TSM Ticker Curator

MediaTek is hedging with Intel’s EMIB packaging alongside TSMC’s CoWoS and SoIC for its AI chips, a direct response to TSMC’s stretched advanced...

TSMC trades at a more attractive 36.0x trailing P/E versus ASML's stretched 53.5x P/E and 15.8x P/S despite both riding the AI wave.

• ASML's edge:...

Three angles reveal split sentiment on TSM:

• Deep-dive DCF pegs aggressive intrinsic value at $485–$520 per ADR on 18% growth and AI moat, yet flags...

• ASML holds a total monopoly on advanced lithography machines needed to print chip designs
• TSMC controls fabrication and advanced CoWoS packaging,...

• MediaTek now supports advanced packaging from both TSMC and Intel, positioning it among few designers with dual capability.
• CEO Rick Tsai...

AI Chip Design Rethink

• 🔥 Energy Limits Binding: TSMC senior VP Kevin Zhang stated energy efficiency is now the top customer demand across...

Energy efficiency is now a top design constraint for AI chips, TSMC Senior VP Kevin Zhang said, as customers demand higher performance without sharp...

Memory giants Samsung, Micron, and SK Hynix joined Anthropic's $65B round as strategic partners, with Samsung's foundry arm potentially gaining AI...

Huawei is pursuing architectural workarounds to match TSMC's 1.4nm transistor density by 2031, narrowing the current five-year gap to three years...

TSMC powers Taiwan's rise to the world's 5th-largest stock market at $4.95T, outpacing India amid $25B foreign inflows.

• Market leadership: Accounts...

No significant updates today.

No significant updates today.

NVIDIA CEO Jensen Huang dined with TSMC's Wei Zhejia to align capacity for ramping Grace Blackwell and July Vera Rubin production, confirming TSMC as the strongest partner amid a busy second half.

AMD's Zen 7 'Grimlock' roadmap underscores TSMC's dominance by anchoring future CPUs to the A14 1.4nm node and FOPLP packaging.

• Node leadership:...

TSMC's AI-fueled rally has pushed Taiwan's market cap to $4.95T, edging India at $4.92T, as the stock now accounts for ~42-45% of the TAIEX. Record profits of $17.9B underscore the concentrated bet on advanced chip supply.

AMD's Zen 7 chips will be built on TSMC's A14 (1.4nm-class) process, with some using Powertech's FOPLP packaging instead of CoWoS, extending the company's reliance on TSMC's most advanced node into late 2028.

TSMC rebalanced its portfolio in April by acquiring NT$21.7 billion in fixed-income assets and disposing NT$7.3 billion in equities, while making no...

Intel's 3x stock surge reflects optimism, yet TSMC maintains decisive advantages in scale, yields, and customer trust.

• Revenue gap: TSMC posted...

TSMC is promising faster bonus growth in 2026 after employees threatened a Samsung-style strike over a planned 15% bonus reduction. Employee frustration surfaced on social media despite the firm's soaring profits.

TSMC's AI-driven rally pushed Taiwan to the world's fifth-largest stock market, nearing $5 trillion in capitalization and overtaking India. The surge...