United States & TSMC
106 shared events · Importance 9 · Last updated Aug 16, 2026
Live sentiment trends, interaction importance charts, and action volume tracking available on the
Ergen Dashboard
Business
United States: Nationwide labor shortage threatens semiconductor expansion and reshoring goals.
TSMC: Plans $265 billion investment in United States — Arizona facilities at risk due to labor shortage.
Jul 07, 2026 · 7 articles
International
United States: The United States is actively involved in implementing and tightening export controls on advanced chips to China, aiming to protect its national security and industry competitiveness. The effectiveness of its current controls is being questioned due to potential loopholes.
TSMC: 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
United States: The U.S. benefits from increased domestic semiconductor manufacturing, job creation, and supply chain security, aligning with policy goals.
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
International
United States: Leading military operations against Iran, launching airstrikes and imposing a naval blockade, with 17 service members killed.
TSMC: 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
Business
United States: Expanded airstrike campaign against Iran; tensions escalate.
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
United States: Concerns about the outlook for interest rates in the United States, following a robust jobs report, contributed to investor anxiety and the sell-off in global markets.
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
Tech
United States: The United States' sanctions against Huawei and China's semiconductor industry have driven Huawei to develop alternative chipmaking technologies, intensifying the tech rivalry.
TSMC: 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
International
United States: The United States reaffirmed its support for Taiwan through congressional meetings and discussions about arms sales, highlighting its commitment to Taiwan's defense and regional stability, despite potential tensions with China.
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
United States: Nvidia>>> CEO Jensen Huang stated that Taiwan>>> is a good strategic partner for the United States>>>, indicating the geopolitical and economic ties between the two in the technology sector.
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
United States: The United States government, under Donald Trump, has been actively promoting domestic semiconductor manufacturing and has a significant stake in Intel.
TSMC: 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
Business
United States: TSMC is investing $165 billion to build new factories in Arizona, United States, to satisfy American customers' needs, though full satisfaction will take a 'very long time'.
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
International
United States: The United States's export controls have significantly impacted Nvidia's market share in China and restrict AMD from selling its most advanced AI chips to China, influencing corporate diplomacy strategies.
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
International
United States: The United States is the primary target of the European Union's new regulations, as the EU seeks to reduce its dependence on US cloud providers and technology due to fears of a 'kill switch' and potential surveillance. This could lead to increased transatlantic tensions.
TSMC: The European Union lacks a rival to TSMC for chip manufacturing, indicating a continued reliance on international partners despite sovereignty efforts.
May 30, 2026 · 52 articles
Business
United States: The United States is a key player in the AI boom, with significant investment in data centers underpinning its economic growth and serving as a guide for other developed economies.
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
United States: The United States government has issued licenses for Nvidia to sell H200 chips to China, but its technology tensions with China are creating regulatory challenges for Nvidia's market access.
TSMC: TSMC is the world's largest contract chipmaker and a key partner for Nvidia, producing advanced semiconductors for AI. Jensen Huang plans to meet with TSMC during his visit to Taiwan.
May 23, 2026 · 7 articles
Business
United States: The United States>>> is home to Micron Technology>>> and has seen significant retail investor interest in ETFs providing exposure to South Korean chipmakers.
TSMC: TSMC>>> is mentioned as one of the three Asian companies to have joined the $1 trillion club, benefiting from AI-related spending and contributing to Taiwan's increased stock market value.
May 27, 2026 · 15 articles
Business
United States: The United States remains a leading economy in the global top 100 companies, with several of its companies dominating the top positions.
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
Business
United States: TSMC is investing $165 billion in United States — Arizona factories, strengthening US semiconductor supply chain.
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
United States: The United States is involved in a fragile ceasefire with Iran, which is being tested by recent attacks. The US military has downed Iranian drones and launched retaliatory strikes, indicating direct involvement in the conflict.
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
United States: The United States>>> is mentioned as a destination for Taiwan>>> tech firms investing for supply chain resilience, and its former Deputy Assistant Secretary of State, David Feith, commented on the security threat.
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
Business
United States: The United States' stance on potential attacks against Iran and its inventory drawdown affected oil prices. United States — Federal Reserve minutes also indicated concerns about inflation and potential interest rate hikes.
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
Business
United States: The United States is home to several major chipmakers and where employees often benefit from stock options, leading to early retirements for some.
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
International
United States: The United States is actively pursuing policies to restrict China's access to advanced semiconductors and AI technology, which is the central theme of the event. Its actions directly influence the global semiconductor market and the strategies of companies like Nubank.
TSMC: TSMC is a contract chip manufacturer that Nubank is working with to secure wafer supply, addressing potential bottlenecks in advanced chip production.
Jun 02, 2026 · 6 articles
Business
United States: US leads efforts to curb high-tech exports to China, affecting ASML's sales; geopolitical risk.
TSMC: TSMC is a key customer of ASML, benefiting from increased chip demand for AI.
Jul 15, 2026 · 29 articles
Business
United States: The U.S. benefits from reshoring AI hardware manufacturing, with Wistron's facility contributing to domestic supply chain resilience and job creation under the Trump administration's policies.
TSMC: TSMC announced an additional $100 billion investment in United States — Arizona, highlighting the broader trend of semiconductor manufacturing reshoring to the U.S.
Jul 22, 2026 · 6 articles
International
United States: The US is a key partner in the AI deals, with American tech firms securing supply and investment opportunities.
TSMC: TSMC faces increased competition from Samsung's foundry expansion, though its market leadership remains intact.
Jul 24, 2026 · 129 articles
Business
United States: US markets and economy central to earnings season and geopolitical tensions.
TSMC: TSMC's strong earnings received tepid market reaction, reflecting high expectations for the sector.
Apr 20, 2026 · 27 articles
International
United States: The United States>>> is a primary belligerent, having initiated Operation Epic Fury against Iran>>>. Its military actions and diplomatic efforts are central to the conflict's trajectory and any potential peace agreement.
TSMC: TSMC's shares were trading 1.0 percent higher, contributing to the strength in technology stocks in Taipei.
Jun 03, 2026 · 17 articles
International
United States: The US is leading military strikes against Iran and enforcing a naval blockade, aiming to reopen the Strait of Hormuz. The conflict strains US resources and risks broader war.
TSMC: TSMC is a bellwether for the chip sector; its earnings are awaited.
Apr 20, 2026 · 480 articles
Business
United States: The United States>>> administration is actively supporting Intel>>>'s domestic manufacturing efforts, which is a factor motivating companies like Alphabet Inc.>>> and Nvidia>>> to work with Intel>>>.
TSMC: TSMC>>> is facing capacity crunch due to soaring AI chip demand, leading major AI chip design companies like Alphabet Inc.>>> and potentially Nvidia>>> to turn to Intel>>> for manufacturing, which could impact TSMC>>>'s market share.
Jun 08, 2026 · 6 articles
+ 76 more events
View on Dashboard
66
TSMC invested $100 billion United StatesTSMC $100B Arizona Expansion
ERGEN INTELLIGENCE
Explore this relationship live
Track how United States and TSMC interact across events, view sentiment trends, and discover connected entities.
Open Dashboard