TSMC

Company · 22 stories ·since February 2026

Website Wikipedia @tsmc

July 2026

Jul 2 Nomura/Instinet raises TSMC price target with Buy rating; forecasts +37%/+30% USD revenue growth in 2026F/2027F, aggressive CoWoS capacity expansion to 2M units by 2027F, and 5-10% price hikes on N2/N3/N5 nodes
Jul 1 Etched emerges from stealth with working transformer-inference ASIC, $800M raised, $1B+ in customer contracts

May 2026

May 5 AI boom pushes Samsung to $1T

April 2026

Apr 25 China warns US chip export legislation would severely disrupt global semiconductor supply chains
Apr 22 TSMC Unveils Semiconductor Roadmap Through 2029 With A12, A13, and N2U Nodes
Apr 15 Tesla unveils AI5 processor sample with claimed 40X performance boost over predecessor
Apr 9 TSMC's CoWoS advanced chip packaging revenue grows at 80% CAGR as Nvidia reserves capacity
Apr 8 Elon Musk's Terafab Chip Venture Partners With Intel, Details Remain Unclear
Apr 7 Intel joins Musk's Terafab project alongside Tesla, SpaceX, and xAI
Apr 7 Intel partners with Elon Musk to build Terafab AI chip factory in Texas
Apr 7 Intel Stock Climbs After Joining Musk's Terafab Chip Manufacturing Project
Apr 3 TSMC Reportedly Planning 12 Fabs and Four Packaging Facilities in Arizona as Part of US Expansion
Apr 3 Chinese Chip Firms Post Record Revenue as AI Demand and US Export Curbs Drive Domestic Boom

March 2026

February 2026