TSM Ticker Curator

TSMC closed at $434.67, gaining 1.02% to beat the S&P 500's 0.17% rise and the tech sector's 0.37% monthly gain. Investors should distinguish this short-term momentum from upcoming earnings catalysts like the forecasted $4.45 EPS.

TSMC stands out among Asia-Pacific tech firms due to scarce advanced-process capacity that grants strong pricing power in the AI supply chain.

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TSMC is expanding chip manufacturing and packaging capacity to meet surging AI and HPC demand.

• Introduced A13 process technology to boost...

TSMC ended the day at 2,460 TWD, up 1.44% with elevated volume of 37M shares.

• YTD performance stands at +58.71%, outpacing the 1-year return of...

Physical construction timelines at TSMC and ASML directly limit how fast AI data centers can scale as "token factories."

• TSMC bottleneck role:...

TSMC's market dominance in AI infrastructure grants substantial pricing power, shown by its planned 10% price hike in 2027. This move could enhance margins, but its effects on customers and sustained demand warrant close scrutiny.

MediaTek's Dimensity 9600 Pro marks the first major smartphone SoC on TSMC's 2nm process, joining Apple as a customer and giving TSMC a commercial...

High-NA EUV machines at ~$400 million each will sharply increase capital intensity for TSMC's leading-edge nodes, yet offer single-exposure patterning...

TSMC's rising wafer fees are flowing straight into AMD's pricing as a fabless firm.

• Direct transmission: Higher TSMC manufacturing costs across...

The drive to build semiconductor capacity on U.S. soil is moving into memory and mature-node production.

• Intel-SK Hynix talks could bring...

Samsung is evaluating a dual-track strategy for custom HBM base dies, pairing its own DRAM cores with either its foundry or TSMC processes to meet AI...

Intel CEO Pat Gelsinger called for industry diversification to disrupt TSMC's chip dominance in his September 16, 2026 keynote at Splunk.conf26 in Denver.

• TSMC and Samsung together account for 39% of AIA ETF assets, highlighting concentrated exposure to Asia's chip leaders.
• Strong AI semiconductor...

Meta plans 1H27 deployment of its next in-house AI chip manufactured by TSMC, targeting efficiency gains over current NVIDIA offerings.

• Strategic...

Intel CEO Lip-Bu Tan flagged severe AI-driven bottlenecks, with memory prices already surging 5–7x and CPU supply meeting only 50% of demand.

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ASML holds sole control over EUV lithography systems essential for advanced AI chips, granting unmatched pricing power. TSM dominates as the go-to...

• TSMC recovered its ex-dividend gap to NT$2,385 within 27 minutes, showing strong investor confidence in fundamentals.
• Recovery came amid US...

ASML and TSMC defy simple labels as cyclical toolmaker or foundry.

• ASML's edge: Near-monopoly on EUV, DUV immersion scanners, plus $3.15B...

TSMC is taking a measured approach to internal AI use, prioritizing protection of confidential R&D data over rapid adoption.

• Core concern: Improper...

TSMC at $416.60 trades 14.65% above its GF Value of $363.38, showing investors already price in the 2nm chip's 51% AI leap despite the recent share slip.