TSM Ticker Curator

• Apple diversifies: In talks with Intel and Samsung for US-made core chips to cut TSMC dependence amid shortages, AI demands, and geopolitics.
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Wendell Huang will summarize Q1 2026 operations and provide Q2 2026 guidance in the earnings call. Key updates incoming from TSMC leadership.

Taiwan's decades-long tilt toward China is yielding to a sharper US-focused strategy, driven by semiconductor expansion and surging AI infrastructure demand—with TSMC at the center.

China's EUV failure hands TSMC a massive moat:

• ASML monopoly: Sole builder of $380M EUV machines with 50,000 parts, firing tin at 80m/s into...

TSMC's financial momentum builds:

• Q1 2026 revenue reached $35.90B with EPS beat at $3.49
• FY growth guided >30% in dollars, fueling optimism
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Taiwan dominates advanced chips: Over 90% of the world's most advanced chips (AI, Apple, Nvidia) are made there, with TSMC's ecosystem impossible to...

Apple held exploratory talks with Intel and visited Samsung's Texas plant for device processors in the US, seeking a secondary option beyond longtime partner TSMC. Key risk to TSM dominance.

TSMC dominates AI semis as the irreplaceable producer of advanced chips for Nvidia, Apple, AMD, Broadcom, and Google.

• Nvidia shift: Overtook Apple...

TSMC gains AI design firepower through deepened Synopsys partnership, integrating silicon-proven IP on 3nm/2nm nodes like M-PHY v6.0, 64G UCIe, and...

AI momentum propels TSMC across key metrics:

• Stock soars 379% in three years amid AI chip demand
• EPS hits $10.65 by 2025, 33% CAGR through 2028 to...

TSMC faces asymmetric risk from Apple's potential volume shift to Intel 18A by 2027, despite 2nm monopoly—keep advanced nodes exclusive.

Counterpoint...

Key risks to TSMC's Apple dominance:

• Diversification signals: Apple eyes Intel/Samsung deals to reduce TSMC reliance.
• Geopolitics + capacity...

Stock Surge Highlights

• 🔥 TSMC Hits All-Time High: TSMC stock jumped 6.6% to all-time high as Taiex rose over 1700 points early session, with SK...

TSM's 2026 short-term outlook is highly optimistic, projecting full-year revenue growth >30%, high gross margins, and 2nm mass production as the new growth engine.

TSMC's Apple crunch: High demand from Nvidia/AMD leaves Apple short on chips; exclusive deal ended.

• Diversification moves: Early talks/visits to...

TSMC unveiled A13 at its 2026 North America Technology Symposium, a direct shrink of the A14 node for AI, HPC, and mobile.

Key advancements:

• 6%...

TSMC stock remains in focus as investors balance strong AI chip demand against rising capital costs and geopolitical risk. Key watch for growth vs. headwinds.

TSMC ramps up 2nm production capacity with five fabs, targeting a major leap over 3nm. This signals aggressive scaling to meet surging demand.

Samsung Electronics has surprise broken through the 'magic 80%' yield barrier in foundry, with title proclaiming 'TSMC pack your bags'. Video highlights #TSMC #foundry #yield80% buzz, signaling rising competition for TSMC dominance.

Taiex rockets over 1700 points early—biggest intraday gain ever—nearing 41,000.

• TSMC surges >6%, powering rally alongside MediaTek, DayMoonLight...