TSM catalysts
Catalysts and events linked to TSM, newest first.
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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
- 2026-09-18Nvidia Reaffirms $4T AI Infra Spend Target as Vera Rubin GPU Enters ProductionAMD NVDA TSM+5.86%
- 2026-09-18Qualcomm warns QCT margins to contract to 23-25% on rising silicon input costsQCOM TSM+3.67%
- 2026-09-18Qualcomm Forecasts QCT Margins Dropping to 23-25% on Input Cost PressuresQCOM TSM+3.67%
- 2026-09-18Taiwan expands export-control scrutiny as semiconductor supply-chain pressure remains in focusSOX TSM TWD+3.67%
- 2026-09-18Taiwan semiconductor supply chain stays in focus as Asia absorbs AI export demandSOXX TSM+5.55%
- 2026-09-18Taiwan semiconductor supply chain stays in focus as Asia absorbs AI export demandSOXX TSM+5.55%
- 2026-09-17Taiwan semiconductor supply chain faces renewed policy focus as global export controls tightenSOX TSM+4.86%
- 2026-09-17Broadcom Targets $230B Annual AI Revenue by Fiscal 2028TSM+4.86%
- 2026-09-17Broadcom Guides AI Semiconductor Revenue to Reach $230 Billion by 2028TSM+4.86%
- 2026-09-17Broadcom Targets $230B Annual AI Revenue by Fiscal 2028AVGO TSM+2.87%
- 2026-09-17Broadcom Guides AI Semiconductor Revenue to Reach $230 Billion by 2028AVGO TSM+2.87%
- 2026-09-17Broadcom Targets $230B Annual AI Revenue by Fiscal 2028AVGO TSM+2.87%
- 2026-09-17Broadcom Guides AI Semiconductor Revenue to Reach $230 Billion by 2028AVGO TSM+2.87%
- 2026-09-15Taiwan tightens scrutiny on chip-related supply chains amid export-control concernsTSM TWSE+9.24%
- 2026-09-15Aehr Test Systems Shifts 95% of FY26 Revenue to AI Processors and PhotonicsAEHR TSM+9.24%
- 2026-09-15Taiwan and regional markets stay on alert as U.S. and Asia equities react to Middle East risk and higher yieldsTSM TWD TWSE+9.24%
- 2026-09-14Asian chip stocks fall as AI slowdown debate hits the region's semiconductor sectorSOXX TSM TWD+9.47%
- 2026-09-14Taiwan intensifies semiconductor and export-control scrutiny as regional supply-chain risk stays in focusTSM TWSE USD/TWD+6.49%
- 2026-09-12Credo Posts 205.7% Revenue Growth Amid High-Speed AI Connectivity DemandAVGO TSM-0.44%
- 2026-09-12Cisco Posts 28% AI Networking Growth as Q4 Revenue Climbs 18% to $17.25BAVGO CSCO TSM-0.44%
- 2026-09-12Taiwan's semiconductor supply chain remains in focus as regional BRICS trade talks intensifyTSM TWD UMC+4.51%
- 2026-09-12Cisco Posts 28% AI Networking Growth as Q4 Revenue Climbs 18% to $17.25BAVGO CSCO TSM-0.44%
- 2026-09-12Credo Posts 205.7% Revenue Growth Amid High-Speed AI Connectivity DemandAVGO TSM-0.44%
- 2026-09-12Cisco Posts 28% AI Networking Growth as Q4 Revenue Climbs 18% to $17.25BAVGO CSCO TSM-0.44%
- 2026-09-12Credo Posts 205.7% Revenue Growth Amid High-Speed AI Connectivity DemandAVGO CRDO TSM-0.44%
- 2026-09-11Taiwan's high-tech trade and semiconductor ecosystem stay in focus as APEC showcases regional AI supply chainsTSM TWSE+0.33%
- 2026-09-11Taiwan semiconductor exports remain exposed as Asia's AI-led trade cycle stays strong → Bullish TSMTSM+0.33%
- 2026-09-11Taiwan semiconductor exports remain exposed as Asia's AI-led trade cycle stays strongTSM TWD TWII+0.33%
- 2026-09-11Taiwan semiconductor exports remain exposed as Asia's AI-led trade cycle stays strongTSM TWD TWII+0.33%
- 2026-09-11Taiwan sees export momentum and industrial production strengthening on AI-related electronics demandTSM TWD TWII+0.33%
- 2026-09-10Taiwan manufacturing fixed-asset spending rises for a second straight quarter as semiconductor firms expand capacityTAIEX TSM+0.52%
- 2026-09-10Taiwan manufacturing fixed-asset spending rises for a second straight quarter as semiconductor firms expand capacityTAIEX TSM+0.52%
- 2026-09-09TSMC Reaches Record Gross Margins Supported by Over 70% Global Foundry ShareTSM-4.05%
- 2026-09-09TSMC tops 70% foundry share with record margins — TSM AI-node pricing power re-rateTSM-4.05%
- 2026-09-09TSMC record gross margins with >70% foundry share — TSM AI-wafer pricing power re-ratesTSM-4.05%
- 2026-09-09TSMC gross margins reach record highs on >70% foundry revenue shareTSM-4.05%
- 2026-09-09TSMC Achieves Record Gross Margins Driven by AI Foundry Pricing PowerTSM-4.05%
- 2026-09-09TSMC Hits Record Gross Profit Margins on Leading-Edge AI Foundry DemandTSM-4.05%
- 2026-09-09TSMC Reaches Record Gross Margin on Foundry Pricing Power and AI Fabrication DemandTSM-4.05%
- 2026-09-09TSMC Sets Gross Margin Record Driven by Advanced AI Foundry DominanceTSM-4.05%
- 2026-09-09Taiwan stocks rise as chip and AI shares rebound despite higher oil pricesTSM TWSE USD/TWD-4.05%
- 2026-09-09TSMC Sets Gross Margin Record Driven by Advanced AI Foundry DominanceAMD NVDA TSM-3.36%
- 2026-09-09TSMC Hits Record Gross Margins with Over 70% Global Foundry Market ShareTSM-4.05%
- 2026-09-09TSMC Reaches Record Gross Margins Driven by AI Chip Foundry Pricing PowerSPY TSM-2.58%
- 2026-09-09TSMC Reaches Record Gross Margin on Foundry Pricing Power and AI Fabrication DemandAMD NVDA TSM-3.36%
- 2026-09-09TSMC Reaches Record Gross Margins Supported by Over 70% Global Foundry ShareNVDA TSM-4.21%
- 2026-09-09TSMC gross margins reach record highs on >70% foundry revenue shareTSM-4.05%
- 2026-09-09TSMC Hits Record Gross Profit Margins on Leading-Edge AI Foundry DemandAMD NVDA TSM-3.36%
- 2026-09-09TSMC Achieves Record Gross Margins Driven by AI Foundry Pricing PowerSPY TSM-2.58%
- 2026-09-08Taiwan chip supply chain stays in focus as South Korea cites a semiconductor supercycleSOX TSM-5.75%
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.