Taiwan & TSMC
54 shared events · Importance 6 · Last updated Aug 16, 2026
Live sentiment trends, interaction importance charts, and action volume tracking available on the
Ergen Dashboard
Business
Taiwan: Taiwan's stock market experienced a severe crash, with its benchmark index plunging significantly, reflecting global concerns and a massive wave of selling.
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 · 40 articles
Business
Taiwan: Taiwan's stock market value has surpassed India's, becoming the world's fifth largest, primarily due to the strong performance of TSMC>>> and the global AI investment cycle. This event highlights Taiwan's critical role in the technology hardware sector.
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
Taiwan: Taiwan's ranking among global economies represented in the top 100 rose from seventh to fourth, primarily due to TSMC's growth. However, its heavy reliance on a single industry presents risks.
TSMC: 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
International
Taiwan: Taiwan>>> is at the center of geopolitical tensions with China>>>, facing military pressure while being a crucial hub for the global AI supply chain. Its government is committed to safeguarding peace and stability.
TSMC: 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
Tech
Taiwan: Taiwan is highlighted as a critical hub for the global AI and semiconductor supply chain, with its capital markets supporting innovation and international competitiveness. Its political stability is deemed essential for global supply chain security.
TSMC: 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
Business
Taiwan: Taiwan is the host of the Computex conference and is central to the global supply chain for semiconductors. It is also TSMC's most efficient manufacturing area, but faces political risk from China.
TSMC: 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
Taiwan: Taiwan is receiving a substantial investment from AMD, reinforcing its role as a global hub for semiconductor manufacturing and AI development. This investment will further strengthen Taiwan's semiconductor supply chain and foster innovation in advanced packaging and AI infrastructure.
TSMC: 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
Business
Taiwan: Taiwan gains from TSMC's continued investment at home and the U.S.-Taiwan trade agreement, though it faces competition for leading-edge manufacturing.
TSMC: 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
Taiwan: Taiwan>>> is being recognized as the 'epicenter of the AI revolution' due to Nvidia>>>'s substantial investment and its crucial role in chip manufacturing and AI supercomputer production, boosting its economy and technological standing.
TSMC: 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
Taiwan: Taiwan's benchmark has surged due to the strong performance of its AI-related companies, particularly TSMC.
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
Taiwan: Taiwan is a key operational hub for Nubank, hosting factories and contributing significantly to its global revenue and ESG goals. The hiring expansion further solidifies its role in the global semiconductor ecosystem.
TSMC: 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
Regulatory
Taiwan: As a key AI supply chain hub, Taiwan's economy is heavily driven by the AI boom; the central bank's warning highlights potential risks to its tech-driven growth.
TSMC: 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
International
Taiwan: Taiwan's President of the Legislative Yuan, Han Kuo-yu, visited Washington to strengthen ties with the United States and advocate for increased international participation and arms sales, which could bolster its defense and economic standing.
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
Tech
Taiwan: Taiwan is described as the 'epicentre of the AI revolution' and a strategic partner for the United States, receiving a significant annual investment commitment from Nvidia, which also declared itself the largest corporate purchaser in Taiwan's technology ecosystem.
TSMC: 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
Taiwan: Taiwan previously overtook India in market capitalization, driven by its semiconductor industry, particularly TSMC, highlighting the global shift towards AI-linked sectors.
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
Regulatory
Taiwan: Taiwan is the enforcer, conducting raids to protect its semiconductor industry and competitive edge. The event reinforces its regulatory stance and may bolster its tech sector's resilience.
TSMC: TSMC is referenced in a related case of a former employee charged with leaking technology to China. The event highlights the broader threat to Taiwan's chip industry, potentially reinforcing TSMC's importance.
Aug 05, 2026 · 6 articles
Accidents
Taiwan: Taiwan experienced severe rains, flooding, and school/office closures due to tropical storm Mekkhala, though its major chip manufacturing operations remained unaffected.
TSMC: TSMC's factories in Taiwan continued to operate normally despite the severe weather, mitigating potential supply chain disruptions.
Jun 26, 2026 · 6 articles
Business
Taiwan: Taiwan>>> is a key hub for server assemblers and chip designers such as Foxconn>>>, Quanta Computer>>>, and MediaTek>>>, which are direct beneficiaries of the AI capex cycle.
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
Tech
Taiwan: Taiwan>>>'s technology ecosystem and supply chain are highlighted as indispensable partners for Nvidia>>> in expanding global AI computing capacity, showcasing its importance in the tech industry.
TSMC: 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
Business
Taiwan: TAIEX fell; TSMC key player.
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
Business
Taiwan: Taiwan>>>'s stock market, represented by the Taiwan Stock Exchange Capitalization Weighted Stock Index>>>, surged due to the AI boom.
TSMC: TSMC's stock gained, contributing to the rise in Taiwan's Taiex, reflecting the positive impact of the AI boom on major chipmakers.
May 20, 2026 · 72 articles
International
Taiwan: Taiwan is home to TSMC, the world's largest contract chip manufacturing firm, and both AMD and Nvidia have unveiled big investment plans there, highlighting its importance in the global chip supply chain.
TSMC: TSMC is the world's largest contract chip manufacturing firm, and both AMD and Nvidia are making significant investments in Taiwan, which will likely benefit TSMC.
May 29, 2026 · 7 articles
Business
Taiwan: Taiwan is a significant center for chipmaking talent and is seeing similar labor demands for increased bonuses at companies like TSMC.
TSMC: TSMC, a major chip production giant, has also faced discontent over bonuses due to record profits from AI demand, leading to increased profit-sharing for employees.
May 20, 2026 · 86 articles
Business
Taiwan: Taiwan>>> is a major hub for hardware production, hosting the Computex expo where Jensen Huang>>> made his statements. Nvidia>>> plans to increase investment in Taiwan>>>.
TSMC: TSMC>>> is a hardware production giant in Taiwan>>> and a partner of Nvidia>>>. Its CEO has sought to reassure workers about incentive-based payouts amid profit-sharing concerns.
Jun 02, 2026 · 16 articles
Accidents
Taiwan: Sent firefighters to assist in rescue operations, demonstrating regional cooperation.
TSMC: Evacuated workers and briefly suspended operations at its Kumamoto plant, but resumed quickly, minimizing supply chain impact.
Jul 28, 2026 · 264 articles
International
Taiwan: Taiwan's Taiex advanced due to strong performance from its tech companies.
TSMC: TSMC, a computer chip giant, contributed to the gains in Taiwan's tech sector.
Jun 08, 2026 · 9 articles
Business
Taiwan: Taiwan's stock market is heavily influenced by TSMC, a key supplier of AI chips, indicating its importance in the AI ecosystem.
TSMC: TSMC, a supplier to Nvidia, represents 40% of the Taipei stock market due to high demand for AI chips.
Jun 05, 2026 · 13 articles
Business
Taiwan: Taiwan is TSMC's home base; the company's success bolsters Taiwan's economy and stock market.
TSMC: 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
International
Taiwan: Taiwanese authorities are conducting raids and investigations into the alleged smuggling of AI chips to China. Taiwan is considering criminalizing such exports to align with United States regulations, which could impact its trade relations.
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
Taiwan: Taiwan>>> is actively investigating and prosecuting AI chip smuggling, demonstrating a stronger stance against export control violations and aligning with US policies. This could enhance its international standing but risks a rebuke from China>>>.
TSMC: TSMC>>>'s US shares experienced a slight dip following news of Taiwan>>>'s potential stricter export controls, reflecting market sensitivity to geopolitical tensions in the semiconductor industry.
May 21, 2026 · 22 articles
+ 24 more events
View on Dashboard
ERGEN INTELLIGENCE
Explore this relationship live
Track how Taiwan and TSMC interact across events, view sentiment trends, and discover connected entities.
Open Dashboard