Micron Technology & TSMC
37 shared events · Importance 6 · Last updated Aug 12, 2026
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Business
Micron Technology: Fell up to 13.3% in a single day; volatile swings; still up over 200% year-to-date.
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
Micron Technology: Plans $100 billion memory chip production in New York threatened by worker deficit.
TSMC: Plans $265 billion investment in United States — Arizona facilities at risk due to labor shortage.
Jul 07, 2026 · 7 articles
Business
Micron Technology: Micron Technology>>> crossed the $1 trillion market value mark, experiencing a significant surge in its stock price due to high demand for its HBM chips. The company's HBM supply for 2026 is already sold out.
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
Micron Technology: Micron sank 4.9%, eroding its year-to-date gains, as the AI-driven rally in memory chips faced profit-taking and valuation worries.
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
Micron Technology: Micron is a key competitor and beneficiary of the memory boom, with revenue tripling and its market cap crossing $1 trillion. Its HBM products are sold out, and it is expanding capacity, though it faces similar cyclical risks.
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
Micron Technology: Included in the framework and mentioned in crypto portfolios; memory demand.
TSMC: Included in the framework; semiconductor demand growth acknowledged.
Aug 23, 2026 · 6 articles
Business
Micron Technology: Micron reported record gross margins of 86% and secured $22 billion in long-term commitments, benefiting from AI-driven 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
Micron Technology: Micron Technology's shares advanced significantly, becoming a major force lifting the S&P 500, after analysts raised their price target due to continued strength in demand for computer memory. It also topped a $1 trillion valuation.
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
Micron Technology: Apple has a thinly concealed conflict with Micron over memory chip supply. Apple's supply constraints and evaluation of alternative suppliers could affect Micron's business relationship with Apple.
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
Domestic
Micron Technology: Micron Technology is involved in one of the four semiconductor SEZs notified in India — Gujarat, contributing to the state's semiconductor manufacturing ambitions.
TSMC: TSMC is setting up an SEZ in Dholera, India — Gujarat, with a proposed investment of Rs 91,000 crore for India's first chip fabrication unit, contributing to the growth of the semiconductor industry.
Jun 09, 2026 · 13 articles
International
Micron Technology: Micron Technology rose 9.9% after a significant slide, resuming its strong performance in 2026.
TSMC: TSMC, a computer chip giant, contributed to the gains in Taiwan's tech sector.
Jun 08, 2026 · 9 articles
Business
Micron Technology: Micron Technology has seen its share price more than double due to red-hot demand for its chips 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
Micron Technology: Micron is a US-based chipmaker that has seen its value increase due to high demand for memory chips, benefiting from the overall AI boom.
TSMC: TSMC, a major chip production giant, has also faced discontent over bonuses due to record profits from AI demand, leading to increased profit-sharing for employees.
May 20, 2026 · 86 articles
Business
Micron Technology: Micron Technology's shares sharply increased after UBS raised its price target, contributing to the jump in the tech-heavy NASDAQ.
TSMC: TSMC, the heaviest-weighted stock on the Taiwan Stock Exchange, suffered a record intraday price decline, wiping approximately NT$3.5 trillion off its market capitalization.
May 18, 2026 · 40 articles
Business
Micron Technology: Micron is mentioned as a memory maker whose capacity expansion may influence TSMC's capex decisions.
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
Micron Technology: Micron stated tight memory conditions persist beyond 2027, benefiting from AI demand.
TSMC: TSMC is a key customer of ASML, benefiting from increased chip demand for AI.
Jul 15, 2026 · 29 articles
International
Micron Technology: Micron Technology's stock dropped, tracking losses in tech shares and indicating a cooling of the AI boom's impact on semiconductor companies.
TSMC: TSMC's shares shot up, leading the surge in Taiwan's Taiex.
May 05, 2026 · 374 articles
Business
Micron Technology: Chipmaker whose stock rose on Monday, leading gains.
TSMC: TSMC's strong earnings received tepid market reaction, reflecting high expectations for the sector.
Apr 20, 2026 · 27 articles
International
Micron Technology: Micron Technology entered the club of behemoths, riding the AI wave, indicating its strong position in the technology sector. Its growth is a testament to the AI boom's impact on chipmakers.
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
International
Micron Technology: Micron is a competitor in HBM memory, and the SK Hynix-Nvidia partnership could intensify competition.
TSMC: TSMC faces increased competition from Samsung's foundry expansion, though its market leadership remains intact.
Jul 24, 2026 · 129 articles
Tech
Micron Technology: Micron Technology is a supplier of high-bandwidth memory (HBM) for Nvidia's Vera Rubin platform, securing a smaller but supplementary share of orders.
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
Business
Micron Technology: Micron Technology participated as a strategic infrastructure partner in Anthropic's Series H investment round, providing technologies important for memory, storage, and logic 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
Business
Micron Technology: Pledged to return 100% of free cash flow, setting a benchmark for Samsung and SK Hynix.
TSMC: Mentioned as a peer with better shareholder returns.
Aug 06, 2026 · 8 articles
Business
Micron Technology: Micron, SK Hynix's U.S. competitor, trades at a higher forward P/E (6.66x vs 5.5x). SK Hynix's U.S. listing may narrow the valuation gap.
TSMC: TSMC's US listing is cited as an example of a successful Asian issuer tapping US investors.
Apr 20, 2026 · 247 articles
International
Micron Technology: Micron Technology saw its shares pile on nearly 20 percent, reaching a $1 trillion market capitalization, driven by strong AI demand for memory systems.
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
International
Micron Technology: Micron Technology>>> is mentioned as a US chipmaker, indicating the strong performance of the tech sector.
TSMC: TSMC>>> is mentioned as a regional tech heavyweight, indicating the strong performance of the tech sector.
Apr 20, 2026 · 607 articles
International
Micron Technology: Micron Technology>>> is mentioned as a US chipmaker, indicating the strong performance of the tech sector.
TSMC: TSMC>>> is mentioned as a regional tech heavyweight, indicating the strong performance of the tech sector.
May 07, 2026 · 362 articles
Business
Micron Technology: Micron Technology is mentioned as one of the chipmakers benefiting from strong AI demand, which in turn supports Applied Materials.
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
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