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UNCOVERED: 5 - The Untold Story

Forget Nvidia—Tepper Just Banked $57 Million On This Under-The-Radar AI Play

David Tepper, billionaire hedge fund manager at Appaloosa Management, is quietly reaping big rewards this summer. While Nvidia Corp (NASDAQ:NVDA) grabs headlines, Tepper's under-the-radar bet on Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) has surged nearly 25% in under three months, generating roughly $57 million in paper gains.

Benzinga

Taiwan Semiconductor, MediaTek Discuss Plans To Develop Next-Gen Chips On US Soil

Taiwan mobile chip developer MediaTek is in talks with Taiwan Semiconductor Manufacturing Co (NYSE:TSM) to produce some of its chips on U.S. soil, Nikkei Asis reported on Monday.

Benzinga

TSMC Confirms Chiayi Plant On Track Debunking Rumors

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reaffirmed Thursday that construction of its second advanced packaging plant in Chiayi County remains on schedule, countering reports that the project had been suspended and its equipment diverted to the U.S.

Benzinga

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MediaTek Adopts Taiwan Semiconductor 2nm Breakthrough For Flagship Chip

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), the world’s leading contract chipmaker, is enabling its long-term partner, MediaTek, to adopt its most advanced 2-nanometer (nm) process for an upcoming flagship system-on-a-chip (SoC). This collaboration underscores a major technological leap for both companies.

Benzinga

This Stock Quietly Benefits From Oracle and NVIDIA’s AI Surge

Oracle's new earnings breakout suggests that Taiwan Semiconductor should follow suit as the root provider of this new infrastructure growth.

MarketBeat

TSMC Launches Its Own Honey Brand 'Ji Mi' As Bees, Fireflies Return To Restored Ecosystem Around Chip Plants

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) has introduced its own brand of honey, ‘Ji Mi,’ which is a result of the company’s environmental and sustainability initiatives.

Benzinga

Taiwan Semiconductor To Strengthen Chipmaking Network With Pingtung Service Hub

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) announced plans to launch its first multifunctional service center in Pingtung County in mid-2027 to bolster Taiwan’s high-tech facility construction ecosystem.

Benzinga

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What's Going On With Taiwan Semiconductor Stock Thursday?

Taiwan Semiconductor Manufacturing Co. (TSMC) is simultaneously reshaping the Arizona economy and solidifying its leadership in advanced chipmaking.

Benzinga

Taiwan Semiconductor Extends Growth Streak With Strong August Sales

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) stock gained on Wednesday after reporting August 2025 sales figures bearing testimony to the continued artificial intelligence frenzy.

Benzinga

Wall Street Loves Taiwan Semi. Should You Buy TSM Stock Now?

TSMC continues to be the backbone of artificial intelligence and advanced computing.

Barchart

Taiwan Semiconductor Stock Climbs As AI Boom Fuels Record Equipment Investments And Global Chip Growth

Taiwanese contract chipmaker Taiwan Semiconductor Manufacturing Co (NYSE:TSM) trended on Tuesday as the global industry association for the semiconductor industry projects upside for the sector, backed by Taiwan’s moat, driven by the artificial intelligence frenzy.

Benzinga

Taiwan Semiconductor Analysts Expect Minimal Risk From Nanjing Plant Setback

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is confronting near-term operational risks at its Nanjing facility after the U.S. government withdrew its fast-track authorization for importing chipmaking equipment, according to analysts.

Benzinga

What Is Going On With Taiwan Semicoductor On Friday?

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) stock trended on Friday after client Broadcom (NASDAQ:AVGO) revealed its quarterly results on Thursday.

Benzinga

Taiwan Semiconductor Investors Brush Off Export Setback As AI Spending Surges

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) shares edged higher Wednesday, rebounding from losses triggered by Washington’s decision to revoke the chipmaker’s authorization to freely ship critical equipment to its Nanjing, China, facility.

Benzinga

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Benzinga

Taiwan Semiconductor Faces New Export Curbs As US Revokes Nanjing Authorization

The U.S. has revoked Taiwan Semiconductor Manufacturing Co.’s (NYSE:TSM) authorization to freely ship critical equipment to its Nanjing, China, facility.

Benzinga

What's Going On With Taiwan Semiconductor Stock Friday?

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) shares were in focus on Friday after key clients Nvidia (NASDAQ:NVDA) and Marvell Technology (NASDAQ:MRVL) reported strong quarterly earnings powered by AI chip demand.

MarketBeat

NVIDIA's Earnings Show a Green Light for Taiwan Semiconductor

NVIDIA's new earnings results show a new path higher for Taiwan Semiconductor stock, as demand is quickly outpacing production supply.

Barchart

Jensen Huang Loves Taiwan Semiconductor. Should You Buy TSM Stock Here?

With Nvidia CEO Jensen Huang’s soaring confidence in TSMC, should investors see this as the perfect moment to jump on TSM stock?

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Benzinga

Trump Tariffs Won't Hurt TSMC, Says Taiwan Official As $100 Billion US Investment And Tariff Exemption Shield Chip Giant

Taiwan's top economic planning official said the Donald Trump administration's tariff threats on semiconductors would have minimal impact on Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), citing the chipmaker's massive U.S. investments, global dominance in AI chip production and the tariff exemptions.

Barchart

Billionaires Are Buying Up This Chip Stock (Hint: It’s Not Nvidia)

With record growth, $100 billion in global investments, and Wall Street’s unwavering “Strong Buy” ratings, TSM’s behind-the-scenes chip dominance is now driving institutional buying and points to more runway ahead.

Benzinga

This Nvidia Supplier Is Turning Up The Heat: Growth Metrics Spike As Stock Looks Set For A Breakout

Nvidia Corp’s (NASDAQ:NVDA) biggest manufacturing partner, Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), saw a big spike in its Growth metrics in Benzinga’s Edge Stock Rankings.

Benzinga

Taiwan Semiconductor Acts Early To Dodge US Export Curbs, Drops Chinese Tools From Chip Plants

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is removing Chinese chipmaking tools from its top facilities to shield production from potential U.S. export curbs, underscoring rising geopolitical tensions.

MarketBeat

MarketBeat Week in Review – 08/18 - 08/22

Remarks by the Federal Reserve chair sparked a rally in stocks, but upcoming data as the market enters a historically weak month could mean more downside ahead

Benzinga

Taiwan Semiconductor Wins Praise From Jensen Huang As It Finalizes Six New Nvidia Processors

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) has significantly outperformed the broader market this year, with a 16% year-to-date gain, comfortably surpassing the Nasdaq Composite’s 10% return.

Benzinga

Taiwan Semiconductor Faces New Challenge As US Mulls Equity Stake Tied To CHIPS Act Subsidies

Semiconductor giant Taiwan Semiconductor Manufacturing Co (NYSE:TSM) faces a new challenge as U.S. officials explore taking equity stakes in chipmakers receiving CHIPS Act support, a strategy that Taiwan’s economic minister described Thursday as needing additional scrutiny before approval.

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Gabriel OsorioMazilli

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