$TSM

Commerce Secretary Howard Lutnick confirmed upcoming semiconductor tariffs, with exemptions for US-based production. Nvidia's CEO, Jensen Huang, distanced himself from the policy. Phase Two tariffs will be broader than Phase One, affecting servers, laptops, and gaming hardware. Specific rates, exemptions, and timelines remain unspecified. The tariffs, under Section 232, will be permanent unless removed by the president. TSMC's US investments may partially offset tariffs, but many organizations f

Commerce Secretary Lutnick revealed that upcoming semiconductor tariffs will follow a pharmaceutical framework, requiring companies to sign agreements with federal agencies for duty reductions. The framework has three tiers, with zero duty requiring both onshoring and pricing agreements. Lutnick's comments were made on CNBC's Squawk Box during the G20 Innovation Ministerial. The tariffs are part of Phase Two, expanding the scope of previous duties and potentially removing exemptions. TSMC has a

Nvidia ranked 76th in the inaugural Roundtable 100 tech power ranking, which evaluates companies on performance, safety, value, innovation, and market dominance. Other tech giants like Apple, TSMC, and Tesla also failed to secure top spots. The ranking is published by TheStreet and updates weekly. Bitcoin ranked 94th among cryptocurrencies, with NEAR at the top. AI drugmaker Absci topped the list.

TSMC is expanding capacity fivefold this year, building 25 chip fabs, but still cannot meet AI-driven demand. Deputy COO Cliff Hou noted accelerated demand for advanced technologies. TSMC has raised its capital expenditure by 90%. MediaTek secured stable supply from TSMC and ASE, with Nvidia investing $3.5B in MediaTek bonds. Hon Hai's chairman advocated for a 'made with Taiwan' model to address global supply chain shifts.

JPMorgan forecasts AI infrastructure spending to reach $1.4T by 2030. NVIDIA (NVDA) reports Q2 FY27 revenue of $96.22B, up 105.85% YoY, with strong AI demand. Taiwan Semiconductor (TSM) sees Q2 revenue of $40.20B, up 67.7% gross margin, guiding for 40%+ FY26 growth. Broadcom (AVGO) reports Q2 FY26 revenue of $22.19B, up 47.87% YoY, with AI semiconductor revenue growing 143%.

Taiwan's Taiex index fell 1.67% to 46,164.72 as crude oil prices rose due to U.S. attacks on Iran, raising inflation fears. Tech stocks, led by TSMC (down 2.25%), declined on rate hike concerns. Some old economy and financial stocks gained.

Defiance ETFs filed for a 2X short TSM product on Aug 26, 2026, and launched the Defiance Global Foundries ETF (AIFR) on Sep 1, 2026. TSM has risen 81.26% over the past year, while AIFR tracks global semiconductor foundry industry with a 0.71% expense ratio. Defiance also filed paired long and short funds on other volatile stocks. AIFR's performance may vary due to diverse holdings, including TSM, INTC, UMC, TSEM, and GFS.

TSMC VP Yoo Chue-San acquired 8,175 shares on September 1, 2026, under the company's Employee Restricted Stock Awards Rules at $0.00 per share. Post-vesting, Yoo directly holds 1,805,789 shares, with additional indirect holdings. The transaction was not part of a Rule 10b5-1 trading plan.

TSMC (TSM) insider Jen-Chau Huang reported share transactions. On 09/01/2026, 520,760 common shares were acquired at $0. Indirect holdings include 6,717 shares via ESPP Trust, 10,581 via LTI Trust, and 34,470 via spouse. The filing was signed on 09/02/2026.

Taiwan's semiconductor industry revenue is projected to reach $300 billion in 2023, a 40% increase from 2022, driven by AI demand. Wu Chih-i, president of the Taiwan Semiconductor Industry Association, highlighted energy, talent, and cybersecurity as critical challenges. TSMC and other chip companies have benefited from AI-related investments, but concerns about returns and valuations persist.