TSM catalysts
Catalysts and events linked to TSM, newest first.
Do these developments change your position?
Review TSM alongside your other holdings and identify which decision deserves attention first.
Review your initial audit before choosing ongoing portfolio scanning at $79/month.
See today's live cards
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.
DateCardAvg 5d
- 2026-07-14Taiwan semiconductor names were hit as risk around Strait of Hormuz disrupted global tech and energy sentiment2330.TW TAIEX TSM+1.00%
- 2026-07-13AI Data Center Capex Projected to Hit $750B in 2026, Outpacing GS EstimatesMU TSM-6.10%
- 2026-07-13AI Data Center Capex Projected to Hit $750B in 2026MU TSM-6.10%
- 2026-07-13AI Data Center Capex to Hit $750B in 2026, Outpacing Wall St ForecastsMU TSM-6.10%
- 2026-07-13AI Data Center Capex Projected to Hit $750B in 2026, Outpacing GS EstimatesMU TSM-6.10%
- 2026-07-13AI Data Center Capex Projected to Hit $750B in 2026, Outpacing EstimatesMU TSM-6.10%
- 2026-07-13AI Data Center Capex to Hit $750B in 2026, Outpacing Wall St ForecastsMSFT MU TSM-3.11%
- 2026-07-13AI Data Center Capex Projected to Hit $750B in 2026, Outpacing GS EstimatesMU TSM-6.10%
- 2026-07-13Regional chip rout and Middle East risk-off weigh on Taiwan semiconductor complexTAIEX TSM-4.57%
- 2026-07-13SK Hynix collapse triggers Seoul trading halt as KOSPI plunges to multi‑month lows000660.KS 005930.KS EWY KOSPI-3.82%
- 2026-07-13AI Data Center Capex Projected to Hit $750B in 2026, Outpacing EstimatesMU TSM-6.10%
- 2026-07-13South Korea’s KOSPI tumbles as SK Hynix-led profit-taking drives sharp semiconductor selloff000660.KS 005930.KS KOSPI SMH-4.82%
- 2026-07-13TSMC June sales update adds to volatility in global semiconductor tradeNDX SOXX TSM TWSE-4.94%
- 2026-07-13AI Data Center Capex Projected to Hit $750B in 2026, Outpacing GS EstimatesMU TSM-6.10%
- 2026-07-13AI Data Center Capex Projected to Hit $750B in 2026MU TSM-6.10%
- 2026-07-13Regional risk-off and chip sector moves weigh on Taiwan equitiesSOXX TAIEX TSM-4.94%
- 2026-07-13Taiwan shares opened under pressure as Asia sold off on renewed Strait of Hormuz and Gulf conflict riskTAIEX TSM USD/TWD-4.57%
- 2026-07-13Taiwan semiconductor supply-chain risk remains in focus as Asia markets react to regional geopolitical stressSOXX TSM USD/TWD-4.94%
- 2026-07-12Typhoon Bavi injures over 100 people in Taiwan and disrupts local infrastructureTAIEX TSM-8.23%
- 2026-07-12Typhoon Bavi injures over 100 in Taiwan and threatens infrastructure and supply chains^TAIEX NVDA SOX TSM-6.04%
- 2026-07-11Typhoon Bavi prompted shutdowns in Taiwan as the storm tracked toward the East Asia supply chain corridorTSM TWSE USDTWD-8.23%
- 2026-07-11Taiwan cancels hundreds of flights and suspends operations as Typhoon Bavi nearsSOX TSM TWII-8.23%
- 2026-07-11Japan's Rapidus Aims to Undercut TSMC on 2nm Chip PricingTSM-8.23%
- 2026-07-10Taiwan markets were closed as a typhoon disrupted tradingTAIEX TSM-8.23%
- 2026-07-10Taiwan markets closed due to typhoon, temporarily halting trading in key tech and semiconductor names2330.TW TAIEX TSM-8.23%
- 2026-07-10Regional chip and AI stock surge underpins Taiwan semiconductor complexTAIEX TSM-8.23%
- 2026-07-09Semiconductor shares in Asia outperformed after reports that China may allow limited Nvidia H200 purchasesSOXX TSM TWD-7.51%
- 2026-07-09China's reported willingness to permit limited Nvidia H200 sales could reshape Taiwan semiconductor export expectationsSMH SOXX TSM-7.14%
- 2026-07-08Middle East‑driven oil spike and global chip selloff weigh on Taiwan tech sentimentSOXX TAIEX TSM TWDUSD-2.60%
- 2026-07-07Taiwan Strait risk remained elevated as regional chip stocks sold offTAIEX TSM USD/TWD-2.82%
- 2026-07-06Global focus on semiconductor earnings puts Taiwan chipmakers in spotlightSOXX TAIEX TSM-5.75%
- 2026-06-29Tesla Completes AI5 Chip Tape-Out for Optimus and CybercabTSLA TSM-3.56%
- 2026-06-26TSMC Controls 70% of AI Foundry Market; Net Margins Reach 47%TSM+4.50%
- 2026-06-24Apple Partners with Intel for US-Based Chip DesignINTC TSM-1.38%
- 2026-06-19Intel Surges on Apple U.S. Chip Manufacturing CollaborationINTC TSM-5.33%
- 2026-06-18Apple Agrees to Domestic Chip Production with Intel in Major Supply Chain ShiftINTC TSM-5.33%
- 2026-06-18Trump Confirms Apple-Intel Chip Partnership for U.S. ManufacturingINTC TSM-5.33%
- 2026-06-17Intel Stock Surges 7x in 14 Months on Foundry Strategy SuccessINTC TSM+5.19%
- 2026-06-10Nvidia evaluating Intel's 18A process node for chip manufacturing.INTC TSM+9.43%
- 2026-06-10Alphabet Raises $80 Billion for AI Infrastructure ExpansionAVGO NVDA TSM+4.47%
- 2026-06-02Micron Reaches $1T Market Cap on Surging AI HBM DemandMU NVDA TSM-7.61%
- 2026-05-31Top Tech Fund Concentrates 40% of Portfolio in Four AI Semi StocksAMD AVGO NVDA TSM-6.73%
- 2026-05-30Dell and Super Micro Surge on Explosive AI Server DemandAMD AVGO NVDA TSM-6.73%
- 2026-05-30Tech Hedge Fund Concentrates 40% of Portfolio in Four Key AI StocksAMD AVGO NVDA TSM-6.73%
- 2026-05-26Tiger Global Concentrates Over 56% of Portfolio in 7 AI StocksAVGO MSFT NVDA TSM+8.06%
- 2026-05-25Hedge Funds Pivot in AI, Favoring Chip Infrastructure Over Cloud ProvidersASML MSFT TSM+8.85%
- 2026-05-25Coatue Management Rotates from Cloud Providers to AI 'Picks and Shovels' in Q1ASML MSFT TSM+8.85%
- 2026-05-25TSMC positioned as critical AI chip manufacturer.TSM+7.69%
- 2026-05-21Taiwan's Central Bank Holds Rates, Raises 2026 GDP Forecast to 7.28%EWT TSM TWD+5.79%
See today's live cards
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.