Broadcom & TSMC
21 shared events · Importance 3 · Last updated Aug 16, 2026
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Business
Broadcom: Fell 5.1% in one session; two-day loss of 19% after Q2 report; AI revenue doubled but guidance disappointed.
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
Tech
Broadcom: Broadcom is partnering with Meta to design the Iris chip, benefiting from increased collaboration and potential revenue from custom chip design services.
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
Broadcom: Broadcom, a TSMC customer, gains from expanded capacity and AI-driven demand for custom accelerators.
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
Business
Broadcom: Broadcom>>>'s shares rebounded after a previous disappointing forecast, as investors engaged in bargain hunting following a sector-wide selloff.
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
Tech
Broadcom: Broadcom co-developed the Jalape
no chip with OpenAI, leveraging its expertise in custom silicon design and networking technologies. This partnership expands Broadcom's presence in the AI hardware market and validates its capabilities in high-performance chip development.
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
Business
Broadcom: Broadcom is partnering with OpenAI to produce its first AI chip and has secured over $10 billion in AI infrastructure orders, widely believed to be from OpenAI, which is expected to significantly improve its AI revenue growth.
TSMC: TSMC is expected to fabricate OpenAI's first-generation chip design.
Sep 05, 2025 · 6 articles
Business
Broadcom: Broadcom 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
International
Broadcom: Broadcom expands its AI chip partnership with Samsung, securing advanced manufacturing capacity for its custom AI accelerators.
TSMC: TSMC faces increased competition from Samsung's foundry expansion, though its market leadership remains intact.
Jul 24, 2026 · 129 articles
Business
Broadcom: Broadcom's shares plunged despite strong profits because its Q3 chip revenue growth forecast failed to meet high market expectations, signaling potential overpricing in the AI 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
Broadcom: Mentioned as part of crypto investor portfolios; AI semiconductor relevance.
TSMC: Included in the framework; semiconductor demand growth acknowledged.
Aug 23, 2026 · 6 articles
Business
Broadcom: Broadcom gains a multi-year, $30 billion+ revenue stream from its largest customer, Apple, and expands its U.S. manufacturing footprint. Shares rose over 4% on the announcement.
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
Business
Broadcom: Broadcom is also gaining market share in AI chips, increasing competition for 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
Broadcom: Broadcom partnered with OpenAI to develop its first custom AI chip, the 'Intelligence Processor.' Anthropic also signed a long-term deal with Broadcom for TPU compute.
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
Business
Broadcom: Broadcom is mentioned as a popular chipmaker that led infrastructure opportunities, but Western Digital — Sandisk has now 'stolen the show' in the memory sector.
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
International
Broadcom: Broadcom>>> shares plunged after missing revenue expectations, despite its top executive leaving a sales forecast unchanged.
TSMC: TSMC>>> is mentioned as a regional tech heavyweight, indicating the strong performance of the tech sector.
Apr 20, 2026 · 607 articles
Business
Broadcom: Broadcom is identified as a competitor in the AI chip market, designing custom AI chips for hyperscalers.
TSMC: Taiwan Semiconductor Manufacturing Co. is mentioned as a partner through which Qualcomm makes its chips.
May 26, 2026 · 8 articles
Business
Broadcom: Semiconductor company; shares declined in pre-market amid chip selloff.
TSMC: TSMC's US listing is cited as an example of a successful Asian issuer tapping US investors.
Apr 20, 2026 · 247 articles
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