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TWSE:2330 News

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TSMC Stock Jumps 7% as Microsoft Revives AI-Chip Trade

Taiwan Semiconductor Manufacturing NYSE:TSM, the world's largest contract chipmaker, jumped approximately 7% in Thursday's U.S. regular-session trading as Microsoft's results renewed investor confidence in AI infrastructure demand. The Philadelphia Semiconductor Index increased approximately 6.7…

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TSMC Stock Drops 4.1% as $2 Trillion AI Rout Spreads

Taiwan Semiconductor Manufacturing NYSE:TSM, the world's largest contract chipmaker, fell approximately 4.1% in Wednesday's U.S. regular-session trading as a severe Asian AI-stock rout spread across semiconductor markets. TSMC's Taipei-listed shares closed 3.5% lower. South Korea's KOSPI fell as mu…

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Weekly Recap: TSMC boosts 2026 capex to $60–$64B and $265B U.S. plan

Taiwan Semiconductor Manufacturing Co. (TWSE:2330) rallied on stronger June-quarter results, a raised $60–64B 2026 capex outlook and a $265B U.S. expansion centered on Arizona while planning early‑2027 price hikes; supply and tech-leak issues were contained and won’t disrupt production.Previous Wee…

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TSMC's $200 billion U.S. bet comes with a costly trade-off

Taiwan Semiconductor Manufacturing Co. NYSE:TSM said its expanding manufacturing footprint in the United States is expected to pressure profit margins over the next several years, even as demand for advanced artificial intelligence chips remains strong.TSMC has pledged about $200 billion in U.S. in…

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Weekly Recap: Record Q2 results and 2026 outlook with up to $200B capex

Taiwan Semiconductor (TWSE:2330) posted record Q2 results and strong margins, raised its 2026 revenue and capex outlook and added a $100B U.S. plan as analysts foresee up to $200B 2026–28 spending; it’s also expanding Chiayi packaging with multi-plant Phase II builds and job growth.Previous Week Re…

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2330 Stock 12‑Month Price Target Raised to TWD 3054.03, Implies 25% Upside

Explore more price target data and ratings for Taiwan Semiconductor Manufacturing Co., Ltd. on the Forecasts tab, and track all previous and future analyst recommendations for Taiwan Semiconductor Manufacturing Co., Ltd. in the dedicated News Flow.Select reference data provided by FactSet. Copyrigh…

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Strategist Says TSMC's Blowout Q2 Validates AI Demand, Dismisses Valuation Worries Around MU, SNDK And Other Chip Stocks

Callan Family Office Market Strategist RaeAnn Mitrione on Thursday said that Taiwan Semiconductor Manufacturing Co.’s (TSM) blowout second-quarter (Q2) performance shows that the AI demand is indeed there.Mitrione also dismissed concerns about the impact of the Iran conflict on the markets over the…

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