🥈 + AI = a powerful silver thesis.

Data centers need massive amounts of electrical infrastructure, and silver's conductivity makes it valuable across electronics and power systems. AI growth could add another structural demand source to an already-tight market. ⚡️🚨 $TSM

TSMC and Sony plan $4.69 billion Japan chip venture for next-generation image sensorsAugust 11, 2026 6:41 AM
IH Market News TSMC (NYSE:TSM) and Sony Group (NYSE:SONY) are joining forces on a $4.69 billion semiconductor venture in Japan focused on developing and manufacturing next-generation image sensors, with mass production targeted for 2029. The companies announced the agreement on Tuesday, outlining plans for a new manufacturing operation in Kumamoto, southern Japan, where TSMC already operates its Japan Advanced Semiconductor Manufacturing chip facility. Sony to take controlling stake in semiconductor venture Sony will hold the controlling interest in the new company and plans to invest 465 billion yen ($2.92 billion). TSMC will contribute 282 billion yen to the partnership, giving both companies substantial financial exposure to the development of the new manufacturing operation. The venture will operate under the name Advanced Vision Semiconductor Manufacturing Corp. New facility to target smartphone image sensors The partnership will establish a central facility for the development and production of image sensors designed for smartphones using advanced semiconductor manufacturing technology. Combining Sony’s position in image sensors with TSMC’s semiconductor manufacturing capabilities gives the companies a shared platform for developing and producing future generations of imaging technology. The decision to locate the operation in Kumamoto also places the venture alongside TSMC’s existing Japanese semiconductor manufacturing presence. Government support could contribute to additional funding Sony and TSMC’s announced investments will account for a substantial portion of the project’s financing, but further capital will be required to reach the planned production capacity. The companies said they are considering additional funding on the expectation that support from the Japanese government will be available. For investors, the $4.69 billion commitment represents a significant long-term expansion of the relationship between two major semiconductor industry players. Attention will now turn to additional financing, government support and development of the Kumamoto operation ahead of the planned start of mass production in 2029. The post TSMC and Sony plan $4.69 billion Japan chip venture for next-generation image sensors appeared first on US Editors. Original: TSMC and Sony plan $4.69 billion Japan chip venture for next-generation image sensors

TSMC plans chip price increases of up to 10% from 2027, report says (NYSE:TSM)July 22, 2026 6:46 AM
IH Market News Contract chipmaker looks to offset rising production costs TSMC (NYSE:TSM) is planning to increase chip manufacturing prices by as much as 10% beginning in 2027, according to two sources familiar with the matter. The planned price adjustments are intended to help offset rising expenses linked to raw materials, semiconductor manufacturing equipment and the construction of fabrication plants outside Taiwan, one of the sources said. Nikkei Asia first reported the proposed pricing changes on Tuesday. Both mature and advanced process technologies affected According to the sources, the base price increase could reach up to 10%, with the final adjustment varying depending on individual customers and product categories. Production using mature manufacturing processes, including 12-nanometre, 16-nanometre and 28-nanometre technologies, is expected to see increases of up to 10%. Advanced chip production using process technologies below 6 nanometres is also expected to be subject to price increases of as much as 10%, one of the sources said. Nikkei Asia reported that pricing negotiations with customers began in June and concluded in July, with the revised pricing structure scheduled to take effect at the beginning of 2027. TSMC maintains long-term pricing strategy A TSMC spokesperson declined to comment directly on pricing discussions when contacted by Reuters on Tuesday. “Our pricing strategy is strategic, not opportunistic. We will continue to work closely with customers and sell our value to them,” the spokesperson said. Chief Executive Officer C.C. Wei said in June that he would like to increase prices, although he indicated the company would avoid the kind of sudden price hikes implemented by some memory chip manufacturers. Strong AI demand continues to support earnings The potential pricing changes come shortly after TSMC reported stronger-than-expected second-quarter results, underlining continued demand for artificial intelligence chips. Last week, the world’s largest contract chipmaker posted a 77% year-over-year increase in second-quarter profit to a record T$706.6 billion ($22 billion), reinforcing its position as one of the key beneficiaries of the AI infrastructure boom. Taiwan Semiconductor stock priceThe post TSMC plans chip price increases of up to 10% from 2027, report says (NYSE:TSM) appeared first on US Editors. Original: TSMC plans chip price increases of up to 10% from 2027, report says (NYSE:TSM)

TSMC sees long-term AI chip demand as Arizona investment expands to $265 billionJuly 20, 2026 6:07 AM
IH Market News TSMC (NYSE:TSM) expects demand for artificial intelligence chips to remain strong for years as it accelerates investment in its manufacturing operations in Arizona, although the company acknowledges labour and infrastructure challenges could affect the pace of expansion. Following stronger-than-expected second-quarter results, Chief Financial Officer Wendell Huang said the chipmaker remains confident in its long-term outlook and has increased its planned investment in Arizona to $265 billion. AI demand continues to drive expansion Huang said TSMC remains encouraged by customer demand and intends to continue investing in production capacity with support from the U.S. government. “We will continue to invest,” he said, adding that the company was very grateful for U.S. government support. “We continue to see customers’ strong demand — multi-year structural demand.” As the world’s leading manufacturer of advanced AI semiconductors and a key supplier to Nvidia, TSMC has become a closely watched indicator of global demand across the semiconductor industry. The expansion also represents a significant boost for U.S. President Donald Trump’s efforts to increase domestic semiconductor manufacturing. Trump has repeatedly argued that Taiwan captured a significant share of America’s chip industry and has said that by the time he leaves office, the United States will account for 50% of global semiconductor manufacturing capacity. Arizona facilities continue to expand According to Huang, TSMC’s first fabrication plant in Arizona is now operational and delivering manufacturing yields comparable with the company’s flagship facility in Taiwan. The second fabrication plant is preparing to install production equipment, while construction is progressing on a third facility. Preparatory work has also begun on a fourth fabrication plant and the site’s first advanced chip packaging facility. Once all current and planned projects are completed, TSMC’s Arizona campus will include 12 fabrication and advanced packaging facilities along with a research and development centre. Huang did not provide a timetable for the latest investment plans. He noted that expansion remains constrained by practical issues. “However, there are physical constraints — the number of construction workers available, the infrastructures available,” Huang said. “We’ll work closely with the government to solve these issues.” Taiwan remains central to advanced chip production While expanding internationally, TSMC continues to invest heavily in Taiwan, where it plans to build 13 advanced fabrication and packaging facilities over the coming years. “Land is a scarce resource in Taiwan,” Huang said. “Therefore, whenever there are available lands, we will use them for the most leading-edge technologies.” “When you ramp the most leading-edge technologies, you need very close collaboration between the R&D and operation functions,” he added. “It has to be in Taiwan. And after it stabilizes, then we can consider transferring overseas.” Export controls remain a key challenge Huang also said the company could consider raising additional capital through bond sales if market conditions become favourable. Asked whether TSMC might issue shares in the United States, he said the company would “not rule out issuing new bonds.” The chipmaker continues to navigate geopolitical tensions between Washington and Beijing, particularly around U.S. export controls on advanced semiconductors destined for China. Regarding reports of a U.S. investigation linked to a chip that was ultimately used in a Huawei AI processor, Huang said TSMC continues to review its internal compliance systems while referring questions about the case to U.S. authorities. “I have to say there is (only) so much we can do in terms of complying with all the rules and regulations, but when the customers sell to customers, they sell to customers,” he said. “At some point in time, you lose the visibility. That’s the reality.” Despite recent investor concerns over the long-term sustainability of AI-related spending, TSMC remains confident in its competitive position. Although its Taipei-listed shares fell following earnings, the stock is still up nearly 50% this year. Huang said the company remains focused on maintaining its technology leadership despite growing competition. “We do not intend to leave anything on the table,” he said. “Our competitors are good, but we are even better.” Taiwan Semiconductor stock priceThe post TSMC sees long-term AI chip demand as Arizona investment expands to $265 billion appeared first on US Editors. Original: TSMC sees long-term AI chip demand as Arizona investment expands to $265 billion

Tech Stocks Tumble as Netflix Plunges and Oil Surges Past $80: Dow Jones, S&P and Nasdaq FuturesJuly 17, 2026 9:16 AM
IH Market News Tech stocks slide as Netflix plunges on weak guidance and oil tops $80 amid Middle East tensions. Get the latest market updates. Dow Jones, S&P 500 and Nasdaq futures are currently pointing to a notably lower open on Friday, with stocks likely to extend the pullback seen in the previous session. Technology stocks are likely to lead the way lower once again, as reflected by the 1.9 percent slump by the tech-heavy Nasdaq 100 futures. A steep drop by shares of Netflix (NASDAQ:NFLX) is likely to weigh on the tech sector, with the streaming giant plunging by 11.3 percent in pre-market trading. Netflix is under pressure after reporting second quarter results roughly in line with estimates but providing disappointing third quarter guidance. Concerns about valuations may also weigh on tech stocks ahead of earnings news from tech giants Alphabet (NASDAQ:GOOGL), Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT) and Meta Platforms (NASDAQ:META) next week. The downward momentum on Wall Street also comes amid a sharp increase by the price of crude oil, with U.S. crude oil futures surging back above $80 a barrel amid concerns about the escalating conflict in the Middle East. Tehran launched strikes against several countries across the Gulf and wider region after the U.S. launched a wave of strikes against Iran for the sixth night in a row over control of the Strait of Hormuz. Stocks moved mostly lower during trading on Thursday, giving back ground following the upward move seen over the two previous sessions. The major averages all moved to the downside, with the Nasdaq showing a significant decline. The major averages regained some ground going into end of the day but still closed in negative territory. The Nasdaq tumbled 387.28 points or 1.5 percent to 25,881.95, the S&P 500 slid 38.63 points or 0.5 percent to 7,533.77 and the Dow dipped 105.67 points or 0.2 percent to 52,552.97. The pullback on Wall Street came amid renewed weakness among technology stocks, as reflected by the slump by the tech-heavy Nasdaq. Computer hardware stocks turned in some of the worst performances, with the NYSE Arca Computer Hardware Index plummeting by 4.6 percent. Substantial weakness is also visible among semiconductor stocks, as reflected by the 4.3 percent plunge by the Philadelphia Semiconductor Index. Shares of Taiwan Semiconductor (NYSE:TSM) tumbled by 2.3 percent after the chipmaker reported better than expected second quarter results but forecast an increase in capital spending. “While the case for boosting capacity is clear at a time when there is a large gap between supply and demand, shareholders will want TSMC to retain some discipline even as it looks to meet orders piling up,” said AJ Bell head of markets Dan Coatsworth. Outside of the tech sector, gold stocks moved sharply lower along with the price of the precious metal, dragging the NYSE Arca Gold Bugs Index down by 4.4 percent. Brokerage and steel stocks also saw notable weakness, while transportation stocks showed a significant move to the upside, resulting in a 3.2 percent surge by the Dow Jones Transportation Average. Commercial real estate, housing and healthcare stocks also saw considerable strength, limiting the downside for the broader markets. In U.S. economic news, a report released by the Labor Department showed first-time claims for U.S. unemployment benefits unexpectedly dipped to a two-month low last week. The Labor Department said initial jobless claims fell dipped to 208,000 in the week ended July 11th, a decrease of 8,000 from the previous week’s revised level of 216,000. Economists had expected jobless claims to rise to 220,000 from the 215,000 originally reported for the previous week. With the unexpected decrease, jobless claims dropped to their lowest level since hitting 199,000 in the week ended May 2nd. Meanwhile the Commerce Department released a separate report on Thursday showing a modest increase in U.S. retail sales in the month of June. The Commerce Department said retail sales crept up by 0.2 percent in June after climbing by an upwardly revised 1.0 percent in May. Economists had expected retail sales to rise by 0.3 percent compared to the 0.9 percent increase originally reported for the previous month.The post Tech Stocks Tumble as Netflix Plunges and Oil Surges Past $80: Dow Jones, S&P and Nasdaq Futures appeared first on US Editors. Original: Tech Stocks Tumble as Netflix Plunges and Oil Surges Past $80: Dow Jones, S&P and Nasdaq Futures

U.S. stocks set for weaker open as technology shares and oil prices weigh on sentiment: Dow Jones, S&P, Nasdaq, Wall Street FuturesJuly 16, 2026 9:18 AM
IH Market News U.S. stock index futures pointed to a lower start on Thursday, suggesting Wall Street could surrender part of the gains recorded over the previous two trading sessions as investors reacted to weakness in technology stocks and renewed geopolitical tensions. Nasdaq 100 futures led the declines, falling 1.1% in premarket trading as semiconductor stocks came under pressure. TSMC weighs on technology sector One of the biggest drags on sentiment was Taiwan Semiconductor (NYSE:TSM), whose U.S.-listed shares dropped 4.4% before the opening bell. Although the chipmaker reported second-quarter results that exceeded expectations, investors reacted negatively to its plans for higher capital spending. “While the case for boosting capacity is clear at a time when there is a large gap between supply and demand, shareholders will want TSMC to retain some discipline even as it looks to meet orders piling up,” said AJ Bell head of markets Dan Coatsworth. Rising oil prices add to market caution Higher crude prices also contributed to the cautious mood after U.S. benchmark oil futures climbed back above $80 a barrel. Oil rallied following fresh U.S. military strikes on multiple targets across Iran overnight, with Tehran responding by launching new attacks on U.S. military bases in neighbouring Gulf states. Iran also warned it would target “all the infrastructure in the region” if President Donald Trump follows through on threats to strike Iranian power plants and bridges. Wall Street closed higher on Wednesday Despite losing early momentum, U.S. equities finished Wednesday’s session in positive territory. The Nasdaq gained 162.22 points, or 0.6%, to close at 26,269.23, while the S&P 500 rose 28.81 points, or 0.4%, to 7,527.40. The Dow Jones Industrial Average added 150.37 points, or 0.3%, ending the session at 52,658.64. Softer inflation data supports rate expectations Wednesday’s gains were supported by fresh inflation figures showing producer prices declined more than expected in June. The U.S. Labor Department reported that its Producer Price Index for final demand fell 0.3% during the month after an upwardly revised 0.6% increase in May. Economists had expected a smaller decline of 0.1%. Annual producer price inflation also eased to 5.5% from a revised 6.0%, below forecasts of 6.2%. Combined with softer consumer inflation data released earlier in the week, the figures reinforced expectations that the Federal Reserve will avoid raising interest rates in the near term. “Traders are rapidly retreating from rate-hike bets,” FHN Financial Chief Economist Chris Low. “Fed funds futures see the odds of a hike this month now at 9% and have a hike fully priced in by December. Yesterday, it was September.” Sector performance remains mixed Despite the encouraging inflation data, investor appetite remained restrained as markets monitored developments in the Middle East. In an interview with Fox News, President Donald Trump warned that the United States could target Iran’s power plants and bridges next week “unless they get to the table and negotiate.” Brokerage firms were among Wednesday’s strongest performers, with the NYSE Arca Broker/Dealer Index climbing 2.1% to a record closing high. Airline shares also advanced, with the NYSE Arca Airline Index gaining 1.6%, while software, banking and retail stocks finished higher. By contrast, computer hardware, networking and semiconductor shares underperformed the broader market. Taiwan Semiconductor stock priceThe post U.S. stocks set for weaker open as technology shares and oil prices weigh on sentiment: Dow Jones, S&P, Nasdaq, Wall Street Futures appeared first on US Editors. Original: U.S. stocks set for weaker open as technology shares and oil prices weigh on sentiment: Dow Jones, S&P, Nasdaq, Wall Street Futures

TSMC posts record Q2 profit as AI demand drives higher revenue and investment outlook (TSM)July 16, 2026 6:46 AM
IH Market News Taiwan Semiconductor Manufacturing Company, or TSMC (NYSE:TSM), reported record second-quarter earnings on Thursday as booming demand for artificial intelligence chips continued to fuel strong growth across its business. The chipmaker also raised its full-year revenue outlook and significantly increased its planned capital spending for 2026. AI demand fuels another record quarter TSMC posted net income of T$706.56 billion (US$21.98 billion) for the three months ended June 30, comfortably exceeding Bloomberg consensus estimates of T$623.73 billion. The result represented a 77.4% increase from a year earlier and marked the fifth consecutive quarter in which the company delivered record earnings. Quarterly revenue also reached a new high of T$1.27 trillion (US$39 billion), up 36% year over year, highlighting continued strength in demand for the company’s advanced semiconductor manufacturing services. Arizona expansion and higher capital spending Chief Executive C.C. Wei said TSMC will invest an additional US$100 billion to expand production capacity in Arizona, strengthening its manufacturing footprint in the United States alongside its existing operations in Taiwan and Japan. The company also sharply increased its 2026 capital expenditure forecast to between US$60 billion and US$64 billion, compared with its previous guidance of US$52 billion to US$56 billion. “The AI megatrend continues to drive the need for more and more computation, which supports the demand for leading-edge silicon,” CEO C.C. Wei said during the post-earnings conference call. Wei added that customer demand remains exceptionally strong, requiring TSMC to accelerate capacity expansion. Revenue outlook lifted despite margin pressure Chief Financial Officer Wendell Huang forecast third-quarter revenue of between US$44.6 billion and US$45.8 billion, with an operating margin of 56% to 58%. Huang also cautioned that gross margin will come under pressure due to the “extreme” production ramp-up of the company’s advanced 2-nanometre manufacturing technology. Reflecting continued momentum in AI-related spending, TSMC now expects its 2026 revenue to grow by more than 40% in US dollar terms, compared with its previous outlook for growth of more than 30%. AI boom continues to support long-term growth The latest results reinforce TSMC’s central role in the global semiconductor industry as investment in artificial intelligence infrastructure continues to accelerate. As the primary manufacturing partner for companies including NVIDIA Corporation (NASDAQ:NVDA) and Apple Inc. (NASDAQ:AAPL), TSMC produces advanced chips used in AI servers, smartphones, consumer electronics and a wide range of high-performance computing applications. Taiwan Semiconductor stock priceThe post TSMC posts record Q2 profit as AI demand drives higher revenue and investment outlook (TSM) appeared first on US Editors. Original: TSMC posts record Q2 profit as AI demand drives higher revenue and investment outlook (TSM)

Nvidia expands AI and robotics collaboration with leading Japanese manufacturers (NVDA)July 16, 2026 6:35 AM
IH Market News Nvidia (NASDAQ:NVDA) has announced new partnerships with several Japanese industrial companies, including Fanuc and Yaskawa Electric, as it seeks to accelerate the adoption of artificial intelligence and robotics across the manufacturing sector. Nvidia deepens its presence in Japan Speaking at a media event in Tokyo, Nvidia Chief Executive Jensen Huang outlined the company’s vision for the next generation of intelligent automation. “With AI, robots will become smart, easily adaptable and accessible,” Huang said. The collaborations are expected to combine Nvidia’s AI technologies with Japan’s expertise in industrial automation and robotics, supporting the development of more advanced manufacturing systems. Huang attracts strong attention during Japan visit Huang’s visit to Japan has generated significant public interest, reflecting his growing profile across Asia. On Wednesday, he attended an event hosted by gaming company Sega Sammy in Tokyo’s Akihabara district before later dining at a traditional Japanese izakaya. His appearances drew large crowds, particularly among technology enthusiasts and visitors familiar with his role in the global AI industry. “I think he’s the most influential man on Earth,” said Chang Hui-Yu, a 57-year-old Taiwanese tourist, speaking outside the Sega event. “It was my first time seeing Jensen Huang in person and I was so excited,” said Brian Yang, 37, who is Taiwanese and lives in Tokyo. AI investment cycle remains under the spotlight Huang was also photographed with senior executives from several major Japanese semiconductor supply chain companies, including the chief executives of Kioxia and Tokyo Electron. The meetings come as investors continue to assess the strength of global spending on artificial intelligence infrastructure. Earlier this week, ASML (EU:ASML) raised its sales outlook and confirmed plans to expand manufacturing capacity, while Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is widely expected to report a fifth consecutive quarter of record earnings, supported by sustained demand for AI chips. Nvidia stock priceThe post Nvidia expands AI and robotics collaboration with leading Japanese manufacturers (NVDA) appeared first on US Editors. Original: Nvidia expands AI and robotics collaboration with leading Japanese manufacturers (NVDA)

US markets steady as TSMC delivers record profit and investors await key economic data: Dow Jones, S&P, Nasdaq, Wall Street FuturesJuly 16, 2026 6:00 AM
IH Market News US stock futures traded close to flat on Thursday as investors weighed encouraging inflation data, another strong round of corporate earnings and ongoing geopolitical tensions in the Middle East. Market attention also turned to a busy schedule of economic releases and earnings reports that could shape sentiment for the remainder of the week. Futures pause after inflation-driven gains Wall Street futures were little changed in early trading following Wednesday’s rally, which was fuelled by softer-than-expected US inflation figures. By 04:00 ET, S&P 500 futures were down 0.2%, Nasdaq 100 futures had fallen 0.4% and Dow Jones futures were broadly unchanged. The latest inflation data strengthened expectations that the Federal Reserve will leave interest rates unchanged in the near term. However, investors remained cautious as military tensions between the United States and Iran continued to create uncertainty, while recent volatility across semiconductor stocks kept valuations in the artificial intelligence sector under scrutiny. With inflation concerns easing, market attention has shifted back to whether corporate earnings can continue to support this year’s strong equity rally. TSMC reinforces confidence in AI demand Taiwan Semiconductor Manufacturing Company (NYSE:TSM) reported record quarterly earnings, highlighting continued strength in global demand for artificial intelligence chips. The company posted a 77% increase in second-quarter net profit to T$706.6 billion (US$22 billion), comfortably exceeding analysts’ expectations. As the world’s largest contract chip manufacturer, supplying customers including Nvidia and Apple, TSMC is widely viewed as a key indicator of investment trends across the AI industry. The results followed upbeat guidance from ASML earlier this week, reinforcing confidence that companies supporting AI infrastructure continue to benefit from robust customer demand despite recent share price volatility. Apple secures AI approval in China Chinese technology stocks also attracted investor attention after Apple (NASDAQ:AAPL) received regulatory approval to introduce Apple Intelligence features in China. Alibaba (NYSE:BABA) rose nearly 5%, while Baidu (NASDAQ:BIDU) gained around 4% after China’s cyberspace regulator approved Apple’s on-device generative AI services for iPhone users. The approval removes a significant regulatory obstacle for Apple as it expands its artificial intelligence offering in one of its largest markets, while also creating opportunities for domestic technology companies supporting its AI ecosystem. Middle East tensions remain a key risk Despite improving sentiment surrounding inflation and earnings, geopolitical developments continued to influence financial markets. The US military carried out another round of strikes against Iran, with US Central Command stating that operations targeted sites linked to attacks on commercial vessels passing through the Strait of Hormuz. President Donald Trump also reiterated that military action would continue until Iran agreed to negotiations. Although markets have become less sensitive to daily headlines, investors remain alert to the possibility of disruptions to one of the world’s most important oil shipping routes. Any sustained increase in energy prices could reignite inflation pressures and complicate the Federal Reserve’s policy outlook. Busy calendar ahead Investors are also preparing for another busy session of corporate earnings and economic releases. Netflix (NASDAQ:NFLX), GE Aerospace (NYSE:GE), State Street (NYSE:STT) and U.S. Bancorp (NYSE:USB) are all due to publish quarterly results. Meanwhile, June retail sales figures and the latest weekly jobless claims data are expected to provide fresh insight into the health of US consumer spending and labour market conditions. Stronger-than-expected earnings and economic data would reinforce confidence in the resilience of the US economy, while weaker figures could revive concerns over slowing growth following this year’s strong stock market gains. Taiwan Semiconductor stock price Apple stock price Alibaba Group Holdings stock price Baidu stock price Netflix stock price GE Aerospace stock price State Street Corporation stock price U.S. Bancorp stock priceThe post US markets steady as TSMC delivers record profit and investors await key economic data: Dow Jones, S&P, Nasdaq, Wall Street Futures appeared first on US Editors. Original: US markets steady as TSMC delivers record profit and investors await key economic data: Dow Jones, S&P, Nasdaq, Wall Street Futures

TSMC Delivers Record Second-Quarter Revenue as AI Chip Demand Accelerates (TSM)July 13, 2026 6:58 AM
IH Market News AI Boom Drives Record Quarterly Sales TSMC (NYSE:TSM) reported record second-quarter revenue on Monday as robust demand for artificial intelligence chips continued to fuel growth for the world’s largest contract semiconductor manufacturer. Revenue for the April-to-June period climbed 36% year-on-year to T$1.27 trillion (US$39.62 billion), according to Reuters calculations, narrowly exceeding the T$1.264 trillion LSEG SmartEstimate compiled from 20 analysts. TSMC is a key manufacturing partner for major technology companies including Nvidia and Apple. Revenue Exceeds Company Guidance During its April earnings update, TSMC projected second-quarter revenue of between US$39.0 billion and US$40.2 billion, a forecast issued in U.S. dollars rather than New Taiwan dollars. June alone generated revenue of T$442.68 billion, representing a 67.9% increase from the same month last year and a 6.2% rise from May. The monthly sales figures had originally been scheduled for release last Friday but were postponed after Typhoon Bavi forced the closure of financial markets in Taipei. Investors Await Full Earnings Report Despite reporting record sales, TSMC did not provide updated guidance or additional commentary alongside its preliminary revenue announcement. The company is due to publish its full second-quarter earnings on Thursday, when management is expected to outline its outlook for the current quarter and the remainder of the year. According to an LSEG SmartEstimate, analysts expect second-quarter net profit to increase by 58.8% compared with the same period last year. Shares Continue Strong 2026 Performance TSMC, Asia’s largest listed company with a market capitalisation of approximately US$1.955 trillion, saw its Taipei-listed shares rise 1% on Monday ahead of the revenue release, while the broader market finished little changed. The stock has gained 57% since the beginning of the year, broadly matching the strong performance of the wider technology sector. Taiwan Semiconductor stock priceThe post TSMC Delivers Record Second-Quarter Revenue as AI Chip Demand Accelerates (TSM) appeared first on US Editors. Original: TSMC Delivers Record Second-Quarter Revenue as AI Chip Demand Accelerates (TSM)

Markets Face Fresh Volatility as Oil Rises, Chip Stocks Retreat and Earnings Season Begins: Dow Jones, S&P, Nasdaq, Wall Street FuturesJuly 13, 2026 6:22 AM
IH Market News Financial markets started the week on an uncertain note as renewed military tensions between the United States and Iran pushed oil prices sharply higher, pressured equity futures and shifted investor attention toward a crucial week of corporate earnings. At the same time, weakness across Asian semiconductor stocks has prompted questions about near-term sentiment toward artificial intelligence investments, despite continued strong demand for advanced chips. Geopolitical Tensions Pressure Equity Futures U.S. stock futures traded mixed on Monday following another round of military action involving Washington and Tehran, raising concerns over the potential impact on global markets. By 04:53 ET (08:53 GMT), S&P 500 futures were down 0.3%, Nasdaq 100 futures had fallen 1%, while Dow Jones futures edged 0.03% higher. Technology stocks were expected to lead declines after heavy selling in Asian semiconductor shares, while investors also positioned for a busy schedule of second-quarter earnings reports. This week, markets are expected to be driven primarily by geopolitical developments and corporate results. Higher energy prices could revive inflation concerns, while earnings will be closely watched for signs that spending on artificial intelligence continues to support profit growth. Strait of Hormuz Remains in Focus Investors continued to monitor developments in the Middle East after the United States and Iran exchanged further strikes over the weekend. U.S. Central Command said it had carried out a fresh series of attacks on multiple Iranian targets intended to reduce Tehran’s ability to threaten shipping through the Strait of Hormuz. President Donald Trump insisted that the strategic waterway remained open to commercial traffic, dismissing Iranian claims that it had been closed following recent U.S. military action. The conflicting statements have increased uncertainty surrounding global energy supplies, given that around one-fifth of the world’s seaborne oil normally passes through the Strait of Hormuz. A prolonged disruption could drive oil prices even higher, adding further inflationary pressure for households and businesses worldwide. Crude Prices Extend Their Rally Oil prices climbed sharply as traders reacted to the renewed conflict. Brent crude rose 4.8% to $79.65 per barrel, while U.S. West Texas Intermediate gained 5% to $74.98 per barrel after both benchmarks had already posted gains exceeding 4% last week. The rally followed Iran’s announcement that it had closed the Strait of Hormuz, although U.S. officials disputed the claim and said commercial shipping continued uninterrupted. Sustained increases in oil prices typically feed through to higher fuel and transport costs, potentially increasing inflation while benefiting energy producers. Conversely, sectors such as airlines, transportation and consumer discretionary companies could face additional headwinds. Semiconductor Shares Under Pressure Asian chipmakers came under significant selling pressure, led by SK Hynix, whose shares fell almost 14% in South Korea despite the company’s successful Nasdaq listing last week. The decline contributed to a drop of more than 5% in South Korea’s KOSPI index, prompting the Korea Exchange to temporarily suspend trading. Much of the selling appeared to reflect profit-taking and investor caution ahead of earnings season rather than weakening demand for artificial intelligence hardware. By contrast, Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reported another strong quarter, with second-quarter revenue increasing 36% year-on-year to T$1.27 trillion, supported by sustained demand for AI chips. The contrasting performances underline the difference between short-term market sentiment and longer-term industry fundamentals. Earnings Season Takes Centre Stage Alongside geopolitical developments, investors are preparing for a packed week of second-quarter earnings announcements. After months of equity gains fuelled largely by optimism surrounding artificial intelligence, markets will now look for evidence that corporate earnings continue to justify current valuations. Technology companies are likely to remain under particular scrutiny as investors assess whether continued investment in AI infrastructure is translating into stronger revenues and profits. The results will also influence expectations for the wider economy, particularly regarding inflation and the future direction of U.S. interest rates. Taiwan Semiconductor stock priceThe post Markets Face Fresh Volatility as Oil Rises, Chip Stocks Retreat and Earnings Season Begins: Dow Jones, S&P, Nasdaq, Wall Street Futures appeared first on US Editors. Original: Markets Face Fresh Volatility as Oil Rises, Chip Stocks Retreat and Earnings Season Begins: Dow Jones, S&P, Nasdaq, Wall Street Futures

Citi Raises TSMC Price Target on Strong AI Outlook Ahead of Earnings (TSM)July 6, 2026 6:55 AM
IH Market News Broker Expects Higher 2026 Growth Guidance Citi has increased its price target on Taiwan Semiconductor Manufacturing (NYSE:TSM), saying the world’s largest contract chipmaker is well positioned to upgrade its 2026 revenue outlook and long-term growth expectations when it reports quarterly results later this month. The brokerage lifted its target price to NT$3,800 from NT$2,875 while maintaining its Buy rating, arguing that sustained demand for advanced artificial intelligence semiconductors continues to strengthen the company’s earnings outlook ahead of its analyst meeting on 16 July. Shares Advance as Investors Price in Strong AI Demand TSMC shares gained around 2.3% to NT$2,500 in early trading in Taipei on Monday, leaving the stock roughly 1.4% below its 52-week high as investors responded to Citi’s more optimistic assessment before the upcoming earnings announcement. The brokerage expects demand to remain strong across multiple advanced semiconductor applications, extending beyond AI graphics processors to include custom AI chips, cloud-based TPUs, networking silicon, optical interconnect technologies and high-performance CPUs. Citi also anticipates wafer pricing will continue to strengthen into next year as demand accelerates for TSMC’s advanced N2 and N3 manufacturing processes. Scale and Advanced Packaging Seen as Key Advantages According to Citi, TSMC’s competitive strength increasingly lies in its manufacturing scale and leadership in advanced packaging technologies rather than process technology alone. The brokerage estimates production capacity for the company’s leading-edge manufacturing nodes could reach between 350,000 and 400,000 wafers per month by the end of 2028, supporting higher factory utilisation, stronger pricing power and resilient profit margins despite rising depreciation costs. Capital Spending Expected to Increase Further Citi also raised its capital expenditure forecasts for 2027 and 2028 to between $75 billion and $80 billion, reflecting expectations that TSMC will continue expanding advanced fabrication capacity alongside next-generation packaging capabilities. The brokerage believes demand for advanced packaging is broadening well beyond AI graphics processors to include custom AI accelerators, CPUs and networking processors, making it one of the company’s fastest-growing business segments. Continued investment in technologies such as CoWoS, SoIC and future packaging platforms is expected to reinforce TSMC’s market leadership as global spending on artificial intelligence infrastructure continues to expand. Taiwan Semiconductor stock priceThe post Citi Raises TSMC Price Target on Strong AI Outlook Ahead of Earnings (TSM) appeared first on US Editors. Original: Citi Raises TSMC Price Target on Strong AI Outlook Ahead of Earnings (TSM)

$TSM $HPQFF ⚡ 25 AI-Driven Reasons Some Investors Build a Bullish Thesis on HPQ Silicon (HPQFF)
🌐 Macro Forces: AI + Silicon Demand
AI chip demand exploding — NVIDIA, AMD, and Intel require ultra-pure silicon for advanced semiconductors.

Data-center buildout accelerating — AI hyperscale campuses need massive volumes of silicon-based solar, batteries, and power electronics.

Silicon shortages emerging — High-purity silicon supply is tightening as AI and EV demand converge.

Silicon anode batteries rising — AI data centers need higher-density storage; silicon anodes outperform graphite.

AI energy crisis — Silicon-based solar + storage is becoming essential for powering AI clusters.

🔬 HPQ Technology Fit
High-purity silicon production — HPQ’s PUREVAP QRR tech aims to produce 4N+ silicon at lower cost.

Nano-silicon materials — Critical for next-gen batteries used in AI-powered data centers.

Silicon for solid-state batteries — Solid-state storage is a major target for hyperscale energy systems.

Low-carbon silicon production — AI companies face pressure to decarbonize their supply chains.

On-site silicon production potential — Modular reactors could theoretically support regional AI manufacturing hubs.

🏭 Manufacturing & Strategic Partnerships
Partnership with PyroGenesis — Advanced plasma tech supports high-purity silicon production.

PUREVAP QRR reactor progress — Designed to simplify silicon production vs. traditional carbothermic processes.

Silicon battery material pilot lines — Aligns with global battery-storage demand for AI campuses.

Low-CAPEX production approach — Attractive for scaling into emerging AI-energy markets.

Potential licensing model — Could allow HPQ tech to be deployed globally without massive capital requirements.

🌍 Policy & Market Positioning
North American silicon independence — U.S. and Canada want domestic supply for chips and batteries.

IRA incentives for battery materials — Silicon anode materials qualify for major tax credits.

AI companies pushing for clean supply chains — HPQ’s low-carbon silicon fits ESG requirements.

Silicon demand from solar expansion — AI campuses are increasingly pairing solar + storage.

Silicon demand from EV fleets — AI-driven autonomous fleets increase battery demand.

📈 Market & Investment Narrative
Silicon anode market projected to surge — Expected to grow from ~$1B to ~$20B+ this decade.

AI infrastructure is a multi-trillion market — Silicon is foundational to chips, storage, and power electronics.

HPQ is one of few pure-play silicon innovators — Unique positioning among micro-caps.

Optionality across multiple sectors — Batteries, solar, semiconductors, energy storage, and materials.

Low market cap vs. ambition — Micro-caps often attract speculative interest when tied to megatrends like AI.

Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the indexJune 30, 2026 8:28 AM
IH Market News Chipmakers reach unprecedented share of the benchmark Semiconductor companies now account for a record 19.7% of the S&P 500, almost four times their weighting of around 5% in June 2020, according to Citadel Securities strategist Scott Rubner. The sector’s influence has grown well beyond previous market peaks. Before the dotcom crash, semiconductor stocks represented just over 8% of the index, less than half their current share, highlighting the unprecedented concentration seen today. Nvidia (NASDAQ:NVDA) has been the biggest contributor to the sector’s expanding index weight during the artificial intelligence boom. However, gains have broadened to include companies such as Broadcom (NASDAQ:AVGO), TSMC (NYSE:TSM), ASML (NASDAQ:ASML), AMD (NASDAQ:AMD), along with memory-chip makers Micron (NASDAQ:MU) and SanDisk (NASDAQ:SNDK), further increasing the sector’s dominance. Passive investing continues to reinforce market concentration Rubner said the concentration has become self-perpetuating. As semiconductor shares outperform, their weighting within the index rises, prompting passive investment funds to allocate even more capital to the same companies. That additional demand then supports further price gains and increases index weights again. The trend has been amplified by exceptionally strong fund flows. According to Rubner’s analysis, exchange-traded funds attracted more than $1 trillion in inflows year-to-date through late June 2026, approximately 45% above the record pace seen during the same period last year. Valuation concerns continue to build Several market indicators are now signalling elevated valuations across the semiconductor sector. According to a Reuters report published on June 30, Bank of America’s proprietary Bubble Risk Indicator reached 0.91 for the PHLX Semiconductor Sector and 0.82 for the Technology Select Sector on a scale where one represents extreme bubble-like conditions. Meanwhile, LSEG head of earnings research Tajinder Dhillon noted that the S&P 500’s price-to-sales ratio has climbed to 3.22, well above its long-term average of 1.84. The widely followed Buffett Indicator, which compares total U.S. stock market capitalisation with gross domestic product, currently stands at 231.8%, indicating the market is “significantly overvalued.” Investors remain divided over the AI-driven rally Despite growing valuation concerns, not all market participants believe the concentration reflects a speculative bubble. JJ Kinahan, head of retail expansion and alternative investment products at Cboe Global Markets, argued that semiconductor suppliers remain well positioned compared with the companies investing heavily in artificial intelligence infrastructure. “The folks selling the picks and shovels are in incredibly good stead. Those buying them still have to prove that the billions and billions of dollars they’re spending is worth it.” The debate over whether hyperscale AI spending will ultimately generate returns sufficient to justify current semiconductor valuations has become one of Wall Street’s central investment questions. New-quarter fund flows could provide another boost Recent market performance has hinted at an early rotation away from the largest technology names. During the previous week, the S&P 500 declined 1.94% while small- and mid-cap stocks outperformed, suggesting investors may be broadening their exposure beyond megacap chip companies. Even so, Rubner highlighted July 1 as a potential near-term catalyst, with retirement contributions, target-date funds and systematic investment strategies expected to deploy fresh capital at the start of the new quarter. Given semiconductor companies’ record weighting within the S&P 500, those inflows could provide additional support for the sector in the short term. Over a longer horizon, however, future interest-rate decisions under Federal Reserve Chair Kevin Warsh could alter valuation assumptions and encourage institutional investors to reduce exposure to the sector. Nvidia stock price Broadcom stock price Taiwan Semiconductor stock price ASML Holding stock price Advanced Micro Devices stock price Micron Technology stock price SanDisk stock priceThe post Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the index appeared first on US Editors. Original: Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the index

Intel Jumps After Trump Says Apple Will Partner on U.S. Chip Production (INTC)June 18, 2026 6:48 AM
IH Market News Intel Corporation (NASDAQ:INTC) shares surged in premarket trading on Thursday after U.S. President Donald Trump said Apple Inc (NASDAQ:AAPL) had agreed to work with the chipmaker on designing and manufacturing semiconductors in the United States, a move that could bolster efforts to expand domestic chip production. Intel stock climbed more than 8% before the opening bell by 04:40 ET (08:40 GMT) following Trump’s comments. Trump Highlights Domestic Manufacturing Push In a social media post on Wednesday, Trump said that “Apple has agreed to work with Intel to design and build its Chips in America,” although he did not provide further details regarding the scope or timing of the collaboration. The president presented the reported agreement as part of a broader strategy aimed at strengthening the U.S. semiconductor industry and reducing reliance on overseas manufacturing. Trump also pointed to Intel’s partnerships with Nvidia and Elon Musk’s TerraFab venture as examples of progress in rebuilding America’s chipmaking capabilities. Government Stake in Intel Gains Value Trump further noted that the U.S. government’s investment in Intel has increased substantially in value since earlier this year. According to the president, the administration’s 10% holding in the company has risen from approximately $10 billion to $60 billion, reflecting the recent improvement in Intel’s market performance. The comments added to investor optimism surrounding the company’s turnaround efforts and strategic importance to U.S. industrial policy. Apple and Intel Reportedly Deepening Ties The latest remarks follow reports that Apple and Intel had already begun exploring a closer relationship. According to The Wall Street Journal, the two companies reached a preliminary agreement in early May to collaborate on chips for future Apple devices. Neither company has publicly disclosed detailed information regarding the potential partnership. Intel Seeks to Rebuild Foundry Leadership Once regarded as the world’s leading semiconductor manufacturer, Intel has spent recent years attempting to regain ground lost to competitors such as TSMC (NYSE:TSM) and Samsung Electronics Co Ltd (USOTC:SSNHZ). The company’s foundry ambitions have faced significant challenges, particularly during the rapid expansion of artificial intelligence, which accelerated demand for advanced chip manufacturing capabilities. As rivals captured a larger share of next-generation semiconductor production, Intel fell behind in the race to deliver cutting-edge process technologies. Advanced Manufacturing Progress Supports Recovery Efforts Recent reports indicate that Intel has begun producing chips using its latest 18A-P process technology, a key milestone in the company’s strategy to restore its competitive position. The new manufacturing node is expected to play a central role in Intel’s efforts to attract major customers and expand its contract chipmaking business. With support from Washington and potential collaborations with leading technology companies, investors are increasingly focused on whether Intel can successfully re-establish itself as a major force in advanced semiconductor manufacturing. Apple stock price Intel stock price Taiwan Semiconductor stock price Samsung stock price The post Intel Jumps After Trump Says Apple Will Partner on U.S. Chip Production (INTC) appeared first on US Editors. Original: Intel Jumps After Trump Says Apple Will Partner on U.S. Chip Production (INTC)

TSMC Shares Slip as Taiwan Considers Tougher Restrictions on AI Chip Exports to China (TSM)June 9, 2026 8:51 AM
IH Market News Taiwan Semiconductor Manufacturing (NYSE:TSM) shares fell around 1% in premarket trading on Tuesday following a Bloomberg report that Taiwan is evaluating stricter controls on the export of advanced artificial intelligence chips to China. If implemented, the proposed measures would mark one of the most significant steps taken by President Lai Ching-te’s administration to protect Taiwan’s technological leadership and address national security concerns. According to Bloomberg, citing sources familiar with the discussions, Taiwanese officials are examining regulations that would limit AI chip sales to all Chinese customers rather than only those already subject to restrictions, such as Huawei Technologies. The proposals are reportedly being discussed as part of broader trade negotiations with the United States and would, for the first time, provide Taiwan with legal authority to prosecute unauthorized exports of advanced AI chips to China as a criminal offense. While U.S. regulations already prohibit certain sales of advanced semiconductors to China, Taiwan currently does not classify such exports as criminal violations under domestic law. This has limited the ability of local authorities to pursue enforcement actions. Taiwan’s first publicly known detentions linked to alleged semiconductor smuggling occurred only last month and involved narrower allegations related to document falsification. Under the framework under consideration, Taiwan would restrict exports of AI chips that exceed a specified computing performance threshold to Chinese buyers. The approach would closely resemble export controls introduced by Washington beginning in 2022. The report noted that details of the proposal remain under review and that senior officials from both Taiwan and the United States have not yet formally approved any final agreement. The discussions come as U.S. policymakers increasingly focus on preventing advanced computing hardware from reaching China through indirect channels. Concerns have grown over shipments of AI servers equipped with Nvidia chips being diverted from Taiwan to Chinese entities. Last week, the Trump administration moved to address what it viewed as a potential loophole that could allow advanced semiconductors to be supplied to overseas subsidiaries of Chinese companies. Separately, U.S. senators Jim Banks of Indiana and Andy Kim of New Jersey sent a letter on Monday to Jeffrey Kessler, head of the Bureau of Industry and Security, urging regulators to tackle the practice of Chinese firms using overseas subsidiaries to order custom-designed chips from contract manufacturers such as TSMC. Taiwan Semiconductor stock price Original: TSMC Shares Slip as Taiwan Considers Tougher Restrictions on AI Chip Exports to China (TSM)

TSMC Sees Strong Long-Term Growth as AI Demand Continues to Accelerate (TSM)June 4, 2026 6:08 AM
IH Market News Taiwan Semiconductor Manufacturing Company (NYSE:TSM) remains confident in its long-term growth trajectory, with Chief Executive C.C. Wei highlighting sustained demand for advanced computing infrastructure and cutting-edge semiconductors driven by the rapid expansion of artificial intelligence. Speaking at the company’s annual shareholder meeting on Thursday, Wei said customer sentiment toward AI-related spending remains highly positive, reinforcing expectations that demand for advanced chips will continue to support growth in the years ahead. According to Wei, TSMC is working closely with customers to expand manufacturing capacity and meet increasing requirements for high-performance semiconductors used in artificial intelligence applications. He indicated that demand continues to outpace available supply in some areas of the market, underscoring the industry’s ongoing investment cycle. Wei also addressed the company’s growing manufacturing footprint in the United States. TSMC is currently investing approximately $165 billion in a major expansion programme in Arizona, where it is constructing multiple semiconductor fabrication facilities. While the investment is expected to play a significant role in supporting U.S. customers over the long term, Wei acknowledged that fully meeting domestic demand through American production alone will take a “very long time.” He did not provide a specific timeline for when the new facilities could satisfy the full requirements of U.S.-based customers. The comments come as governments and technology companies increasingly prioritise supply-chain resilience and local semiconductor manufacturing capacity. TSMC’s Arizona expansion forms part of a broader effort to diversify production while maintaining its position as the world’s leading contract chip manufacturer. In addition to discussing growth opportunities, Wei emphasised the company’s commitment to its workforce, stating that TSMC remains focused on supporting and investing in its employees as the business expands globally. His remarks follow recent developments in the wider semiconductor industry, including an agreement reached last month between Samsung Electronics and its labour union that helped avert potential strike action in South Korea. The discussions centred on issues including compensation and profit-sharing arrangements. With artificial intelligence continuing to drive unprecedented demand for advanced processors, TSMC remains one of the key beneficiaries of the global AI investment cycle. The company’s leadership believes sustained customer demand, ongoing capacity expansion and technological leadership will continue to underpin future growth. More About Taiwan Semiconductor Manufacturing Company Taiwan Semiconductor Manufacturing Company is the world’s largest dedicated semiconductor foundry, manufacturing chips for many of the leading technology companies globally. Its customers include major players in artificial intelligence, cloud computing, smartphones, consumer electronics and high-performance computing. The company is at the forefront of advanced semiconductor manufacturing, producing some of the industry’s most sophisticated chips using leading-edge process technologies. As demand for AI infrastructure grows, TSMC plays a critical role in supplying the processors that power data centres, machine learning applications and next-generation computing platforms worldwide. Original: TSMC Sees Strong Long-Term Growth as AI Demand Continues to Accelerate (TSM)

Why Silver Demand Is Set to Explode: 7 Industries That Can’t Survive Without It https://x.com/safehavenmoney/status/2046014942348730819 $TSM

TSMC Expands Use of NVIDIA AI Technologies Across Chip Production OperationsJune 1, 2026 5:41 AM
IH Market News NVIDIA (NASDAQ:NVDA) revealed that Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is deploying a range of its artificial intelligence and accelerated computing technologies throughout semiconductor development and manufacturing processes, deepening the partnership between the two companies. The initiative spans multiple areas of chip production, from lithography and materials research to factory optimization and defect detection, as semiconductor manufacturers increasingly adopt AI-driven tools to improve efficiency and performance. AI-Powered Lithography Delivers Efficiency Gains One of the key technologies being implemented is NVIDIA’s cuLitho platform, which TSMC is using for computational lithography applications. According to the companies, the solution has generated improvements of between 20% and 50% in either cost efficiency or processing cycle times compared with traditional CPU-based approaches. The technology is designed to accelerate one of the most computationally intensive stages of semiconductor manufacturing, helping optimize chip patterning and production workflows. Faster Materials Research Through Accelerated Simulation TSMC is also leveraging NVIDIA’s cuEST software for electronic structure simulation, enabling significantly faster analysis of semiconductor materials. The companies stated that the platform can deliver chemistry simulations up to 50 times faster than conventional methods, supporting the design and development of advanced semiconductor materials. By shortening simulation times, engineers can evaluate a broader range of material candidates and accelerate research and development cycles. Machine Learning Enhances Process Control For manufacturing process optimization, TSMC has incorporated NVIDIA’s cuML machine learning library into its advanced process control systems. The platform enables the analysis of hundreds of thousands of manufacturing parameters across thousands of production stages, allowing engineers to identify inefficiencies and reduce process variation more effectively. According to TSMC, the technology has contributed to meaningful improvements in process consistency and operational performance. GPU Computing Improves Fab Productivity The semiconductor manufacturer is also deploying NVIDIA H200 GPUs to support production scheduling and factory management. By using GPU-accelerated computing for scheduling calculations, TSMC has been able to better manage complex manufacturing constraints and optimize production flows within its fabrication facilities. The companies said these enhancements have resulted in measurable productivity improvements across fab operations. AI Vision Systems Strengthen Defect Detection Another area of collaboration focuses on quality control and inspection. TSMC is utilizing NVIDIA’s Metropolis platform alongside the NVIDIA TAO Toolkit to develop advanced vision AI systems capable of identifying semiconductor defects at nanometer scale. The technology improves defect classification accuracy while reducing the amount of manual labeling and model retraining required, helping streamline inspection processes and improve manufacturing yields. Digital Twin Technology Supports Virtual Factory Design TSMC is additionally evaluating NVIDIA Omniverse libraries as part of its FabTwin initiative, a virtual manufacturing environment designed to simulate and optimize fabrication facilities. The digital platform allows engineers to test equipment layouts, production scenarios and workflow configurations in a virtual setting before implementing changes in physical facilities. This approach can help reduce deployment risks, improve planning efficiency and accelerate factory optimization efforts. NVIDIA Highlights Growing Role of AI in Manufacturing Commenting on the partnership, NVIDIA founder and Chief Executive Officer Jensen Huang emphasized the increasing role of artificial intelligence within advanced semiconductor production. “TSMC is bringing NVIDIA AI and accelerated computing into the fab itself, tackling some of the world’s most complex design and manufacturing challenges,” said Jensen Huang, NVIDIA’s founder and CEO. The announcement was made during NVIDIA’s GTC Taipei event, where the company showcased a range of technologies aimed at expanding the use of AI across industrial, enterprise and manufacturing applications. Nvidia stock price Taiwan Semiconductor stock price Original: TSMC Expands Use of NVIDIA AI Technologies Across Chip Production Operations

https://investorshub.advfn.com/stock-market/NYSE/taiwan-semiconductor-man-TSM/stock-news/98615019/form-6-k-report-of-foreign-issuer-rules-13a-16

https://investorshub.advfn.com/stock-market/NYSE/taiwan-semiconductor-man-TSM/stock-news/98605718/form-6-k-report-of-foreign-issuer-rules-13a-16

TSM, buy the dip

Intel pushes PC makers toward next-generation chips amid AI demand surge (INTC)May 19, 2026 6:44 AM
IH Market News Intel encourages wider adoption of processors built on 18A technology Intel (NASDAQ:INTC) is urging laptop and PC manufacturers to accelerate adoption of processors produced using its latest semiconductor manufacturing technology, as booming demand for artificial intelligence computing continues to strain supplies of advanced chips, Nikkei Asia reported Tuesday.According to the report, which cited industry sources, Intel has asked key computer manufacturing partners in the United States, China and Taiwan to increase usage of processors manufactured with the company’s 18A process technology, which became available late last year.Intel reportedly informed partners that supply availability for its newest processor families, including Panther Lake and Wildcat Lake, is stronger than for chips manufactured using older process technologies. Intel looks to regain ground in advanced chip manufacturing The company’s push to promote next-generation processors comes as Intel attempts to strengthen its position in the global AI semiconductor race and recover lost ground in advanced chip production after trailing rival TSMC (NYSE:TSM) during the rapid expansion of artificial intelligence demand.Intel is also working with several major technology companies, including Tesla (NASDAQ:TSLA) and SpaceX’s Terrafab project, as part of efforts to manufacture advanced semiconductors and revive its foundry operations.Intel stock priceTaiwan Semiconductor stock priceTesla stock price Original: Intel pushes PC makers toward next-generation chips amid AI demand surge (INTC)

Applied Materials (AMAT) and TSMC Expand Partnership to Advance Next-Generation AI ChipsMay 11, 2026 9:42 AM
IH Market News Applied Materials Inc. (NASDAQ:AMAT) has unveiled a new strategic collaboration with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) aimed at accelerating the development of advanced semiconductor technologies for artificial intelligence applications.The companies said they will work together at Applied Materials’ EPIC Center in Silicon Valley, focusing on next-generation materials engineering, semiconductor equipment innovation and advanced process integration technologies. Collaboration Builds on Decades-Long Relationship The latest agreement extends a partnership between the two companies that has spanned more than three decades.Gary Dickerson, President and CEO of Applied Materials, said the initiative is designed to deepen cooperation between the companies and help speed up development across increasingly complex semiconductor manufacturing roadmaps.“We are strengthening our collaboration to accelerate the development of technologies needed to address growing complexity in the chipmaking roadmap,” Dickerson said.Dr. Y.J. Mii, Executive Vice President and Co-Chief Operating Officer at TSMC, said large-scale AI development requires close cooperation across the semiconductor industry.“Meeting AI challenges at a global scale requires industry-wide collaboration,” Mii stated, adding that Applied’s EPIC Center offers an environment capable of accelerating equipment and process readiness for future semiconductor technologies. Focus on AI, 3D Chip Structures and Advanced Manufacturing The partnership will target several critical technology areas linked to AI and high-performance computing.The companies plan to develop process technologies designed to improve power efficiency, performance and chip density across advanced logic nodes used in AI processors.The collaboration will also explore new semiconductor materials and manufacturing equipment capable of supporting increasingly complex 3D transistor and interconnect architectures.In addition, Applied Materials and TSMC intend to work on advanced process integration methods aimed at improving production yields, reliability and variability control for vertically stacked semiconductor designs. EPIC Center Represents Major Semiconductor Investment Applied Materials said its EPIC Center reflects a planned $5 billion investment in advanced semiconductor equipment research and development within Silicon Valley.The facility has been designed to shorten the timeline required to move breakthrough technologies from research stages into commercial manufacturing. The company said investment levels are expected to scale toward approximately $5 billion over time as customer-related projects expand.The EPIC Center is intended to provide semiconductor manufacturers with earlier access to Applied’s research capabilities, faster technology development cycles and accelerated pathways into high-volume production within a secure collaborative environment.Applied Materials stock priceTaiwan Semiconductor stock price Original: Applied Materials (AMAT) and TSMC Expand Partnership to Advance Next-Generation AI Chips

TSM, new highs

TSMC posts strong April revenue growth driven by AI chip demandMay 8, 2026 6:01 AM
IH Market News Taiwan Semiconductor Manufacturing Co (NYSE:TSM) reported a solid increase in April revenue on Friday as continued demand for advanced artificial intelligence semiconductors supported sales growth.The world’s largest contract chip manufacturer said April revenue reached NT$410.73 billion ($13.08 billion), representing an increase of 17.5% compared with NT$349.57 billion recorded in the same month last year. On a monthly basis, however, revenue slipped 1.1% from NT$415.19 billion in March.According to the company’s statement, revenue for the first four months of 2026 rose 29.9% year over year to NT$1.54 trillion. AI infrastructure spending continues to support growth TSMC, which supplies major technology companies including Apple (NASDAQ:AAPL) and Nvidia (NASDAQ:NVDA), has continued to benefit from strong global investment in artificial intelligence infrastructure and high-performance computing chips.The company reported record quarterly profit for the first quarter of 2026 last month, highlighting the ongoing strength of demand tied to AI-related technologies.For the current quarter, TSMC expects revenue between $39 billion and $40.2 billion, compared with $35.9 billion generated during the first quarter. Investors monitor geopolitical and supply chain risks Market participants remain focused on whether geopolitical tensions could eventually weigh on semiconductor demand and industry investment.Investors are particularly watching the impact of ongoing U.S.-China technology restrictions, along with broader supply chain risks that could affect global chip production and capital spending plans across the semiconductor sector.Shares of TSMC listed in Taipei were down 0.9% at NT$2,290.0 by 06:13 GMT.Taiwan Semiconductor stock price Original: TSMC posts strong April revenue growth driven by AI chip demand

From just about 1 year ago and my sentiments remain the same;

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176331887

U.S. futures rise after Trump pauses Hormuz mission; AMD rallies on AI-driven earnings beat: Dow Jones, S&P, Nasdaq, Wall StreetMay 6, 2026 5:27 AM
IH Market News U.S. stock futures moved higher on Wednesday after President Donald Trump paused a military initiative aimed at reopening the Strait of Hormuz and signalled progress toward a possible peace agreement with Iran.At the same time, oil prices retreated from recent highs, while strong artificial intelligence-related demand boosted earnings at Advanced Micro Devices (NASDAQ:AMD). In Asia, Samsung Electronics (USOTC:SSHNZ) surpassed a $1 trillion market valuation for the first time. Futures advance as investors welcome easing geopolitical tensions By 03:31 ET, Dow Jones futures were higher by 79 points, or 0.2%, while S&P 500 futures gained 20 points, or 0.3%. Nasdaq 100 futures climbed 186 points, or 0.7%.Wall Street indices had already closed modestly higher in the previous session as the White House attempted to calm concerns following renewed violence around the Strait of Hormuz earlier in the week.Investors were also encouraged by a generally resilient U.S. earnings season, suggesting that major companies have so far managed to withstand economic uncertainty linked to the conflict involving Iran.Attention is now turning toward another wave of quarterly earnings later this month, including results from AI chip giant Nvidia (NASDAQ:NVDA) and retail heavyweight Walmart (NYSE:WMT). Trump suspends “Project Freedom” Trump announced on Tuesday that “Project Freedom” — the U.S. military operation designed to reopen the Strait of Hormuz by escorting commercial vessels through the strategic waterway — would be halted “for a short period of time.”The mission had only recently begun and was quickly followed by fresh attacks across the strait and wider Gulf region.In a social media statement, Trump said the decision was partly made at the request of Pakistan, which has frequently acted as a mediator between Washington and Tehran. He also stated that “great progress” had been achieved toward a peace agreement with Iran.The announcement came shortly after talks between Iranian and Chinese foreign ministers. China remains a major importer of Iranian oil, and reports suggest Beijing may be attempting to discourage Tehran from escalating tensions with Washington ahead of a scheduled meeting next week between Chinese President Xi Jinping and Trump. Oil prices retreat but remain elevated Crude oil prices declined following Trump’s announcement, with Brent crude futures falling 1.5% to $108.22 per barrel.Despite the pullback, Brent prices remain significantly above pre-conflict levels near $70 per barrel.The Strait of Hormuz — through which roughly 20% of global oil supplies are transported — remains effectively closed to tanker traffic, with both the United States and Iran maintaining blockades in the area.The continued disruption to shipping routes has intensified concerns over higher global inflation and slower economic growth. AMD beats forecasts as AI demand drives data center growth Shares of Advanced Micro Devices (NASDAQ:AMD) surged in extended trading after the chipmaker reported stronger-than-expected quarterly results, driven by robust demand in its data center business.AMD posted first-quarter net income of $1.38 billion, compared with $709 million a year earlier. Adjusted earnings per share reached $1.37, ahead of Wall Street forecasts of $1.28.Revenue jumped 38% year on year to $10.25 billion, also exceeding analyst estimates. Sales within the company’s data center division rose 57%, supported by demand for EPYC processors and increased shipments of Instinct graphics processing units.Chief executive Lisa Su said server growth is expected to “accelerate meaningfully” as AMD expands supply capacity to meet strong demand.However, analysts continue to compare AMD’s competitive position against rivals including Nvidia and Broadcom (NASDAQ:AVGO).Analysts at BofA Securities noted that while they remain “big believers in AMD’s execution,” the company “is still exposed to uncertain share allocation” among competitors supplying OpenAI, the developer of ChatGPT. Samsung surpasses $1 trillion valuation Samsung Electronics (USOTC:SSHNZ) exceeded a $1 trillion market capitalisation on Wednesday for the first time, becoming only the second Asian company after Taiwan Semiconductor Manufacturing Company (NYSE:TSM) to achieve the milestone.Samsung shares have recently reached consecutive record highs and have more than doubled in value this year.Part of the latest rally was linked to a Bloomberg report indicating that Apple (NASDAQ:AAPL) has held exploratory discussions with Samsung and Intel (NASDAQ:INTC) regarding production of processors for future devices.Samsung has also benefited from strong demand for memory chips used in AI systems, particularly high-bandwidth memory products, amid tight global supply conditions.Advanced Micro Devices stock priceSamsung stock priceNvidia stock priceWalmart stock priceBroadcom stock priceTaiwan Semiconductor stock priceApple stock priceIntel stock price Original: U.S. futures rise after Trump pauses Hormuz mission; AMD rallies on AI-driven earnings beat: Dow Jones, S&P, Nasdaq, Wall Street

Intel Shares Rise as Apple Explores Expanding Chip Supply ChainMay 5, 2026 6:29 AM
IH Market News Apple Inc. (NASDAQ:AAPL) has reportedly begun early-stage discussions with Intel Corporation (NASDAQ:INTC) and Samsung Electronics Co. Ltd. (USOTC:SSHNZ) over the potential production of core processors for its devices, according to a Bloomberg report citing sources familiar with the matter.The reported talks come as the iPhone maker looks to broaden its supplier base beyond long-standing partner Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Market Reaction Intel shares climbed 3.3% in U.S. premarket trading following the news, while Samsung Electronics ended the day at a record high of KRW232,500, up 5.4%. Early-Stage Discussions The conversations are still in their initial phase and reflect Apple’s intention to reduce dependence on a single manufacturer for its custom-designed chips, which power products such as iPhones, iPads and Macs.Bloomberg reported that Apple has approached Intel regarding the possible use of its foundry capabilities. In addition, Apple executives have visited Samsung’s new semiconductor fabrication facility currently under construction in Texas. Potential Strategic Shift Any move to diversify suppliers would represent a notable shift in Apple’s supply chain approach, although no definitive decisions have been reached at this stage, the report noted.Apple stock priceIntel stock priceSamsung stock priceTaiwan Semiconductor stock price Original: Intel Shares Rise as Apple Explores Expanding Chip Supply Chain

U.S.-Iran Ceasefire Under Pressure; AMD Earnings in Focus: Dow Jones, S&P, Nasdaq, Wall Street FuturesMay 5, 2026 5:47 AM
IH Market News Futures tied to major U.S. indices edged higher on Tuesday, pointing to a potential rebound after the previous session was hit by renewed tensions around the Strait of Hormuz. Investor sentiment had been shaken by fresh attacks, as uncertainty persists over the stability of the fragile ceasefire between the U.S. and Iran.Washington continues efforts to reopen the strategically vital shipping route, while markets also turn attention to upcoming corporate results, including chipmaker Advanced Micro Devices Inc. (NASDAQ:AMD), which is set to report after the close. Meanwhile, Apple Inc. (NASDAQ:AAPL) is reportedly exploring ways to diversify its semiconductor supply chain. Futures Signal Market Recovery As of 03:34 ET, Dow futures were up 131 points, or 0.3%, while S&P 500 futures gained 19 points, also 0.3%. Nasdaq 100 futures rose 112 points, or 0.4%.Wall Street had declined in the prior session, weighed down by escalating hostilities in the Gulf region. Oil prices surged back above $110 per barrel, as the U.S. intensified efforts to reopen the largely blocked Strait of Hormuz.Energy stocks benefited from the rise in crude prices, but transport names came under pressure. FedEx Corporation (NYSE:FDX) and United Parcel Service Inc. (NYSE:UPS) both dropped after Amazon.com Inc. (NASDAQ:AMZN) unveiled a new service expected to heighten competition in the delivery sector. Escalation Raises Concerns Over Ceasefire Fresh attacks were reported on Monday, with Tehran responding to U.S. President Donald Trump’s push to reopen shipping lanes through the Strait of Hormuz, a route responsible for roughly 20% of global oil flows.Several merchant vessels in the Gulf reported fires or explosions. The U.S. said it had successfully escorted two American-flagged ships through the strait while repelling attacks from Iranian drones and small armed boats.The situation also appeared to widen across the Middle East. In the United Arab Emirates, air defence systems intercepted missiles and drones launched from Iran, while an oil terminal in Fujairah was targeted.Trump has offered limited details about the plan to reopen the waterway, referred to as “Project Freedom,” while Iran’s foreign minister warned that the U.S. risks becoming entangled in a “quagmire.” Oil Prices Remain Elevated For much of the conflict, which has now lasted more than two months, tanker traffic through the Strait of Hormuz has been heavily restricted due to the threat of Iranian strikes. This has pushed oil prices higher and raised concerns about inflation and global economic growth.However, some signs suggest the U.S. effort to escort vessels may be easing pressure in the region. Shipping group A.P. Moller-Maersk A/S indicated that a U.S.-flagged vehicle carrier operated by one of its subsidiaries successfully exited the Gulf with military support.Brent crude slipped 0.8% to $113.56 per barrel but remains significantly above pre-conflict levels. AMD Earnings in Spotlight Investors are closely watching results from Advanced Micro Devices, which will report after markets close. The update is expected to provide insight into the company’s efforts to compete with AI chip leader Nvidia.Earlier this year, AMD forecast first-quarter revenue of around $9.8 billion, plus or minus $300 million, down slightly from $10.27 billion in the previous quarter. The cautious outlook came despite improved sales to China, highlighting ongoing competitive pressures.Elsewhere, Palantir Technologies Inc. (NASDAQ:PLTR) exceeded quarterly expectations and raised its revenue forecast. However, its shares fell in extended trading after finance chief David Glazer indicated that costs are expected to rise in 2026.Overall, the earnings season has offered some reassurance to investors unsettled by geopolitical risks, with strong results from AI-focused companies. Firms in the S&P 500 are projected to deliver combined profit growth of around 28% year-on-year for the first quarter, significantly above early expectations. Apple Explores Chip Supply Options Apple Inc. (NASDAQ:AAPL) has reportedly held preliminary discussions with Intel Corporation (NASDAQ:INTC) and Samsung Electronics Co. Ltd. (USOTC:SSHNZ) about producing processors for its devices, according to Bloomberg.The talks reflect Apple’s effort to reduce reliance on long-time partner Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), which currently produces its custom chips.Discussions remain at an early stage, with no final decisions taken, but any shift would mark a notable change in Apple’s supply chain strategy.Advanced Micro Devices stock priceApple stock priceFedEx stock priceUnited Parcel Service stock priceAmazon stock pricePalantir Technologies stock priceIntel stock priceSamsung stock priceTaiwan Semiconductor stock price Original: U.S.-Iran Ceasefire Under Pressure; AMD Earnings in Focus: Dow Jones, S&P, Nasdaq, Wall Street Futures

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Intel Soars in Premarket After Blowout Results, Eyes Record HighApril 24, 2026 7:12 AM
IH Market News
Shares of Intel Corp (NASDAQ:INTC) surged about 28% in premarket trading on Friday after the chipmaker delivered stronger-than-expected first-quarter results and issued an upbeat outlook for the second quarter, driven by robust demand for its AI-focused data center chips.The stock climbed to around $85, putting it on track to surpass its all-time high reached during the dot-com era more than two decades ago.Intel forecast second-quarter 2026 earnings per share of $0.20, well above the $0.09 consensus estimate. Revenue for the period is expected to range between $13.8 billion and $14.8 billion, also ahead of forecasts of $13.04 billion.



AI Demand Fuels Turnaround



After years of strategic missteps that left it trailing in the artificial intelligence race, Intel has been working to regain momentum under CEO Lip-Bu Tan. The turnaround strategy has included asset disposals, cost reductions and efforts to strengthen the balance sheet.Tan has also secured key partnerships and investments, including collaborations with the U.S. government, SoftBank Group Corp (TYO:9984) and NVIDIA Corporation (NASDAQ:NVDA), aimed at boosting manufacturing capabilities and restoring investor confidence.



Strong First-Quarter Performance



Intel reported first-quarter revenue of $13.6 billion, up 7% from $12.7 billion a year earlier and above analyst expectations of $12.41 billion.Revenue from its data center and AI division rose 22% year-on-year to $5.1 billion, highlighting accelerating demand in this segment.The company posted earnings per share of $0.29 for the quarter, beating estimates by $0.27.“We delivered robust Q1 results, reflecting the growing and essential role of the CPU in the AI era and unprecedented demand for silicon, as well as our disciplined execution to expand available supply,” said David Zinsner.



Strategic Partnerships and Manufacturing Push



Earlier this week, Elon Musk said Tesla plans to use Intel’s next-generation 14A process technology for chip production at its planned Terafab AI facility in Austin.Such a deal would represent a significant milestone for Intel, potentially marking its first major external customer for its latest manufacturing node—an important step as it seeks to compete with Taiwan Semiconductor Manufacturing Company (NYSE:TSM).Intel has also recently expanded its collaboration with Alphabet Inc (NASDAQ:GOOGL), with plans to deploy Intel Xeon processors across Google’s infrastructure, including the latest Xeon 6 chips powering advanced cloud instances. The partnership also includes joint development of custom ASIC-based infrastructure processing units to improve efficiency and scalability for AI workloads.



Analyst Reactions Mixed



Analysts at Stifel raised their price target on Intel to $75 from $65 after the company “significantly beat expectations.”“While we remain encouraged with INTC’s solid execution over the past few quarters, we continue to believe that gross margin durability is likely to remain uncertain, and improvement from here is not linear. The valuation reset has been significant, and, we believe, prices in continued execution on several challenging dynamics ahead,” they added.Intel stock price

Original: Intel Soars in Premarket After Blowout Results, Eyes Record High

TSMC stellt die A13-Technologie auf dem North America Technology Symposium 2026 vorApril 23, 2026 2:23 PM
Business Wire
Der neueste Knoten setzt neue Maßstäbe bei der Dichteskalierung und Energieeffizienz, um den anspruchsvollsten Anwendungen der Branche gerecht zu werden


TSMC (TWSE: 2330, NYSE: TSM) hat heute auf dem 2026 North America Technology Symposium des Unternehmens seine neueste Innovation im Bereich seiner fortschrittlichsten Prozesstechnologie vorgestellt. Der neue A13-Prozess von TSMC ist eine direkte Verkleinerung des 2025 angekündigten, branchenführenden A14-Knotens und ermöglicht noch kompaktere und effizientere Designs, um der unstillbaren Kundennachfrage nach Rechenleistung für künstliche Intelligenz der nächsten Generation, Hochleistungsrechnen (HPC) und mobile Anwendungen gerecht zu werden.


Als Ausdruck des Engagements von TSMC für kontinuierliche Verbesserung bietet A13 eine Flächenersparnis von 6 % gegenüber A14. Die Designregeln sind vollständig abwärtskompatibel mit A14, sodass Kunden ihre Designs schnell auf die neueste Nanosheet-Transistortechnologie von TSMC umstellen können. Darüber hinaus bietet A13 durch die gemeinsame Optimierung von Design und Technologie eine höhere Energieeffizienz und Leistungssteigerungen; die Produktion soll 2029, ein Jahr nach A14, anlaufen.


A13 war eine von vielen technologischen Innovationen, die auf dem TSMC North America Technology Symposium in Santa Clara, Kalifornien, vorgestellt wurden, das in den kommenden Monaten den Auftakt zu einer weltweiten Veranstaltungsreihe bildet. Unter dem Motto „Expanding AI with Leadership Silicon“ sind die Technologiesymposien die größten jährlichen Kundenveranstaltungen von TSMC, auf denen das Unternehmen seine bahnbrechenden Fortschritte in der Technologieentwicklung und im Fertigungsservice präsentiert.


„Wir bei TSMC wissen, dass unsere Kunden stets auf ihre nächste Innovation blicken und sich an uns wenden, um einen zuverlässigen Strom neuer Halbleitertechnologien wie A13 zu erhalten, die sorgfältig entwickelt wurden, um genau dann für die Massenproduktion bereit zu sein, wenn ihre visionären neuen Designs dies erfordern“, sagte Dr. C.C. Wei, Chairman und CEO von TSMC. „Die fortschrittlichen Prozesstechnologien von TSMC sind in Bezug auf Integrationsdichte, Leistung und Energieeffizienz branchenführend, und wir sind stets bestrebt, diese für die zukünftigen Produkte unserer Kunden weiter zu verbessern, um als ihr zuverlässigster Technologiepartner ihren Erfolg sicherzustellen.“


Zu den weiteren neuen Technologien, die auf dem North America Technology Symposium vorgestellt wurden, gehören:


Fortgeschrittene Logik



Im Rahmen der Veranstaltung stellt TSMC zudem eine Vorabversion seiner A14-Plattformerweiterung A12 vor, die mit der Super-Power-Rail-Technologie ausgestattet ist und eine rückseitige Stromversorgung für KI- und HPC-Anwendungen ermöglicht. A12 soll ebenfalls im Jahr 2029 in Produktion gehen.



TSMC treibt die Weiterentwicklung seiner 2-nm-Plattform mit der Einführung von N2U voran, bei der durch die gemeinsame Optimierung von Design und Technologie Geschwindigkeitssteigerungen von 3–4 % oder eine Leistungsreduzierung von 8–10 % sowie eine Verbesserung der Logikdichte um das 1,02- bis 1,03-Fache gegenüber N2P erzielt werden. N2U ist eine ausgewogene Lösung für KI-, HPC- und mobile Anwendungen, die sich die Prozessreife und die hohe Ausbeute der 2-nm-Technologieplattform zunutze macht; die Produktion soll 2028 anlaufen.



TSMC 3DFabric® Advanced Packaging und 3D Silicon Stacking



Um den Anforderungen der KI nach mehr Rechenleistung und Speicherplatz in einem einzigen Gehäuse gerecht zu werden, baut TSMC seine Chip-on-Wafer-on-Substrate-Technologie (CoWoS®) weiter aus, um mehr Silizium zu integrieren. Das Unternehmen produziert derzeit CoWoS-Lösungen mit einer Retikelgröße von 5,5 und plant bereits noch größere Versionen. Ein CoWoS mit einer Größe von 14 Reticles, der etwa 10 große Rechenchips und 20 HBM-Stacks integrieren kann, soll 2028 in Produktion gehen. Im Jahr 2029 soll eine Erweiterung auf mehr als 14 Retikel folgen. Diese neuen Angebote bieten Kunden mehr Optionen für die Skalierung von KI-Rechenleistung und ergänzen die ebenfalls für 2029 erwartete SoW-X-System-on-Wafer-Technologie von TSMC mit einer Reticle-Größe von 40.



TSMC bietet seine TSMC-SoIC®-Technologie für den 3D-Chip-Stacking zudem auf seiner fortschrittlichsten Technologieplattform an, wobei A14-yo-A14 SoIC-Lösungen voraussichtlich ab 2029 für die Serienfertigung verfügbar sein werden. Es bietet eine 1,8-mal höhere I/O-Dichte zwischen den Chips im Vergleich zu N2-on-N2-SoIC und ermöglicht so eine höhere Bandbreite bei der Datenübertragung zwischen den gestapelten Chips.



Die „Compact Universal Photonic Engine“ (TSMC-COUPE™) von TSMC steht vor einem wichtigen Meilenstein: Ab 2026 soll die Produktion einer echten Co-Packaged-Optics-Lösung auf Basis von COUPE auf Substrat anlaufen. Durch die Integration der optischen COUPE-Engine direkt in das Gehäuse erzielt TSMC im Vergleich zu einer steckbaren Version auf der Leiterplatte eine doppelt so hohe Energieeffizienz und eine zehnfache Verringerung der Latenzzeit. Die Technologie kommt in einem 200-Gbit/s-Mikroringmodulator zum Einsatz, einer äußerst kompakten und energieeffizienten Lösung für den Datentransfer zwischen Racks in Rechenzentren.



Automotive und Robotics



Fahrerassistenzsysteme (ADAS) und autonome Fahrzeuge erfordern modernste Technologien sowie strenge Qualitäts- und Zuverlässigkeitsstandards. Auch physische KI-Anwendungen, wie beispielsweise humanoide Roboter, unterliegen ähnlich hohen Anforderungen. Um diesen Anforderungen gerecht zu werden, hat TSMC N2A vorgestellt, die erste Prozesstechnologie in Automobilqualität mit Nanosheet-Transistoren. N2A bietet im Vergleich zu N3A bei gleicher Leistung einen Geschwindigkeitsgewinn von 15 bis 20 % und soll die AEC-Q100-Zertifizierung im Jahr 2028 abschließen. Darüber hinaus stellt TSMC im Rahmen seines N2P-Prozessdesign-Kits (PDK) „Auto-Use“-Design-Kits zur Verfügung, die es Kunden ermöglichen, die Einsatzbedingungen im Automobilbereich bereits bei der Entwicklung zu berücksichtigen. Dadurch können Kunden bereits früher mit der Konstruktion beginnen, noch bevor der N2A-Prozess vollständig qualifiziert ist.



Die Bemühungen von TSMC, die Produktzyklen im Automobilbereich zu verkürzen, zahlen sich für die Kunden bereits aus, da N3A im Jahr 2026 in Produktion geht. Dank des N3-Programms „Auto Early“ konnten Kunden bereits 2023 mit der Entwicklung beginnen, und heute sind mehr als 10 Produkte auf Basis der N3A-Technologie geplant, die Autos für Verbraucher intelligenter, umweltfreundlicher und sicherer machen sollen.



Spezialtechnologie



TSMC wird 2026 als erstes Unternehmen die Hochspannungstechnologie mit seinem N16HV-Prozess, der für Display-Treiber-Anwendungen konzipiert ist, in das FinFET-Zeitalter führen. Bei Display-Treibern für Smartphones erhöht der N16HV-Prozess die Gate-Dichte um 41 % und senkt den Stromverbrauch um 35 % im Vergleich zum N28HV-Prozess von TSMC. Bei Displays für den Nahbereich kann der N16HV die Chipfläche um 40 % verringern und den Stromverbrauch um über 20 % senken, wodurch die Benutzerfreundlichkeit von Anwendungen wie Smart-Brillen verbessert wird.



Über TSMC


TSMC war ein Pionier des Pure-Play-Foundry-Geschäftsmodells, das 1987 ins Leben gerufen wurde, und ist seither die weltweit führende Halbleiter-Foundry. Mit branchenführenden Prozesstechnologien und einem Portfolio an Design-Enablement-Lösungen unterstützt das Unternehmen ein florierendes Ökosystem von globalen Kunden und Partnern, um das Innovationspotenzial in der globalen Halbleiterindustrie freizusetzen. TSMC ist ein auf der ganzen Welt engagiertes Unternehmen mit Betrieben in Asien, Europa und Nordamerika.


TSMC setzte im Jahr 2025 305 verschiedene Prozesstechnologien ein und fertigte 12.682 Produkte für 534 Kunden, wobei das Unternehmen das breiteste Spektrum an Dienstleistungen in den Bereichen fortschrittliche Technologien, Spezialtechnologien und fortschrittliche Verpackungstechnologien anbot. Der Hauptsitz des Unternehmens befindet sich in Hsinchu, Taiwan. Für weitere Informationen besuchen Sie bitte https://www.tsmc.com.


Die Ausgangssprache, in der der Originaltext veröffentlicht wird, ist die offizielle und autorisierte Version. Übersetzungen werden zur besseren Verständigung mitgeliefert. Nur die Sprachversion, die im Original veröffentlicht wurde, ist rechtsgültig. Gleichen Sie deshalb Übersetzungen mit der originalen Sprachversion der Veröffentlichung ab.

Originalversion auf businesswire.com ansehen: https://www.businesswire.com/news/home/20260422881374/de/
TSMC-Sprecher:

Wendell Huang

Senior Vice President und CFO
Medienkontakte:

Nina Kao

Head of Public Relations

Tel: 886-3-563-6688 DW 712-5036

Mobil: 886-988-239-163

E-Mail: press@tsmc.com
Michael Kramer

Public Relations

Tel: 886-3-563-6688 DE 712-8629

Mobil: 886-988-931-352

E-Mail: press@tsmc.com


Original: TSMC stellt die A13-Technologie auf dem North America Technology Symposium 2026 vor

TSMC présente sa technologie A13 lors du Symposium technologique nord-américain de 2026April 23, 2026 2:30 PM
Business Wire
Ce nouveau nœud repousse les limites de la densité et de l'efficacité énergétique pour répondre aux applications les plus exigeantes du secteur


TSMC (TWSE : 2330, NYSE : TSM) a dévoilé aujourd’hui sa dernière innovation en matière de technologie de fabrication de pointe lors de l’édition 2026 de son Symposium technologique nord-américain. Le nouveau procédé A13 de TSMC est une version directement miniaturisée de son nœud A14, leader du secteur, annoncé en 2025. Il permet des conceptions encore plus compactes et efficaces afin de répondre à la demande insatiable des clients en matière de puissance de calcul pour l'intelligence artificielle de nouvelle génération, le calcul à haute performance (HPC) et les applications mobiles.


Témoignant de l’engagement de TSMC en faveur de la recherche constante d’amélioration, l’A13 permet un gain de surface de 6 % par rapport à l’A14. Les règles de conception sont entièrement rétrocompatibles avec l’A14, ce qui permet aux clients de migrer rapidement leurs conceptions vers la toute dernière technologie de transistors à nanosheets de TSMC. De plus, l’A13 offre une efficacité énergétique accrue et des gains de performance grâce à la co-optimisation de la conception et de la technologie, et sa mise en production est prévue pour 2029, un an après l’A14.


L'A13 figurait parmi les nombreuses innovations technologiques mises en avant lors du Symposium technologique de TSMC en Amérique du Nord, qui s'est tenu à Santa Clara, en Californie, et qui marque le coup d'envoi d'une série d'événements organisés à travers le monde au cours des prochains mois. Placés sous le thème « Expanding AI with Leadership Silicon » (Développer l'IA grâce à des semi-conducteurs de pointe), ces symposiums technologiques constituent les plus grands événements annuels de TSMC destinés à ses clients, présentant les avancées de la société en matière de développement technologique et de services de fabrication.


« Chez TSMC, nous comprenons que nos clients sont toujours tournés vers leur prochaine innovation et qu’ils se tournent vers nous pour bénéficier d’un flux fiable de nouvelles technologies de silicium, comme l’A13, méticuleusement conçues pour être prêtes pour la production à grand volume dès que leurs nouvelles conceptions visionnaires l’exigent », a déclaré le Dr C.C. Wei, président-directeur général de TSMC. « Les technologies de processus avancées de TSMC sont à la pointe du secteur en termes de densité, de performances et d'efficacité énergétique, et nous nous efforçons continuellement de les améliorer encore davantage pour les futurs produits de nos clients, afin de garantir leur succès en tant que partenaire technologique le plus fiable. »


Parmi les autres nouvelles technologies dévoilées lors du symposium technologique nord-américain, on peut citer :


Advanced Logic



Lors de cet événement, TSMC présente également en avant-première la version améliorée de sa plateforme A14, baptisée A12, qui intègre la technologie Super Power Rail afin d'assurer l'alimentation électrique par la face arrière pour les applications d'IA et de calcul à haute performance (HPC). La fabrication de l'A12 devrait également démarrer en 2029.



TSMC continue de faire progresser sa plateforme 2 nm avec l'introduction de N2U, qui utilise la co-optimisation de la conception et de la technologie pour atteindre des gains de vitesse de 3 à 4 % ou une réduction de la consommation de 8 à 10 %, ainsi qu'une amélioration de la densité logique de 1,02 à 1,03 fois par rapport à N2P. Option équilibrée pour les applications d'IA, de HPC et mobiles exploitant la maturité du processus et les solides performances de rendement de la plateforme technologique 2 nm, N2U devrait entrer en production en 2028.



TSMC 3DFabric® : conditionnement avancé et empilement de silicium en 3D



Pour répondre à la demande de l'IA en matière de puissance de calcul et de mémoire accrues dans un seul boîtier, TSMC continue de développer sa technologie Chip on Wafer on Substrate (CoWoS®) afin d'intégrer davantage de silicium. La société produit actuellement des CoWoS de 5,5 réticles et prévoit des versions encore plus grandes. Un CoWoS de 14 réticles, capable d'intégrer environ 10 grandes puces de calcul et 20 piles HBM, devrait entrer en production en 2028. Cette étape sera suivie d'une extension au-delà de 14 réticles en 2029. Ces nouvelles offres fournissent aux clients davantage d’options pour l’évolutivité du calcul IA et complètent la technologie SoW-X (System-on-Wafer) de TSMC de 40 réticles, également attendue en 2029.



TSMC propose également sa technologie d’empilement de puces 3D TSMC-SoIC® sur sa plateforme technologique la plus avancée, avec A14-to-A14 SoIC qui devrait être disponible pour la production en 2029. Elle offrira une densité d'E/S die-à-die 1,8 fois supérieure à celle du SoIC N2-on-N2, prenant en charge une bande passante plus élevée pour le transfert de données entre les puces empilées.



Le Compact Universal Photonic Engine (TSMC-COUPE™) de TSMC devrait franchir une étape clé avec une véritable solution optique co-emballée utilisant COUPE on substrate dont la production débutera en 2026. En intégrant le moteur optique COUPE directement à l'intérieur du boîtier, TSMC double l'efficacité énergétique et divise par dix la latence par rapport à une version enfichable sur la carte de circuit imprimé. Cette technologie est intégrée à un modulateur micro-anneau de 200 Gbps, une solution très compacte et économe en énergie permettant de transférer des données entre les racks dans les centres de données.



Automobile et robotique



Les systèmes avancés d'aide à la conduite (ADAS) et les véhicules autonomes nécessitent des technologies de pointe ainsi que des normes rigoureuses en matière de qualité et de fiabilité. Les applications d'IA physique, telles que les robots humanoïdes, sont soumises à des exigences tout aussi strictes. Pour répondre à ces besoins, TSMC a annoncé N2A, la première technologie de processus de qualité automobile intégrant des transistors à nanosheets. Le N2A offre un gain de vitesse de 15 à 20 % à puissance égale par rapport au N3A et devrait obtenir la certification AEC-Q100 en 2028. De plus, TSMC met à disposition des kits de conception « Auto-Use » au sein de son kit de conception de processus (PDK) N2P, permettant ainsi aux clients de prendre en compte les conditions d'utilisation automobiles dès la conception. Cela permet aux clients de démarrer la conception plus tôt, avant même que le processus N2A ne soit entièrement certifié.



Les efforts de TSMC pour accélérer les cycles de développement des produits automobiles portent déjà leurs fruits pour les clients, alors que le N3A entrera en production en 2026. Grâce au programme N3 « Auto Early », les clients ont pu commencer leurs conceptions dès 2023, et aujourd’hui, plus de 10 produits sont prévus sur la technologie N3A pour rendre les automobiles plus intelligentes, plus écologiques et plus sûres pour les consommateurs.



Technologie spécialisée



TSMC est le premier à faire entrer la technologie haute tension dans l'ère FinFET en 2026 avec son procédé N16HV destiné aux applications de pilotes d'affichage. Pour les pilotes d'affichage de smartphones, le N16HV augmentera la densité de grille de 41 % et réduira la consommation d'énergie de 35 % par rapport au procédé N28HV de TSMC. Pour les écrans proches des yeux, le N16HV permet de réduire la surface de la puce de 40 % et la consommation d'énergie de plus de 20 %, améliorant ainsi la facilité d'utilisation d'applications telles que les lunettes intelligentes.



À propos de TSMC


TSMC a été le pionnier du modèle de fonderie à métier exclusif lors de sa création en 1987, et reste depuis le leader mondial des fonderies de semi-conducteurs dédiées. La société soutient un écosystème prospère de clients et partenaires internationaux grâce à ses technologies de processus inégalées et à son portefeuille de solutions de conception afin de promouvoir l'innovation dans le secteur mondial des semi-conducteurs. Avec des opérations en Asie, en Europe et en Amérique du Nord, TSMC est une entreprise citoyenne engagée à l'échelle mondiale.


En 2025, TSMC a déployé 305 technologies de fabrication distinctes et a fabriqué 12 682 produits pour 534 clients, en proposant la gamme la plus complète de services dans les domaines des technologies de pointe, des technologies spécialisées et des technologies d'encapsulation avancées. Le siège social de la société est situé à Hsinchu, à Taïwan. Pour plus d'informations, veuillez consulter le site https://www.tsmc.com.


Le texte du communiqué issu d’une traduction ne doit d’aucune manière être considéré comme officiel. La seule version du communiqué qui fasse foi est celle du communiqué dans sa langue d’origine. La traduction devra toujours être confrontée au texte source, qui fera jurisprudence.

Consultez la version source sur businesswire.com : https://www.businesswire.com/news/home/20260422422639/fr/
Porte-parole de TSMC :

Wendell Huang

Vice-président senior et directeur financier
Personne-ressource des médias :

Nina Kao

Responsable des relations publiques

Tél. : 886-3-563-6688 poste 712-5036

Mobile : 886-988-239-163

E-Mail : press@tsmc.com
Michael Kramer

Relations publiques

Tél. : 886-3-563-6688 poste 712-8629

Mobile : 886-988-931-352

E-Mail : press@tsmc.com


Original: TSMC présente sa technologie A13 lors du Symposium technologique nord-américain de 2026

ASML shares drop as TSMC delays adoption of next-gen EUV machinesApril 23, 2026 8:18 AM
IH Market News
ASML Holding (NASDAQ:ASML) shares fell 3.3% on Thursday after Taiwan Semiconductor Manufacturing Co (NYSE:TSM) indicated it will delay using the company’s most advanced lithography systems.TSMC, ASML’s biggest customer according to Bloomberg supply chain data, said it does not plan to introduce ASML’s high numerical aperture extreme ultraviolet (high-NA EUV) machines into production before 2029. Each unit carries a price tag of more than €350 million ($410 million).



Cost concerns drive delay in next-gen rollout



TSMC Deputy Co-Chief Operating Officer Kevin Zhang told reporters that the company will continue relying on its existing EUV technology, describing the newer high-NA EUV systems as “very, very expensive.”Zhang made the remarks while confirming that TSMC’s next-generation A13 chip is expected to enter production in 2029.



Timeline shift raises questions for ASML outlook



The postponement could complicate ASML’s roadmap, as the Dutch company had expected its high-NA EUV tools to begin large-scale deployment between 2027 and 2028.ASML is targeting revenue of up to €60 billion by 2030, with investor sentiment closely tied to the pace of adoption of its next-generation equipment.



Analysts see move as expected



Analysts at Bernstein said the development “probably shouldn’t be a surprise,” noting that TSMC had already signaled last year that it would not use high-NA EUV for its A14 process node.They added that the baseline expectation has long been for adoption to occur at the A10 node around 2030. While there had been speculation that TSMC might introduce the technology for limited layers in 2029, analysts described that view as “more speculative” due to limited supporting evidence.“While HNA adoption is viewed as a major milestone, it’s probably neutral, or even positive, for ASML to have slower HNA,” the analysts said.ASML Holding stock priceTaiwan Semiconductor stock price

Original: ASML shares drop as TSMC delays adoption of next-gen EUV machines

TSMC Debuts A13 Technology at 2026 North America Technology SymposiumApril 22, 2026 3:00 PM
Business Wire
Newest Node Pushes Density Scaling and Energy Efficiency to New Heights to Address Industry’s Most Demanding Applications


TSMC (TWSE: 2330, NYSE: TSM) today debuted its latest innovation in its most advanced process technology at the Company’s 2026 North America Technology Symposium. TSMC’s new A13 process is a direct shrink of its industry-leading A14 node announced in 2025, enabling even more compact and efficient designs to address insatiable customer demand in computational requirements for next-generation artificial intelligence, high-performance computing (HPC), and mobile applications.


Representing TSMC’s commitment to continuous improvement, A13 provides 6% area savings from A14. Design rules are fully backward compatible with A14, enabling customers to quickly migrate their designs to TSMC’s latest nanosheet transistor technology. In addition, A13 delivers increased power efficiency and performance gains through design-technology co-optimization, and is scheduled to enter production in 2029, one year after A14.


A13 was one of many technology innovations highlighted at TSMC’s North America Technology Symposium in Santa Clara, California, which kicks off the event series around the world in the coming months. With the theme of “Expanding AI with Leadership Silicon,” the technology symposiums are TSMC’s largest annual customer events, showcasing the Company’s breakthroughs in technology development and manufacturing service.


“At TSMC, we understand our customers are always looking ahead to their next innovation and they come to us for a reliable stream of new silicon technologies, like A13, meticulously engineered to be ready for high-volume production right when their visionary new designs demand them,” said TSMC Chairman and CEO Dr. C.C. Wei. “TSMC’s advanced process technologies lead the industry in density, performance and power efficiency, and we continually strive to make them even better for our customers’ future products, ensuring customers’ success as their most reliable technological partner.”


Other new technologies unveiled at the North America Technology Symposium include:


Advanced Logic



At the event, TSMC is also previewing its A14 platform enhancement A12, which features Super Power Rail technology to provide backside power delivery for AI and HPC applications. A12 is also scheduled to enter production in 2029.



TSMC continues to advance its 2nm platform with the introduction of N2U, which employs design-technology co-optimization to reach speed gains of 3-4% or power reduction of 8-10% and a 1.02-1.03X logic density improvement from N2P. A balanced option for AI, HPC, and mobile applications leveraging the process maturity and strong yield performance of the 2nm technology platform, N2U is scheduled for production in 2028.



TSMC 3DFabric® Advanced Packaging and 3D Silicon Stacking



To support AI demand for more computing power and memory in a single package, TSMC continues to expand its Chip on Wafer on Substrate (CoWoS®) technology to integrate more silicon. The Company is now producing 5.5-reticle size CoWoS and planning for even larger versions. A 14-reticle size CoWoS, capable of integrating approximately 10 large compute dies and 20 HBM stacks, is slated for production in 2028. This will be followed by an expansion to beyond 14 reticles in 2029. These new offerings provide customers with more options for AI compute scaling and complement TSMC’s 40-reticle size SoW-X System-on-Wafer technology also expected in 2029.



TSMC is also offering its TSMC-SoIC® 3D chip stacking technology on its most advanced technology platform, with A14-to-A14 SoIC set to be available for production in 2029. It will provide 1.8X higher die-to-die I/O density compared with N2-on-N2 SoIC, supporting higher bandwidth of data transfer between stacked chips.



TSMC’s Compact Universal Photonic Engine (TSMC-COUPE™) is set to reach a key milestone with a true co-packaged optics solution using COUPE on substrate beginning production in 2026. By integrating the COUPE optical engine directly inside the package, TSMC achieves 2X power efficiency and 10X latency reduction versus a pluggable version on the circuit board. The technology is featured in a 200Gbps micro-ring modulator, a highly compact and energy-efficient solution to move data between racks in data centers.



Automotive and Robotics



Advanced Driver Assistance Systems (ADAS) and autonomous vehicles require leading-edge technologies along with stringent quality and reliability standards. Physical AI applications, such as humanoid robots, are adopting similarly demanding requirements. To address these needs, TSMC announced N2A, the first automotive-grade process technology with nanosheet transistors. N2A provides 15-20% speed gain at the same power compared with N3A and is scheduled to complete AEC-Q100 qualification in 2028. Furthermore, TSMC is making “Auto-Use” design kits available within its N2P process design kit (PDK), enabling customers to factor in automotive usage conditions in the design. This allows customers an earlier design start before N2A process is fully qualified.



TSMC’s efforts to speed up automotive product cycles are already paying off for customers as N3A enters production in 2026. With the N3 “Auto Early” program, customers were able to start designs in 2023, and today more than 10 products are planned on N3A technology to make automobiles smarter, greener, and safer for consumers.



Specialty Technology



TSMC is the first to bring high voltage technology into the FinFET era in 2026 with its N16HV process aimed at display driver applications. For smartphone display drivers, N16HV will increase gate density by 41% and reduce power by 35% compared to TSMC’s N28HV process. For near-eye displays, N16HV can shrink die area by 40% and reduce power by over 20%, enhancing the usability of applications such as smart glasses.



About TSMC


TSMC pioneered the pure-play foundry business model when it was founded in 1987, and has been the world’s leading dedicated semiconductor foundry ever since. The Company supports a thriving ecosystem of global customers and partners with the industry’s leading process technologies and portfolio of design enablement solutions to unleash innovation for the global semiconductor industry. With global operations spanning Asia, Europe, and North America, TSMC serves as a committed corporate citizen around the world.


TSMC deployed 305 distinct process technologies, and manufactured 12,682 products for 534 customers in 2025 by providing the broadest range of advanced, specialty and advanced packaging technology services. The Company is headquartered in Hsinchu, Taiwan. For more information please visit https://www.tsmc.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260422346925/en/
TSMC Spokesperson:

Wendell Huang

Senior Vice President and CFO
Media Contacts:

Nina Kao

Head of Public Relations

Tel: 886-3-563-6688 ext. 712-5036

Mobile: 886-988-239-163

E-Mail: press@tsmc.com
Michael Kramer

Public Relations

Tel: 886-3-563-6688 ext. 712-8629

Mobile: 886-988-931-352

E-Mail: press@tsmc.com


Original: TSMC Debuts A13 Technology at 2026 North America Technology Symposium

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https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177455305





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TSMC Delivers Record Q1 Profit, Flags Potential Middle East Supply RisksApril 16, 2026 7:28 AM
IH Market News
Taiwan Semiconductor Manufacturing (NYSE:TSM), known as TSMC, reported first-quarter earnings that exceeded expectations on Thursday, as the world’s largest contract chipmaker continued to benefit from strong demand tied to artificial intelligence.However, the company cautioned that ongoing conflict in the Middle East could eventually affect profitability due to disruptions in the supply of key chemicals and energy, although any immediate impact appears unlikely.TSMC recorded a net profit of T$572.48 billion ($18.15 billion) for the three months ending March 31, surpassing Bloomberg forecasts of T$542.38 billion and marking a 58.3% increase compared to the same period last year.The result was driven by a 35% rise in revenue, which reached T$1.134 trillion in the first quarter.Looking ahead, CFO Wendell Huang projected second-quarter revenue in the range of $39.0 billion to $40.2 billion, representing a 32% increase year on year. The company also expects revenue growth to exceed 30% for full-year 2026.Huang noted that disruptions to specialty chemical supplies caused by the Middle East conflict could weigh on margins, though he said it was too early to determine the full impact.He added that any near-term effects are unlikely, as TSMC has secured access to necessary chemical inputs and energy supply commitments for now.Supply chains for specialty chemicals have been significantly affected since the outbreak of the U.S.-Israel conflict with Iran in March, given the strategic importance of the Strait of Hormuz as a shipping route for these materials.A large portion of global supplies of chip-grade helium and bromine originates in the Middle East, and escalating military activity has disrupted production, particularly in Qatar, Israel, and Jordan.As a central player in the AI semiconductor ecosystem, TSMC has seen strong demand for advanced chips, serving major clients such as NVIDIA Corporation (NASDAQ:NVDA), while also producing semiconductors for a wide range of industrial and consumer electronics applications.During a post-earnings call, CEO C.C. Wei downplayed concerns about rising competition from emerging AI chip initiatives led by companies including Tesla Inc (NASDAQ:TSLA) and Intel Corporation (NASDAQ:INTC), noting that building advanced chip manufacturing capacity takes significant time and investment.Tesla CEO Elon Musk recently announced a joint venture involving Tesla, xAI, and SpaceX—named Terafab—to develop a vertically integrated chip production facility, with Intel joining the project earlier this month.Wei emphasized that TSMC will need to continue expanding its production capacity to meet rapidly growing demand. Recent reports have suggested that capacity constraints could lead key customers such as Nvidia to delay next-generation AI chip launches.TSMC, alongside chip equipment manufacturer ASML Holding NV (EU:ASML), is widely viewed as a bellwether for the semiconductor and AI sectors. ASML also reported strong first-quarter results earlier this week.Taiwan Semiconductor stock price

Original: TSMC Delivers Record Q1 Profit, Flags Potential Middle East Supply Risks

TSMC Files Annual Report on Form 20-F for 2025April 16, 2026 7:08 AM
Business Wire
TSMC (TWSE: 2330, NYSE: TSM) today filed its 2025 annual report on Form 20-F with the U.S. Securities and Exchange Commission.


The report is available at https://investor.tsmc.com/english/sec-filings. Hard copies of the report are also available, free of charge, upon email request to p_sec_service@tsmc.com.


About TSMC


TSMC pioneered the pure-play foundry business model when it was founded in 1987, and has been the world’s leading dedicated semiconductor foundry ever since. The Company supports a thriving ecosystem of global customers and partners with the industry’s leading process technologies and portfolio of design enablement solutions to unleash innovation for the global semiconductor industry. With global operations spanning Asia, Europe, and North America, TSMC serves as a committed corporate citizen around the world.


TSMC deployed 305 distinct process technologies, and manufactured 12,682 products for 534 customers in 2025 by providing the broadest range of advanced, specialty and advanced packaging technology services. The Company is headquartered in Hsinchu, Taiwan. For more information please visit https://www.tsmc.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260416992140/en/
TSMC Spokesperson:

Wendell Huang

Senior Vice President and CFO
Media Contacts:

Nina Kao

Head of Public Relations

Tel: 886-3-563-6688 ext.712-5036

Mobile: 886-988-239-163

E-Mail: press@tsmc.com
Ulric Kelly

Public Relations

Tel: 886-3-563-6688 ext.712-6541

Mobile: 886-978-111-503

E-Mail: press@tsmc.com


Original: TSMC Files Annual Report on Form 20-F for 2025

Markets Watch Iran Peace Talks as Futures Rise; TSMC Delivers Strong Results: Dow Jones, S&P, Nasdaq, Wall Street FuturesApril 16, 2026 6:16 AM
IH Market News
U.S. equity futures moved higher on Thursday as investors tracked developments around a possible new round of negotiations between Washington and Tehran. Efforts continue to extend a temporary ceasefire and restore shipping through the Strait of Hormuz. Oil prices edged up but remained below the $100 per barrel mark. Meanwhile, China reported stronger-than-expected economic growth for the first quarter, and semiconductor giant TSMC (NYSE:TSM) posted record profits.



Futures edge up



Futures tied to major U.S. indices pointed to a firmer open, supported by optimism around potential progress toward a lasting ceasefire in the Middle East and encouraging early earnings commentary.By 03:38 ET, Dow futures were up 56 points, or 0.1%, S&P 500 futures had gained 15 points, or 0.2%, and Nasdaq 100 futures had advanced 114 points, or 0.4%. Outside the U.S., Japan’s Nikkei reached a new record high, while European equities also traded modestly higher.In the previous session, both the S&P 500 and Nasdaq Composite hit fresh record levels, driven largely by expectations that the Iran conflict could be nearing a resolution.Executives from major Wall Street banks also signaled that the U.S. economy remains relatively resilient despite the energy shock linked to disruptions in the Strait of Hormuz, a key route for global oil flows.“[W]hile it’s still early in the [calendar first-quarter] reporting season, and the full fallout from the Iran war hasn’t been felt yet in the economy, we’ve been positively surprised by corporate results thus far, especially the ‘status quo’ messaging from bank CEOs,” analysts at Vital Knowledge said in a note.More earnings are due later in the day, with PepsiCo set to report before the opening bell and Netflix scheduled to release results after the close.



Focus on Iran talks



Analysts noted that expectations for an extension of the current truce between the U.S. and Iran have become widely accepted among investors, to the point that further headlines on negotiations may have less impact on market sentiment.Although no formal agreement has been reached, reports suggest that diplomatic efforts are advancing.Mediators continue working toward a lasting ceasefire as the current two-week truce approaches its expiration. According to the Wall Street Journal, both sides have agreed in principle to resume discussions after initial talks in Pakistan failed to produce an immediate breakthrough, though no timing or location has been confirmed.The WSJ added that Vice President JD Vance is expected to lead the U.S. delegation in future negotiations.President Donald Trump has also indicated that talks between Israel and Lebanon are set to take place, with the Financial Times reporting that a ceasefire between the two sides could be reached “soon.”



Oil remains below $100



Tensions persist, particularly around the U.S. naval blockade of Iranian ports. A senior Iranian military official has warned against continuing the blockade, while U.S. Central Command maintains that no Iranian-linked vessels have managed to bypass it.Other reports suggested that some ships and tankers have successfully transited the Strait of Hormuz in recent days. Reuters also indicated that Iran may allow vessels to pass through the Omani side of the strait without interference as part of a broader agreement.Against this backdrop, oil prices rose slightly but remained under $100 per barrel, still well above pre-conflict levels. However, for the week, crude prices have been under pressure, with gains capped by hopes of easing tensions between the U.S. and Iran.



China growth beats expectations



China’s economy expanded more than forecast in the first quarter of 2026, supported by strong exports and a recovery in domestic demand.Gross domestic product rose 5% year on year, matching the upper end of the government’s annual target.The data provided some support for expectations around oil demand in the world’s largest crude importer, although other indicators suggested that economic momentum slowed toward the end of the quarter.Uncertainty remains over China’s outlook, particularly given its reliance on crude imports from Iran.



TSMC posts record profit



Taiwan Semiconductor Manufacturing (NYSE:TSM) reported better-than-expected first-quarter earnings, benefiting from continued strong demand linked to artificial intelligence.The company posted net profit of T$572.48 billion ($18.15 billion) for the three months to March 31, exceeding Bloomberg estimates of T$542.38 billion and marking a 58.3% increase compared with the same period last year.Revenue rose 35% to T$1.134 trillion during the quarter.TSMC cautioned that ongoing disruptions to chemical and energy supplies due to the Middle East conflict could weigh on profitability, although it does not expect a significant near-term impact.Taiwan Semiconductor stock price

Original: Markets Watch Iran Peace Talks as Futures Rise; TSMC Delivers Strong Results: Dow Jones, S&P, Nasdaq, Wall Street Futures

TSM, buy the dip

TSMC Reports 45% Surge in March Revenue, Beats Q1 ExpectationsApril 10, 2026 5:54 AM
IH Market News
Taiwan Semiconductor Manufacturing Corp, or TSMC (NYSE:TSM), reported a sharp rise in March revenue, driven by strong demand linked to artificial intelligence, reinforcing its position as the world’s leading contract chipmaker.The strong monthly performance helped lift the company’s total revenue for the first quarter slightly above market expectations.March revenue climbed 45.2% year on year to T$415.19 billion ($13.07 billion), while also increasing 30.7% compared with February.For the first quarter, revenue reached T$1.13 trillion, narrowly exceeding Bloomberg forecasts of T$1.12 trillion and marking a significant increase from T$839.25 billion recorded in the same period last year.TSMC remains a critical supplier to major AI players such as Nvidia, while also producing chips for much of the global smartphone and electronics industry, including key components for Apple devices.In recent years, growth has been largely fueled by demand for AI-related chips, as investment in artificial intelligence and cloud infrastructure continues to expand, boosting the need for advanced semiconductors.The company’s shares have more than doubled over the past year, alongside strong earnings growth driven by sustained AI demand.TSMC is scheduled to release its full first-quarter earnings results on Thursday, April 16.

Original: TSMC Reports 45% Surge in March Revenue, Beats Q1 Expectations

Markets Cautious as Fragile U.S.-Iran Truce Holds; CPI Data in Focus: Dow Jones, S&P, Nasdaq, Wall Street FuturesApril 10, 2026 5:10 AM
IH Market News
Futures tied to major U.S. indices traded with little direction on Friday, as investors monitored a delicate ceasefire between the United States and Iran. Continued Israeli strikes on Hezbollah-linked positions in Lebanon have added uncertainty ahead of potential weekend discussions between Washington and Tehran. Meanwhile, oil prices moved slightly higher and gold edged lower, with attention also turning to upcoming U.S. inflation data.



Futures show limited movement



U.S. equity futures were subdued in early trading, reflecting caution around geopolitical tensions, ongoing disruption in the Strait of Hormuz, and the imminent release of inflation figures.By 03:27 ET, Dow futures slipped 60 points, or 0.1%, while S&P 500 futures eased 4 points, or 0.15%. Nasdaq 100 futures were largely flat.Wall Street had ended the previous session higher, supported by comments from Benjamin Netanyahu indicating that discussions with Lebanon could begin. Despite the announcement of a temporary ceasefire earlier in the week, Israeli operations against Iran-aligned Hezbollah targets have continued, including strikes reported on Friday.Iran has suggested that ongoing Israeli military activity could jeopardize any planned negotiations with the U.S., particularly if attacks persist. There are also unresolved differences between Washington and Tehran regarding whether Lebanon falls under the scope of the current ceasefire agreement.Even so, hopes for a longer-term easing of tensions have supported risk appetite. U.S. equities have now recorded seven consecutive sessions of gains, with the Dow Jones Industrial Average returning to positive territory for the year.Outside of geopolitics, consumer discretionary stocks received a boost after Amazon (NASDAQ:AMZN) CEO Andy Jassy revealed that the company’s cloud-based artificial intelligence services are generating more than $15 billion in revenue.



Oil edges higher amid supply concerns



Shipping through the Strait of Hormuz remains severely constrained, with volumes still below 10% of normal levels despite the ceasefire, according to reports.Iran has instructed vessels to remain within its territorial waters while transiting the strait, a key passage for global oil supplies. The disruption has significant implications, particularly for Asian economies reliant on crude imports and for Europe, which depends on gas flows from the Gulf region.In addition, strikes on Saudi energy infrastructure have reduced oil production capacity by around 600,000 barrels per day and cut flows along the East-West Pipeline by roughly 700,000 barrels per day.These factors have supported oil prices. Brent crude rose 1.4% to $97.24 per barrel, while U.S. West Texas Intermediate gained 1.4% to $99.25. Although the ceasefire has put oil on track for its steepest weekly drop since June 2025, prices remain elevated compared with pre-conflict levels.



Gold slips but remains on track for weekly gains



Gold prices declined slightly during European trading but were still set to post gains for the week.Despite its status as a traditional safe-haven asset, gold has struggled during the Iran conflict. Rising oil prices have fueled inflation concerns and reinforced expectations that the Federal Reserve may keep interest rates higher for longer, which tends to weigh on non-yielding assets like gold.Instead, investors have turned to the U.S. dollar, which has strengthened and made gold more expensive for international buyers. However, with renewed optimism around a potential ceasefire, the dollar has weakened over the past week.“These levels clearly embed plenty of optimism, but another leg lower for USD is on the cards once, or if, a permanent peace deal is agreed and Strait of Hormuz flows resume,” analysts at ING said in a note.



Inflation data in focus



Markets are now awaiting the release of U.S. consumer price index data for March, which could shed light on the inflationary impact of recent energy price spikes.Economists expect headline inflation to rise sharply compared to February, largely due to higher gasoline prices linked to the geopolitical situation. The national average price of gasoline has climbed above $4 per gallon for the first time in over three years, while diesel costs have also surged.However, the data is likely to reflect only the immediate impact of rising oil prices. Core inflation, which excludes volatile components such as food and energy, is expected to show a more moderate increase.According to ING analysts, this may lead the Federal Reserve to place less emphasis on headline inflation figures in the near term.



TSMC reports strong revenue growth



Taiwan Semiconductor Manufacturing Company (NYSE:TSM) reported robust revenue growth for the first quarter, driven by strong demand linked to artificial intelligence.The world’s largest contract chipmaker, and a key supplier to companies such as Nvidia and Apple, posted a 45.2% year-on-year increase in March revenue to T$415.19 billion ($13.07 billion). Revenue also rose 30.7% compared to February.For the quarter, total revenue reached T$1.13 trillion, slightly exceeding Bloomberg estimates of T$1.12 trillion and marking a significant increase from T$839.25 billion a year earlier.Amazon stock priceTaiwan Semiconductor stock price

Original: Markets Cautious as Fragile U.S.-Iran Truce Holds; CPI Data in Focus: Dow Jones, S&P, Nasdaq, Wall Street Futures

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UPS launches $100 million logistics hub in Taiwan to support growing tech demandMarch 25, 2026 6:48 AM
IH Market News
United Parcel Service (NYSE:UPS) has inaugurated a new $100 million logistics center in Taiwan, its largest facility in the Asia-Pacific region, as demand linked to the technology sector continues to expand.The new hub is located in Taoyuan in northern Taiwan, close to the island’s main international airport. Applied Materials (NASDAQ:AMAT), the largest U.S. producer of semiconductor manufacturing equipment, will use the facility as a distribution hub for its operations across Asia.Lauren Zhao, president of UPS Asia Pacific Supply Chain Solutions and Freight Forwarding, said that about 80% of the freight handled at the site is tied to high-technology products. She added that Taiwan’s semiconductor sector is the most advanced globally, with the island leading many of the manufacturing processes used in the industry.UPS currently runs its Taiwan operations through Taoyuan International Airport. Sam Hung, the company’s managing director for Japan, South Korea and Taiwan, said the group is evaluating the possibility of adding flights to Kaohsiung in southern Taiwan, depending on future customer demand.Taiwan is home to TSMC (NYSE:TSM), the world’s largest contract chip manufacturer and a key supplier of advanced semiconductors used in artificial intelligence technologies. Kaohsiung is also where TSMC is constructing a major new plant as part of a growing semiconductor manufacturing cluster in southern Taiwan.

Original: UPS launches $100 million logistics hub in Taiwan to support growing tech demand