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TSM stock rallies as Nvidia reportedly turns to TSMC for advanced memory chips - can it challenge Samsung, Micron and SK Hynix?
TSM stock today: TSMC stock climbed more than 6% in early trading Friday after a report said the chipmaker is considering manufacturing advanced 3D DRAM chips at Nvidia's request. The potential move could expand TSMC's role in the AI hardware market as memory shortages increase competition among leading chipmakers.
Asia chip firms see strong AI demand; market jitters continue
Asian chip-supply-chain companies report a strong ongoing demand for AI-related products despite investor concerns. Foxconn Chairman Young Liu stated that AI is not in a bubble, underscoring clear demand for AI products. Tokyo Electron reported a significant forecast increase in operating profit due to robust demand for chipmaking equipment. SK Hynix announced plans to return about $75 billion to shareholders due to rising memory prices.
Apple commits up to $100 million for US titanium in domestic manufacturing push
Apple has set a milestone, pledging to invest up to $100 million in titanium over the next three years as part of its American Manufacturing Program. This collaboration with Perryman Company will ensure that 80% of the titanium sourced comes from recycled materials in Pennsylvania. Furthermore, Apple is also strengthening its tie with Qnity Electronics to upgrade its iPhone camera system, showcasing a commitment to advance manufacturing within the US.
TSMC Q3 profit jumps 69% to record, beating expectations
TSMC, the world's largest contract chipmaker, posted a 69% jump in third-quarter net profit on Thursday, beating market forecasts and hitting a record, thanks to soaring global demand for its AI processors.
Global Market: TSMC set for sixth straight record quarterly profit on AI chip boom
TSMC is expected to report its sixth consecutive quarter of record earnings, driven by surging AI chip demand and technology investments. Analysts forecast a 65% profit increase, while investors await updated guidance amid interest-rate concerns and expanding global manufacturing plans, including major US investments to strengthen semiconductor production capacity.
TSMC expected to report sixth straight quarter of record profit thanks to AI boom
Analysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) AI chipmaking capacity, as well as its advanced chip packaging technology, CoWoS, remains strong.
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Global Market: TSMC third-quarter revenue jumps 50% as AI chip demand surges
TSMC reports record third-quarter revenue, beating estimates as surging AI demand drives strong growth in advanced chips, while the chipmaker prepares to provide a detailed outlook on earnings, capital spending and AI demand.
Global funds, same tech bet? The diversification trap Indian investors may miss
Many Indian investors mistakenly believe they diversify their portfolios by adding foreign countries. However, numerous global indices often revolve around similar technology narratives, particularly in semiconductors. To achieve real diversification, investors must grasp the fundamental earnings drivers. Exploring Europe and Japan can unveil distinct economic pathways, offering a refreshing contrast. A thorough assessment of concentration risks and market dynamics is vital when engaging in international investments.
MediaTek launches new mobile chip using TSMC's most advanced technology
MediaTek said the Dimensity 9600 Pro is its first mobile processor built using Taiwan Semiconductor Manufacturing Co's cutting-edge 2-nanometre process. It also introduced the Dimensity 9600M, made using TSMC's 3-nanometre process and aimed at a broader segment of the flagship smartphone market.
ASML extends chipmaking dominance as customers embrace High NA
Its existing $200 million EUV machines, essential for making advanced AI chips, are all but sold out through 2027, while customers have made a flurry of commitments to adopt its next generation of $400 million High NA tools.
iPhone 18 Pro Max launch in India: Check expected price, specs, features and what Apple may offer for Indian buyers
Apple is set to host its “Surprise and shine” event on September 9 at 10:30 pm IST, where it is widely expected to unveil the iPhone 18 Pro, iPhone 18 Pro Max and its first foldable iPhone. Reports suggest Apple may delay the standard iPhone 18 and iPhone 18e until spring 2027, making this a premium-focused iPhone launch.
Apple iPhone 18 Pro Max release date, expected price, specifications: All you need to know
Apple is expected to unveil the iPhone 18 Pro Max at its September 9 "Surprise and shine" event, with leaks pointing to an A20 Pro chip built on TSMC's 2nm process, a variable-aperture camera, a larger 5,391mAh battery and improved cooling. Design changes remain subtle, including a smaller Dynamic Island and new colour options. Indian pricing is estimated between Rs 1.59 lakh and Rs 1.80 lakh, though unconfirmed.
Apple September 2026 event date: Tech giant announces when it will launch iPhone 18 Pro and other gadgets
Apple's next launch event is scheduled for September ninth, revealing the iPhone eighteen Pro lineup. Component costs and increased demand may drive up the iPhone eighteen Pro's price. The new models could feature an A20 Pro chipset and improved camera hardware. RAM upgrades and brighter displays are also anticipated for the Pro models. Official India pricing will be announced by Apple during the upcoming launch event.
Xiaomi launches new Xring chip, partners with TSMC for production
The introduction of Xring O3 comes a year after Xiaomi launched its first proprietary smartphone processor, the Xring O1, marking the latest step in the world's third-largest smartphone vendor's push to join rivals such as Apple, Samsung Electronics and Huawei in developing its own chips.
Xiaomi launches new Xring chip, partners with TSMC for production, sources say
Xiaomi introduced its new Xring O3 smartphone processor, aiming for greater component control. This chip, made by TSMC using its 3nm technology, targets future flagship devices. The company expects to ship between 200,000 and 300,000 units of this new processor. This move aligns with rivals like Apple and Samsung developing their own internal chips. Xiaomi's strategy seeks to reduce reliance on external chip suppliers like Qualcomm.
Samsung hikes chipmaking prices by up to 15% on demand spike
Demand from Chinese customers has been particularly strong, but Samsung has been unable to meet all orders because it must serve US customers and reserve part of its capacity to support its own chip production, said the sources, who spoke on the condition of anonymity because they are discussing sensitive commercial matters.
iPhone 18 Pro release date: When will Apple launch it? Check expected date, features and price
Apple is expected to launch its iPhone 18 Pro lineup in September, with preparations underway. This September launch aligns with Apple's supply chain and carrier upgrade cycles. Component suppliers like TSMC require advance planning for chip production and allocation. Logistics for global distribution are also a key consideration for Apple. The new iPhones could also drive subscriptions to Apple's services.
Apple iPhone 18 Pro launch: Check expected date, features, price and other details
iPhone 18 pro news: Apple is preparing for its major September iPhone event. The company expects to introduce the iPhone 18 Pro and other new models. This timing aligns with established manufacturing and consumer upgrade patterns. Preparations include an employee lottery for event support at Apple Park. The event signifies a significant product showcase for the company this year.
Apple supplier Tata Electronics tightens internal controls after data breach
Tata Electronics is investigating a massive data leak on the dark web, reportedly exposing thousands of secret client files from Apple and Tesla. The company has restricted internal system access, hired a global consultant for a forensic audit, and informed authorities and clients. Apple's security team is actively collaborating with Tata on mitigation efforts following this significant cybersecurity incident.
TSMC expected to remain Apple's primary chip manufacturing partner despite reported Intel deal: Report
Taiwan Semiconductor Manufacturing Co. will likely continue making chips for Apple. Experts say TSMC's advanced technology and reliable production are unmatched. While Apple may work with Intel, TSMC's lead in areas like packaging and yields makes it indispensable for Apple's key devices.
TSMC plans to open chip packaging plant in Arizona by 2029, executive says
Modern artificial intelligence chips, such as those made by Nvidia, are not single chips but several chips glued together with advanced packaging technologies, a step that has become a supply bottleneck for Nvidia and others. In a January earnings call, TSMC said it was applying for permits to begin construction of its first advanced packaging plant in an existing Arizona facility, but did not give a timeline for when it will come online.
Tim Cook warned by CIA that China could move on Taiwan by 2027, report says
Tim Cook CIA briefing China Taiwan 2027 threat: Apple CEO received a classified CIA briefing in July 2023, warning of a potential Chinese move on Taiwan by 2027. The briefing highlighted the global reliance on Taiwan's advanced chip production, a critical factor for Apple and the tech industry.
TSMC says started mass production of 'most advanced' 2nm chips
Taiwan’s TSMC has begun mass production of its new 2-nanometre chips, the most advanced it has ever made. The company says the technology offers higher performance with better energy efficiency. "TSMC's 2nm (N2) technology has started volume production in 4Q25 as planned," TSMC said in an undated statement on its website.
Apple plans Texas factory for AI servers, 20,000 research jobs
Apple said that it plans to spend $500 billion in the United States over the next four years, though that figure includes everything from purchases from U.S. suppliers to U.S. filming of television shows and movies for its Apple TV+ service. The company declined to say how much of the figure it was already planning to spend with its existing U.S. supply base, which includes firms such as Corning, which makes glass for iPhones in Kentucky.
TSMC third-quarter profit seen jumping 40% on strong AI chip demand
Taiwan Semiconductor Manufacturing Co (TSMC) is expected to post a 40% increase in third-quarter profit driven by strong demand for AI applications. Key clients like Apple and Nvidia are heavily relying on TSMC's advanced technologies. TSMC’s stock has surged 77% this year, outperforming the broader market.
AI frenzy takes Taiwan's TSMC to record peak, puts it in trillion dollar club
The AI frenzy has sparked a rally in chipmaker stocks across the globe. Taiwan Semiconductor Manufacturing Co (TSMC), the world's largest contract chipmaker, whose customers include AI poster child Nvidia, has especially benefited from the soaring demand for AI-capable chips.
TSMC seeks $15 billion from US but objects to certain conditions: Report
TSMC, which in December more than tripled its planned investment at its new Arizona plant to $40 billion, is concerned about rules that could require it to share profits from the factories.
Berkshire dumps shares in TSMC, banks; increases Apple stake
It is rare but not unprecedented for Berkshire to quickly undo a multi-billion dollar investment in a company's stock. In the first quarter of 2022, Berkshire sold nearly all of what had been an $8.3 billion stake in Verizon Communications Inc that it amassed in late 2020.
TSMC plans to make more advanced chips in US on Apple's push: report
TSMC is expected to announce the new plan when US President Joe Biden and Commerce Secretary Gina Raimondo visit Phoenix for a ceremony next Tuesday
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