TSMC & Western Digital
3 shared events · Importance 3 · Last updated Aug 05, 2026
Live sentiment trends, interaction importance charts, and action volume tracking available on the
Ergen Dashboard
Business
TSMC: Fell up to 7.3% in Taipei; reported stronger profit but stock fell; announced $100B extra U.S. fab spending.
Western Digital: Fell up to 10.8% in a single session; still up over 170% year-to-date.
Apr 20, 2026 · 344 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.
Western Digital: Western Digital's stock was up more than 3% as the semiconductor sector recovered.
May 20, 2026 · 72 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.
Western Digital: Western Digital spun off Western Digital — Sandisk in 2025, and its stock has benefited indirectly from the memory boom, though it is less directly exposed to the NAND shortage.
Apr 20, 2026 · 95 articles
ERGEN INTELLIGENCE
Explore this relationship live
Track how TSMC and Western Digital interact across events, view sentiment trends, and discover connected entities.
Open Dashboard