Amazon (company) & TSMC
33 shared events · Importance 4 · Last updated Aug 12, 2026
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Business
Amazon (company): Amazon (company) is a 'hyperscaler' actively building AI data centers, contributing to the tech stock surge and benefiting from the AI boom.
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
Amazon (company): Included in the framework; report notes its accounting profit does not reflect normalized valuation.
TSMC: Included in the framework; semiconductor demand growth acknowledged.
Aug 23, 2026 · 6 articles
Tech
Amazon (company): Amazon is a competitor with its Annapurna Labs chips, which have seen growing adoption. Microsoft's Maia 300 push adds to the competitive landscape for custom AI accelerators.
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
Amazon (company): Amazon (company) 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
Amazon (company): Amazon 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
Amazon (company): Amazon announced a multibillion-dollar deal with Corning Inc., impacting Corning's stock positively.
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
Amazon (company): Less directly impacted; part of hyperscaler spending.
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
Amazon (company): Amazon is designing in-house AI chips and increasing capital spending on AI infrastructure, reducing dependence on Nvidia.
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
Amazon (company): Amazon (company)>>> is a major hyperscaler investing heavily in AI computing networks, which fuels demand for the Asian technology supply chain.
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
Amazon (company): Amazon added a 3.5% fuel and logistics surcharge on third-party sellers to offset increased fuel prices.
TSMC: TSMC's shares shot up, leading the surge in Taiwan's Taiex.
May 05, 2026 · 374 articles
International
Amazon (company): Amazon (company) 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
Amazon (company): Amazon's AWS and AI investments drive memory demand; the company may face higher costs for its devices.
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
Amazon (company): Amazon 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
Amazon (company): Amazon (company) Web Services operates its own custom Trainium processors for AI training. Anthropic currently runs its Claude AI model across Amazon's Trainium chips.
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
Amazon (company): Amazon (company) is mentioned as a technology giant that has also pursued custom chip strategies to cut costs and boost performance in its AI operations.
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
Tech
Amazon (company): Amazon is listed among major tech companies spending heavily on AI infrastructure, 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
Amazon (company): Amazon is mentioned as an example of a company that has executed stock splits; not directly affected.
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
Amazon (company): Amazon is a key customer of AI infrastructure, contributing to demand for HBM chips from SK Hynix.
TSMC: TSMC's US listing is cited as an example of a successful Asian issuer tapping US investors.
Apr 20, 2026 · 247 articles
Business
Amazon (company): Amazon is mentioned as a company that designs its own Graviton and Trainium processors for AWS, indicating competition in the custom chip market.
TSMC: Taiwan Semiconductor Manufacturing Co. is mentioned as a partner through which Qualcomm makes its chips.
May 26, 2026 · 8 articles
International
Amazon (company): Amazon (company) is one of the US tech titans whose earnings investors are looking ahead to this week, which could influence market sentiment.
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
Amazon (company): Amazon is mentioned as one of the Wall Street titans with upcoming earnings, which traders are cautiously awaiting amidst the geopolitical tensions.
TSMC: TSMC>>> is mentioned as a regional tech heavyweight, indicating the strong performance of the tech sector.
Apr 20, 2026 · 607 articles
International
Amazon (company): Amazon is mentioned as one of the Wall Street titans with upcoming earnings, which traders are cautiously awaiting amidst the geopolitical tensions.
TSMC: TSMC>>> is mentioned as a regional tech heavyweight, indicating the strong performance of the tech sector.
May 07, 2026 · 362 articles
Business
TSMC: TSMC is expected to fabricate OpenAI's first-generation chip design.
Sep 05, 2025 · 6 articles
Domestic
TSMC: TSMC, with executives on VanEck Semiconductor ETF's board, is indirectly affected by the H-1B visa changes, which could impact the broader semiconductor industry's talent acquisition.
Oct 03, 2025 · 6 articles
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