TSMC
10 articles on this topic, newest first.
Oct 2026 6 stories
SMH vs. SOXX: Which Chip ETF Suits Monthly Buying?
SMH leans on Nvidia and TSMC. SOXX spreads the weight. Both still carry the semiconductor cycle and rich valuations.
TSMC vs. ASML: Two AI Chip Chokepoints, but Which Is the Better Bet?
Both companies hold technical leads rivals struggle to close. A great business is not the same as a great five-year return.
Why AI Is Moving Back to the Laptop: Anduril and Qualcomm's BlueChip
Anduril and Qualcomm's new BlueChip laptops point to a bigger question: where should AI run? Production and sales are still unproven.
Musk's Terafab: What a $119 Billion Chip Plant Is Really For
From Tesla's robots to SpaceX's orbital data centers, Musk wants to control chip production itself. The open question is whether he can make advanced chips at high yield.
ASML Is Discussing 2030 Orders. How Long Can the AI Chip Supercycle Last?
Despite bubble worries, ASML sees equipment shortages through 2028. Investors should watch future production capacity, not just today's orders.
Samsung Posts 107 Trillion Won Profit, TSMC Sales Jump 50%. Why Did the Shares Fall?
The AI chip supercycle has not ended. But the market's question has changed: not how fast earnings grow, but how long today's enormous margins can last.
Sep 2026 4 stories
The US-China Summit Didn't Erase Taiwan Risk for Chip Stocks
Washington's Taiwan policy held, but roughly $14 billion in arms sales is still on hold. For AI chip investors, the summit reads less like risk removed and more like a fragile balance extended.
The Real ASML Number Isn't the 3% Pop, It's the 30% Capacity Hike
ASML's rally isn't just an AI trade. Customers are already locking in 2027 tool slots, and ASML is raising Low-NA EUV capacity by roughly 30% to keep up.
A $400 Million Machine Is Deciding the Future of AI Chips
Nvidia has AMD. TSMC has Samsung and Intel. But when any of these rivals need to shrink transistors further, they all end up at the same company's door. That is why ASML's grip on the bottom layer of the AI chip stack keeps getting tighter.
TSMC's August number that matters is not 53%. It is September's threshold
TSMC posted its first month above NT$500 billion. The useful reading is not the growth rate but what September revenue has to be to hit the top of third-quarter guidance, and whether AI demand is still alive on the factory floor.
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