Microsoft & TSMC
44 shared events · Importance 4 · Last updated Aug 12, 2026
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Tech
Microsoft: Microsoft is the developer and potential launcher of the Maia 300 AI chip, aiming to scale its custom silicon to reduce reliance on Nvidia. The event could enhance its AI infrastructure capabilities and cost efficiency, with shares indicated up about 0.7% premarket.
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
Tech
Microsoft: Microsoft collaborated with Nvidia to 'reinvent the PC' for the AI era, with its Windows for Arm operating system supporting the new RTX Spark chip, indicating a strategic alignment to advance AI PCs.
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
Business
Microsoft: Microsoft is a 'hyperscaler' focusing on building AI data centers, benefiting from the AI boom and contributing to the tech stock rally.
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
Microsoft: Included in the framework; report suggests its valuation demands near-flawless execution.
TSMC: Included in the framework; semiconductor demand growth acknowledged.
Aug 23, 2026 · 6 articles
Business
Microsoft: Microsoft Corp. 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
Microsoft: Microsoft 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
Microsoft: 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
Tech
Microsoft: Microsoft>>> unveiled a comprehensive suite of AI initiatives, including new hardware, software, and models, aiming to solidify its position in the AI market and reduce its reliance on partners like OpenAI>>>. This move is expected to boost its market share and competitive edge.
TSMC: TSMC>>> is expected to manufacture Nvidia>>>'s N1X chip on a 3nm process.
May 30, 2026 · 34 articles
Business
Microsoft: Microsoft is designing in-house chips and increasing capital spending on AI, contributing to potential demand slowdown 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
Tech
Microsoft: Microsoft experts are participating in the Computex Forum, contributing to discussions on technological advancements and practical applications in AI.
TSMC: TSMC, as the world's largest contract chipmaker, anchors Taiwan's position in the global AI supply chain, making it a crucial entity for the stability and growth of the semiconductor industry.
May 28, 2026 · 23 articles
Business
Microsoft: Microsoft raised Xbox price by $100 due to memory costs; its Azure AI investments also drive 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
Microsoft: Microsoft's stock was down, indicating some pressure on major technology companies within the software 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
International
Microsoft: Microsoft 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
Tech
Microsoft: Microsoft is mentioned as a technology giant that has also pursued custom chip strategies for AI. OpenAI's Jalape
no chip will be deployed in data centers operated by Microsoft and other partners.
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
Microsoft: Microsoft 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
International
Microsoft: Microsoft is a customer of Nubank, and Nubank is working with it to ensure sufficient memory chip supply for its AGI CPU.
TSMC: TSMC is a contract chip manufacturer that Nubank is working with to secure wafer supply, addressing potential bottlenecks in advanced chip production.
Jun 02, 2026 · 6 articles
Business
Microsoft: Microsoft is a partner with OpenAI for installing custom chips in large-scale data centers. Anthropic is also studying processors developed by Microsoft as it evaluates approaches to expanding its computing infrastructure.
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
Microsoft: Microsoft is collaborating with Nvidia on new AI superchips for PCs, which will 'reinvent the PC' for the AI era, indicating a significant partnership that could boost both companies' positions in the AI PC market.
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
Microsoft: Microsoft is a company where Manuvir Das previously held a senior leadership position, indicating his relevant experience in the tech industry.
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
Microsoft: Microsoft is a major hyperscaler investing in AI infrastructure, driving demand for SK Hynix's memory chips.
TSMC: TSMC's US listing is cited as an example of a successful Asian issuer tapping US investors.
Apr 20, 2026 · 247 articles
Business
Microsoft: Microsoft is noted as pursuing in-house silicon strategies, highlighting the competitive landscape for AI hardware.
TSMC: Taiwan Semiconductor Manufacturing Co. is mentioned as a partner through which Qualcomm makes its chips.
May 26, 2026 · 8 articles
International
Microsoft: Microsoft 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
Business
Microsoft: Microsoft announced layoffs of about 4,800 jobs, which was seen as a negative by the market, but unrelated to the Apple-Broadcom 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
International
Microsoft: Microsoft is due to report earnings this week, a separate market event.
TSMC: TSMC>>> is mentioned as a regional tech heavyweight, indicating the strong performance of the tech sector.
Apr 20, 2026 · 607 articles
International
Microsoft: Microsoft is due to report earnings this week, a separate market event.
TSMC: TSMC>>> is mentioned as a regional tech heavyweight, indicating the strong performance of the tech sector.
May 07, 2026 · 362 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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Microsoft in talks with TSMCMicrosoft Maia 300 AI chip...
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