Market news

TSMC may invest in Texas to expand U.S. chip production beyond its $265B Arizona buildout, boosting 2nm prospects and equipment makers—read more now.

TSM leads AI foundry demand as hyperscalers and labs scale up. Click to read my analysis for more details on TSM stock, including pros and cons.

More capacity may unlock another wave of equipment spending.

JPMorgan favors semiconductors, but TSMC must turn sustained spending into profitable leading-edge and packaging utilization.

Wells Fargo sees TSMC's potential increase in advanced-chip production as an additional opportunity for semiconductor equipment companies.

As TSMC teases a breakout, discover multiple ways to view the chart action.

TSMC plans a 20% boost in 2nm wafer output to 120K/month by 2026 as demand from Apple, Nvidia and AMD grows—read the latest chip trend update.

TSMC Stock Gets a Fresh AI Catalyst as 2nm Orders Surge

Chipmaker plans 2nd facility as initial one opens instantly full due to AI demand

Taiwan Semiconductor Manufacturing Company is primed for strong Q3 earnings, driven by accelerating AI chip demand. Read why TSM stock is a Strong Buy.

TSMC is booking capacity it cannot build fast enough, and a $60 billion capital bet suggests management sees something the market has not yet priced in. Here is what the numbers reveal about how far this stock can run.

TSMC rated a buy with 20.2% upside to $543 fair value. Learn how AI-driven HPC demand укрепens its moat, plus key risks.

Taiwan Semiconductor Manufacturing has been a major beneficiary of investor interest in high-end chips, and the latest share price level now raises a simple question for you as a shareholder or watcher. Is the current valuation of Taiwan Semiconductor adequately backed by the cash the business can realistically generate over time, or is the market leaning too hard on the story? Over the past 3 years, Taiwan Semiconductor Manufacturing has delivered a very large share price gain of about...

Few companies are in a league of their own quite like this one.

TSMC offers broad AI upside without requiring investors to pick individual AI model or chip design winners. Learn more about TSM stock here.

Kaohsiung's validation hub may shorten qualification cycles without adding disclosed revenue-producing packaging capacity.

TSMC is the central beneficiary of the AI-driven CapEx surge, with hyperscalers' spending projected to reach $1.3 trillion in 2027. Learn more about TSM stock here.

ACL Digital, part of the ALTEN Group, today announced that it has received the 2026 TSMC Open Innovation Platform® (OIP) Partner of the Year Award for Design Service Excellence. ACL Digital is a trusted AI-led Digital Enterprise & Systems Engineering Partner driving innovation by designing and building intelligent systems across the full technology stack from chip to cloud.

Detailed price information for Taiwan Semiconductor ADR (TSM-N) from The Globe and Mail including charting and trades.

Taiwan Semiconductor Manufacturing (NYSE:TSM) plans to lift wafer foundry prices by 3% to 6% starting in 2027. The largest increases are planned for advanced process nodes used in high performance computing and AI chips. Management is preparing the multi year pricing update as capacity remains tight for AI related demand and advanced packaging through 2030. This planned 3% to 6% wafer pricing move for 2027 is worth weighing against the rest of our findings. Check out 1 major warning sign...

In the latest trading session, TSMC (TSM) closed at $451.15, marking a +1.03% move from the previous day.

Nvidia captures huge AI chip profits, but MarketVector’s Josh Kaplan sees foundries such as TSMC gaining a bigger share of the economics.

Supplier co-location can shorten qualification cycles, but operations remain three years away and capacity is undisclosed.

Taiwan Semiconductor is reportedly planning to raise wafer foundry prices by 3% to 6% starting in January 2027.

Cadence expands TSMC partnership for AI/HPC chip design, certifying tools for A14 and N2P plus 3D-IC packaging.

Synopsys (Nasdaq: SNPS) today announced new innovations with TSMC that accelerate the development of next-generation AI, high-performance computing (HPC), and advanced semiconductor systems. Through AI-powered EDA flows, multiphysics-aware signoff methodologies, multi-die design flows, and silicon-proven Interface and Foundation IP, Synopsys and TSMC are helping customers address growing design complexity while accelerating adoption of TSMC's latest process and advanced packaging technologies.

SAN JOSE, Calif., September 23, 2026--Cadence (Nasdaq: CDNS) today announced an expanded partnership with TSMC to deliver advanced capabilities for AI and HPC designers. Cadence has achieved tool certification for TSMC’s advanced A14 process, demonstrated an industry-leading UALink solution in TSMC N3P, and introduced new silicon-proven IP for N3P and N2P technologies. Through this partnership, the companies are enabling agentic AI chip and 3D-IC design flows across TSMC's N3, N2, A16™ and A14 p

Detailed price information for On Semiconductor (ON-Q) from The Globe and Mail including charting and trades.

TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Key TakeawaysTSMC’s gross margin expanded from 59% in the June 2025 quarter to 68% in June 2026, even as management guided the next quarter down to 66% on 2 nanometer ramp dilution, a step back that is small next to the year’s climb. Quarterly capital expenditure jumped to $15.

On September 8, 2026, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) plans to work with major customers. It includes Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Nvidia, Intel, Samsung, and SK Hynix to adapt its next-generation “High NA” extreme ultraviolet lithography tools so they can print larger data-center chips. It addresses a current limitation where the […]

TSMC owns more than two-thirds of the chip foundry market.

Trade rules are quietly redrawing the global factory map, and the results are starting to show up in earnings calls and capital spending plans. Production is shifting, costs are moving, and some balance sheets may feel the strain while others find fresh demand. For investors evaluating where tomorrow’s potential winners and laggards could emerge, this story matters. This article walks through three stocks from our Multinational Manufacturers with Diversified Production Networks screener that...

In the latest trading session, TSMC (TSM) closed at $434.67, marking a +1.02% move from the previous day.

Rising AI infrastructure costs are putting pressure on chip and cloud pricing.