TSMC & UBS
8 shared events · Importance 3 · Last updated Aug 01, 2026
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Business
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.
UBS: UBS>>> significantly raised its target price for Micron Technology>>>, citing structural changes driven by AI in the memory sector.
May 27, 2026 · 15 articles
Business
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.
UBS: UBS dramatically increased its price target on Micron Technology's stock, positively impacting Micron Technology's share price.
May 18, 2026 · 40 articles
Business
TSMC: TSMC's strong earnings received tepid market reaction, reflecting high expectations for the sector.
UBS: Analyst firm commenting on competitive risks and mixed results.
Apr 20, 2026 · 27 articles
Business
TSMC: TSMC's increased capex and chip production signal sustained AI demand, indirectly benefiting Western Digital — Sandisk by driving demand for memory chips.
UBS: UBS analyst Nicolas Gaudois issued a bullish Dynamic random-access memory price forecast, indirectly supporting Western Digital — Sandisk's outlook.
Apr 20, 2026 · 95 articles
International
TSMC: TSMC's shares shot up, leading the surge in Taiwan's Taiex.
UBS: UBS's head of Europepean equity strategy noted negative revisions for consumer-facing sectors in Europepe due to the war.
May 05, 2026 · 374 articles
Business
TSMC: TSMC's stock gained, contributing to the rise in Taiwan's Taiex, reflecting the positive impact of the AI boom on major chipmakers.
UBS: Analysts at UBS raised their 12-month price target for Micron Technology, contributing to the positive sentiment around the stock.
May 20, 2026 · 72 articles
International
TSMC: TSMC>>> is mentioned as a regional tech heavyweight, indicating the strong performance of the tech sector.
UBS: Giovanni Staunovo at UBS provided commentary on the ongoing tensions and the restricted flows through the Strait of Hormuz, indicating the financial sector's monitoring of the situation.
Apr 20, 2026 · 607 articles
International
UBS: Randy Abrams, head of Taiwan research at UBS, commented that Beijing's approval of the H200 reflects a 'balanced outcome' for China's strategic motives.
Jan 21, 2026 · 27 articles
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