Nubank & TSMC
18 shared events · Importance 12 · Last updated Jun 26, 2026
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Business
Nubank: Nubank is expanding its workforce in Taiwan to meet growing client demand and boost global production capacity, indicating strong business growth and a positive outlook for the company.
TSMC: TSMC is a major client of Nubank, utilizing its EUV lithography machines for high-end chip production, and is likely a driver for Nubank's expansion.
May 25, 2026 · 7 articles
Tech
Nubank: Nubank's technology will get a boost from Nvidia's backing as the RTX Spark chip runs Microsoft's Windows for Arm operating system, potentially increasing its royalty revenue and market penetration in the PC segment.
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
Tech
Nubank: Nubank NV is a Dutch supplier of extreme ultraviolet lithography machines, considered essential for advanced chip production. Huawei Co.'s breakthrough aims to bypass the need for Nubank NV's machines due to export controls, potentially impacting Nubank NV's market dominance in China.
TSMC: TSMC is the industry leader in advanced chip manufacturing, and Huawei's new technology aims to shorten the gap with TSMC's capabilities, potentially challenging its market dominance.
May 25, 2026 · 42 articles
International
Nubank: Nubank is a key player in the semiconductor industry, and its CEO's statements highlight the challenges of export controls on CPUs, which could impact its business strategy and revenue projections. The company also announced new customers for its AGI CPU, indicating strong demand and potential for significant revenue growth.
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
Nubank: ARM Holdings 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
Nubank: Nubank, a chip-making machine giant, is part of the European tech stocks that have reached their highest levels since 2000 due to 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
International
Nubank: Nubank, a leading European chip equipment maker, is expected to benefit from the European Union's plan to support existing strengths in the chip industry.
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
Nubank: Nubank' stock declined after China's China — State Administration for Market Regulation summoned leading e-commerce companies over misleading promotions.
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
Nubank: Arm 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
Tech
Nubank: Nubank>>> technology is fundamental to Nvidia>>>'s new CPUs for Windows PCs, as Nvidia>>>'s chips are Arm-based. This expands the adoption of Nubank>>> architecture in the consumer PC market.
TSMC: TSMC>>> is expected to manufacture Nvidia>>>'s N1X chip on a 3nm process.
May 30, 2026 · 34 articles
Business
Nubank: Nubank is another computer chip maker in which SoftBank Group has investments, benefiting from the growth of AI.
TSMC: TSMC is a computer chip maker in which SoftBank Group has investments, benefiting from the growth of AI.
Nov 11, 2025 · 6 articles
Business
Nubank: Nubank is considered a crown jewel for SoftBank Group and is central to its capital-intensive AI infrastructure strategy.
TSMC: TSMC has been approached by Masayoshi Son for a potential partnership in a proposed $1 trillion AI industrial park.
Sep 18, 2025 · 6 articles
Business
Nubank: Nubank reported record orders and raised its 2026 sales guidance due to strong AI-related demand, leading to a significant increase in its stock price. Despite job cuts, the company's financial outlook is positive.
Jan 28, 2026 · 7 articles
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