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TSMC
since
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17 days ago
Exemptions would be based on chipmaker TSMC’s US investment commitments, officials say
32 days ago
Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic' ⊕⊕
The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid the AI infrastructure buildout.
42 days ago
TSMC is set to expand its $165 billion U.S. investment — here’s what we know ⊕⊕
TSMC is set to accelerate its multibillion-dollar expansion in Arizona, coming off the back of a U.S.-Taiwan trade agreement and strong earnings.
Chip stocks pop after TSMC's earnings beat boosts confidence in industrywide demand ⊕⊕
Shares of chipmakers AMD and Nvidia popped along with equipment makers like Applied Materials after TSMC reported better-than-expected results.
AI trade back on? The company behind chip leaders like Nvidia and AMD just raised its spending forecast ⊕
Robust earnings results from chip manufacturing giant TSMC just gave a huge lift to the AI trade.
57 days ago
U.S. grants TSMC annual licence to import U.S. chipmaking tools into China ⊕
The approval "ensures uninterrupted fab operations and product deliveries," the company said in a statement to Reuters.
Investors are betting these stocks will reap considerable returns in 2026 ⊕
CNBC contributors shared some of their 2026 stock picks, including Adobe, Citigroup and TSMC, with CNBC's "Halftime Report" on Wednesday.
79 days ago
Buy this global chipmaker over Nvidia as AI competition ramps up, F.L.Putnam strategist says ⊕
F.L.Putnam's chief market strategist Ellen Hazen is nearly certain an AI bubble will happen, but recommends TSMC as one of the best ways to play the trade.
3 months ago
TSMC stock falls as it sues former exec alleging he took trade secrets to Intel ⊖
TSMC on Tuesday filed a lawsuit against Wei-Jen Lo, a former senior vice president at the Taiwanese semiconductor firm who recently joined Intel.
‘Nvidia is the Hermès' of the chip industry, says Baillie Gifford, while doubling down on TSMC and ASML ⊕
found
Investment management firm Baillie Gifford is remaining committed to a series of names ranging from Nvidia and TSMC to luxury houses such Moncler.