TSMC Stock Just Delivered Another Blowout Quarter. Why It's a Buy for the Next 10 Years. TSMC’s AI boom is getting bigger. So is its next big challenge. Barchart · Oct 20
Taiwan Semiconductor Could Partner With Elon Musk’s Terafab, but It Has 1 Condition TSMC is in discussions with Musk's Terafab, but CEO C.C. Wei says one condition is firm: TSMC must run the fab. Here's what it means for TSM stock. Barchart · Oct 18
Elon Musk Admits He Has ‘No Idea’ How to Make Chips. Tesla Investors May Help Pay for Him to Learn. Musk wants Tesla and SpaceX to build their own chips, and Tesla investors may end up funding a big share of the cost. Barchart · Oct 18
The market is mispricing resilience Markets price the cost of resilience before its value. That leaves a blind spot around companies built to grow through disruption. Fortune · Oct 16
US Stock Market: What to led to S&P 500, Nasdaq, Dow Jones, Russell 2000 rebound after historic low despite fall of Nvidia stocks, TSMC shares? US Stock Market today: Nvidia dipped 1.8 per cent after chip manufacturer TSMC struck a cautious note on 2027 despite reporting a sixth consecutive record quarterly profit on robust AI-driven demand. The Economic Times · Oct 15
Taiwan chipmaker TSMC explores Texas investment to expand production in the US Taiwan Semiconductor Manufacturing Co. is exploring potential investments in Texas to expand chip production in the U.S. The company says it is open to collaborating with Elon Musk’s planned “Terafab” chip manufacturing complex in Texas The Independent UK · Oct 15
Global Market: Asian currencies slide as hot US inflation fuels Fed rate hike bets; won hits two-week low Emerging Asian currencies weakened as hotter-than-expected US inflation revived Federal Reserve rate hike concerns, boosting the dollar and triggering a sell-off in AI-linked stocks. South Korea's won, Taiwan dollar, Philippine peso and Indonesian rupiah came under pressure amid capital outflows and rising borrowing costs. The Economic Times · Oct 15
Taiwan chip giant TSMC says net profit hit record in third quarter Taiwanese chip giant TSMC said on Thursday that net profit soared 68.7% to a record high in the third quarter, buoyed by massive global demand for AI hardware. Euronews · Oct 15
Global Market: TSMC set for sixth straight record quarterly profit on AI chip boom TSMC is expected to report its sixth consecutive quarter of record earnings, driven by surging AI chip demand and technology investments. Analysts forecast a 65% profit increase, while investors await updated guidance amid interest-rate concerns and expanding global manufacturing plans, including major US investments to strengthen semiconductor production capacity. The Economic Times · Oct 15
GlobalFoundries to open 2 new chip plants in New York with $21 billion in financing from Japan Semiconductor contract manufacturing and design company GlobalFoundries Inc. says it plans to open two chip-making factories in Malta, New York, financed by an investment of up to $21 billion from Japan The Independent UK · Oct 14
Ahead of Taiwan Semiconductor Earnings, Here's What Barchart Data Says Comes Next for TSM Stock Taiwan Semiconductor is set to report its Q2 earnings on Oct. 15. Options data suggests TSMC shares will likely sink after the earnings event. Barchart · Oct 14
Dear TSMC Stock Fans, Circle Oct. 15 on Your Calendar TSMC's Oct. 15 earnings could reveal whether the AI boom is translating into stronger growth and sustained profitability for the world's leading chipmaker. Barchart · Oct 13
Elon Musk Sets the Record Straight on Terafab. What It Means for Intel, TSMC, and SpaceX Stocks. Elon Musk’s clarification of TSMC’s potential involvement in Terafab eases concerns about Intel’s role while shifting attention to the project’s execution risks and implications for all three stocks. Barchart · Oct 12
Dear Taiwan Semi Stock Fans, Mark Your Calendars for October 15 Wall Street expects another strong quarter from TSMC, putting its Oct. 15 earnings report under the spotlight after a powerful AI-fueled rally. Barchart · Oct 10
Barchart · Oct 10 SpaceX’s Terafab Probably Won’t Deliver Very High Profits, Despite Taiwan Semiconductor’s Limited Role SpaceX will have to pay its partners on the facility, along with very high capital expenditures.
Barchart · Oct 9 How to Play AMD Stock as It Continues to Explore a Foundry Partnership With a Korean Tech Giant AMD CEO Lisa Su is exploring a Samsung foundry and memory deal as AI chip demand continues to outpace supply. Here's what it could mean for AMD stock investors.
Barchart · Oct 8 A $2 Billion Reason Why GlobalFoundries Stock Is Up Today GlobalFoundries stock rallies on a $2 billion deal with TSMC. But does that warrant buying GFS shares? Let’s find out!
International Business Times UK · Oct 8 Samsung on Course for Biggest Quarterly Profit in Tech History With an $80B AI Windfall Samsung estimates record third-quarter operating profit of 107.4tn won as AI memory demand surges, but component costs hurt devices and shares slide.
Barchart · Oct 8 TSMC Could Partner with Elon Musk’s Terafab. How Intel Stock Could Lose Big. TSMC’s potential role in Elon Musk’s Terafab could challenge Intel’s previously exclusive position. What should be your stance on Intel now?
Euronews · Oct 8 Samsung flags 783% profit jump to record $80bn as AI chip boom also lifts TSMC sales Samsung Electronics estimated on Thursday that its third-quarter operating profit jumped almost ninefold to a record 107.4 trillion won, or $80.2 billion, while sales at Taiwan's TSMC hit a quarterly record, as the AI boom keeps demand for chips strong.
The Economic Times · Oct 8 Global Market: TSMC third-quarter revenue jumps 50% as AI chip demand surges TSMC reports record third-quarter revenue, beating estimates as surging AI demand drives strong growth in advanced chips, while the chipmaker prepares to provide a detailed outlook on earnings, capital spending and AI demand.
Barchart · Oct 6 TSMC Is Set Up for a Big October 15. After Record Monthly Sales, 2nm and Margins Will Drive Future Price Action. TSMC’s October 15 earnings are expected to show strong revenue growth, but the stock’s reaction will likely depend on whether margins hold up as the company ramps production of its new 2nm chips.
The Economic Times · Oct 6 Global Market: AMD to increase AI chip supply substantially in 2027 to meet rising demand AMD plans to substantially increase chip supplies in 2027 as demand for AI processors accelerates. CEO Lisa Su is working with key suppliers in Taiwan and South Korea to expand manufacturing and secure advanced wafer and memory capacity.
The Economic Times · Oct 6 AMD plans to substantially increase supply in 2027, CEO says AMD, Nvidia's closest rival in AI graphics processors, has been rapidly expanding its AI chip business, with its market value recently topping $1 trillion amid an AI-driven rally.
The Independent UK · Oct 6 Arizona opens new Taiwan representative office, rejecting warning from China Arizona Gov. Katie Hobbs and Taiwanese leaders have opened an office in Phoenix to aid Taiwanese businesses and citizens in the region