TAIWAN SEMICONDUCTOR Aktie

 

ASML's monopoly is more established....

Buried in Vanguard's VWO prospectus is a clause that lets the emerging-market ETF drift toward single-stock concentration. TSMC now sits at 16.3%....

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As Semicon Taiwan kicked off at the Taipei Nangang Exhibition Center, the Ministry of Economic Affairs (MOEA) announced that, based on forecasts compiled from multiple research institutions, Taiwan's semiconductor industry output could top NT$8 trillion (approx. US$252.6 billion) in 2026. Advanced equipment and materials, historically local industry weak points, are also making remarkable gains, with domestic equipment output projected to reach NT$270 billion (US$8.5 billion)....

TSMC is steering the future of artificial intelligence toward high-density three-dimensional advanced packaging designed to mimic the architectural connectivity of the human brain, as traditional two-dimensional silicon scaling approaches its physical limits, a top TSMC executive said at SEMICON Taiwan 2026....

TSMC (TSM) reached $428.91 at the closing of the latest trading day, reflecting a +2.85% change compared to its last close....

Taiwan Semiconductor is on course for strong revenue growth next year....

When a gold rush hits, the real fortunes go to whoever sells the picks and shovels. Two companies sit at the center of the AI buildout in ways that make the chip designer headlines look like a distraction....

TSMC is calling for future HBM and DRAM designs to become more compatible with X-ray inspection, as increasingly complex advanced packaging makes buried defects harder to detect while raising concerns over radiation exposure to sensitive memory devices....

TSMC is a key partner for every member of the "Magnificent Seven."...

Sales are booming as several industry participants are selling out....

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These two chip stocks have different businesses entirely....

Unnamed Taiwanese chipmakers pledge another $20B to US manufacturing, compounding TSMC's massive investments and reshaping the global silicon shield....

AUO Group's AET Corporation (AET), formed in September 2025 through the merger of AUO Envirotech and AUO Digitech, is expanding across the semiconductor supply chain and has reportedly entered the ecosystem of Taiwan Semiconductor Manufacturing Company (TSMC). After the merger, AET's core operations turned profitable in 2025, and the company is targeting a full-year profit in 2026....

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TSMC says surging AI demand is stretching the global chip industry beyond its usual planning cycle, with fast-changing procurement needs, labor shortages, and infrastructure constraints affecting markets far beyond Taiwan. The company is expanding aggressively, but executives say the pace of demand is still outrunning the ecosystem's ability to respond....

Unimicron chairman SC Chien said the company is working to ease the tightening shortage of AI substrates as MediaTek seeks capacity support for the next three years, during a public appearance at Semicon Taiwan 2026. Chien appeared alongside ASE Technology CEO Tien Wu, TSMC senior vice president and deputy co-chief operating officer Cliff Hou, MediaTek CEO Rick Tsai and Foxconn chairman Young Liu....

At the Semicon Network Summit 2026, speakers from Marvell, the Netherlands Organisation for Applied Scientific Research's Holst Centre, the UK Semiconductor Centre, and the Taiwan Semiconductor Industry Association (TSIA) discussed the future of silicon photonics (SiPh). They said the industry's bottlenecks have shifted from materials to packaging precision, materials platform selection, and the manufacturing tools needed to support both....

TSM's 100 billion Arizona expansion and global fab buildout aim to meet AI-driven demand, but rising overseas costs may pressure margins....