Taiwan Semiconductor Manufacturing (TSM) Stock News

TSMC stated that it is too early to quantify capital spending plans for the next year and beyond.

TSMC reported exceptionally strong demand and sees no indications of slowing.

TSMC reported Q3 revenue of $46.72B, above the $44.93B estimate, and EPS of $4.60 vs $4.48. Gross margin of 66.4% slightly beat the 66.3% estimate but fell 1.3 ppts from Q2 due to N2 ramp dilution. HPC revenue rose 22% QoQ to 68% of total. The beat comes amid a sharp AI-led sell-off and ahead of the company's conference call.

President Trump stated he spoke with the chairman of TSMC. No details on the content of the call were released.

TSMC reported preliminary Q3 revenue of NT$1.49 trillion, above the NT$1.46 trillion estimate. September sales surged 54.6% year-over-year.

Citi analysts project TSMC could deliver over 40% revenue growth into 2027 driven by AI demand, with potential upside from agentic AI and co-packaged optics. They raise target price to NT$4,000 from NT$3,800. Separately, analysts cover Malaysian construction, palm oil, IHH Healthcare, Ramelius Resources, CapitaLand Ascott Trust, Anta Sports, GoTo, Japanese stocks, ASX, and Aristocrat Leisure.

Elon Musk stated that TSMC could sublease a portion of the Terafab facility, but not beyond that.

TSMC ADR up 2.84% to $486.18, would be new all-time closing high. First record close since June 30, 2026. YTD gain 59.99%.

PTC jumped 35% premarket after Schneider Electric agreed to buy the industrial-software maker for $23 billion. Intel fell nearly 4% after Elon Musk confirmed his chip venture Teralab is in talks to work with TSMC. Nubank and XP rose as Brazilian stocks rallied on Flávio Bolsonaro's first-round election victory.

VIS, a TSMC affiliate, plans a second Singapore plant. AI demand is the driver. Details are thin.

Elon Musk confirmed that TSMC and Terafab are in discussions about chip manufacturing cooperation in Texas. The talks include the possibility of Terafab serving as an anchor customer for a future TSMC fab in Texas.

TSMC is evaluating a potential investment in Texas to expand U.S. chip production, on top of the $265 billion it has committed to Arizona. Plans have not been finalized.

Synopsys and TSMC announced new collaborations including A14 design enablement, AI-assisted workflows, CoWoS support for multi-die designs, and unified multiphysics signoff to accelerate AI, HPC, and advanced semiconductor systems.

DigiTimes reports TSMC plans wafer price increases of 3%-6% starting January 2027. Increases could be larger for 2nm and 3nm. 8-inch utilization above 100%, sub-45nm capacity fully loaded. TSMC declined to comment.

Japanese materials firms Resonac and Nitto Denko have joined TSMC and ASML in a US investment initiative aimed at easing AI production bottlenecks. The move signals a broadening effort to strengthen the domestic semiconductor supply chain for AI chips.

TSMC posts record August revenue, sales up 53.3% YoY.

ASML and TSMC push EUV masks to 12-inch format, targeting 2031 pilot line

TSMC says its need for chipmaking tools has nearly doubled since the end of last year, according to a Bloomberg report. The company is building about 20 factories globally but faces a shortage of experienced construction workers in Taiwan. Customers Nvidia and AMD continue raising orders, and TSMC cannot fully meet demand despite expanding at 4-5x its normal pace.