TSM Ticker Curator

The article's headline frames Intel as struggling to replicate TSMC's model, but the excerpt doesn't explain the reasons behind that view.

What it...

The author argues that the U.S. needs Taiwan to win the AI race, since it must hold an advantage across every layer of the ecosystem. Key points in...

Keep the Sherman report separate from confirmed steps:

• Reported: TSMC is seriously considering Sherman, according to local media and industry...

TechInsights expects the global semiconductor market to exceed $2.6 trillion next year, with memory at about 62% of revenue. For TSMC, the article's...

The share move was small. TSMC shares were up 0.03% at $406.06 at publication, and the stock gained less than 0.5% on the day.

The Terafab link is...

Resilience is becoming a key test for technology spending:

• Governments and companies now place higher value on resilience, security and control of...

Three separate threads to keep apart:

• Minister's statement: Cheng-Wen Wu outlined a Tainan-area hub for 1-nanometer technologies, with development...

Digitimes reports, citing supply chain sources, that Musk has "softened his stance" and the two sides are preparing to reopen negotiations. The...

Taiwanese investors have put more than $500 million into real estate since 2021, with family offices and property investors buying industrial sites,...

Taiwan lawmakers have proposed broadening export controls to cover advanced chips, key materials and parts, not just manufacturing equipment. The...

ASML shares fell 5.0% Friday, a drop Reuters tied to Intel's soft revenue outlook and Amazon's heavy AI-related cash outflows. That reflects sector...

Media reports, citing construction firms, say TSMC could begin retrofitting the AUO plants it bought as early as the second quarter of next year, as...

TSMC is reportedly considering Sherman for a potential investment that could reach $120 billion. Here is what is confirmed and what is not:

-...

Intel shares fell about 4% before Monday's open, after a 25% gain over the prior month through Friday. The drop followed Musk's suggestion that TSMC...

The monthly roundup describes October 2026 as a shift from demand uncertainty to supply constraint. Key signals include:

• NVIDIA's view: It said...

Key points to separate from analyst opinion:

• Management pointed to customer demand extending toward 2029 and 2030.
• Management indicated 2027–2028...

Project Blue's construction wells may draw up to 31 million gallons a year, roughly 6.5 days of TSMC's reported 4.75 million gallons a day, by the...

TSMC's ADRs fell nearly 6% overnight, and the Taiex closed Friday at 45,211.83 after breaking a key 45,300 support level. Futures pointed lower, and...

TSMC is now more than a pure-play foundry, also offering advanced packaging, testing, and photomasking under a concept it calls Foundry 2.0, which...

• TSMC shares have risen about 60% year-to-date and recently touched all-time highs, with a market capitalization near $2.1 trillion.
• Broadcom...