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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDBullish
TSMC reported changes in shareholdings for its board of directors and executive officers for the month of September 2026. Key executives, including CEO C.C. Wei, increased their share ownership during this period.…more
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TSMC reported third-quarter 2026 revenue of NT$1.49 trillion and net income of NT$763.06 billion, marking year-over-year increases of 50.9% and 68.7%, respectively. The company provided a fourth-quarter revenue guidance of US$52.3 billion to US$54.3 billion, driven by strong demand for its leading-edge process technologies, including the rapid ramp-up of 2-nanometer production.…more
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TSMC insider Yuan Lipen filed a Form 4 report regarding a change in beneficial ownership of securities, effective October 7, 2026. This filing serves as a standard disclosure of insider equity transactions to the SEC.…more
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Intel-Musk Collaboration Could Pose Threat to TSMC
Analysts suggest that combining Elon Musk's Terafab project with Intel's manufacturing expertise could create a significant challenge for TSMC. However, the specific nature of the partnership and the project's ultimate success remain uncertain.…more
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TSMC is exploring alternatives to factory equipment containing rare-earth components to avoid potential disruptions from Chinese export controls. This move highlights the company's efforts to reduce supply chain vulnerabilities regarding critical semiconductor manufacturing materials.…more
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SpaceX reported third-quarter revenue and earnings that significantly beat market expectations, demonstrating strong growth. The company also announced plans to achieve volume production of AI chips by 2028 through its Terafab project in collaboration with Tesla.…more
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