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.
DateCardAvg 5d
- 2026-08-18TSMC 73% foundry share captures $600B hyperscaler capex — TSM advanced-node margin re-rateTSM+0.97%
- 2026-08-18Amazon, Alphabet, and Microsoft AI capex reaches $600B; Alphabet backlog hits $514BTSM+0.97%
- 2026-08-18Alphabet Raises 2026 Capex to $205B Amid $514B Cloud BacklogTSM+0.97%
- 2026-08-18Big Tech Capex Hits $600B as Alphabet Backlog Reaches $514BTSM+0.97%
- 2026-08-18Amazon, Alphabet and Microsoft push $600B AI capex as TSM holds 73% share — TSM foundry margin re-rateTSM+0.97%
- 2026-08-18TSMC emerges as primary beneficiary of $600B hyperscaler capex cycleTSM+0.97%
- 2026-08-18Amazon, Alphabet, and Microsoft AI capex reaches $600B; Alphabet backlog hits $514BGOOGL TSM+0.89%
- 2026-08-18Alphabet Raises 2026 Capex to $205B Amid $514B Cloud BacklogGOOGL TSM+0.89%
- 2026-08-18TSMC emerges as primary beneficiary of $600B hyperscaler capex cycleTSM+0.97%
- 2026-08-18Hyperscaler AI Capex Reaches $600B; Alphabet Backlog Hits $514BMSFT TSM+1.53%
- 2026-08-18Alphabet lifts 2026 capex to $205B with $514B backlog — TSM high-end node demand re-ratesTSM+0.97%
- 2026-08-18Big Tech Capex Hits $600B as Alphabet Backlog Reaches $514BTSM+0.97%
- 2026-08-18Big Tech Capex Hits $600B as Alphabet Backlog Reaches $514BGOOGL TSM+0.89%
- 2026-08-18Hyperscaler AI Capex Hits $600B; Alphabet Backlog Reaches $514BGOOGL TSM+0.89%
- 2026-08-18Taiwan raises its 2026 GDP growth forecast to 11.05% on AI export strengthTSM TWD TWSE+0.97%
- 2026-08-17China steps up pressure in Taiwan's exclusive economic zone with permanent infrastructure moveSOX TSM TWD-4.84%
- 2026-08-17China expands permanent infrastructure in Taiwan's exclusive economic zone, Semafor reportsTSM TWD TWSE-4.84%
- 2026-08-17Taiwan releases August export control focus as semis remain central to trade riskSOXX TSM-7.16%
- 2026-08-17China expands permanent infrastructure in Taiwan's exclusive economic zone, Semafor reportsTSM TWD TWSE-4.84%
- 2026-08-17TSMC anchors $600B hyperscaler AI capex with 73% foundry share — TSM utilization and margi → Bullish TSMTSM-4.84%
- 2026-08-17TSMC holds 73% foundry share into $600B hyperscaler capex — TSM utilization and margin re-rateTSM-4.84%
- 2026-08-17Taiwan dollar rises to a six-week high as Asian FX firms and AI chip demand stays strongTSM TWD TWSE-4.84%
- 2026-08-17TSMC anchors $600B hyperscaler AI capex with 73% foundry share — TSM utilization and margin re-rateTSM-4.84%
- 2026-08-17Alphabet Raises 2026 Capex to $205B Amid $514B Cloud BacklogTSM-4.84%
- 2026-08-17Hyperscalers Signal $600B AI Capex; Alphabet Raises Guidance to $205BTSM-4.84%
- 2026-08-17Hyperscaler AI Capex Guidance Hits $600 BillionNVDA TSM-6.09%
- 2026-08-17Hyperscaler AI Capex Hits $600B; Alphabet Backlog Reaches $514BTSM-4.84%
- 2026-08-17Alphabet Raises 2026 Capex to $205B Amid $514B Cloud BacklogGOOGL TSM-1.83%
- 2026-08-17Taiwan dollar climbs to a six-week high as foreign demand for AI chipmakers persistsTSM TWD/USD TWSE-4.84%
- 2026-08-17Alphabet Raises 2026 Capex to $205B Amid $514B Cloud BacklogGOOGL TSM-1.83%
- 2026-08-17Hyperscaler AI Capex Guidance Hits $600 BillionNVDA TSM-6.09%
- 2026-08-17Hyperscalers Signal $600B AI Capex; Alphabet Raises Guidance to $205BGOOGL TSM-1.83%
- 2026-08-17Hyperscaler AI Capex Hits $600B; Alphabet Backlog Reaches $514BGOOGL TSM-1.83%
- 2026-08-17TSMC identified as primary beneficiary of $600B hyperscaler AI capexNVDA TSM-6.09%
- 2026-08-17TSMC holds 73% foundry share as $600B hyperscaler capex ramps — TSM pricing power re-prices AI siliconTSM-4.84%
- 2026-08-17TSMC Positioned as Primary Beneficiary of $600B Hyperscaler CapexTSM-4.84%
- 2026-08-17TSMC Positioned as Primary Beneficiary of $600B Hyperscaler CapexTSM-4.84%
- 2026-08-17TSMC Emerges as Primary Beneficiary of $600B Hyperscaler CapexTSM-4.84%
- 2026-08-17TSMC Emerges as Primary Beneficiary of $600B Hyperscaler AI CapexTSM-4.84%
- 2026-08-14Taiwan’s statistics bureau says the economy grew 12.93% in the second quarter → Bullish TSMTSM-1.74%
- 2026-08-14Taiwan’s statistics bureau says the economy grew 12.93% in the second quarterTSM TWD TWSE-1.74%
- 2026-08-14Taiwan's semiconductor sector remains in focus as U.S. export-control pressure and AI dema → Bullish TSMTSM-1.74%
- 2026-08-14Taiwan upgrades 2026 growth outlook as AI demand lifts exports and investment → Bullish TSMTSM-1.74%
- 2026-08-14Taiwan upgrades 2026 growth outlook as AI demand lifts exports and investmentTSM TWD TWSE-1.74%
- 2026-08-14Taiwan upgrades 2026 growth outlook as AI demand lifts exports and investmentTSM TWD TWSE-1.74%
- 2026-08-14Hyperscaler 2026 Capex Projections Revised to $733 BillionAVGO TSM-3.99%
- 2026-08-14Intel Raises Up to $23 Billion Equity Offering for Fab ExpansionINTC TSM-6.93%
- 2026-08-14Hyperscaler 2026 Capex Projections Revised to $733 BillionAVGO TSM-3.99%
- 2026-08-14Taiwan’s statistics bureau says the economy grew 12.93% in the second quarterTSM TWD TWSE-1.74%
- 2026-08-14Taiwan's semiconductor sector remains in focus as U.S. export-control pressure and AI demand shape supply chains.2330.TW SOX TSM-1.74%
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.