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TSMC: The Easy Money Is Gone: Taiwan Semiconductor (TSMC) delivered record Q3 results, with Q4 revenue guidance of $52.3–$54.3 billion and AI-driven demand ...
seekingalpha.com/article/4955036-tsmc-the-easy-money-is-gone

Paid articlePaywallTSMC's monthly revenue surged 53% to a record high on AI chip demand: The world's largest contract chipmaker reported its fourth consecutive monthly revenue ...
qz.com/tsmc-record-august-revenue-ai-chip-demand-091026

TSMC, Intel and Samsung all bet on ASML's latest chip tool in AI race: TAIPEI -- Taiwan Semiconductor Manufacturing Co. said on Tuesday that it will begin using ...
asia.nikkei.com/business/tech/semiconductors/tsmc-intel-and-samsung-all-bet-on-asml-s-latest-chip-tool-in-ai-race

AI Boom Pushes Taiwan's TSMC Into Record Expansion and Global Supply Chain Shift
arabtimesonline.com/news/ai-boom-pushes-taiwans-tsmc-into-record-expansion-and-global-supply-chain-shift/
TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth: TSMC , the world's largest contract chipmaker, expects the global semiconductor ...
reuters.com/world/asia-pacific/tsmc-says-global-chip-market-hit-15-trillion-by-2030-ai-drives-growth-2026-05-14/

Hitachi, Advantest ride AI boom to lead Japan Inc. profit bonanza: TOKYO -- A large majority of Japanese corporations reported bigger profits last fiscal year ...
asia.nikkei.com/business/technology/artificial-intelligence/hitachi-advantest-ride-ai-boom-to-lead-japan-inc.-profit-bonanza

Analysts rerate Taiwan Semiconductor after earnings | TSM: TSM is up 31% this year. Analysts are racing to update their ratings after TSMC's latest results.
thestreet.com/investing/stocks/analysts-rerate-taiwan-semiconductor-stock-after-earnings

Japan’s Nikkei Stock Average Rebounds but Fails to Make up Three Days of Losses (UPDATE 1)
japannews.yomiuri.co.jp/news-services/reuters/20260305-314629/

Nikkei Crosses 59,000 for First Time on Software Rally; Gains Shrink on Profit Taking
japannews.yomiuri.co.jp/news-services/reuters/20260226-313635/

Japan chip industry reports solid profit growth amid AI boom: Major companies in Japan's semiconductor sector reported strong earnings for the ...
japantoday.com/category/tech/japan-chip-industry-reports-solid-profit-growth-amid-ai-boom

Japan’s Nikkei Stock Average Slips after Sharp Gain as Software Firms Slump (UPDATE 1)
japannews.yomiuri.co.jp/news-services/reuters/20260204-308778/

Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic'
cnbc.com/2026/01/26/nvidia-set-to-supplant-apple-as-tsmcs-largest-customer.html

What the U.S.-Taiwan deal means for the island's 'silicon shield': The U.S.-Taiwan deal aimed at expanding chip production capacity in the U.S ...
cnbc.com/2026/01/19/us-taiwan-chip-deal-silicon-shield-tsmc-trump-tapei-ai-semiconductor-supply-chain.html

Taiwan’s Flagship Chip Maker Charts a Future Beyond Taiwan: TSMC has for decades provided a ‘Silicon Shield’ to its namesake island. Now it sees both business ...
wsj.com/tech/taiwan-semiconductor-tscm-us-investment-d96f77f9
Paid articlePaywallU.S. and Taiwan reach deal lowering tariffs to 15% and boosting financing for U.S. semiconductor operations
cbsnews.com/news/us-taiwan-deal-tariffs-boosting-financing-us-semiconductor/
TSMC plans record capex of up to $56bn for 2026 amid AI boom: TAIPEI -- Taiwan Semiconductor Manufacturing Co. will raise its capital spending to a record level ...
asia.nikkei.com/business/tech/semiconductors/tsmc-plans-record-capex-of-up-to-56bn-for-2026-amid-ai-boom
Asian shares are mostly lower and oil sinks $2 after Trump says Iran stopped killings | The Asahi Shimbun: Breaking News, Japan News and Analysis
asahi.com/ajw/articles/16286314

Taiwan Invokes National Security Law to Protect TSMC Trade Secrets: An executive left TSMC for Intel. Taiwan’s government says that could threaten its national ...
nytimes.com/2025/12/10/business/taiwan-tsmc-trade-secrets.html

Japan's Rapidus to build cutting-edge 1.4-nm chip plant in race with TSMC: TOKYO -- Rapidus, which aims to bring production of leading-edge semiconductors back ...
asia.nikkei.com/business/tech/semiconductors/japan-s-rapidus-to-build-cutting-edge-1.4-nm-chip-plant-in-race-with-tsmc

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