AMD & TSMC
42 shared events · Importance 3 · Last updated Aug 23, 2026
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Business
AMD: AMD is making a significant investment in Taiwan's AI ecosystem to expand its strategic partnerships and advanced packaging capabilities, aiming to accelerate AI infrastructure development and challenge Nvidia's market dominance. This move is expected to boost AMD's position in the AI chip market.
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
International
AMD: AMD>>> is another major producer of advanced AI chips, such as the MI350x, which were potentially exported through the now-closed loophole. The new guidance affects AMD>>>'s potential sales to Chinese entities via overseas subsidiaries.
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
AMD: Fell up to 9% in a single session.
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
AMD: AMD>>> CEO Lisa Su announced significant investment in Taiwan>>>'s AI industry, indicating its reliance on the region and exposure to geopolitical risks.
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
AMD: AMD faces increased competition in the PC chip market due to Nvidia's entry with the RTX Spark, potentially impacting its market share and stock performance.
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
International
AMD: AMD is adopting a low-profile corporate diplomacy strategy in China, which appears to be more effective in the current geopolitical climate, allowing it to maintain and potentially expand its market share in various segments despite U.S. export controls.
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
AMD: AMD, a TSMC customer, benefits from increased U.S. capacity and strong AI demand, supporting its product roadmap.
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
Tech
AMD: Similar to Nvidia, AMD could see reduced demand from Meta as the company shifts to in-house chips, though the impact is less immediate.
TSMC: 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
Business
AMD: AMD is the acquirer, strengthening its AI inference capabilities and full-stack AI platform. The deal is expected to enhance its competitive position against Nvidia and support long-term growth in the AI market.
TSMC: TSMC is the manufacturer of Taalas' chips. The acquisition may lead to increased orders for TSMC as AMD integrates the technology.
Aug 06, 2026 · 20 articles
Business
AMD: Included in the framework; part of the AI semiconductor space.
TSMC: Included in the framework; semiconductor demand growth acknowledged.
Aug 23, 2026 · 6 articles
Business
AMD: AMD is a TSMC customer for AI chips; TSMC's strong performance reflects healthy demand for AMD's products.
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
Business
AMD: AMD (AMD) is a recipient of the 2026 Visionary Growth Leadership Best Practices Recognition, which could positively influence its brand image and investor perception.
TSMC: TSMC is a recipient of the 2026 Visionary Growth Leadership Best Practices Recognition, which could positively influence its brand image and investor perception.
Jun 15, 2026 · 6 articles
International
AMD: AMD shares fell over 4% amid the broader tech rout, pressured by AI stock corrections.
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
AMD: Advanced Micro Devices (AMD) saw its shares rise significantly, contributing to the tech-led rally on Wall Street, benefiting from easing bond yields.
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
AMD: AMD is an AI chipmaker contributing to the high demand for advanced production lines from TSMC.
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
AMD: AMD (AMD) also announced significant investment in Taiwan's AI sector, indicating a broader trend of tech companies deepening their presence in the region, though this event focuses on Nvidia.
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
International
AMD: The European Union will continue to rely on AMD for GPUs, demonstrating the ongoing need for cooperation with international partners.
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
AMD: AMD competes with Nvidia in AI chips; its demand for memory also contributes to supply tightness.
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
AMD: AMD is gaining market share in AI accelerators, contributing to Nvidia's expected market share decline.
TSMC: TSMC upgraded its semiconductor market forecast to $1.5 trillion by 2030, citing AI demand, which supports Nvidia's addressable market.
Jun 27, 2026 · 6 articles
Tech
AMD: AMD>>> is a dominant supplier of CPUs for Windows laptops, and Nvidia>>>'s new processors will increase competition for AMD>>> in this segment.
TSMC: TSMC>>> is expected to manufacture Nvidia>>>'s N1X chip on a 3nm process.
May 30, 2026 · 34 articles
International
AMD: AMD has experienced increased demand from AI applications, indicating its participation in the growing AI chip market.
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
AMD: OpenAI is incorporating AMD chips alongside Nvidia to meet infrastructure demands, indicating a diversification of chip suppliers.
TSMC: TSMC is expected to fabricate OpenAI's first-generation chip design.
Sep 05, 2025 · 6 articles
Tech
AMD: AMD is noted as compressing design cycles with AI, but not directly involved in this event.
TSMC: TSMC partners with Cadence to advance AI-driven automation for advanced packaging, improving productivity for multi-die systems.
Jul 15, 2026 · 8 articles
Business
AMD: AMD is a customer of Samsung's HBM chips and is indirectly affected by the chip supply outlook.
TSMC: TSMC competes with Samsung's foundry business, which is expected to turn around soon.
Jul 30, 2026 · 8 articles
Business
AMD: AMD is also working with Amkor on chip packaging, but this deal does not directly affect AMD.
TSMC: TSMC has a separate 10-year packaging partnership with Amkor in United States — Arizona, complementing the Nvidia deal.
Jul 23, 2026 · 26 articles
Business
AMD: AMD is a customer of Micron Technology, though Micron's HBM offerings for Nvidia are distinct from those sold to AMD.
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
International
AMD: AMD' stock surged after reporting stronger-than-expected profits and revenue, driven by growth in artificial intelligence technology.
TSMC: TSMC is mentioned as one of three $1 trillion companies in Asia, along with SK Hynix and Samsung Electronics, all top manufacturers of chips used in AI systems.
May 25, 2026 · 35 articles
Tech
AMD: AMD is a competitor to Nvidia in the AI chip and PC market, and Nvidia's new N1X processor and Vera Rubin platform are set to rival AMD's offerings, potentially impacting AMD's market share.
TSMC: TSMC is a major semiconductor manufacturer that likely produces components for Nvidia's platforms, benefiting from increased production demands, though not explicitly mentioned in the context of Vera Rubin production in these articles.
May 31, 2026 · 28 articles
International
AMD: AMD>>> is another major AI chip manufacturer whose products are subject to US export curbs to China>>>. Taiwan>>> is considering matching US curbs on processors from AMD>>>.
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
Tech
AMD: AMD (AMD) is mentioned as a supplier whose chips OpenAI is expected to continue using for many workloads, alongside Nvidia, despite the introduction of Jalape
no.
TSMC: TSMC is responsible for the manufacturing of OpenAI's Jalape
no chip, highlighting its crucial role in the global semiconductor supply chain and its importance to advanced AI hardware production.
Jun 24, 2026 · 52 articles
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