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The Latest Breaking News from TSMC

As Taiwan Semi Hikes Its Dividend 20%, Should You Buy TSM Stock?

Taiwan Semiconductor continues to increase its payout. Is the growth sustainable? Here's what to know.

Barchart

Jensen Huang says Nvidia has dethroned Apple as TSMC’s largest customer — rumor suggests that the chip fab is increasing its prices for Cupertino

Nvidia CEO Jensen Huang confirmed in a podcast that his company has overtaken Apple as TSMC's biggest customer, once again becoming its top client after more than 20 years.

Tom’s Hardware

‘I’m Also Very Nervous’ TSMC CEO C.C. Wei says on AI Demand. Here’s the $56 Billion ‘Disaster’ Taiwan Semi Wants to Avoid in 2026.

As TSMC ramps up spending, this article explores why CEO C.C. Wei is closely monitoring AI demand and the $56 billion ‘disaster’ the company is determined to avoid in 2026.

Barchart

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Trump's 25 Percent Tariff on Chip Imports Is Really an Export Tax

The order imposes duties on China-bound AI chips if chipmakers don't invest in American semiconductor fabrication.

Reason

Short Squeeze Season: Is Super Micro Ready to Fly?

A surge in Super Micro Computer stock highlights a potential turnaround as Taiwan Semiconductor confirms insatiable demand for artificial intelligence.

MarketBeat

Samsung Foundry Wins Trust Over Intel as Clients Eye Taylor Facility Shift

Samsung Foundry's Taylor facility is reportedly beating Intel Foundry to become the top US alternative to TSMC, attracting major clients for its 2nm process.

International Business Times UK

Qualcomm's next 'Elite' Snapdragon could go Pro for this year's flagships

New Qualcomm rumors claim the company is preparing a Snapdragon 8 Elite Gen 6 "Pro" addition to its 2026 lineup.

Android Central

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iPhone 18 Pro, iPhone Fold Release Date, Specs, Features, Price and More

Apple's iPhone Fold and iPhone 18 Pro will debut this September with the groundbreaking A20 Pro chip, featuring crease-free displays, 30% greater energy efficiency and revolutionary WMCM packaging technology.

International Business Times UK

The $56 Billion Draft: Follow TSMC’s CapEx Stream

A capital injection into the semiconductor supply chain creates guaranteed revenue for the companies building the infrastructure of the digital economy.

MarketBeat

Applied Materials Stock Just Hit a New All-Time High. Should You Buy AMAT Here?

Applied Materials stock extends gains as TSMC raises capex guidance for the full year. KeyBanc explains why AMAT shares will push higher from here in 2026.

Barchart

Taiwan signs deal to invest $250 ‌billion into US tech industry and slash tariffs on its exports

Signing with silicon.

PC Gamer

iPhone 18 Pro specs just tipped in new report — here's all the upgrades inside and out for the new iPhone

iPhone 18 Pro specs leak reveals identical displays and body, but expect big changes under the surface.

Tom’s Guide

Apple is no longer the apple of TSMC's eye, with Nvidia taking centre stage in the supply of wafers, according to one report

It essentially comes down to whoever is willing to pay the most and AI tops them all.

PC Gamer

U.S. slashes Taiwan tariffs in new semiconductor trade deal — Washington to reduce tariffs to 15% in exchange for $500 billion stateside manufacturing investment

The U.S. and Taiwan trade deal will reduce tariffs to 15% from 20%. It will also pour $250 billion in direct investments in U.S. chip manufacturing, as well as another $250 billion in credit guarantees to Taiwanese tech companies

Tom’s Hardware

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International Business Times UK

Trump's Taiwan Trade Deal: How a Tiny Island Is Teaching the US How to Build World-Class Industrial Parks Again

Trump signs a $250 billion Taiwan trade deal, boosting US industrial parks, semiconductors, and AI investment.

Barchart

Nasdaq Futures Climb on AI Optimism

March Nasdaq 100 E-Mini futures (NQH26) are trending up +0.59% this morning, signaling that a tech rally fueled by strong earnings from Taiwan Semiconductor Manufacturing Co., which revived optimism around AI, looks set to continue.

Euronews

Taiwan touts 'best tariff deal' with US amid Beijing's objections

Taiwan had secured 15% tariffs with no additional fees for the automotive and wood furniture industries, and no tariffs for some components used in the aerospace industry.

The Independent UK

Taiwan says it has secured the ‘best tariff deal’ of any country with a US trade surplus

China slammed the agreement for carrying ‘sovereign connotations’

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news in one place.

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The Independent UK

Asian shares are mixed and US futures edge higher after Wall Street steadies

Shares are trading mixed in Asia after Wall Street broke a two-day losing streak, edging back toward record levels

MarketBeat

TSMC's Strong Guidance Supports the Stock's Hot Start to 2026

TSMC shares are continuing their ascent in 2026. The company's Jan. 15 earnings release revealed solid beats and guidance that strongly surpassed expectations.

Barchart

Stocks Boosted by Chip Demand Optimism

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.26%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.32%. March E-mini S&P futures (ESH26 ) rose +0.24%, and March E-mini Nasdaq futures...

Barchart

Taiwan Semi Stock Moves Into Overbought Territory on Earnings Pop, But Is There Still a Case for Buying TSMC Here?

TSMC stock inches higher as the semiconductor behemoth reports market-beating Q4 earnings. A Counterpoint Research analyst explains what will drive TSM shares higher in 2026.

Barchart

Taiwan Semi Stock Just Hit a New All-Time High But AI Fears Remain

Taiwan Semiconductor (TSM) shares are trading at new all-time highs. Shares are up nearly 70% over the past 52 weeks. TSM maintains a 100% technical “Buy” opinion from Barchart. The stock hit new highs Thursday after Taiwan Semi reported record profit in its fourth-quarter earnings. Today’s Featured Stock Valued at...

Tom’s Hardware

TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex

TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come.

Barchart

Stocks Supported by Strength in Chip Makers and US Economic News

The S&P 500 Index ($SPX ) (SPY ) today is up +0.49%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.07%. March E-mini S&P futures (ESH26 ) are up +0.53%, and March E-mini Nasdaq futures...

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