Oracle Corporation & TSMC
12 shared events · Importance 3 · Last updated Jul 20, 2026
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Business
Oracle Corporation: Fell up to 11.7% after announcing plans to raise $40B for AI investments.
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
Oracle Corporation: Included in the framework; part of the AI equity universe.
TSMC: Included in the framework; semiconductor demand growth acknowledged.
Aug 23, 2026 · 6 articles
International
Oracle Corporation: Oracle Corporation is a new customer for Nubank's AGI CPU, demonstrating its demand for advanced data center chips and its role in the AI ecosystem.
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
Domestic
Oracle Corporation: Oracle Corporation, whose representatives are on the National Retail Federation's executive committee, is indirectly affected by the H-1B visa changes, which could impact the retail sector's ability to recruit talent.
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
Business
Oracle Corporation: Oracle Corporation fell 3.9% despite better-than-expected profit and revenue, as a new CEO works to turn around the company.
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
Oracle Corporation: Oracle Corporation is scheduled to report results this week amid global market uncertainty.
TSMC: TSMC's shares shot up, leading the surge in Taiwan's Taiex.
May 05, 2026 · 374 articles
Business
Oracle Corporation: Oracle Corporation's Larry Ellison was mentioned in connection with Project Stargate, an AI development initiative.
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
Oracle Corporation: Oracle is a hyperscaler investing in AI data centers, contributing to 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
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
Tech
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
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