AI
Company Profile
TSMC is the world's largest dedicated semiconductor foundry, manufacturing advanced chips for fabless companies like Apple, Nvidia, and AMD.
Founded 1987Hsinchu City, TaiwanTSM
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TSMC FAQ
- Is TSMC publicly traded?
- Yes. TSMC trades under the ticker TSM.
Coverage Timeline
newest first- Aug 10, 2026AITSMC's July Sales Surge 45% as AI Demand Compounds→
- Jul 31, 2026AIAI Demand Strains Chip Packaging Capacity, Prices Climb→
- Jul 30, 2026AIIntel, AMD Jump 12%+ on TSMC's New Chip-Packaging TechIntel +12%, TSMC +7%→
- Jul 28, 2026IPOTSMC Restarts Japan Plant After Deadly Quake→
- Jul 22, 2026AITrump's Push for American-Made AI Chips Is Squeezing TSMC's Margins3-4% margin dilution→
- Jul 16, 2026BIG TECHTSMC Adds $100B Arizona Bet After Profit Soars 77%$100B new investment→
All Coverage
AI
TSMC's July Sales Surge 45% as AI Demand Compounds
TSMC's July revenue rose 44.7% year-over-year to a record $14.5 billion and the company raised its 2026 growth outlook past 40%, underscoring how much AI chip demand is still accelerating despite broader market volatility.
DEEP DIVE
AI
AI Demand Strains Chip Packaging Capacity, Prices Climb
AI
AI Demand Strains Chip Packaging Capacity, Prices Climb
Surging AI server demand is tightening capacity across mature-node chip manufacturing and advanced packaging, pushing prices higher even at foundries beyond TSMC's most advanced nodes as designers hold orders they can't get fabricated fast enough.
AI
Intel, AMD Jump 12%+ on TSMC's New Chip-Packaging Tech
AIIntel +12%, TSMC +7%
Intel, AMD Jump 12%+ on TSMC's New Chip-Packaging Tech
Intel shares jumped about 12% and TSMC gained nearly 7% after a report that TSMC is developing an advanced chip-packaging technology resembling Intel's EMIB approach, partnering with Taiwan's Kinsus Interconnect Technology.
IPO
TSMC Restarts Japan Plant After Deadly Quake
IPO
TSMC Restarts Japan Plant After Deadly Quake
TSMC began gradually restoring operations at its Kumamoto, Japan chip plant after a 7.1-magnitude earthquake killed at least 13 people and forced a temporary employee evacuation, with the facility's core structures confirmed undamaged.
AI
Trump's Push for American-Made AI Chips Is Squeezing TSMC's Margins
AI3-4% margin dilution
Trump's Push for American-Made AI Chips Is Squeezing TSMC's Margins
TSMC says its US fab buildout under political pressure to onshore chipmaking will dilute gross margins by 3-4% in later stages, with American-made chips costing up to 50% more than the same chips built in Taiwan.
BIG TECH
TSMC Adds $100B Arizona Bet After Profit Soars 77%
BIG TECH$100B new investment
TSMC Adds $100B Arizona Bet After Profit Soars 77%
TSMC will invest an additional $100 billion in its Arizona chip fabs after quarterly profit jumped 77%, deepening the US buildout underpinning Nvidia, Apple and AMD's leading-edge chip supply.