventh position globally, losing ground to South Korea and Taiwan due to a weakening rupee, foreign outflows, and limited participation in the AI hardware market.
TSMC: TSMC, as the world's largest contract chipmaker, has been a key factor in Taiwan's stock market rise, benefiting from the demand for AI-related chips.
Jun 02, 2026 · 20 articles
International
India: India, as the world's third-largest oil importer, is highly exposed to the Iran war's economic fallout, facing mounting costs, supply disruptions for oil and fertilizer, and pressure on its economic growth and government finances.
TSMC: TSMC's shares shot up, leading the surge in Taiwan's Taiex.
May 05, 2026 · 374 articles
Tech
India: India is a key market where price increases are expected due to rupee depreciation and import costs, potentially affecting demand.
TSMC: TSMC is manufacturing the A20 Pro chip using its advanced 2nm process, highlighting its leadership in semiconductor fabrication and potential revenue boost.
May 30, 2026 · 7 articles
Business
India: India is striving to reduce import dependence and build a domestic semiconductor industry. The government's approval of new state aid and support for Tata's fab are key steps, but the slow start with older technology underscores the challenges.
TSMC: TSMC is mentioned as a benchmark for advanced chip manufacturing (2nm volume production). Its dominance highlights the gap India faces, but TSMC is not directly involved in this event.
Jul 17, 2026 · 6 articles
Business
India: India>>> is seeing AI-related gains through Adani Group>>>'s energy units, which are investing in green-powered data centers.
TSMC: TSMC>>> has already seen windfall profits from AI demand, but investors are now looking beyond it to other parts of the supply chain due to its high valuation.
May 31, 2026 · 6 articles
International
India: India issued travel advisories for Iran and has citizens affected by the conflict. It is a major oil importer impacted by price rises.
TSMC: TSMC is a bellwether for the chip sector; its earnings are awaited.
Apr 20, 2026 · 480 articles
Business
India: Apple raised prices in India by 20-42%, affecting consumers in a key growth market.
TSMC: TSMC produces chips for Apple and Nvidia; it has not ruled out price increases, which could further raise costs.
Jun 17, 2026 · 199 articles
Business
India: Sensex nearly unchanged.
TSMC: 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
International
India: India hosted the BRICS foreign ministers' meeting where Abbas Araghchi made his statements regarding the peace talks and the Strait of Hormuz.
TSMC: TSMC's shares were trading 1.0 percent higher, contributing to the strength in technology stocks in Taipei.
Apr 26, 2026 · 590 articles
International
India: India is among the countries facing potential 12.5% import taxes from the US due to an investigation into alleged forced labor, which could impact its trade relations.
TSMC: TSMC's strong advance contributed to Taipei's stock market gains, reflecting the robust performance of the chip industry.
Jun 03, 2026 · 97 articles
International
India: India>>> reported that three seafarers from a vessel fired upon by the United States>>> in the Gulf of Oman, which was carrying oil from Iran>>>, had died.
TSMC: TSMC>>> is mentioned as a regional tech heavyweight, indicating the strong performance of the tech sector.
Apr 20, 2026 · 607 articles
International
India: India>>> is hosting US Secretary of State Marco Rubio>>> for a four-day trip, during which he provided updates on the United States>>>-Iran>>> negotiations. India>>> is not directly involved in the negotiations.
TSMC: TSMC>>> is mentioned as a regional tech heavyweight, indicating the strong performance of the tech sector.
May 07, 2026 · 362 articles
Domestic
TSMC: 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
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