Applied Materials & TSMC
15 shared events · Importance 3 · Last updated Aug 12, 2026
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Business
Applied Materials: Fell up to 6.9% 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
Business
Applied Materials: Applied Materials' stock was up more than 5% amid a rebound in the chipmaking sector.
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
Domestic
Applied Materials: Applied Materials, with executives on VanEck Semiconductor ETF's board, is indirectly affected by the H-1B visa changes, which could impact the semiconductor industry's talent pool.
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
Domestic
Applied Materials: Applied Materials rallied 4.9% due to the positive sentiment around AI investments, particularly the chipmaking hub announcement in South Korea.
TSMC: TSMC, a major chipmaker, contributes to Taiwan's position as a beneficiary of the global AI boom.
Jun 29, 2026 · 6 articles
Business
Applied Materials: Applied Materials has significantly expanded its manufacturing and R&D operations in Singapore with a new $500 million facility, doubling its cleanroom capacity and strengthening its global footprint to meet the surging demand for AI chips. This expansion is expected to create 1,000 new jobs and enhance its ability to deliver semiconductor manufacturing equipment faster.
TSMC: TSMC is mentioned as one of the chipmakers benefiting from strong AI demand, which in turn supports Applied Materials.
Jun 09, 2026 · 25 articles
Tech
Applied Materials: Applied Materials saw its stock decline as investors weighed potential long-term competition from Chinese lithography tools.
TSMC: TSMC, another ASML partner, is not directly affected by China's DUV machines. The event highlights China's progress but does not alter TSMC's competitive position in the near term.
Jul 27, 2026 · 22 articles
International
Applied Materials: Applied Materials is mentioned as a company with upcoming earnings results, but its direct involvement in the event is minimal.
TSMC: TSMC's shares were trading 1.0 percent higher, contributing to the strength in technology stocks in Taipei.
Apr 26, 2026 · 590 articles
Business
Applied Materials: Applied Materials is mentioned as an established participant in the AI infrastructure ecosystem, indicating the broader market context for Nightfood Holdings' strategic moves.
TSMC: TSMC is mentioned as an established participant in the AI infrastructure ecosystem, indicating the broader market context for Nightfood Holdings' strategic moves.
Jun 16, 2026 · 41 articles
Business
Applied Materials: Applied Materials is an initial partner in Apple's AMP.
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
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