TAIWAN SEMICONDUCTOR Aktie

 

According to South Korean media reports and industry sources, TSMC is moving to pull forward the production schedule at its second Arizona facility, a shift that could reshape supply planning for major chip designers and weaken the long-running narrative that Samsung Electronics stands as the default alternative when TSMC capacity tightens....

Taiwan's leading semiconductor assembly and test providers are launching record capital spending programs to expand advanced packaging capacity, as shortages at TSMC push chip designers to seek alternative supply chains through 2026....

TSMC (TSM.US) announced that its 2nm process technology will begin mass production in 4Q25 as scheduled. The 2nm process will become the industry's most advanced semiconductor technology in terms of density and energy efficiency. This technology utilizes nanosheet transistor structure to provide performance and power consump......

Taiwan plans to keep making the "most advanced" chips on home soil and remain "indispensable" to the global semiconductor industry, the island's deputy foreign minister said....

In 2025, generative AI investments are reshaping the global semiconductor industry. Nvidia, TSMC, and their supply chains emerge as the biggest winners. But the boom brings new challenges. Rising competition in AI chips threatens a market bubble. Meanwhile, China accelerates its push for self-reliance as US export restrictions tighten. The DIGITIMES news team highlights the year's defining trends....

Both companies dominate their specific niches in the AI value chain....

Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects....

In den USA will Samsung wohl direkt 2-nm-Fertigung anbieten. Die Kapazität soll auf dem Niveau von TSMC liegen. (Halbleiterfertigung, TSMC)...

TSMC today announced that its highly anticipated 2nm (N2) technology began volume production in the fourth quarter of 2025, meeting its roadmap targets precisely on schedule....

Chinese GPU developer Lisuan Technology has started shipping its 7G100 GPU, marking a significant step toward commercialization. Reported by Jiemian News, the GPU uses TSMC's 6nm process and is designed for applications such as gaming, smart cockpits, and digital twins....

TSMC's Arizona semiconductor complex illustrates the practical hurdles of re-shoring advanced manufacturing to the US. The project required navigating 18,000 unique rules and permits, revealing regulatory complexity, labor shortages, and cultural friction that highlight the challenges facing American ambitions to regain leadership in high-tech industrial production....

Samsung Electronics is reportedly upgrading its Texas fab from 4nm to 2nm, aiming to rival TSMC in the US market. If confirmed, the move could reshape supply chains for major tech clients, intensify competition in advanced nodes, and provide insight into how quickly Samsung can scale cutting-edge production on US soil....

A magnitude 7.0 earthquake off Taiwan's eastern coast late on December 27 disrupted parts of the island's semiconductor supply chain, after several wafer fabs reported damage to quartz furnace tubes critical to diffusion processes, according to industry sources. While no structural damage to factories was reported, the incident has sharpened market attention on recovery timelines at major chipmakers, including TSMC, Powerchip Semiconductor Manufacturing Corporation (PSMC), and Nanya Technology....

TSMC is navigating a complex landscape of export controls and domestic competition as speculation grows around its second Kumamoto factory. The key question: will the Japanese facility produce advanced 2nm chips to fuel the nation's artificial intelligence ambitions?...

TSMC's facilities were impacted by a recent earthquake, raising concerns about potential production disruptions and financial losses. read more...

U.S. stock futures swung between gains and losses on Monday after Friday's slightly lower close. Futures of major benchmark indices were mixed. This will be a light week with respect to the releases of economic data, and the markets will be closed for trading on New Year's Day, falling on Thursday. read more...

The global semiconductor industry's transition into the "Foundry 2.0" era is now measurable in revenue, utilization, and competitive positioning. The expanded foundry ecosystem generated US$84.8 billion in revenue in the third quarter of 2025, up 17% year over year. Growth was driven by a simultaneous surge in advanced-node wafer output and AI-led demand for advanced packaging, according to Counterpoint Research....

Taiwan Semiconductor appears to be a popular stock among some billionaire investors....

Taiwan Semiconductor Manufacturing Co. (TSMC) confirmed that its personnel are safe and facility safety systems are functioning normally following a powerful magnitude 7.0 earthquake that struck off the eastern coast of Taiwan late Saturday night....

Taiwan Semiconductor is a genius stock to buy for 2026....