TSMC posts record profit for a sixth straight quarter, beating estimates on AI boom
cnbc.com/2026/10/15/tsmc-third-quarter-profit-global-ai-.html

Taiwan Semiconductor Manufacturing Co. on Thursday reported a record third-quarter profit that beat estimates, powered by an unrelenting global appetite for AI ... Show more
ASML says it's getting order interest through 2030 as profit smashes expectations
cnbc.com/2026/10/14/asml-3q-earnings-ai-demand-orders-capacity.html

Community Colleges Power Semiconductor Workforce: TSMC, Intel, and others need the colleges to train technicians
spectrum.ieee.org/community-college-semiconductors

TSMC confirms it is considering Terafab chipmaking expansion with Elon Musk — CEO insists TSMC would have to run Texas-based project
tomshardware.com/tech-industry/semiconductors/tsmc-confirms-it-is-considering-terafab-chipmaking-expansion-with-elon-musk-ceo-insists-tsmc-would-have-to-run-texas-based-project

Paid articlePaywallTSMC September sales hit another record as AI boom rolls on: TSMC extended its record revenue streak in September as strong AI chip demand continued to drive ...
cnbc.com/2026/10/08/tsmc-september-sales-hit-another-record-as-ai-boom-rolls-on.html

TSMC Posts Sixth Consecutive Quarterly Profit Record as 2nm Process Reaches 8% Revenue Share in Its First Quarter of Volume Production
TSMC ... Show more
TSMC stock rose to an intraday all-time high on Monday. 📈
The move follows Musk's post on X confirming a potential collaboration with Terafab ... Show more
finance.yahoo.com
finance.yahoo.com

TSMC pushes back on Musk over Terafab operating role | Taiwan News | Oct. 15, 2026 17:56
taiwannews.com.tw/en/news/6458745

OpinionWall Street says Elon Musk's Terafab talks with TSMC could spell bad news for Intel
cnbc.com/2026/10/06/wall-street-says-elon-musks-terafab-talks-with-tsmc-could-be-bad-news-for-intel.html

Paid articlePaywallTSMC profit soars 69% in another record quarter fueled by AI boom: TAIPEI -- Taiwan Semiconductor Manufacturing Co. has reported record quarterly profit, up 68 ...
asia.nikkei.com/business/tech/semiconductors/tsmc-profit-soars-69-in-another-record-quarter-fueled-by-ai-boom

Paid articlePaywallTSMC expected to report sixth straight quarter of record profit thanks to AI boom
reuters.com/world/china/tsmc-expected-report-sixth-straight-quarter-record-profit-thanks-ai-boom-2026-10-12/

Samsung to use TSMC process for Nvidia’s next-generation memory chips | Taiwan News | Oct. 19, 2026 10:24
taiwannews.com.tw/en/news/6460436

TSMC chip capacity is ‘fierce’ battleground for AI customers, amid record quarter
cnbc.com/2026/10/15/nvidia-apple-broadcom-in-fierce-battle-to-make-chips-at-tsmc.html

Counterpoint says rising memory costs could accelerate the decline of cheap smartphones, pushing more buyers toward premium devices ... Show more
CNA Explains: Why are AI stocks tumbling when demand is still booming?: AI demand is booming, chipmakers are posting record profits and tech giants are ...
channelnewsasia.com/world/ai-stocks-tumbling-tech-giants-investing-demand-why-cna-explains-6471256
TSMC approves another 3 nm chip fab in Tainan | Taiwan News | Oct. 19, 2026 11:29
taiwannews.com.tw/en/news/6460426

Musk's Terafab plan poses no short-term threat to TSMC: Analyst - Focus Taiwan: Elon Musk's reported plan to build a massive semiconductor fabrication complex in ...
focustaiwan.tw/business/202610140022

#TSMC says CPO can deliver 4X the energy efficiency of copper. OOI pushes that to 10X.
As CPO moves toward broader deployment ... Show more
Passive Part, Active Battle: Inside CPO's FAU Coupling Bottleneck
Passive Part, Active Battle: Inside CPO's FAU Coupling Bottleneck
Arizona governor ignores China pressure at opening of Taiwan office | Taiwan News | Oct. 6, 2026 20:25
taiwannews.com.tw/news/6452780

Chip Leader TSMC Delivers Beat-And-Raise Third-Quarter Report: TSMC beat estimates for the third quarter and guided above views for the current period ...
investors.com/news/technology/tsm-stock-taiwan-semiconductor-tsmc-q3-2026-earnings/

TSMC, Intel supplier Qnity bets on local production to win business: TAIPEI --The CEO of Qnity, a leading supplier of semiconductor chemicals and materials ...
asia.nikkei.com/editor-s-picks/interview/tsmc-intel-supplier-qnity-bets-on-local-production-to-win-business

Paid articlePaywallTaiwan shares plunge over 1,500 points Thursday morning - Focus Taiwan: Shares in Taiwan tumbled more than 1,500 points at one point Thursday morning ...
focustaiwan.tw/business/202610150005

TAIEX falls below 47,000 points in 6th-largest closing loss | Taiwan News | Oct. 15, 2026 17:51
taiwannews.com.tw/en/news/6458744

Why TSMC’s $64B Capex Spend Still May Not Be Enough - Taiwan Semiconductor (NYSE:TSM)
benzinga.com/markets/prediction-markets/26/10/62254694/tsmc-capex-64-billion-building-enough

Analyst says Musk’s chip fab plan unlikely to threaten Taiwan’s TSMC | Taiwan News | Oct. 14, 2026 17:19
taiwannews.com.tw/en/news/6457931

Intel and AMD: CPU prices are being raised by up to 20 percent - | TSMC as the culprit
pcgameshardware.de/CPU-CPU-154106/News/Intel-Core-AMD-Ryzen-Qualcomm-Snapdragon-Preise-steigen-TSMC-Waferkosten-1556506/

TSMC’s CEO sees no sign of a slowdown as chip foundry reports record profit: Company says it’s still in talks over Musk’s Terafab project
marketwatch.com/story/tsmc-ceo-sees-no-sign-of-a-slowdown-as-chip-foundry-reports-record-profit-17a065d3
Paid articlePaywallElon Musk Would Be Better Off Sending Rockets To Mars Than Productively Making Chips Through Terafab, Says Individual Knowledgable About TSMC’s Internal ...
wccftech.com/elon-musk-would-be-better-off-sending-rockets-to-mars-than-productively-making-chips-through-terafab-says-individual-knowledgable-about-tsmcs-internal-affairs/

What analysts are watching with key semiconductor maker TSMC set to report results
marketwatch.com/story/what-analysts-are-watching-with-key-semiconductor-maker-tsmc-set-to-report-results-c161e86b
Paid articlePaywall[News] CPU Price Hike Wave: Intel Reportedly Up to 20%, Qualcomm 10%, AMD May Join as TSMC Costs Climb
trendforce.com/news/2026/10/12/news-cpu-price-hike-wave-intel-reportedly-up-to-20-qualcomm-10-amd-may-join-as-tsmc-costs-climb/
![[News] CPU Price Hike Wave: Intel Reportedly Up to 20%, Qualcomm 10% ...](https://img.trendforce.com/blog/wp-content/uploads/2026/02/06155903/Intel-CPU-624x417.png)
Elon Musk discusses Terafab plans with TSMC | Taiwan News | Oct. 3, 2026 20:49: Project could be linked to TSMC plans for Texas investment | Oct. 3, 2026 20:49
taiwannews.com.tw/en/news/6451471

Intel ($INTC) shares fell nearly 4% in premarket trading after Elon Musk confirmed early-stage discussions with Taiwan Semiconductor Manufacturing ($TSM) about ... Show more
TSMC posts record September revenue as Q3 sales hit new high | Taiwan News | Oct. 8, 2026 16:53
taiwannews.com.tw/en/news/6454456

GlobalFoundries to produce silicon interposers for TSMC's CoWoS in the US — Five-year agreement valued at $2 billion
tomshardware.com/tech-industry/semiconductors/globalfoundries-to-produce-silicon-interposers-for-tsmcs-cowos-in-the-us-five-year-agreement-valued-at-usd2-billion

AMD CEO Su shares important supply news with stock market investors: AMD stock has surged in 2026, putting Lisa Su in the spotlight as investors watch the ...
thestreet.com/investing/stocks/amd-ceo-su-shares-important-supply-news-with-stock-market-investors

Elon Musk confirms discussions with TSMC about Terafab chipmaking collaboration
Indiana University strengthens ties with Taiwan | Taiwan News | Oct. 6, 2026 16:07
taiwannews.com.tw/en/news/6452779

Elon Musk Says SpaceXAI Will Be Rebranded To SpaceXSI And Declares “SpaceX Is A Super Intelligence Company,” As Trump Forms A Super Intelligence Force
wccftech.com/elon-musk-says-spacexai-will-be-rebranded-to-spacexsi-and-declares-spacex-is-a-super-intelligence-company-as-trump-forms-a-super-intelligence-force/

Key FactsMusk plans to rename SpaceXAI as SpaceXSI
Oct 5, 2026 · Reading time: ~45 sec.
Summary created with AI assistance · Source: qz.com
Summary created with AI assistance · Source: qz.com
- Elon Musk announced plans to rename SpaceXAI as SpaceXSI but provided no timeline or details about the process.
- Donald Trump's September 29 executive order directs federal agencies to officially use “super intelligence” and “SI” instead of “artificial intelligence” and “AI.”
- The order tasks the Assistant to the President for Science and Technology with proposing legislative language for a federal definition within 60 days.
- Ahead of Monday's trading, SpaceX shares were up 0.3% premarket at $159.47, about 18% above their June IPO price of $135.
From this point forward, all of United States documents, and hopefully the world's will be changed to use the much more accurate term 'super' as opposed to artificial. So it's super intelligence,— Trump said, according to Reuters
TSMC boosts US investments to $265B on AI boom: report: Taiwan firms led by TSM boost overseas capex for AI supply chains, with major U.S ...
seekingalpha.com/news/4650769-tsmc-boosts-us-investments-to-265b-on-ai-boom-report

Musk causes unrest - | but Intel sticks to this mega-project: Elon Musk is talking to TSMC about his ambitious chip project Terafab. Intel still wants to ...
wallstreet-online.de/nachricht/21487888-ueberraschende-tsmc-plaene-musk-sorgt-unruhe-intel-haelt-mega-projekt-fest

Chiayi breaks ground on new town project near TSMC | Taiwan News | Oct. 6, 2026 15:29
taiwannews.com.tw/en/news/6452753

AI’s Trillion-Dollar Chip Boom Is Getting Bigger, and NVIDIA Isn’t the Only Winner - Meta Platforms…
benzinga.com/markets/tech/26/10/62115509/ais-trillion-dollar-chip-boom-is-getting-bigger-and-nvidia-isnt-the-only-winner

Qualcomm thinks AI agents are ready. But are we ready to trust them?: Qualcomm is building the foundation for AI agents on PCs and other devices ...
digitaltrends.com/cool-tech/qualcomm-ai-agents-snapdragon-local-ai/

Elon Musk says TSMC could join Terafab- What Taiwan chip giant's entry into US market means
livemint.com/companies/news/elon-musk-says-tsmc-could-join-terafab-what-taiwan-chip-giants-entry-into-us-market-means-11791289786401.html

TSMC reportedly eyes Texas for second US chipmaking hub | Taiwan News | Sep. 29, 2026 13:23
taiwannews.com.tw/en/news/6448065

TSMC Dresden: A first exclusive look inside Europe's most important chip factory
wiwo.de/technologie/wirtschaft-von-oben/tsmc-dresden-ein-erster-exklusiver-einblick-in-europas-wichtigste-chipfabrik/100257891.html

Nvidia and AMD need more chips: TSMC considers billion-euro expansion: TSMC is examining the construction of another chip complex. The investments would be ...
deraktionaer.de/artikel/medien-ittk-technologie/nvidia-und-amd-brauchen-mehr-chips-tsmc-erwaegt-milliarden-ausbau-20410147.html

Paid articlePaywall$TSMC has had a huge run-up this year. @Will_McGough lays out the key risks investors should watch on the stock.
Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub: Taiwan Semiconductor Manufacturing Co., the Taiwanese contract chip maker that ...
marketwatch.com/story/heres-where-tsmc-is-reportedly-eyeing-a-second-u-s-site-for-a-chip-making-hub-828e4488
Paid articlePaywall⚛️ 3D IC Has Moved From Future Trends to Production Reality.
In August, TSMC, ASE and AMAT used the OCP APAC Summit to set out where 3D IC is headed ... Show more
TSMC, others hold recruitment campaign in Silicon Valley - Focus Taiwan: Fourteen Taiwanese tech companies and the National Development Council (NDC) held a ...
focustaiwan.tw/business/202609280017

Economics Ministry approves US$44B in TSMC U.S. investments since 2020 - Focus Taiwan
focustaiwan.tw/business/202609260007

China makes progress in 3-nm chips without advanced lithography tools: The breakthrough by the Chinese Academy of Sciences is far from mass production but shows ...
scmp.com/tech/tech-war/article/3368042/china-makes-progress-3-nm-chips-without-advanced-lithography-tools

Paid articlePaywallASML currently sells no chipmaking machines in Europe, executive says: ASML is currently not selling any of its chipmaking machines in Europe ...
nltimes.nl/2026/09/22/asml-currently-sells-chipmaking-machines-europe-executive-says

World’s largest contract chipmaker TSMC sees August revenue surge over 53% to record high
cnbc.com/2026/09/10/tsmc-august-revenue-chip-ai.html

Labor crisis in U.S. chip manufacturing leaves Samsung, TSMC desperate for talent
cnbc.com/2026/09/17/us-chipmakers-face-deep-labor-shortage-samsung-micron-sound-alarm.html

Meta ($META) plans to deploy its latest in-house AI chip, MTIA 450, in data centers in the first half of 2027 to cut costs and energy use ... Show more
AMD Notifies Partners of 10% Price Hike As Increased TSMC Wafer Costs Could Squeeze Ryzen CPU Lineup For Q4 2026
wccftech.com/amd-notifies-partners-of-10-price-hike/

Nvidia ($NVDA) CEO Jensen Huang called Fireworks AI the “TSMC of AI factories.” Its CTO says AI is shifting from a few frontier models to millions of ... Show more
TSMC's rivals are losing ground, and the gap is growing
Read more: TSMC's rivals are losing ground, and the gap is growing
Taiwan Semiconductor $TSM posts record August revenue of $16.35B (+53.3% YoY) driven by relentless AI demand!
KEY HIGHLIGHTS:
• August sales skyrocketed 53 ... Show more
TSMC recruitment fair draws crowds in Kaohsiung | Taiwan News | Sep. 13, 2026 19:02
taiwannews.com.tw/news/6438938

TSMC foundry market share hits record 72.5% in Q2 | Taiwan News | Sep. 10, 2026 11:42
taiwannews.com.tw/en/news/6437182

Here are the 7 stocks @kmahnhw says to own now - including names like $NVDA and $TSMC: #stocks #stockmarket #nvidia
TSMC August revenue tops NT$500 billion, rises 53.3% | Taiwan News | Sep. 10, 2026 19:28
taiwannews.com.tw/en/news/6437471

TSMC, Samsung commit to ASML’s newest chipmaking tools as AI drives demand: TSMC and Samsung will adopt ASML’s High NA EUV tools for advanced chipmaking as AI ...
cnbc.com/2026/09/08/tsmc-samsung-asml-high-na-euv-machine-ai-chips.html
ASML, TSMC, And Samsung Team Up To Solve Next-Gen Chip Bottleneck: The semiconductor industry is entering a new phase as Samsung and TSMC commit to integrating ...
hothardware.com/news/asml-tsmc-and-samsung-team-up-to-solve-next-gen-chip-bottleneck

TSMC, IBD Stock Of The Day, Rises Above Early Buy Point As Chip Stocks Rally: Taiwan Semiconductor Manufacturing is Tuesday's IBD Stock Of The Day ...
investors.com/research/ibd-stock-of-the-day/tsm-stock-buy-point-chip-stocks/


