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TSMC Jan-Feb revenue rises 30% amid strong global AI demand

wpadmin — Tue, 10 Mar 2026 06:54:00 +0000

Taiwan Semiconductor Manufacturing (TSM) on Tuesday reported combined revenue of NT$718.91 billion for January-February 2026, up roughly 30% from the same period a year earlier, driven by continued global investment in AI technologies.
For February alone, revenue came in at roughly

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Iran war: South Korean lawmaker flags risks to chip industry

wpadmin — Thu, 05 Mar 2026 12:42:15 +0000

The U.S.-Israel-Iran conflict could disrupt the supply of chipmaking materials and push electricity costs higher, a South Korean lawmaker warned on Thursday, according to multiple media reports.

“The semiconductor industry expressed concerns that rising oil prices could lead to higher electricity costs domestically, which could ultimately undermine the price competitiveness of semiconductors,” lawmaker Kim Young-bae said after meeting with executives from companies such as Samsung Electronics (SSNLF) and SK Hynix (HXSC.F).

Kim said South Korean companies source key chipmaking materials from the Middle East, like helium, and any supply disruption will impact chip production.

“Logistics and transportation expenses will likely be the biggest issues rising from the situation in the Middle East,” he said.

South Korea is “highly dependent” on the Middle East for 14 items used in chipmaking, including helium, bromine and chip inspection equipment, its industry ministry said. Some of these can be sourced domestically or from other countries.

But 54% of its naphtha imports travel through the Strait of Hormuz, and supplies could be hit if the Iran conflict is prolonged.

South Korea sources 70% of its oil from the Middle East. The government said it has enough oil reserves for now, but it plans to secure alternative supplies. Lawmaker Kim said he is working on a proposal to deploy the reserves as needed for each industry.

Some chipmakers are downplaying supply concerns. SK Hynix (HSXC.F) told Reuters it has “long secured diverse supply chains and sufficient inventory” of helium, because of which “there is almost no chance that the company will be affected.”

Samsung (SSNLF), South Korea’s largest chipmaker, declined to comment.

Taiwan Semiconductor Manufacturing said it does not expect any significant impact currently, ‌and continues to closely monitor the situation.

Contract chipmaker GlobalFoundries (GFS) said it is “in direct contact with suppliers, customers and partners in the region” and “mitigation plans” are in place.

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Nvidia leads chip stocks lower, investors worry about AI buildout plans

wpadmin — Thu, 26 Feb 2026 18:16:51 +0000

Nvidia (NVDA) led chip stocks lower on Thursday despite stellar earnings, as investors seemed to remain concerned about AI buildout plans.

The tech-focused Nasdaq Composite (COMP:IND) fell around 1.7%. At the same time, the benchmark S&P 500 (SP500) dipped about 1%. The blue-chip Dow (DJI) had declined by 0.4%.

AI chipmaker Nvidia’s (NVDA) stock slumped about 5%. On Wednesday, Nvidia (NVDA) not only topped fourth-quarter estimates by a wide margin, but its guidance surprised even the most bullish analysts.

However, investors seemed to be concerned about the massive AI buildout plans.

“Nvidia shares lost roughly 5% in Thursday morning’s trade, as investors remain worried over AI buildout plans. While Nvidia has best in class products and trades at a very reasonable valuation, the market doesn’t believe that the industry as a whole has the necessary capital required for such aggressive growth plans,” said Seeking Alpha analyst Bill Maurer.

Advanced Micro Devices (AMD) declined around 4%. Broadcom (AVGO) tumbled nearly 6%, while Qualcomm (QCOM) was also in the red on Thursday.

Meanwhile, other AI and networking-related stocks also declined on Thursday. Celestica (CLS) slumped about 6%, while Ciena (CIEN), Lumentum (LITE), and Coherent (COHR) each tumbled around 5%. Arista Networks (ANET) fell roughly 3%, while Cisco (CSCO) dipped about 2%.

Shares of GlobalFoundries (GFS) slumped around 6%, while Lattice Semiconductor (LSCC) fell nearly 5%. Marvell Technology (MRVL), Taiwan Semiconductor Manufacturing (TSM), Intel (INTC), Arm (ARM), and Micron Technology (MU) each declined around 4%. Analog Devices (ADI) fell about 3%, while Texas Instruments (TXN) dipped nearly 1%.

Chip equipment makers: Lam Research (LRCX) and Applied Materials (AMAT) each slumped around 6%, while ASML (ASML) declined about 5%. KLA (KLAC) fell about 3% on Thursday.

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Global funds lead biggest one-day Taiwan stock buy in 20 years, lifting TSMC

wpadmin — Wed, 25 Feb 2026 05:59:18 +0000

Global funds reportedly snapped up Taiwanese stocks in their biggest one-day buying spree in two decades, signaling confidence that chipmakers will remain AI-boom beneficiaries, even as broader markets face growing fears of disruption.

Overseas investors bought a net $2.77 billion of Taiwan equities on Tuesday, the most since December 2005, according to data compiled by Bloomberg. The investment also marked a sixth straight day of buying by foreign funds.

The growing dominance of Taiwan Semiconductor Manufacturing Co. has underpinned the broader market, with TSMC (TSM) now accounting for about 45% of the Taiex index, roughly triple its weighting a decade ago. The stock has surged about 30% this year, repeatedly notching fresh record highs. It produces advanced semiconductors for major tech companies, including Apple (AAPL), AMD (AMD), and Nvidia (NVDA).

The surge in equity inflows has also lent support to the Taiwanese dollar, though gains have been tempered by steady U.S. dollar buying from local life insurers. The currency’s relative stability may also reduce the need for foreign investors to hedge their exposure, the report said.

At the current pace, Taiwan is on track for roughly $7 billion in foreign inflows this month, a contrast to the roughly similar amount that has been pulled from memory chip-focused South Korea over the same period.

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Taiwan Semiconductor in focus as DA Davidson starts with Buy rating

wpadmin — Fri, 13 Feb 2026 14:18:43 +0000

Taiwan Semiconductor (TSM) was in focus on Friday as DA Davidson started coverage on the semiconductor foundry giant with a Buy rating and $450 price target.
Shares rose fractionally in premarket trading.
“We are initiating coverage of TSM with a BUY rating and a $450 price target based on what we believe is a compounding execution moat in leading edge manufacturing that’s translating into a durable, self-reinforcing advantage as AI compute demand scales through the gigawatt-gigacycle,” analysts at the firm wrote in a note to clients.

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Taiwan Semiconductor budgeting appears skewed towards front-end, facility: BofA

wpadmin — Tue, 10 Feb 2026 19:12:45 +0000

Taiwan Semiconductor’s (TSM) board-approved budgeting appears to be skewed towards front-end technology and its facilities, Bank of America said.
“On the capital appropriations, we would note the mix this time is skewed toward advanced front-end manufacturing and facility/clean room,” Bank of America analyst Haas Liu wrote in a note to clients. “While the approved figure on a quarterly basis could be lumpy, the accumulated number saw a meaningful jump in YoY growth, the 1st time since 1H24 when it prepared for meaningful CoWoS expansion and further 3nm capacity ramp following ’23 downturn. This is consistent with its aggressive capex guide for ’26 for 3nm addition, 2nm ramp, A16 readiness and advanced packaging capacity expansion and roadmap advancement. We would monitor if the trend sustains, supplemented with supply chain feedback, as a read for its capex spending outlook.”
Liu has a Buy rating and $2,360TWD price target on Taiwan Semiconductor shares.
On Tuesday, Taiwan Semiconductor approved its quarterly dividend of NT$6.0 per share and appropriated $45B for fab construction, capacity installation and upgrade for advanced front-end and specialty and mature technology and advanced packaging. The company also distributed NT$1.2B to its Arizona subsidiary.
Separately, on Tuesday, Taiwan Semiconductor reported revenue rose 37% year-over-year during the month of January.

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Tech Voices: Taiwan’s chip future, Workday CEO, AppLovin report

wpadmin — Mon, 09 Feb 2026 19:22:21 +0000

Seeking Alpha’s roundup of statements and remarks that could impact the technology sector.

Taiwan Vice Premier Cheng Li-chiun said she told the Trump administration that it would be “impossible” to move 40% of the country’s semiconductor manufacturing capacity to the U.S., as was suggested by U.S. Commerce Secretary Howard Lutnick last week.

“I have made it very clear to the United States that this is impossible,” she said during an interview with Taiwanese TV station CTS, according to Reuters.

“Our international expansion, including increased investment in the United States, is based on the premise that we remain firmly rooted in Taiwan and continue to expand investment at home,” she added.

Taiwan Semiconductor (TSM) is currently the world’s largest chipmaker, producing chips for industry heavyweights such as Nvidia (NVDA) and Advanced Micro Devices (AMD).

Workday (WDAY) announced that co-founder and Executive Chair Aneel Bhusri was returning as CEO, effective immediately, succeeding Carl Eschenbach, who will also leave Workday’s board but remain with the company as a strategic advisor to Bhusri.

“As we enter a defining moment shaped by AI, there is no one better than Aneel to lead this next chapter. His vision, conviction, and deep connection to Workday’s culture will position the company to continue to lead in a changing landscape,” said Workday Vice Chair Mark Hawkins in a statement.

Short seller Capitalwatch has revised a negative report on AppLovin (APP) that accused shareholder Hao Tang of financial crimes, stating that it has determined the report contained significant inaccuracies.

“In light of these factual discrepancies—and to prevent the spread of misinformation and protect the legal rights of the parties involved—we have decided to remove and retract the passages relevant to Mr. Tang personally,” Capitalwatch wrote in a long post on X.

“Capitalwatch extends its sincere apologies to Mr. Tang for the distress caused and the potential impact on his personal reputation. We recognize the gravity of personal reputation and believe that any unfounded associations must be promptly corrected,” it added.

Capitalwatch issued the report last month.

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Semiconductor sales to reach nearly $1T globally in 2026

wpadmin — Fri, 06 Feb 2026 13:49:17 +0000

Global annual semiconductor sales are expected to reach about $1T in 2026, after last year saw nearly $800B in sales, according to the Semiconductor Industry Association.

Semiconductor sales worldwide jumped 25.6% year-over-year to $791.7B in 2025. In 2024, sales were $630.5B.

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TSMC expands in Japan with 3 nm chip production, advancing Takaichi’s tech agenda: report

wpadmin — Thu, 05 Feb 2026 05:13:41 +0000

Taiwan Semiconductor Manufacturing (TSM) plans to make advanced 3-nanometer chips in Japan, stepping up its semiconductor manufacturing roadmap in the country in a triumph for Prime Minister Sanae Takaichi’s technology ambitions, Bloomberg News reported.
The go-to chipmaker for Nvidia Corp (

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Taiwan president supports more semiconductor investment in Arizona: report

wpadmin — Fri, 23 Jan 2026 15:10:03 +0000

Taiwan President Lai Ching-te told visiting U.S. Senator Ruben Gallego (D-Ariz.) he supports the investments Taiwan Semiconductor Manufacturing (TSM) has made in Arizona and looks forward to more, according to Reuters.

“We look forward to even more semiconductor manufacturing, research and development facilities ⁠springing up in the greater Phoenix area,” Ching-te said, according to the report. “This will continue to ‍strengthen Taiwan-U.S. relations.”

TSM has already committed to investing $165B in facilities located around the Arizona capital, the report said. U.S. President Donald Trump has pushed for more semiconductor manufacturing operations within the U.S. and reached a deal with Taiwan last week to reduce export tariffs from Taiwan to a maximum of 15% from 20%.

Taiwanese companies plan to invest a total of at least $250B to “build and expand advanced semiconductor, energy, and artificial intelligence production and innovation capacity in the United States,” according to the U.S. Department of Commerce.

Taiwan is also expected to provide credit guarantees of at least $250B to facilitate additional investment in the expansion of the semiconductor supply chain in the U.S.

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