TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Taiwan Semiconductor Manufacturing Company, commonly known as TSMC, is a dedicated semiconductor foundry headquartered in Hsinchu, Taiwan. It manufactures semiconductors using manufacturing processes based on customers’ proprietary integrated circuit designs. Its customers include fabless semiconductor companies, system companies and integrated device manufacturers. TSMC’s services include wafer fabrication for logic, mixed-signal, radio-frequency, embedded-memory and other semiconductors, as well as design, mask making, testing, and TSMC 3DFabric® silicon stacking and packaging. Its manufacturing technologies and services support high-performance computing, smartphones, the Internet of Things, automotive and digital consumer electronics. TSMC also provides design infrastructure and multi-project wafer processing, which lets multiple customers share a mask for prototyping and verification.
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
The TAIEX index fell 0.65% to 44,920 points, its lowest since Aug. 24, driven by concerns over AI capital expenditure. TSMC shares dropped 1.69% to NT$2,330, despite reporting record Q3 net profit of NT$763 billion. ASE Technology raised its capital expenditure forecast to US$11.5 billion. Microsoft and Alphabet's spending and earnings reports fueled market anxiety.
The TAIEX fell 3.59% (1,612.6 points) to 43,307.54, its seventh-largest single-day point loss, due to a global tech sell-off and foreign fund withdrawals. The NT dollar hit an 18-month low against the USD. TSMC's ADRs dropped 15.68% over the past month, contributing to the pressure. Foreign investors sold NT$107.31 billion, while the NT dollar fell NT$0.168 to NT$32.760. Analysts expect further depreciation pressure on the NT dollar.
Yuan Lipen (VP) purchased 1,000 shares of TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) at $71.49 on 2026-11-01.
Over the past 7 days, AlphAI's AI scored 40 news stories mentioning TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD). Coverage has skewed bearish: 13 bullish, 8 neutral, and 19 bearish.
Recent TSM coverage spans financial news, sector analysis and macro economy.
In the last 30 days, TSM insiders filed 32 SEC Form 4 transactions — 32 purchases ($193K) and no sales. The most active reporter was Yuan Lipen, VP, with 2 filings.
Near-term sentiment pressure may persist, but fundamentals cited in the piece (record profit, AI demand) argue against a demand collapse.
TSM is a key read-through for Taiwan tech risk as foreign selling and NT dollar weakness intensify, likely keeping downside pressure on ADRs.
Insider buying is modest in dollar terms and is unlikely to drive a sustained repricing, but it can add slight positive sentiment.
ARK's sale signals profit‑taking after a 75% rally, likely adding short‑term selling pressure on TSM.
Potential Texas fab could boost TSMC's growth outlook and attract US customers.
AlphAI scores every news story that mentions TSM with an AI model for sentiment and relevance, and aggregates insider trades from TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD's SEC EDGAR Form 4 filings. Figures refresh continuously.
The TAIEX index fell 0.65% to 44,920 points, its lowest since Aug. 24, driven by concerns over AI capital expenditure. TSMC shares dropped 1.69% to NT$2,330, despite reporting record Q3 net profit of NT$763 billion. ASE Technology raised its capital expenditure forecast to US$11.5 billion. Microsoft and Alphabet's spending and earnings reports fueled market anxiety.
7 min readThe TAIEX fell 3.59% (1,612.6 points) to 43,307.54, its seventh-largest single-day point loss, due to a global tech sell-off and foreign fund withdrawals. The NT dollar hit an 18-month low against the USD. TSMC's ADRs dropped 15.68% over the past month, contributing to the pressure. Foreign investors sold NT$107.31 billion, while the NT dollar fell NT$0.168 to NT$32.760. Analysts expect further depreciation pressure on the NT dollar.
5 min readYuan Lipen (VP) purchased 1,000 shares of TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) at $71.49 on 2026-11-01.
2 min readARK Invest, led by Cathie Wood, sold 56,000 shares of Taiwan Semiconductor Manufacturing Co. (TSM) for approximately $24.6 million. The sale follows a 75% rise in TSM's stock since July 2026. The move is part of a portfolio rotation strategy, with proceeds likely funding new investments.
2 min readTSMC is considering Sherman, Texas, for a $45B semiconductor hub, potentially competing with Samsung's nearby facilities. TSMC may hire 5,000 workers and start production by 2029, joining Texas Instruments and other semiconductor firms in the area. Samsung is also expanding in Texas, targeting 2027 production for Tesla chips.
2 min readOil prices dropped 7% on hopes of a U.S.-Iran deal, with Brent crude at $104.77 and WTI at $96.46. Tech stocks fell, with Nvidia, Microsoft, and others declining. Oracle fell 8.85% after a $20B funding plan, and Marvell sank 12.72% on an $115B acquisition. Markets awaited U.S. midterm election results.
3 min readARK Invest, led by Cathie Wood, recently rotated its portfolio, increasing stakes in Teradyne (TER) and AeroVironment (AVAV) while reducing positions in Advanced Micro Devices (AMD), Taiwan Semiconductor (TSM), and Eli Lilly (LLY). The moves reflect a shift toward robotics, defense, and autonomous technologies, with significant purchases in TER and AVAV following strong earnings reports. ARK sold approximately $16.2M in AMD, $10.6M in TSM, and $24M in LLY, harvesting gains from these stocks.
2 min readTaiwan's TAIEX briefly fell due to global AI spending jitters but recovered. NDC Minister Yeh Chun-hsien stated local companies remain strong with solid export orders and financing. TSMC's Q3 net profit rose 68.7% YoY to NT$763.06B, and it raised its revenue growth forecast to 44%. Yeh expects Taiwan's GDP to grow around 12% this year, driven by exports.
2 min readTaiwan Semiconductor Manufacturing Company (TSM) has risen 33.2% in the past year, outperforming the sector and GFS but lagging UMC. The company benefits from AI investments, strong demand for advanced semiconductors, and global expansion. TSM's Q3 2026 revenue grew 41.2% YoY to $46.72B, with net income up 68.7%. Management expects Q4 revenue of $52.3-54.3B.
6 min readIntel (INTC) reported Q3 2026 revenue of $16.5B (+21% YoY), with Data Center and AI division up 78% to $7.3B, while PC business declined 5%. Taiwan Semiconductor (TSM) saw Q3 2026 revenue of $46.7B (+41.2% YoY), with 68% from high-performance computing. Intel faces challenges in manufacturing and profitability, while TSM leads in advanced chip manufacturing and AI infrastructure.
2 min read
