TSM catalysts

Catalysts and events linked to TSM, newest first.

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4 live catalysts on TSM are in Desk now. Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.

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DateCardAvg 5d

2026-07-20TSMC Raises 2026 Capex to $64B on Sustained AI DemandAVGO NVDA TSM-0.93%
2026-07-20TSMC Raises 2026 Capex to $64B on Sustained AI DemandASML TSM-0.80%
2026-07-20TSMC Raises 2026 Capex to $64B on Sustained AI DemandNVDA TSM-2.07%
2026-07-20TSMC raises 2026 capex to $64B on soaring AI demandNVDA TSM-2.07%
2026-07-20Oil Surges 5% on Iran Sanctions; Nasdaq Drops 5% in Volatile SessionTSM VDE-0.80%
2026-07-20TSMC Raises 2026 Capex to $64B on Sustained AI DemandAVGO NVDA TSM-0.93%
2026-07-20TSMC Raises 2026 Capex to $64B on Sustained AI DemandNVDA TSM-2.07%
2026-07-20TSMC capex budget raised to $60-64B for 2026NVDA TSM-2.07%
2026-07-20TSMC Raises 2026 Capex to $64B on Sustained AI DemandAVGO NVDA TSM-0.93%
2026-07-20TSMC strong Q2 earnings and $100B Arizona investment signal sustained AI chip demandASML TSM-0.80%
2026-07-20TSMC raises 2026 Capex to $64B on sustained AI chip demandNVDA TSM-2.07%
2026-07-20Taiwan reports sharp rise in Chinese coast guard and research vessels around island, plans escalation drills off Pacific coastTAIEX TSM TWSE SHIPPING INDEX-0.80%
2026-07-20TSMC raises annual capex by about 15% and commits additional $100 billion investment in U.S. fabsSOX TAIEX TSM-0.80%
2026-07-20TSMC lifts annual capex and commits extra $100 billion investment in U.S. facilities after Q2 earningsQQQ SOX TSM-1.40%
2026-07-20TSMC lifts 2026 capex plan about 15% and commits additional $100 billion investment in US fabsSMH SOX TAIEX TSM-1.32%
2026-07-19Hang Seng Index drops 2% amid global chip rout and Middle East-driven risk-offHSI HSTECH TSM+1.27%
2026-07-19China’s largest DRAM IPO Changxin Technology set to list, reinforcing domestic semiconductor build-out005930.KS STAR50 TSM+1.27%
2026-07-19Taiwan released July exports, industrial production, retail sales and unemployment data in market focusTSM TWD+1.27%
2026-07-19Taiwan president Lai Ching-te reaffirmed opposition to becoming 'China's Taiwan'TSM TWD+1.27%
2026-07-19Taiwan’s May export orders surge 47.2% with expectations of continued growth in June2382.TW 3231.TW TAIEX TSM+1.27%
2026-07-19Asian equity markets sell off sharply on Middle East escalation, with major declines in Shanghai and Nikkei000001.SH HSI HSTECH NKY+1.27%
2026-07-19China reports 279.8 billion integrated circuits produced in H1 2026, underscoring chip self‑reliance push0981.HK 1347.HK ASML TSM+1.27%
2026-07-18Typhoon Bavi halts operations at TSMC chip factories after direct hit on TaiwanSMH SOX TSM USDNTD+1.05%
2026-07-18U.S. semiconductor export controls intensified pressure on Taiwan-linked advanced packaging and HBM supply chains2330.TW 3711.TW SOXX TSM+1.13%
2026-07-18U.S. expands export controls on semiconductor equipment and advanced AI-chip manufacturing tools bound for China688012.SH 688981.SH DXY SOXX+1.13%
2026-07-18Chinese authorities weighed a new AI model oversight regime0700.HK HANG SENG TECH TSM+1.27%
2026-07-18Taiwan stock market falls with global chip sell-off and AI repricingTSM TWSE USDTWD+1.27%
2026-07-17Taiwan equity benchmark drops up to 6% as chipmakers hit by global AI unwindSOXX TAIEX TSM+1.13%
2026-07-17Taiwan equity benchmark falls as much as 6% amid global chip and AI stock routSOX TAIEX TSM+1.27%
2026-07-17Taiwan semiconductor-heavy equity benchmarks drop up to 6% in global AI-chip selloffSMH TAIEX TSM+1.05%
2026-07-17TSMC selloff and $100bn U.S. fab expansion plan trigger sharp Taiwan equity slump.TWII 2330.TW SOXX TSM+1.13%
2026-07-17TSMC Capex Hike to $60-64B Triggers Semiconductor Profitability Sell-offMU TSM+4.88%
2026-07-17TSMC Capex Hike to $60-64B Triggers Semiconductor Profitability Sell-offMU TSM+4.88%
2026-07-17Taiwan equities slide as TSMC’s expanded US capex plan sparks valuation and supply‑chain concerns2330.TW SOXX TAIEX TSM+1.13%
2026-07-17Japan's Nikkei plunges on semiconductor-led tech routEWJ NIKKEI 225 TOPIX TSM+1.03%
2026-07-17Taiwan tech stocks slide as investors take profits after strong TSMC results fail to stem global chip sell-offSOXX TAIEX TSM+1.13%
2026-07-16TSMC posts record Q2 earnings and hikes full-year revenue outlook on surging AI chip demandSOX TSM TWD+1.43%
2026-07-16China, Russia, Qatar Restrict Helium Exports; AI Chip Supply Chain at RiskNVDA TSM+1.05%
2026-07-16China, Russia, and Qatar Restrict Helium Exports, Threatening AI Chip FabNVDA TSM+1.05%
2026-07-16China, Russia, Qatar Restrict Helium ExportsLIN TSM+1.43%
2026-07-16China, Russia, and Qatar Restrict Helium Exports, Threatening AI Chip SupplyLIN TSM+1.43%
2026-07-16China, Russia, Qatar Restrict Helium Exports; AI Chip Supply Chain at RiskNVDA TSM+1.05%
2026-07-16China, Russia, and Qatar Restrict Helium Exports, Threatening AI Chip SupplyLIN TSM+1.43%
2026-07-16China, Russia, and Qatar Restrict Helium Exports; AI Chip Supply RiskLIN TSM+1.43%
2026-07-16China, Russia, and Qatar Restrict Helium Exports, Threatening AI Chip FabNVDA TSM+1.05%
2026-07-16Semiconductor Sector Falls 2.1% on AI Trade RotationNVDA TSM+1.05%
2026-07-16China, Russia, Qatar Restrict Helium ExportsLIN TSM+1.43%
2026-07-14TSMC results highlight resilient AI demand amid global risk-off backdropSOXX TSM TWSE-0.84%
2026-07-14Helium supply shifts toward US for Japan, South Korea and Taiwan as China tightens export controls005930.KS SOX TSM+1.00%
2026-07-14Taiwan equities drop sharply as renewed US-Iran Strait of Hormuz blockade triggers global tech selloff2330.TW 3711.TW TAIEX TSM+1.00%

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Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.

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