TSM Ticker Curator

TSMC is investing in a customer for the first time, committing 282 billion yen for a 38% stake in the AVSM joint venture with Sony to develop...

TSMC's October 15 report stands out as the semiconductor focal point in a data-packed week.

• Macro backdrop: September CPI (Oct 14) and PPI (Oct 15)...

Chip node labels like 3nm and 2nm evolved from actual gate lengths into marketing shorthand for density, power and performance gains.

• Historical...

TSMC positions its Open Innovation Platform as the central ecosystem for scaling AI performance beyond process nodes, coordinating logic, memory,...

Samsung's Q3 record came from AI memory demand, pushing operating profit past $80 billion while foundry revenue stayed flat.

• TSMC momentum: Revenue...

TSMC Arizona is tapping Arizona's 495,000 veterans to fill critical semiconductor roles, leveraging their problem-solving and technical skills for...

TSMC shares slipped 1.14% to $466.83 despite record quarterly revenue of $46.71 billion, suggesting investors had already priced in the strong top...

AI chip demand is throwing off giant numbers from TSMC's fresh revenue highs and Samsung's record Q3 profit outlook, yet share prices wobble as...

TSMC posted record Q3 revenue of NT$1.49 trillion, up 39% YoY, confirming sustained AI/HPC demand ahead of full earnings. With results due next week, focus shifts to margins, Q4 guidance, capacity limits, and valuation.

GlobalFoundries' $2 billion deal to produce silicon interposers for TSMC signals that advanced packaging capacity—not just wafers—is now a major...

TSMC's Q3 revenue reached US$46.7 billion at its assumed 32 TWD/USD rate, clearing the guided top of US$45.8 billion by 2% and marking 41.1% YoY...

两篇报道均确认TSMC Q3营收创纪录，但侧重点不同：

• 文章1强调50%同比增幅及9月54.6%跳升，凸显市场趋势把握
• 文章2突出51%增长由AI需求驱动，聚焦业务核心
  强劲业绩一致指向先进制程与AI相关订单的持续势头

TSMC’s N2 node, now in volume production, marks the industry’s first commercial GAA nanosheet transition from FinFET, targeting meaningful...

TSMC reported September 2026 revenue of NT$511.86 billion, down 0.6% month-over-month but surging 54.6% from a year earlier. The January-September total reached NT$3,898.73 billion, reflecting 41.1% year-over-year growth.

Gudeng Precision has launched its Arizona plant to supply wafer and packaging handling solutions directly to TSMC's expanding U.S. fabs. The move...

TSMC stands out among AI chip stocks for durable earnings rather than hype-driven spikes.

• Highest EPS linearity at 92.3% over 10 years, well above...

Citi raised its TSMC price target on expectations the chipmaker will beat its recently updated guidance, which could trigger upward revisions to consensus estimates and lift post-earnings valuation multiples.

TSMC股价创52周新高487.47美元，过去一月涨13.3%，年初至今涨幅59.9%。

• 连续四季度超预期，Zacks评级#2买入，盈利预计本财年增55.5%。
• 估值溢价风险显现，Value Score D，交易于同行溢价水平。
• 成为Zacks高搜索股票，市场关注度与动能同步提升。

TSMC's fab expansion is generating a clear multiplier effect for Taiwan infrastructure firms, with DYC now holding over NT$10 billion in orders...

AMD aims to substantially ramp chip supply in 2027 to grab more AI accelerator share from Nvidia.

• CEO Lisa Su is locking in advanced wafer capacity...