TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) Stock News
The latest TSM headlines and market coverage — 8 recent stories, updated throughout the day.
- Benzinga·
Stock Market Today: S&P 500, Dow, Nasdaq Futures Jump As Trump Announces Deal With Iran—SpaceX, TSMC, Micron, Red Cat In Focus (UPDATED)
Editor’s Note: The future prices of benchmark tracking ETFs, and the headline were updated in the story. U.S. stock futures advanced on Monday, as the Nasdaq 100, S&P 500, and the Dow Jones indices rose, following Friday’s higher close. This follows an announcement of a peace agreement with Iran by President Donald Trump , which led to a decline in crude oil futures. He said that the deal was “now complete,” adding, “I hereby fully authorize the toll-free opening of the Strait of Hormuz, and, simultaneously herewith, authorize the immediate removal of the United States Naval blockade.” In this truncated trading week with markets closed on Friday, investors will eye the Federal Reserve’s decision on interest rates with the new chairman, Kevin Warsh , on Wednesday. Meanwhile, the 10-year Treasury bond yielded 4.44%, and the two-year bond was at 4.03%. The CME Group's FedWatch tool ‘s projections show markets pricing a 97.4% likelihood of the Federal Reserve leaving the current interest rates unchanged during June’s meeting. Index Performance (+/-) Dow Jones 0.89% S&P 500 1.25% Nasdaq 100 2.11% Russell 2000 1.64% The SPDR S&P 500 ETF Trust (NYSE: SPY ) and Invesco QQQ Trust ETF (NASDAQ: QQQ ) , which track the S&P 500 and Nasdaq 100, respectively, were higher in premarket on Monday. The SPY was up 1.29% at $751.35, while the QQQ advanced by 2.13% to $736.71. data-variant="card" data-news-mode="manual" > Read Also: Stock Market: Will S&P 500 Open Up Or Down Today? Stocks In Focus Space Exploration Technologies Corp Space Exploration Technologies Corp. (NASDAQ: SPCX ) was 5.90% higher in premarket on Monday following its debut on Friday. The listing propelled CEO Elon Musk ‘s wealth, making him the world’s first trillionaire. Taiwan Semiconductor Manufacturing Taiwan Semiconductor Ma
- Benzinga·
After Dell, TSMC CEO Issues Stark Warning On AI Capacity Constraints For 'Very Long Time,' Hints At Potential Price Hike— 'We Still Need To...'
TSMC CEO C.C. Wei warned of significant AI capacity constraints lasting a 'very long time' and signaled openness to raising prices for advanced chips. The company is considering a 15% price increase for 3nm chips in H2 2026 and potentially another 10% in 2027. Despite rising costs, customers remain positive about AI's future, though fully satisfying U.S. domestic production demands will take considerable time.
- Benzinga·
After Dell, TSMC CEO Issues Stark Warning On AI Capacity Constraints For 'Very Long Time,' Hints At Potential Price Hike— 'We Still Need To...'
The CEO of Taiwan Semiconductor Manufacturing Co. (NYSE: TSM ) , C.C. Wei , issued a warning over manufacturing capacity constraints and signaled openness to future price hikes. During the Thursday pre-market trading session, the stock fell 2.08%. Wei’s comments were made during TSMC’s annual shareholders’ meeting in Hsinchu, Taiwan, on Thursday, Reuters reported. Despite the rising costs of components, he noted that customers remain positive about the future of artificial intelligence. On the topic of potential price increases, Wei stated, “I’d like to do that … we still need to make money.” He emphasized that the company has no intention of “suddenly” raising prices and remains focused on long-term, sustainable growth. “We’re not that kind of company,” the CEO said. Wei also pointed out the growing use of AI models in consumer, enterprise, and sovereign AI applications. He said growing demand is increasing the need for computing power and advanced semiconductor chips, but acknowledged that production capacity remains limited despite the company’s efforts to keep up. However, the Taiwanese company said that fully satisfying U.S. customers through domestic production will take a “very long time” due to capacity constraints. data-variant="card" data-news-mode="manual" > Read Also: Jensen Huang ... Full story available on Benzinga.com
- Investing.com·
TSMC’s AI Rally Rewrites the Global Market Map
Taiwan's stock market has overtaken India's to become the world's fifth-largest equity market, driven primarily by TSMC's 49% surge in 2026 fueled by AI chip demand. TSMC now accounts for 42% of Taiwan's benchmark index, with the company posting a 58% jump in Q1 2026 net profit and raising full-year revenue growth forecasts above 30%. While this concentration reflects strong AI hardware demand and regulatory tailwinds, it also presents concentration risk as Taiwan's market cap heavily depends on a single chipmaker and one demand cycle.
- Investing.com·
TSMC: The AI Infrastructure Monopoly Trading at a Discount
TSMC trades at a 21x forward earnings multiple, a discount to semiconductor peers despite 30%+ revenue growth, 66% gross margins, and $95 billion in disclosed Nvidia purchase commitments. The company benefits from structural AI infrastructure demand with high visibility through long-term customer contracts, but geopolitical Taiwan concentration risk and historical cyclical foundry classification suppress valuation. Q2 2026 earnings in mid-July will be key to determining if the market reprices TSMC as infrastructure rather than cyclical manufacturer.
- CNBC·Bullish
TSMC shares jump to record high as Taiwan eases single-stock investment caps for funds
TSMC, whose shares had a hit a record high on Thursday as well, last week reported a 58% increase in first-quarter profit.
- Seeking Alpha·Bullish
TSMC hits record high after Taiwan loosens fund investment limits; Taiex climbs 3.3
- Bloomberg Markets·Bullish
TSMC Shares Surge as Taiwan Lifts Single-Stock Limit for Funds
Taiwan Semiconductor Manufacturing Co. shares climbed after Taiwan’s financial regulator eased limits on single-stock fund holdings, a move that JPMorgan Chase & Co. said could draw more than $6 billion in new inflows.