Apple, Nvidia and other customers raise reservations; 2nm capacity targets 120K wafers by year-end, strong advanced node demand
첫날 +2.4% · 5일 후 -5.8%
›전개 과정 3회
2026-09-05Company now making chips on 2nm process, outperforming Mag 7 YTD; analyst sees 22% upside by year-end
2026-09-142nm capacity to reach 110k wpm by mid-2027; Apple iPhone 18 Pro to feature 2nm chip
2026-09-28Apple, Nvidia and other customers raise reservations; 2nm capacity targets 120K wafers by year-end, strong advanced node demand
이전 이벤트 28건›
M&A·자금조달호재
드러켄밀러, TSMC 지분 추가… AI 인프라에 베팅
억만장자 투자자, AI 인프라 포트폴리오의 일환으로 TSMC 지분 확대
첫날 +0.5% · 현재까지 +1.4%
기업호재
TSMC, 2027년 웨이퍼 가격 3%~6% 인상, 첨단 공정은 더 높아영어 원문
공급망 보도와 AMD 가격 인상설이 맞물려, AI 수요가 생산능력을 조인다
첫날 +1.0% · 5일 후 +3.7%
›전개 과정 5회
2026-09-18Multiple independent sources confirm TSMC's wafer price increase, with AMD notifying customers of a 10% hike, showing TSMC's pricing power.
2026-09-21TSMC hikes mature process prices, UMC and Powerchip follow, AMD plans 10% Q4 price increase.
2026-09-24AI demand tightens capacity, giving TSMC pricing power over major clients like Nvidia and AMD
2026-09-24DigiTimes reports price hike details, order visibility extends to 2030, AI demand keeps capacity tight
2026-09-25 공급망 보도와 AMD 가격 인상설이 맞물려, AI 수요가 생산능력을 조인다
제품호재
TSMC A14 Process Gains Strong Customer Traction, Tape-Outs Underway Ahead of 2028영어 원문
Zacks reports strong customer engagement across smartphone, HPC, AI; 10-15% performance gain
첫날 +1.0% · 5일 후 +1.8%
›전개 과정 2회
2026-09-24Next-gen node covers smartphone, HPC, AI with 10-15% performance gain
2026-09-23Zacks reports strong customer engagement across smartphone, HPC, AI; 10-15% performance gain
기업호재
TSMC and Partners Break Ground on Kaohsiung Advanced Packaging Cluster영어 원문
TSMC, ASE, Foxconn and 20+ firms start developing Taiwan's first advanced packaging cluster in Kaohsiung, boosting AI chip packaging capacity.
첫날 +2.4% · 5일 후 +1.7%
›전개 과정 2회
2026-09-21TSMC starts construction of advanced packaging park in Kaohsiung, boosting AI chip packaging capacity.
2026-09-23TSMC, ASE, Foxconn and 20+ firms start developing Taiwan's first advanced packaging cluster in Kaohsiung, boosting AI chip packaging capacity.
제품호재
MediaTek Launches 2nm/3nm Chips, Boosting TSMC Advanced Process Demand영어 원문
MediaTek's flagship chips use TSMC's 2nm/3nm processes, strengthening order visibility for advanced nodes
첫날 -1.0% · 5일 후 +9.2%
›전개 과정 2회
2026-09-15MediaTek's new chip uses TSMC's most advanced process, highlighting its tech leadership
2026-09-16MediaTek's flagship chips use TSMC's 2nm/3nm processes, strengthening order visibility for advanced nodes
실적호재
TSMC's Record August Revenue, AI Demand Continues to Drive Growth영어 원문
August revenue up 53.3% YoY, strong AI chip demand, tight advanced process capacity
첫날 -1.7% · 5일 후 +0.5%
›전개 과정 3회
2026-09-10Record monthly sales underscore robust AI demand; company says supply still can't keep up
2026-09-12August sales beat expectations on sustained AI demand, adding market reaction and multi-source confirmation to existing event.
2026-09-15August revenue up 53.3% YoY, strong AI chip demand, tight advanced process capacity
제품호재
TSMC Advances CPO, Potential New Moore's Law for Bandwidth영어 원문
CPO doubles bandwidth every two years to meet AI data center demand
첫날 -3.5% · 5일 후 +6.5%
M&A·자금조달호재
Druckenmiller Fund Holds 9.3% Weight in TSM영어 원문
TSMC is second-largest holding in prominent investor's ETF, signaling institutional confidence
첫날 -1.7% · 5일 후 +0.5%
기업호재
TSMC Hits Record Gross Margin, AI Chip Dominance Strengthens영어 원문
Record margin reflects strong AI demand; Arizona shifts from drag to profit driver
첫날 -0.8% · 5일 후 -4.1%
기업호재
TSMC and ASML Push 12-inch EUV Masks, Targeting 2031영어 원문
Larger mask format boosts fab productivity for complex AI chips, reinforcing TSMC's leading position
첫날 +2.4% · 5일 후 -5.8%
기업호재
TSMC Benefits as Global Semiconductor Sales Hit Record in July on AI Demand영어 원문
Global chip sales up 135.1% YoY, TSMC retains 73% foundry share amid AI surge
첫날 +2.4% · 5일 후 -5.8%
기타호재
South Korea's AI-for-All Plan Could Boost Demand for TSMC-Made Chips영어 원문
Korea's $250B KRW AI subsidy plan may increase demand for TSMC's advanced nodes
첫날 +2.4% · 5일 후 -5.8%
애널리스트호재
TSMC Chairman: Unprecedented AI Demand, 20 Fabs Still Insufficient영어 원문
Multiple sources confirm surging AI demand and capacity crunch, supporting TSMC's expansion thesis
첫날 +2.4% · 5일 후 -5.8%
›전개 과정 3회
2026-09-05Nvidia's disclosure of $1.3T hyperscaler capex for 2027 drives multiple outlets to highlight TSM as top AI beneficiary
2026-09-05Multiple independent sources highlight $1.3T AI data center capex forecast, positioning TSMC as a key beneficiary.
2026-09-06Multiple sources confirm surging AI demand and capacity crunch, supporting TSMC's expansion thesis
기업호재
TSMC tool demand nearly doubles in half year, 2026 CapEx may reach $64B영어 원문
AI orders drive tool procurement and fab construction, nearly 20 fabs worldwide
첫날 +0.4% · 5일 후 +3.0%
›전개 과정 2회
2026-09-02AI demand pulls capacity forward, sharply accelerating tool purchases and fab construction, benefiting equipment chain and advanced nodes
2026-09-03AI orders drive tool procurement and fab construction, nearly 20 fabs worldwide
기업호재
TSMC sees AI compute demand 5x annually, 50x by 2029 vs 2024영어 원문
TSMC exec forecasts AI compute surge, driving data center power needs, indicating long-term growth
첫날 -0.3% · 5일 후 +5.2%
기업
TSMC VP: Optical Engine Scalable, Bottlenecks in Lasers/Fiber영어 원문
VP highlights non-foundry bottlenecks, shaping advanced packaging demand outlook
첫날 -0.5% · 5일 후 +5.7%
M&A·자금조달호재
Hedge funds loaded up on TSM in Q2 on AI theme영어 원문
Multiple top hedge funds added TSM positions, betting on AI compute demand
첫날 +2.3% · 5일 후 -2.4%
애널리스트호재
Analysts Forecast TSM Price Target for 2027영어 원문
Multiple sources see AI buildout boosting TSM long-term
첫날 +0.1% · 5일 후 -0.5%
기업호재
TSMC July Revenue Record High on Strong AI Demand영어 원문
July revenue NT$467.58B, AI demand drives growth
첫날 +0.1% · 5일 후 -0.5%
제품호재
OpenAI Unveils Jalapeño Chip; TSMC Fabs the ASIC영어 원문
OpenAI's self-designed ASIC, built on TSMC N3P, outperforms rivals, underscoring TSMC's process leadership
첫날 +1.8% · 5일 후 -0.8%
기업호재
TSMC Raises 2026 CapEx to $60B-$64B, Boosts Dividend영어 원문
AI, HPC, and 5G demand drive expansion; capex commitment bolsters growth outlook
Apple, Nvidia and other customers raise reservations; 2nm capacity targets 120K wafers by year-end, strong advanced node demand
첫날 +2.4% · 5일 후 -5.8%
›전개 과정 3회
2026-09-05Company now making chips on 2nm process, outperforming Mag 7 YTD; analyst sees 22% upside by year-end
2026-09-142nm capacity to reach 110k wpm by mid-2027; Apple iPhone 18 Pro to feature 2nm chip
2026-09-28Apple, Nvidia and other customers raise reservations; 2nm capacity targets 120K wafers by year-end, strong advanced node demand
M&A·자금조달호재
드러켄밀러, TSMC 지분 추가… AI 인프라에 베팅
억만장자 투자자, AI 인프라 포트폴리오의 일환으로 TSMC 지분 확대
첫날 +0.5% · 현재까지 +1.4%
기업호재
TSMC, 2027년 웨이퍼 가격 3%~6% 인상, 첨단 공정은 더 높아영어 원문
공급망 보도와 AMD 가격 인상설이 맞물려, AI 수요가 생산능력을 조인다
첫날 +1.0% · 5일 후 +3.7%
›전개 과정 5회
2026-09-18Multiple independent sources confirm TSMC's wafer price increase, with AMD notifying customers of a 10% hike, showing TSMC's pricing power.
2026-09-21TSMC hikes mature process prices, UMC and Powerchip follow, AMD plans 10% Q4 price increase.
2026-09-24AI demand tightens capacity, giving TSMC pricing power over major clients like Nvidia and AMD
2026-09-24DigiTimes reports price hike details, order visibility extends to 2030, AI demand keeps capacity tight
2026-09-25 공급망 보도와 AMD 가격 인상설이 맞물려, AI 수요가 생산능력을 조인다
제품호재
TSMC A14 Process Gains Strong Customer Traction, Tape-Outs Underway Ahead of 2028영어 원문
Zacks reports strong customer engagement across smartphone, HPC, AI; 10-15% performance gain
첫날 +1.0% · 5일 후 +1.8%
›전개 과정 2회
2026-09-24Next-gen node covers smartphone, HPC, AI with 10-15% performance gain
2026-09-23Zacks reports strong customer engagement across smartphone, HPC, AI; 10-15% performance gain
이전 이벤트 25건›
기업호재
TSMC and Partners Break Ground on Kaohsiung Advanced Packaging Cluster영어 원문
TSMC, ASE, Foxconn and 20+ firms start developing Taiwan's first advanced packaging cluster in Kaohsiung, boosting AI chip packaging capacity.
첫날 +2.4% · 5일 후 +1.7%
›전개 과정 2회
2026-09-21TSMC starts construction of advanced packaging park in Kaohsiung, boosting AI chip packaging capacity.
2026-09-23TSMC, ASE, Foxconn and 20+ firms start developing Taiwan's first advanced packaging cluster in Kaohsiung, boosting AI chip packaging capacity.
제품호재
MediaTek Launches 2nm/3nm Chips, Boosting TSMC Advanced Process Demand영어 원문
MediaTek's flagship chips use TSMC's 2nm/3nm processes, strengthening order visibility for advanced nodes
첫날 -1.0% · 5일 후 +9.2%
›전개 과정 2회
2026-09-15MediaTek's new chip uses TSMC's most advanced process, highlighting its tech leadership
2026-09-16MediaTek's flagship chips use TSMC's 2nm/3nm processes, strengthening order visibility for advanced nodes
실적호재
TSMC's Record August Revenue, AI Demand Continues to Drive Growth영어 원문
August revenue up 53.3% YoY, strong AI chip demand, tight advanced process capacity
첫날 -1.7% · 5일 후 +0.5%
›전개 과정 3회
2026-09-10Record monthly sales underscore robust AI demand; company says supply still can't keep up
2026-09-12August sales beat expectations on sustained AI demand, adding market reaction and multi-source confirmation to existing event.
2026-09-15August revenue up 53.3% YoY, strong AI chip demand, tight advanced process capacity
제품호재
TSMC Advances CPO, Potential New Moore's Law for Bandwidth영어 원문
CPO doubles bandwidth every two years to meet AI data center demand
첫날 -3.5% · 5일 후 +6.5%
M&A·자금조달호재
Druckenmiller Fund Holds 9.3% Weight in TSM영어 원문
TSMC is second-largest holding in prominent investor's ETF, signaling institutional confidence
첫날 -1.7% · 5일 후 +0.5%
기업호재
TSMC Hits Record Gross Margin, AI Chip Dominance Strengthens영어 원문
Record margin reflects strong AI demand; Arizona shifts from drag to profit driver
첫날 -0.8% · 5일 후 -4.1%
기업호재
TSMC and ASML Push 12-inch EUV Masks, Targeting 2031영어 원문
Larger mask format boosts fab productivity for complex AI chips, reinforcing TSMC's leading position
첫날 +2.4% · 5일 후 -5.8%
기업호재
TSMC Benefits as Global Semiconductor Sales Hit Record in July on AI Demand영어 원문
Global chip sales up 135.1% YoY, TSMC retains 73% foundry share amid AI surge
첫날 +2.4% · 5일 후 -5.8%
기타호재
South Korea's AI-for-All Plan Could Boost Demand for TSMC-Made Chips영어 원문
Korea's $250B KRW AI subsidy plan may increase demand for TSMC's advanced nodes
첫날 +2.4% · 5일 후 -5.8%
애널리스트호재
TSMC Chairman: Unprecedented AI Demand, 20 Fabs Still Insufficient영어 원문
Multiple sources confirm surging AI demand and capacity crunch, supporting TSMC's expansion thesis
첫날 +2.4% · 5일 후 -5.8%
›전개 과정 3회
2026-09-05Nvidia's disclosure of $1.3T hyperscaler capex for 2027 drives multiple outlets to highlight TSM as top AI beneficiary
2026-09-05Multiple independent sources highlight $1.3T AI data center capex forecast, positioning TSMC as a key beneficiary.
2026-09-06Multiple sources confirm surging AI demand and capacity crunch, supporting TSMC's expansion thesis
기업호재
TSMC tool demand nearly doubles in half year, 2026 CapEx may reach $64B영어 원문
AI orders drive tool procurement and fab construction, nearly 20 fabs worldwide
첫날 +0.4% · 5일 후 +3.0%
›전개 과정 2회
2026-09-02AI demand pulls capacity forward, sharply accelerating tool purchases and fab construction, benefiting equipment chain and advanced nodes
2026-09-03AI orders drive tool procurement and fab construction, nearly 20 fabs worldwide
기업호재
TSMC sees AI compute demand 5x annually, 50x by 2029 vs 2024영어 원문
TSMC exec forecasts AI compute surge, driving data center power needs, indicating long-term growth
첫날 -0.3% · 5일 후 +5.2%
기업
TSMC VP: Optical Engine Scalable, Bottlenecks in Lasers/Fiber영어 원문
VP highlights non-foundry bottlenecks, shaping advanced packaging demand outlook
첫날 -0.5% · 5일 후 +5.7%
M&A·자금조달호재
Hedge funds loaded up on TSM in Q2 on AI theme영어 원문
Multiple top hedge funds added TSM positions, betting on AI compute demand
첫날 +2.3% · 5일 후 -2.4%
애널리스트호재
Analysts Forecast TSM Price Target for 2027영어 원문
Multiple sources see AI buildout boosting TSM long-term
첫날 +0.1% · 5일 후 -0.5%
기업호재
TSMC July Revenue Record High on Strong AI Demand영어 원문
July revenue NT$467.58B, AI demand drives growth
첫날 +0.1% · 5일 후 -0.5%
제품호재
OpenAI Unveils Jalapeño Chip; TSMC Fabs the ASIC영어 원문
OpenAI's self-designed ASIC, built on TSMC N3P, outperforms rivals, underscoring TSMC's process leadership
첫날 +1.8% · 5일 후 -0.8%
기업호재
TSMC Raises 2026 CapEx to $60B-$64B, Boosts Dividend영어 원문
AI, HPC, and 5G demand drive expansion; capex commitment bolsters growth outlook
