Alphabet Inc. & TSMC
55 shared events · Importance 6 · Last updated Aug 12, 2026
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Business
Alphabet Inc.: Alphabet Inc.'s Google is seeking to diversify its chip manufacturing supply chain for its next-generation AI processor, 'Icefish', reducing reliance on TSMC and potentially boosting its cloud unit's growth with in-house AI chips.
TSMC: TSMC is planned to make the main computing part of Alphabet Inc.'s Google's 'Icefish' processor, but Alphabet Inc. is looking to reduce reliance on TSMC due to surging AI demand and potential supply bottlenecks.
Jun 11, 2026 · 6 articles
Business
Alphabet Inc.: Identified as offering the most compelling asymmetry; positive mention may support its valuation narrative.
TSMC: Included in the framework; semiconductor demand growth acknowledged.
Aug 23, 2026 · 6 articles
Business
Alphabet Inc.: Alphabet's Google subsidiary has placed a significant order with Intel>>> for tensor processing units, aiming to diversify its AI chip supply chain and bolster its cloud revenue with in-house AI chips.
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
Tech
Alphabet Inc.: Alphabet is a competitor in custom AI chips, with Google's Tensor Processing Units gaining revenue recognition. The Maia 300 launch intensifies competition in the custom silicon space.
TSMC: TSMC is the manufacturing partner for the Maia 300, with Microsoft negotiating capacity for over 300,000 units. As the direct supply-chain beneficiary, TSMC stands to gain significant orders, though supply tightness on N3 and CoWoS could constrain ramp.
Aug 10, 2026 · 20 articles
Business
Alphabet Inc.: Alphabet Inc. announced plans to raise up to $80 billion for AI infrastructure expansion, indicating significant investment in the sector.
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
Alphabet Inc.: Reportedly delayed Gemini 3.5 Pro release; earnings due next week.
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
Alphabet Inc.: Alphabet Inc.>>>'s Google division placed a substantial order with Intel>>> for tensor processing units, indicating continued investment in AI infrastructure.
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
Alphabet Inc.: Alphabet Inc. is listed among the top ten global companies by market capitalization.
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
Alphabet Inc.: Key AI hyperscaler; earnings and AI spending plans will influence AI trade and market sentiment.
TSMC: TSMC's strong earnings received tepid market reaction, reflecting high expectations for the sector.
Apr 20, 2026 · 27 articles
Business
Alphabet Inc.: Google (Alphabet) 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
Business
Alphabet Inc.: Alphabet is designing in-house chips and increasing capital spending on AI, with its Google silicon powering workloads at Anthropic.
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
Business
Alphabet Inc.: Alphabet's increased capex to $205 billion supports AI infrastructure spending, driving demand for memory chips and benefiting Western Digital — Sandisk.
TSMC: TSMC's increased capex and chip production signal sustained AI demand, indirectly benefiting Western Digital — Sandisk by driving demand for memory chips.
Apr 20, 2026 · 95 articles
Business
Alphabet Inc.: Alphabet's Google partnered with Apple on the revamped Siri with AI features. This partnership is part of Apple's AI strategy but is not directly impacted by the earnings.
TSMC: TSMC supplies Apple's main processors, and shortages of advanced chipmaking technology are a key constraint. Apple's supply issues could impact TSMC's production and revenue.
Jul 30, 2026 · 42 articles
Tech
Alphabet Inc.: Alphabet Inc. is mentioned as a technology giant that has also invested heavily in custom AI silicon, such as its Tensor Processing Units (TPUs), to reduce costs and optimize performance, similar to OpenAI's strategy.
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
International
Alphabet Inc.: Alphabet Inc. is a US cloud provider that could be excluded from highly critical state tenders in the European Union due to new strict criteria aimed at reducing dependence on foreign tech.
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
Alphabet Inc.: Alphabet is among the big tech companies investing heavily in AI data centers, contributing to memory demand.
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
Alphabet Inc.: Alphabet Inc. is a hyperscaler investing heavily in AI data centers, driving demand for ASML's customers.
TSMC: TSMC is a key customer of ASML, benefiting from increased chip demand for AI.
Jul 15, 2026 · 29 articles
Business
Alphabet Inc.: Alphabet Inc. already offers its own custom silicon (TPUs) through its cloud platforms and is reportedly considering Samsung Electronics to manufacture part of a future tensor processing unit. Anthropic also uses Alphabet Inc.'s TPUs as part of its compute strategy.
TSMC: TSMC is a dominant player in the foundry market. A manufacturing agreement between Anthropic and Samsung Electronics could challenge its market position as demand for alternative manufacturing capacity increases.
Jul 02, 2026 · 23 articles
Tech
Alphabet Inc.: Alphabet Inc.'s Gemini is mentioned as an example of chatbots that agentic computing is expected to largely replace, indicating a shift in the AI landscape.
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
Tech
Alphabet Inc.: Microsoft's AI unit released an image model to vie with Alphabet Inc.'s, indicating direct competition in AI model development.
TSMC: TSMC>>> is expected to manufacture Nvidia>>>'s N1X chip on a 3nm process.
May 30, 2026 · 34 articles
Tech
Alphabet Inc.: Huawei's smartphones lost access to Alphabet Inc.'s suite of apps due to US sanctions, highlighting the broader impact of the geopolitical standoff on consumer products.
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
Tech
Alphabet Inc.: Alphabet Inc. is the main actor, renaming NotebookLM to Gemini Notebook and adding new features to strengthen its AI product suite.
TSMC: Mentioned in a separate Pixel 11 rumor about manufacturing Tensor G6 chip; not directly related to the main event.
Jul 16, 2026 · 20 articles
International
Alphabet Inc.: Alphabet Inc. is seeking to raise $80 billion in equity to fund the expansion of its AI infrastructure, indicating significant investment in AI.
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
Business
Alphabet Inc.: Alphabet reported its first cash-flow-negative quarter, adding to investor worries about AI infrastructure costs.
TSMC: TSMC competes with Samsung's foundry business, which is expected to turn around soon.
Jul 30, 2026 · 8 articles
Business
Alphabet Inc.: Broadcom also partners with Alphabet on AI-specific chips, but this is not directly related to the Apple deal.
TSMC: TSMC faces potential reduced reliance from Apple as it diversifies supply, but remains a key manufacturer for Apple's main processors.
Apr 20, 2026 · 110 articles
Tech
Alphabet Inc.: Alphabet Inc. is listed among companies focusing on agentic AI, but not directly involved in Son's announcement.
TSMC: TSMC is mentioned as expanding advanced chip packaging capacity to meet orders from AI chip designers like Nvidia.
Jul 14, 2026 · 21 articles
Business
Alphabet Inc.: Alphabet Inc.'s Alphabet Inc. is mentioned as a competitor in the AI chip market with its own custom TPU chips.
TSMC: Taiwan Semiconductor Manufacturing Co. is mentioned as a partner through which Qualcomm makes its chips.
May 26, 2026 · 8 articles
International
Alphabet Inc.: Alphabet weighed on the market after announcing plans to raise $80 billion for AI investments, potentially signaling increased capital expenditure.
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
Business
Alphabet Inc.: Alphabet (Google) is a customer of SK Hynix's HBM chips for AI data centers, benefiting from the AI infrastructure buildout.
TSMC: TSMC's US listing is cited as an example of a successful Asian issuer tapping US investors.
Apr 20, 2026 · 247 articles
Tech
Alphabet Inc.: Alphabet Inc.'s Gemini is mentioned as an example of chatbots that agentic computing is expected to largely replace, indicating a shift in the AI landscape.
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
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