Qualcomm & TSMC
10 shared events · Importance 3 · Last updated Aug 05, 2026
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Business
Qualcomm: Fell about 2% in premarket.
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
Qualcomm: Qualcomm, a TSMC customer, benefits from increased U.S. manufacturing capacity and robust demand for advanced chips.
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
Tech
Qualcomm: Qualcomm, which has also been offering AI PCs with Microsoft, faces intensified competition from Nvidia's new RTX Spark chip in the emerging AI PC market.
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
Qualcomm: Qualcomm's President and CEO, Cristiano R. Amon, is a keynote speaker at Computex, contributing insights into the future direction of the AI industry, particularly in edge 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
Qualcomm: Qualcomm is a competitor in the AI data-center chip market, facing increased competition from MediaTek's expansion.
TSMC: TSMC is MediaTek's manufacturing partner, likely to benefit from increased AI chip production orders.
Jul 31, 2026 · 6 articles
Business
Qualcomm: Qualcomm secured a significant deal with ByteDance to supply AI chips, marking a major expansion into the AI infrastructure market beyond its traditional smartphone processor business. This deal is expected to boost its revenue and stock price.
TSMC: Taiwan Semiconductor Manufacturing Co. is mentioned as a partner through which Qualcomm makes its chips.
May 26, 2026 · 8 articles
Tech
Qualcomm: Qualcomm>>> chips are used in Microsoft>>>'s Project Solara prototypes, suggesting a role in the development of new AI-driven devices and potential for increased chip sales.
TSMC: TSMC>>> is expected to manufacture Nvidia>>>'s N1X chip on a 3nm process.
May 30, 2026 · 34 articles
Tech
Qualcomm: Qualcomm>>> already offers Copilot+ PCs, demonstrating its involvement in the AI PC market and its role in providing processors for these devices.
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
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