2026-09-05 → 09-28 Product Bull
TSMC 2nm Capacity to Reach 120K Wafers/Month, Customers Increase Reservations 10-20% Apple, Nvidia and other customers raise reservations; 2nm capacity targets 120K wafers by year-end, strong advanced node demand
D1 +2.4% · +5d -5.8%
› 3 waves of this story2026-09-05 Company now making chips on 2nm process, outperforming Mag 7 YTD; analyst sees 22% upside by year-end2026-09-14 2nm capacity to reach 110k wpm by mid-2027; Apple iPhone 18 Pro to feature 2nm chip2026-09-28 Apple, Nvidia and other customers raise reservations; 2nm capacity targets 120K wafers by year-end, strong advanced node demand2026-09-27 Capital Bull
Druckenmiller Adds TSMC Stake, Bets on AI Infrastructure Billionaire investor increases TSMC position as part of AI infrastructure portfolio
D1 +0.5% · +5d +7.3%
2026-09-24 Product Bull
TSMC A14 Process Gains Strong Customer Traction, Tape-Outs Underway Ahead of 2028 Zacks reports strong customer engagement across smartphone, HPC, AI; 10-15% performance gain
D1 +1.0% · +5d +1.8%
› 2 waves of this story2026-09-24 Next-gen node covers smartphone, HPC, AI with 10-15% performance gain2026-09-23 Zacks reports strong customer engagement across smartphone, HPC, AI; 10-15% performance gain2026-09-21 → 09-23 Company Bull
TSMC and Partners Break Ground on Kaohsiung Advanced Packaging Cluster TSMC, ASE, Foxconn and 20+ firms start developing Taiwan's first advanced packaging cluster in Kaohsiung, boosting AI chip packaging capacity.
D1 +2.4% · +5d +1.7%
› 2 waves of this story2026-09-21 TSMC starts construction of advanced packaging park in Kaohsiung, boosting AI chip packaging capacity.2026-09-23 TSMC, ASE, Foxconn and 20+ firms start developing Taiwan's first advanced packaging cluster in Kaohsiung, boosting AI chip packaging capacity.2026-09-15 → 09-16 Product Bull
MediaTek Launches 2nm/3nm Chips, Boosting TSMC Advanced Process Demand MediaTek's flagship chips use TSMC's 2nm/3nm processes, strengthening order visibility for advanced nodes
D1 -1.0% · +5d +9.2%
› 2 waves of this story2026-09-15 MediaTek's new chip uses TSMC's most advanced process, highlighting its tech leadership2026-09-16 MediaTek's flagship chips use TSMC's 2nm/3nm processes, strengthening order visibility for advanced nodes2026-09-10 → 09-15 Earnings Bull
TSMC's Record August Revenue, AI Demand Continues to Drive Growth August revenue up 53.3% YoY, strong AI chip demand, tight advanced process capacity
D1 -1.7% · +5d +0.5%
› 3 waves of this story2026-09-10 Record monthly sales underscore robust AI demand; company says supply still can't keep up2026-09-12 August sales beat expectations on sustained AI demand, adding market reaction and multi-source confirmation to existing event.2026-09-15 August revenue up 53.3% YoY, strong AI chip demand, tight advanced process capacity2026-09-14 Product Bull
TSMC Advances CPO, Potential New Moore's Law for Bandwidth CPO doubles bandwidth every two years to meet AI data center demand
D1 -3.5% · +5d +6.5%
2026-09-10 Capital Bull
Druckenmiller Fund Holds 9.3% Weight in TSM TSMC is second-largest holding in prominent investor's ETF, signaling institutional confidence
D1 -1.7% · +5d +0.5%
2026-09-09 Company Bull
TSMC Hits Record Gross Margin, AI Chip Dominance Strengthens Record margin reflects strong AI demand; Arizona shifts from drag to profit driver
D1 -0.8% · +5d -4.1%
2026-09-08 Company Bull
TSMC and ASML Push 12-inch EUV Masks, Targeting 2031 Larger mask format boosts fab productivity for complex AI chips, reinforcing TSMC's leading position
D1 +2.4% · +5d -5.8%
2026-09-07 Company Bull
TSMC Benefits as Global Semiconductor Sales Hit Record in July on AI Demand Global chip sales up 135.1% YoY, TSMC retains 73% foundry share amid AI surge
D1 +2.4% · +5d -5.8%
2026-09-07 Other Bull
South Korea's AI-for-All Plan Could Boost Demand for TSMC-Made Chips Korea's $250B KRW AI subsidy plan may increase demand for TSMC's advanced nodes
D1 +2.4% · +5d -5.8%
2026-09-05 → 09-06 Analyst Bull
TSMC Chairman: Unprecedented AI Demand, 20 Fabs Still Insufficient Multiple sources confirm surging AI demand and capacity crunch, supporting TSMC's expansion thesis
D1 +2.4% · +5d -5.8%
› 3 waves of this story2026-09-05 Nvidia's disclosure of $1.3T hyperscaler capex for 2027 drives multiple outlets to highlight TSM as top AI beneficiary2026-09-05 Multiple independent sources highlight $1.3T AI data center capex forecast, positioning TSMC as a key beneficiary.2026-09-06 Multiple sources confirm surging AI demand and capacity crunch, supporting TSMC's expansion thesis2026-09-02 → 09-03 Company Bull
TSMC tool demand nearly doubles in half year, 2026 CapEx may reach $64B AI orders drive tool procurement and fab construction, nearly 20 fabs worldwide
D1 +0.4% · +5d +3.0%
› 2 waves of this story2026-09-02 AI demand pulls capacity forward, sharply accelerating tool purchases and fab construction, benefiting equipment chain and advanced nodes2026-09-03 AI orders drive tool procurement and fab construction, nearly 20 fabs worldwide2026-09-01 Company Bull
TSMC sees AI compute demand 5x annually, 50x by 2029 vs 2024 TSMC exec forecasts AI compute surge, driving data center power needs, indicating long-term growth
D1 -0.3% · +5d +5.2%
2026-08-31 Company
TSMC VP: Optical Engine Scalable, Bottlenecks in Lasers/Fiber VP highlights non-foundry bottlenecks, shaping advanced packaging demand outlook
D1 -0.5% · +5d +5.7%
2026-08-27 Capital Bull
Hedge funds loaded up on TSM in Q2 on AI theme Multiple top hedge funds added TSM positions, betting on AI compute demand
D1 +2.3% · +5d -2.4%
2026-08-26 Analyst Bull
Analysts Forecast TSM Price Target for 2027 Multiple sources see AI buildout boosting TSM long-term
D1 +0.1% · +5d -0.5%
2026-08-26 Company Bull
TSMC July Revenue Record High on Strong AI Demand July revenue NT$467.58B, AI demand drives growth
D1 +0.1% · +5d -0.5%
2026-08-25 Product Bull
OpenAI Unveils Jalapeño Chip; TSMC Fabs the ASIC OpenAI's self-designed ASIC, built on TSMC N3P, outperforms rivals, underscoring TSMC's process leadership
D1 +1.8% · +5d -0.8%
2026-08-21 Company Bull
TSMC Raises 2026 CapEx to $60B-$64B, Boosts Dividend AI, HPC, and 5G demand drive expansion; capex commitment bolsters growth outlook
D1 +0.7% · +5d -0.3%
2026-08-19 Company Bull
Samsung Foundry Hikes Prices 15%, TSMC Capacity Tightness Bolsters Pricing Power Samsung's price hike signals AI-driven capacity crunch in advanced nodes; TSMC also fully booked, indicating industry-wide tightness.
D1 -0.3% · +5d +1.4%
2026-08-18 Capital
Multiple Institutions Adjust TSM Holdings in Q2 with Mixed Directions Several asset managers disclosed Q2 position changes, with both increases and decreases, reflecting divergent views on TSM.
D1 -4.1% · +5d +1.0%
2026-08-17 Company Bull
TSMC Arizona 2nm Ahead of Schedule, Overseas Fabs Turn Profitable Arizona 2nm likely 4 quarters early; overseas fabs contribute to H1 2026 net profit
D1 +1.1% · +5d -4.8%
2026-08-15 Capital Bear
SoftBank Cuts TSM Stake 71.5% in Q2 SoftBank reduced TSM sponsored ADS stake by 71.5% to 565,000 shares
D1 +1.1% · +5d -4.8%
2026-07-17 → 08-15 Earnings Bull
TSMC Q2 beat, AI demand remains robust Q2 beat with raised capex, AI chip demand underpins growth
D1 -2.8% · +5d +1.3%
› 8 waves of this story2026-07-17 Revenue/profit beat, CapEx raised to $60-64B, plus $100B more for Arizona2026-07-18 Q2 revenue $40.2B, GM 67.7%, net income +77% YoY, but market wanted more2026-07-22 Q2 revenue $40.2B up 36%, GM 67.7%, but DIO jumped to 76.5 days, raising demand concerns2026-07-24 AI demand and rapid 2nm ramp-up drive outlook; CEO envies memory makers' high margins.2026-07-25 Analysts reiterate Buy, citing insulation from AI price wars; elevated CapEx ($60-64B) spurs share decline2026-07-27 Q2 revenue +36% YoY, HPC +66%, 2nm progress reinforce growth and expansion thesis2026-08-03 Q2 revenue up 34% YoY to $40.2B, record net income, shares +7.6% on July 302026-08-15 Q2 beat with raised capex, AI chip demand underpins growth2026-08-15 Capital
Institutional Q2 TSM stake cuts draw market attention Multiple funds trimmed TSM in Q2, yet long-term demand narrative intact
D1 +1.1% · +5d -4.8%
2026-08-15 Capital Bull
Druckenmiller's Q2 13F Shows TSM as Top Holding Duquesne held ~$281M TSM at Q2 end, its largest position
D1 +1.1% · +5d -4.8%
