Taiwan Semiconductor Manufacturing Co Ltd (TSM)

TSMC Shares Slip as Taiwan Considers Tougher Restrictions on AI Chip Exports to China (TSM)June 9, 2026 8:51 AM
IH Market News Taiwan Semiconductor Manufacturing (NYSE:TSM) shares fell around 1% in premarket trading on Tuesday following a Bloomberg report that Taiwan is evaluating stricter controls on the export of advanced artificial intelligence chips to China. If implemented, the proposed measures would mark one of the most significant steps taken by President Lai Ching-te’s administration to protect Taiwan’s technological leadership and address national security concerns. According to Bloomberg, citing sources familiar with the discussions, Taiwanese officials are examining regulations that would limit AI chip sales to all Chinese customers rather than only those already subject to restrictions, such as Huawei Technologies. The proposals are reportedly being discussed as part of broader trade negotiations with the United States and would, for the first time, provide Taiwan with legal authority to prosecute unauthorized exports of advanced AI chips to China as a criminal offense. While U.S. regulations already prohibit certain sales of advanced semiconductors to China, Taiwan currently does not classify such exports as criminal violations under domestic law. This has limited the ability of local authorities to pursue enforcement actions. Taiwan’s first publicly known detentions linked to alleged semiconductor smuggling occurred only last month and involved narrower allegations related to document falsification. Under the framework under consideration, Taiwan would restrict exports of AI chips that exceed a specified computing performance threshold to Chinese buyers. The approach would closely resemble export controls introduced by Washington beginning in 2022. The report noted that details of the proposal remain under review and that senior officials from both Taiwan and the United States have not yet formally approved any final agreement. The discussions come as U.S. policymakers increasingly focus on preventing advanced computing hardware from reaching China through indirect channels. Concerns have grown over shipments of AI servers equipped with Nvidia chips being diverted from Taiwan to Chinese entities. Last week, the Trump administration moved to address what it viewed as a potential loophole that could allow advanced semiconductors to be supplied to overseas subsidiaries of Chinese companies. Separately, U.S. senators Jim Banks of Indiana and Andy Kim of New Jersey sent a letter on Monday to Jeffrey Kessler, head of the Bureau of Industry and Security, urging regulators to tackle the practice of Chinese firms using overseas subsidiaries to order custom-designed chips from contract manufacturers such as TSMC. Taiwan Semiconductor stock price Original: TSMC Shares Slip as Taiwan Considers Tougher Restrictions on AI Chip Exports to China (TSM)

TSMC Sees Strong Long-Term Growth as AI Demand Continues to Accelerate (TSM)June 4, 2026 6:08 AM
IH Market News Taiwan Semiconductor Manufacturing Company (NYSE:TSM) remains confident in its long-term growth trajectory, with Chief Executive C.C. Wei highlighting sustained demand for advanced computing infrastructure and cutting-edge semiconductors driven by the rapid expansion of artificial intelligence. Speaking at the company’s annual shareholder meeting on Thursday, Wei said customer sentiment toward AI-related spending remains highly positive, reinforcing expectations that demand for advanced chips will continue to support growth in the years ahead. According to Wei, TSMC is working closely with customers to expand manufacturing capacity and meet increasing requirements for high-performance semiconductors used in artificial intelligence applications. He indicated that demand continues to outpace available supply in some areas of the market, underscoring the industry’s ongoing investment cycle. Wei also addressed the company’s growing manufacturing footprint in the United States. TSMC is currently investing approximately $165 billion in a major expansion programme in Arizona, where it is constructing multiple semiconductor fabrication facilities. While the investment is expected to play a significant role in supporting U.S. customers over the long term, Wei acknowledged that fully meeting domestic demand through American production alone will take a “very long time.” He did not provide a specific timeline for when the new facilities could satisfy the full requirements of U.S.-based customers. The comments come as governments and technology companies increasingly prioritise supply-chain resilience and local semiconductor manufacturing capacity. TSMC’s Arizona expansion forms part of a broader effort to diversify production while maintaining its position as the world’s leading contract chip manufacturer. In addition to discussing growth opportunities, Wei emphasised the company’s commitment to its workforce, stating that TSMC remains focused on supporting and investing in its employees as the business expands globally. His remarks follow recent developments in the wider semiconductor industry, including an agreement reached last month between Samsung Electronics and its labour union that helped avert potential strike action in South Korea. The discussions centred on issues including compensation and profit-sharing arrangements. With artificial intelligence continuing to drive unprecedented demand for advanced processors, TSMC remains one of the key beneficiaries of the global AI investment cycle. The company’s leadership believes sustained customer demand, ongoing capacity expansion and technological leadership will continue to underpin future growth. More About Taiwan Semiconductor Manufacturing Company Taiwan Semiconductor Manufacturing Company is the world’s largest dedicated semiconductor foundry, manufacturing chips for many of the leading technology companies globally. Its customers include major players in artificial intelligence, cloud computing, smartphones, consumer electronics and high-performance computing. The company is at the forefront of advanced semiconductor manufacturing, producing some of the industry’s most sophisticated chips using leading-edge process technologies. As demand for AI infrastructure grows, TSMC plays a critical role in supplying the processors that power data centres, machine learning applications and next-generation computing platforms worldwide. Original: TSMC Sees Strong Long-Term Growth as AI Demand Continues to Accelerate (TSM)

Why Silver Demand Is Set to Explode: 7 Industries That Can’t Survive Without It https://t.co/AUqQvhlkFk— Sovereign Signal Institute Ω Ω 𓃵 ▫️◽ 🪽🧐 (@safehavenmoney) April 19, 2026 $TSM

TSMC Expands Use of NVIDIA AI Technologies Across Chip Production OperationsJune 1, 2026 5:41 AM
IH Market News NVIDIA (NASDAQ:NVDA) revealed that Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is deploying a range of its artificial intelligence and accelerated computing technologies throughout semiconductor development and manufacturing processes, deepening the partnership between the two companies. The initiative spans multiple areas of chip production, from lithography and materials research to factory optimization and defect detection, as semiconductor manufacturers increasingly adopt AI-driven tools to improve efficiency and performance. AI-Powered Lithography Delivers Efficiency Gains One of the key technologies being implemented is NVIDIA’s cuLitho platform, which TSMC is using for computational lithography applications. According to the companies, the solution has generated improvements of between 20% and 50% in either cost efficiency or processing cycle times compared with traditional CPU-based approaches. The technology is designed to accelerate one of the most computationally intensive stages of semiconductor manufacturing, helping optimize chip patterning and production workflows. Faster Materials Research Through Accelerated Simulation TSMC is also leveraging NVIDIA’s cuEST software for electronic structure simulation, enabling significantly faster analysis of semiconductor materials. The companies stated that the platform can deliver chemistry simulations up to 50 times faster than conventional methods, supporting the design and development of advanced semiconductor materials. By shortening simulation times, engineers can evaluate a broader range of material candidates and accelerate research and development cycles. Machine Learning Enhances Process Control For manufacturing process optimization, TSMC has incorporated NVIDIA’s cuML machine learning library into its advanced process control systems. The platform enables the analysis of hundreds of thousands of manufacturing parameters across thousands of production stages, allowing engineers to identify inefficiencies and reduce process variation more effectively. According to TSMC, the technology has contributed to meaningful improvements in process consistency and operational performance. GPU Computing Improves Fab Productivity The semiconductor manufacturer is also deploying NVIDIA H200 GPUs to support production scheduling and factory management. By using GPU-accelerated computing for scheduling calculations, TSMC has been able to better manage complex manufacturing constraints and optimize production flows within its fabrication facilities. The companies said these enhancements have resulted in measurable productivity improvements across fab operations. AI Vision Systems Strengthen Defect Detection Another area of collaboration focuses on quality control and inspection. TSMC is utilizing NVIDIA’s Metropolis platform alongside the NVIDIA TAO Toolkit to develop advanced vision AI systems capable of identifying semiconductor defects at nanometer scale. The technology improves defect classification accuracy while reducing the amount of manual labeling and model retraining required, helping streamline inspection processes and improve manufacturing yields. Digital Twin Technology Supports Virtual Factory Design TSMC is additionally evaluating NVIDIA Omniverse libraries as part of its FabTwin initiative, a virtual manufacturing environment designed to simulate and optimize fabrication facilities. The digital platform allows engineers to test equipment layouts, production scenarios and workflow configurations in a virtual setting before implementing changes in physical facilities. This approach can help reduce deployment risks, improve planning efficiency and accelerate factory optimization efforts. NVIDIA Highlights Growing Role of AI in Manufacturing Commenting on the partnership, NVIDIA founder and Chief Executive Officer Jensen Huang emphasized the increasing role of artificial intelligence within advanced semiconductor production. “TSMC is bringing NVIDIA AI and accelerated computing into the fab itself, tackling some of the world’s most complex design and manufacturing challenges,” said Jensen Huang, NVIDIA’s founder and CEO. The announcement was made during NVIDIA’s GTC Taipei event, where the company showcased a range of technologies aimed at expanding the use of AI across industrial, enterprise and manufacturing applications. Nvidia stock price Taiwan Semiconductor stock price Original: TSMC Expands Use of NVIDIA AI Technologies Across Chip Production Operations

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TSM, buy the dip

Intel pushes PC makers toward next-generation chips amid AI demand surge (INTC)May 19, 2026 6:44 AM
IH Market News Intel encourages wider adoption of processors built on 18A technology Intel (NASDAQ:INTC) is urging laptop and PC manufacturers to accelerate adoption of processors produced using its latest semiconductor manufacturing technology, as booming demand for artificial intelligence computing continues to strain supplies of advanced chips, Nikkei Asia reported Tuesday.According to the report, which cited industry sources, Intel has asked key computer manufacturing partners in the United States, China and Taiwan to increase usage of processors manufactured with the company’s 18A process technology, which became available late last year.Intel reportedly informed partners that supply availability for its newest processor families, including Panther Lake and Wildcat Lake, is stronger than for chips manufactured using older process technologies. Intel looks to regain ground in advanced chip manufacturing The company’s push to promote next-generation processors comes as Intel attempts to strengthen its position in the global AI semiconductor race and recover lost ground in advanced chip production after trailing rival TSMC (NYSE:TSM) during the rapid expansion of artificial intelligence demand.Intel is also working with several major technology companies, including Tesla (NASDAQ:TSLA) and SpaceX’s Terrafab project, as part of efforts to manufacture advanced semiconductors and revive its foundry operations.Intel stock priceTaiwan Semiconductor stock priceTesla stock price Original: Intel pushes PC makers toward next-generation chips amid AI demand surge (INTC)

Applied Materials (AMAT) and TSMC Expand Partnership to Advance Next-Generation AI ChipsMay 11, 2026 9:42 AM
IH Market News Applied Materials Inc. (NASDAQ:AMAT) has unveiled a new strategic collaboration with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) aimed at accelerating the development of advanced semiconductor technologies for artificial intelligence applications.The companies said they will work together at Applied Materials’ EPIC Center in Silicon Valley, focusing on next-generation materials engineering, semiconductor equipment innovation and advanced process integration technologies. Collaboration Builds on Decades-Long Relationship The latest agreement extends a partnership between the two companies that has spanned more than three decades.Gary Dickerson, President and CEO of Applied Materials, said the initiative is designed to deepen cooperation between the companies and help speed up development across increasingly complex semiconductor manufacturing roadmaps.“We are strengthening our collaboration to accelerate the development of technologies needed to address growing complexity in the chipmaking roadmap,” Dickerson said.Dr. Y.J. Mii, Executive Vice President and Co-Chief Operating Officer at TSMC, said large-scale AI development requires close cooperation across the semiconductor industry.“Meeting AI challenges at a global scale requires industry-wide collaboration,” Mii stated, adding that Applied’s EPIC Center offers an environment capable of accelerating equipment and process readiness for future semiconductor technologies. Focus on AI, 3D Chip Structures and Advanced Manufacturing The partnership will target several critical technology areas linked to AI and high-performance computing.The companies plan to develop process technologies designed to improve power efficiency, performance and chip density across advanced logic nodes used in AI processors.The collaboration will also explore new semiconductor materials and manufacturing equipment capable of supporting increasingly complex 3D transistor and interconnect architectures.In addition, Applied Materials and TSMC intend to work on advanced process integration methods aimed at improving production yields, reliability and variability control for vertically stacked semiconductor designs. EPIC Center Represents Major Semiconductor Investment Applied Materials said its EPIC Center reflects a planned $5 billion investment in advanced semiconductor equipment research and development within Silicon Valley.The facility has been designed to shorten the timeline required to move breakthrough technologies from research stages into commercial manufacturing. The company said investment levels are expected to scale toward approximately $5 billion over time as customer-related projects expand.The EPIC Center is intended to provide semiconductor manufacturers with earlier access to Applied’s research capabilities, faster technology development cycles and accelerated pathways into high-volume production within a secure collaborative environment.Applied Materials stock priceTaiwan Semiconductor stock price Original: Applied Materials (AMAT) and TSMC Expand Partnership to Advance Next-Generation AI Chips

TSM, new highs

TSMC posts strong April revenue growth driven by AI chip demandMay 8, 2026 6:01 AM
IH Market News Taiwan Semiconductor Manufacturing Co (NYSE:TSM) reported a solid increase in April revenue on Friday as continued demand for advanced artificial intelligence semiconductors supported sales growth.The world’s largest contract chip manufacturer said April revenue reached NT$410.73 billion ($13.08 billion), representing an increase of 17.5% compared with NT$349.57 billion recorded in the same month last year. On a monthly basis, however, revenue slipped 1.1% from NT$415.19 billion in March.According to the company’s statement, revenue for the first four months of 2026 rose 29.9% year over year to NT$1.54 trillion. AI infrastructure spending continues to support growth TSMC, which supplies major technology companies including Apple (NASDAQ:AAPL) and Nvidia (NASDAQ:NVDA), has continued to benefit from strong global investment in artificial intelligence infrastructure and high-performance computing chips.The company reported record quarterly profit for the first quarter of 2026 last month, highlighting the ongoing strength of demand tied to AI-related technologies.For the current quarter, TSMC expects revenue between $39 billion and $40.2 billion, compared with $35.9 billion generated during the first quarter. Investors monitor geopolitical and supply chain risks Market participants remain focused on whether geopolitical tensions could eventually weigh on semiconductor demand and industry investment.Investors are particularly watching the impact of ongoing U.S.-China technology restrictions, along with broader supply chain risks that could affect global chip production and capital spending plans across the semiconductor sector.Shares of TSMC listed in Taipei were down 0.9% at NT$2,290.0 by 06:13 GMT.Taiwan Semiconductor stock price Original: TSMC posts strong April revenue growth driven by AI chip demand

From just about 1 year ago and my sentiments remain the same;

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U.S. futures rise after Trump pauses Hormuz mission; AMD rallies on AI-driven earnings beat: Dow Jones, S&P, Nasdaq, Wall StreetMay 6, 2026 5:27 AM
IH Market News U.S. stock futures moved higher on Wednesday after President Donald Trump paused a military initiative aimed at reopening the Strait of Hormuz and signalled progress toward a possible peace agreement with Iran.At the same time, oil prices retreated from recent highs, while strong artificial intelligence-related demand boosted earnings at Advanced Micro Devices (NASDAQ:AMD). In Asia, Samsung Electronics (USOTC:SSHNZ) surpassed a $1 trillion market valuation for the first time. Futures advance as investors welcome easing geopolitical tensions By 03:31 ET, Dow Jones futures were higher by 79 points, or 0.2%, while S&P 500 futures gained 20 points, or 0.3%. Nasdaq 100 futures climbed 186 points, or 0.7%.Wall Street indices had already closed modestly higher in the previous session as the White House attempted to calm concerns following renewed violence around the Strait of Hormuz earlier in the week.Investors were also encouraged by a generally resilient U.S. earnings season, suggesting that major companies have so far managed to withstand economic uncertainty linked to the conflict involving Iran.Attention is now turning toward another wave of quarterly earnings later this month, including results from AI chip giant Nvidia (NASDAQ:NVDA) and retail heavyweight Walmart (NYSE:WMT). Trump suspends “Project Freedom” Trump announced on Tuesday that “Project Freedom” — the U.S. military operation designed to reopen the Strait of Hormuz by escorting commercial vessels through the strategic waterway — would be halted “for a short period of time.”The mission had only recently begun and was quickly followed by fresh attacks across the strait and wider Gulf region.In a social media statement, Trump said the decision was partly made at the request of Pakistan, which has frequently acted as a mediator between Washington and Tehran. He also stated that “great progress” had been achieved toward a peace agreement with Iran.The announcement came shortly after talks between Iranian and Chinese foreign ministers. China remains a major importer of Iranian oil, and reports suggest Beijing may be attempting to discourage Tehran from escalating tensions with Washington ahead of a scheduled meeting next week between Chinese President Xi Jinping and Trump. Oil prices retreat but remain elevated Crude oil prices declined following Trump’s announcement, with Brent crude futures falling 1.5% to $108.22 per barrel.Despite the pullback, Brent prices remain significantly above pre-conflict levels near $70 per barrel.The Strait of Hormuz — through which roughly 20% of global oil supplies are transported — remains effectively closed to tanker traffic, with both the United States and Iran maintaining blockades in the area.The continued disruption to shipping routes has intensified concerns over higher global inflation and slower economic growth. AMD beats forecasts as AI demand drives data center growth Shares of Advanced Micro Devices (NASDAQ:AMD) surged in extended trading after the chipmaker reported stronger-than-expected quarterly results, driven by robust demand in its data center business.AMD posted first-quarter net income of $1.38 billion, compared with $709 million a year earlier. Adjusted earnings per share reached $1.37, ahead of Wall Street forecasts of $1.28.Revenue jumped 38% year on year to $10.25 billion, also exceeding analyst estimates. Sales within the company’s data center division rose 57%, supported by demand for EPYC processors and increased shipments of Instinct graphics processing units.Chief executive Lisa Su said server growth is expected to “accelerate meaningfully” as AMD expands supply capacity to meet strong demand.However, analysts continue to compare AMD’s competitive position against rivals including Nvidia and Broadcom (NASDAQ:AVGO).Analysts at BofA Securities noted that while they remain “big believers in AMD’s execution,” the company “is still exposed to uncertain share allocation” among competitors supplying OpenAI, the developer of ChatGPT. Samsung surpasses $1 trillion valuation Samsung Electronics (USOTC:SSHNZ) exceeded a $1 trillion market capitalisation on Wednesday for the first time, becoming only the second Asian company after Taiwan Semiconductor Manufacturing Company (NYSE:TSM) to achieve the milestone.Samsung shares have recently reached consecutive record highs and have more than doubled in value this year.Part of the latest rally was linked to a Bloomberg report indicating that Apple (NASDAQ:AAPL) has held exploratory discussions with Samsung and Intel (NASDAQ:INTC) regarding production of processors for future devices.Samsung has also benefited from strong demand for memory chips used in AI systems, particularly high-bandwidth memory products, amid tight global supply conditions.Advanced Micro Devices stock priceSamsung stock priceNvidia stock priceWalmart stock priceBroadcom stock priceTaiwan Semiconductor stock priceApple stock priceIntel stock price Original: U.S. futures rise after Trump pauses Hormuz mission; AMD rallies on AI-driven earnings beat: Dow Jones, S&P, Nasdaq, Wall Street

Intel Shares Rise as Apple Explores Expanding Chip Supply ChainMay 5, 2026 6:29 AM
IH Market News Apple Inc. (NASDAQ:AAPL) has reportedly begun early-stage discussions with Intel Corporation (NASDAQ:INTC) and Samsung Electronics Co. Ltd. (USOTC:SSHNZ) over the potential production of core processors for its devices, according to a Bloomberg report citing sources familiar with the matter.The reported talks come as the iPhone maker looks to broaden its supplier base beyond long-standing partner Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Market Reaction Intel shares climbed 3.3% in U.S. premarket trading following the news, while Samsung Electronics ended the day at a record high of KRW232,500, up 5.4%. Early-Stage Discussions The conversations are still in their initial phase and reflect Apple’s intention to reduce dependence on a single manufacturer for its custom-designed chips, which power products such as iPhones, iPads and Macs.Bloomberg reported that Apple has approached Intel regarding the possible use of its foundry capabilities. In addition, Apple executives have visited Samsung’s new semiconductor fabrication facility currently under construction in Texas. Potential Strategic Shift Any move to diversify suppliers would represent a notable shift in Apple’s supply chain approach, although no definitive decisions have been reached at this stage, the report noted.Apple stock priceIntel stock priceSamsung stock priceTaiwan Semiconductor stock price Original: Intel Shares Rise as Apple Explores Expanding Chip Supply Chain

U.S.-Iran Ceasefire Under Pressure; AMD Earnings in Focus: Dow Jones, S&P, Nasdaq, Wall Street FuturesMay 5, 2026 5:47 AM
IH Market News Futures tied to major U.S. indices edged higher on Tuesday, pointing to a potential rebound after the previous session was hit by renewed tensions around the Strait of Hormuz. Investor sentiment had been shaken by fresh attacks, as uncertainty persists over the stability of the fragile ceasefire between the U.S. and Iran.Washington continues efforts to reopen the strategically vital shipping route, while markets also turn attention to upcoming corporate results, including chipmaker Advanced Micro Devices Inc. (NASDAQ:AMD), which is set to report after the close. Meanwhile, Apple Inc. (NASDAQ:AAPL) is reportedly exploring ways to diversify its semiconductor supply chain. Futures Signal Market Recovery As of 03:34 ET, Dow futures were up 131 points, or 0.3%, while S&P 500 futures gained 19 points, also 0.3%. Nasdaq 100 futures rose 112 points, or 0.4%.Wall Street had declined in the prior session, weighed down by escalating hostilities in the Gulf region. Oil prices surged back above $110 per barrel, as the U.S. intensified efforts to reopen the largely blocked Strait of Hormuz.Energy stocks benefited from the rise in crude prices, but transport names came under pressure. FedEx Corporation (NYSE:FDX) and United Parcel Service Inc. (NYSE:UPS) both dropped after Amazon.com Inc. (NASDAQ:AMZN) unveiled a new service expected to heighten competition in the delivery sector. Escalation Raises Concerns Over Ceasefire Fresh attacks were reported on Monday, with Tehran responding to U.S. President Donald Trump’s push to reopen shipping lanes through the Strait of Hormuz, a route responsible for roughly 20% of global oil flows.Several merchant vessels in the Gulf reported fires or explosions. The U.S. said it had successfully escorted two American-flagged ships through the strait while repelling attacks from Iranian drones and small armed boats.The situation also appeared to widen across the Middle East. In the United Arab Emirates, air defence systems intercepted missiles and drones launched from Iran, while an oil terminal in Fujairah was targeted.Trump has offered limited details about the plan to reopen the waterway, referred to as “Project Freedom,” while Iran’s foreign minister warned that the U.S. risks becoming entangled in a “quagmire.” Oil Prices Remain Elevated For much of the conflict, which has now lasted more than two months, tanker traffic through the Strait of Hormuz has been heavily restricted due to the threat of Iranian strikes. This has pushed oil prices higher and raised concerns about inflation and global economic growth.However, some signs suggest the U.S. effort to escort vessels may be easing pressure in the region. Shipping group A.P. Moller-Maersk A/S indicated that a U.S.-flagged vehicle carrier operated by one of its subsidiaries successfully exited the Gulf with military support.Brent crude slipped 0.8% to $113.56 per barrel but remains significantly above pre-conflict levels. AMD Earnings in Spotlight Investors are closely watching results from Advanced Micro Devices, which will report after markets close. The update is expected to provide insight into the company’s efforts to compete with AI chip leader Nvidia.Earlier this year, AMD forecast first-quarter revenue of around $9.8 billion, plus or minus $300 million, down slightly from $10.27 billion in the previous quarter. The cautious outlook came despite improved sales to China, highlighting ongoing competitive pressures.Elsewhere, Palantir Technologies Inc. (NASDAQ:PLTR) exceeded quarterly expectations and raised its revenue forecast. However, its shares fell in extended trading after finance chief David Glazer indicated that costs are expected to rise in 2026.Overall, the earnings season has offered some reassurance to investors unsettled by geopolitical risks, with strong results from AI-focused companies. Firms in the S&P 500 are projected to deliver combined profit growth of around 28% year-on-year for the first quarter, significantly above early expectations. Apple Explores Chip Supply Options Apple Inc. (NASDAQ:AAPL) has reportedly held preliminary discussions with Intel Corporation (NASDAQ:INTC) and Samsung Electronics Co. Ltd. (USOTC:SSHNZ) about producing processors for its devices, according to Bloomberg.The talks reflect Apple’s effort to reduce reliance on long-time partner Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), which currently produces its custom chips.Discussions remain at an early stage, with no final decisions taken, but any shift would mark a notable change in Apple’s supply chain strategy.Advanced Micro Devices stock priceApple stock priceFedEx stock priceUnited Parcel Service stock priceAmazon stock pricePalantir Technologies stock priceIntel stock priceSamsung stock priceTaiwan Semiconductor stock price Original: U.S.-Iran Ceasefire Under Pressure; AMD Earnings in Focus: Dow Jones, S&P, Nasdaq, Wall Street Futures

TSM, new all time high

TSM, new all time high

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Told ya !


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Intel Soars in Premarket After Blowout Results, Eyes Record HighApril 24, 2026 7:12 AM
IH Market News
Shares of Intel Corp (NASDAQ:INTC) surged about 28% in premarket trading on Friday after the chipmaker delivered stronger-than-expected first-quarter results and issued an upbeat outlook for the second quarter, driven by robust demand for its AI-focused data center chips.The stock climbed to around $85, putting it on track to surpass its all-time high reached during the dot-com era more than two decades ago.Intel forecast second-quarter 2026 earnings per share of $0.20, well above the $0.09 consensus estimate. Revenue for the period is expected to range between $13.8 billion and $14.8 billion, also ahead of forecasts of $13.04 billion.



AI Demand Fuels Turnaround



After years of strategic missteps that left it trailing in the artificial intelligence race, Intel has been working to regain momentum under CEO Lip-Bu Tan. The turnaround strategy has included asset disposals, cost reductions and efforts to strengthen the balance sheet.Tan has also secured key partnerships and investments, including collaborations with the U.S. government, SoftBank Group Corp (TYO:9984) and NVIDIA Corporation (NASDAQ:NVDA), aimed at boosting manufacturing capabilities and restoring investor confidence.



Strong First-Quarter Performance



Intel reported first-quarter revenue of $13.6 billion, up 7% from $12.7 billion a year earlier and above analyst expectations of $12.41 billion.Revenue from its data center and AI division rose 22% year-on-year to $5.1 billion, highlighting accelerating demand in this segment.The company posted earnings per share of $0.29 for the quarter, beating estimates by $0.27.“We delivered robust Q1 results, reflecting the growing and essential role of the CPU in the AI era and unprecedented demand for silicon, as well as our disciplined execution to expand available supply,” said David Zinsner.



Strategic Partnerships and Manufacturing Push



Earlier this week, Elon Musk said Tesla plans to use Intel’s next-generation 14A process technology for chip production at its planned Terafab AI facility in Austin.Such a deal would represent a significant milestone for Intel, potentially marking its first major external customer for its latest manufacturing node—an important step as it seeks to compete with Taiwan Semiconductor Manufacturing Company (NYSE:TSM).Intel has also recently expanded its collaboration with Alphabet Inc (NASDAQ:GOOGL), with plans to deploy Intel Xeon processors across Google’s infrastructure, including the latest Xeon 6 chips powering advanced cloud instances. The partnership also includes joint development of custom ASIC-based infrastructure processing units to improve efficiency and scalability for AI workloads.



Analyst Reactions Mixed



Analysts at Stifel raised their price target on Intel to $75 from $65 after the company “significantly beat expectations.”“While we remain encouraged with INTC’s solid execution over the past few quarters, we continue to believe that gross margin durability is likely to remain uncertain, and improvement from here is not linear. The valuation reset has been significant, and, we believe, prices in continued execution on several challenging dynamics ahead,” they added.Intel stock price

Original: Intel Soars in Premarket After Blowout Results, Eyes Record High

TSMC stellt die A13-Technologie auf dem North America Technology Symposium 2026 vorApril 23, 2026 2:23 PM
Business Wire
Der neueste Knoten setzt neue Maßstäbe bei der Dichteskalierung und Energieeffizienz, um den anspruchsvollsten Anwendungen der Branche gerecht zu werden


TSMC (TWSE: 2330, NYSE: TSM) hat heute auf dem 2026 North America Technology Symposium des Unternehmens seine neueste Innovation im Bereich seiner fortschrittlichsten Prozesstechnologie vorgestellt. Der neue A13-Prozess von TSMC ist eine direkte Verkleinerung des 2025 angekündigten, branchenführenden A14-Knotens und ermöglicht noch kompaktere und effizientere Designs, um der unstillbaren Kundennachfrage nach Rechenleistung für künstliche Intelligenz der nächsten Generation, Hochleistungsrechnen (HPC) und mobile Anwendungen gerecht zu werden.


Als Ausdruck des Engagements von TSMC für kontinuierliche Verbesserung bietet A13 eine Flächenersparnis von 6 % gegenüber A14. Die Designregeln sind vollständig abwärtskompatibel mit A14, sodass Kunden ihre Designs schnell auf die neueste Nanosheet-Transistortechnologie von TSMC umstellen können. Darüber hinaus bietet A13 durch die gemeinsame Optimierung von Design und Technologie eine höhere Energieeffizienz und Leistungssteigerungen; die Produktion soll 2029, ein Jahr nach A14, anlaufen.


A13 war eine von vielen technologischen Innovationen, die auf dem TSMC North America Technology Symposium in Santa Clara, Kalifornien, vorgestellt wurden, das in den kommenden Monaten den Auftakt zu einer weltweiten Veranstaltungsreihe bildet. Unter dem Motto „Expanding AI with Leadership Silicon“ sind die Technologiesymposien die größten jährlichen Kundenveranstaltungen von TSMC, auf denen das Unternehmen seine bahnbrechenden Fortschritte in der Technologieentwicklung und im Fertigungsservice präsentiert.


„Wir bei TSMC wissen, dass unsere Kunden stets auf ihre nächste Innovation blicken und sich an uns wenden, um einen zuverlässigen Strom neuer Halbleitertechnologien wie A13 zu erhalten, die sorgfältig entwickelt wurden, um genau dann für die Massenproduktion bereit zu sein, wenn ihre visionären neuen Designs dies erfordern“, sagte Dr. C.C. Wei, Chairman und CEO von TSMC. „Die fortschrittlichen Prozesstechnologien von TSMC sind in Bezug auf Integrationsdichte, Leistung und Energieeffizienz branchenführend, und wir sind stets bestrebt, diese für die zukünftigen Produkte unserer Kunden weiter zu verbessern, um als ihr zuverlässigster Technologiepartner ihren Erfolg sicherzustellen.“


Zu den weiteren neuen Technologien, die auf dem North America Technology Symposium vorgestellt wurden, gehören:


Fortgeschrittene Logik



Im Rahmen der Veranstaltung stellt TSMC zudem eine Vorabversion seiner A14-Plattformerweiterung A12 vor, die mit der Super-Power-Rail-Technologie ausgestattet ist und eine rückseitige Stromversorgung für KI- und HPC-Anwendungen ermöglicht. A12 soll ebenfalls im Jahr 2029 in Produktion gehen.



TSMC treibt die Weiterentwicklung seiner 2-nm-Plattform mit der Einführung von N2U voran, bei der durch die gemeinsame Optimierung von Design und Technologie Geschwindigkeitssteigerungen von 3–4 % oder eine Leistungsreduzierung von 8–10 % sowie eine Verbesserung der Logikdichte um das 1,02- bis 1,03-Fache gegenüber N2P erzielt werden. N2U ist eine ausgewogene Lösung für KI-, HPC- und mobile Anwendungen, die sich die Prozessreife und die hohe Ausbeute der 2-nm-Technologieplattform zunutze macht; die Produktion soll 2028 anlaufen.



TSMC 3DFabric® Advanced Packaging und 3D Silicon Stacking



Um den Anforderungen der KI nach mehr Rechenleistung und Speicherplatz in einem einzigen Gehäuse gerecht zu werden, baut TSMC seine Chip-on-Wafer-on-Substrate-Technologie (CoWoS®) weiter aus, um mehr Silizium zu integrieren. Das Unternehmen produziert derzeit CoWoS-Lösungen mit einer Retikelgröße von 5,5 und plant bereits noch größere Versionen. Ein CoWoS mit einer Größe von 14 Reticles, der etwa 10 große Rechenchips und 20 HBM-Stacks integrieren kann, soll 2028 in Produktion gehen. Im Jahr 2029 soll eine Erweiterung auf mehr als 14 Retikel folgen. Diese neuen Angebote bieten Kunden mehr Optionen für die Skalierung von KI-Rechenleistung und ergänzen die ebenfalls für 2029 erwartete SoW-X-System-on-Wafer-Technologie von TSMC mit einer Reticle-Größe von 40.



TSMC bietet seine TSMC-SoIC®-Technologie für den 3D-Chip-Stacking zudem auf seiner fortschrittlichsten Technologieplattform an, wobei A14-yo-A14 SoIC-Lösungen voraussichtlich ab 2029 für die Serienfertigung verfügbar sein werden. Es bietet eine 1,8-mal höhere I/O-Dichte zwischen den Chips im Vergleich zu N2-on-N2-SoIC und ermöglicht so eine höhere Bandbreite bei der Datenübertragung zwischen den gestapelten Chips.



Die „Compact Universal Photonic Engine“ (TSMC-COUPE™) von TSMC steht vor einem wichtigen Meilenstein: Ab 2026 soll die Produktion einer echten Co-Packaged-Optics-Lösung auf Basis von COUPE auf Substrat anlaufen. Durch die Integration der optischen COUPE-Engine direkt in das Gehäuse erzielt TSMC im Vergleich zu einer steckbaren Version auf der Leiterplatte eine doppelt so hohe Energieeffizienz und eine zehnfache Verringerung der Latenzzeit. Die Technologie kommt in einem 200-Gbit/s-Mikroringmodulator zum Einsatz, einer äußerst kompakten und energieeffizienten Lösung für den Datentransfer zwischen Racks in Rechenzentren.



Automotive und Robotics



Fahrerassistenzsysteme (ADAS) und autonome Fahrzeuge erfordern modernste Technologien sowie strenge Qualitäts- und Zuverlässigkeitsstandards. Auch physische KI-Anwendungen, wie beispielsweise humanoide Roboter, unterliegen ähnlich hohen Anforderungen. Um diesen Anforderungen gerecht zu werden, hat TSMC N2A vorgestellt, die erste Prozesstechnologie in Automobilqualität mit Nanosheet-Transistoren. N2A bietet im Vergleich zu N3A bei gleicher Leistung einen Geschwindigkeitsgewinn von 15 bis 20 % und soll die AEC-Q100-Zertifizierung im Jahr 2028 abschließen. Darüber hinaus stellt TSMC im Rahmen seines N2P-Prozessdesign-Kits (PDK) „Auto-Use“-Design-Kits zur Verfügung, die es Kunden ermöglichen, die Einsatzbedingungen im Automobilbereich bereits bei der Entwicklung zu berücksichtigen. Dadurch können Kunden bereits früher mit der Konstruktion beginnen, noch bevor der N2A-Prozess vollständig qualifiziert ist.



Die Bemühungen von TSMC, die Produktzyklen im Automobilbereich zu verkürzen, zahlen sich für die Kunden bereits aus, da N3A im Jahr 2026 in Produktion geht. Dank des N3-Programms „Auto Early“ konnten Kunden bereits 2023 mit der Entwicklung beginnen, und heute sind mehr als 10 Produkte auf Basis der N3A-Technologie geplant, die Autos für Verbraucher intelligenter, umweltfreundlicher und sicherer machen sollen.



Spezialtechnologie



TSMC wird 2026 als erstes Unternehmen die Hochspannungstechnologie mit seinem N16HV-Prozess, der für Display-Treiber-Anwendungen konzipiert ist, in das FinFET-Zeitalter führen. Bei Display-Treibern für Smartphones erhöht der N16HV-Prozess die Gate-Dichte um 41 % und senkt den Stromverbrauch um 35 % im Vergleich zum N28HV-Prozess von TSMC. Bei Displays für den Nahbereich kann der N16HV die Chipfläche um 40 % verringern und den Stromverbrauch um über 20 % senken, wodurch die Benutzerfreundlichkeit von Anwendungen wie Smart-Brillen verbessert wird.



Über TSMC


TSMC war ein Pionier des Pure-Play-Foundry-Geschäftsmodells, das 1987 ins Leben gerufen wurde, und ist seither die weltweit führende Halbleiter-Foundry. Mit branchenführenden Prozesstechnologien und einem Portfolio an Design-Enablement-Lösungen unterstützt das Unternehmen ein florierendes Ökosystem von globalen Kunden und Partnern, um das Innovationspotenzial in der globalen Halbleiterindustrie freizusetzen. TSMC ist ein auf der ganzen Welt engagiertes Unternehmen mit Betrieben in Asien, Europa und Nordamerika.


TSMC setzte im Jahr 2025 305 verschiedene Prozesstechnologien ein und fertigte 12.682 Produkte für 534 Kunden, wobei das Unternehmen das breiteste Spektrum an Dienstleistungen in den Bereichen fortschrittliche Technologien, Spezialtechnologien und fortschrittliche Verpackungstechnologien anbot. Der Hauptsitz des Unternehmens befindet sich in Hsinchu, Taiwan. Für weitere Informationen besuchen Sie bitte https://www.tsmc.com.


Die Ausgangssprache, in der der Originaltext veröffentlicht wird, ist die offizielle und autorisierte Version. Übersetzungen werden zur besseren Verständigung mitgeliefert. Nur die Sprachversion, die im Original veröffentlicht wurde, ist rechtsgültig. Gleichen Sie deshalb Übersetzungen mit der originalen Sprachversion der Veröffentlichung ab.

Originalversion auf businesswire.com ansehen: https://www.businesswire.com/news/home/20260422881374/de/
TSMC-Sprecher:

Wendell Huang

Senior Vice President und CFO
Medienkontakte:

Nina Kao

Head of Public Relations

Tel: 886-3-563-6688 DW 712-5036

Mobil: 886-988-239-163

E-Mail: press@tsmc.com
Michael Kramer

Public Relations

Tel: 886-3-563-6688 DE 712-8629

Mobil: 886-988-931-352

E-Mail: press@tsmc.com


Original: TSMC stellt die A13-Technologie auf dem North America Technology Symposium 2026 vor

TSMC présente sa technologie A13 lors du Symposium technologique nord-américain de 2026April 23, 2026 2:30 PM
Business Wire
Ce nouveau nœud repousse les limites de la densité et de l'efficacité énergétique pour répondre aux applications les plus exigeantes du secteur


TSMC (TWSE : 2330, NYSE : TSM) a dévoilé aujourd’hui sa dernière innovation en matière de technologie de fabrication de pointe lors de l’édition 2026 de son Symposium technologique nord-américain. Le nouveau procédé A13 de TSMC est une version directement miniaturisée de son nœud A14, leader du secteur, annoncé en 2025. Il permet des conceptions encore plus compactes et efficaces afin de répondre à la demande insatiable des clients en matière de puissance de calcul pour l'intelligence artificielle de nouvelle génération, le calcul à haute performance (HPC) et les applications mobiles.


Témoignant de l’engagement de TSMC en faveur de la recherche constante d’amélioration, l’A13 permet un gain de surface de 6 % par rapport à l’A14. Les règles de conception sont entièrement rétrocompatibles avec l’A14, ce qui permet aux clients de migrer rapidement leurs conceptions vers la toute dernière technologie de transistors à nanosheets de TSMC. De plus, l’A13 offre une efficacité énergétique accrue et des gains de performance grâce à la co-optimisation de la conception et de la technologie, et sa mise en production est prévue pour 2029, un an après l’A14.


L'A13 figurait parmi les nombreuses innovations technologiques mises en avant lors du Symposium technologique de TSMC en Amérique du Nord, qui s'est tenu à Santa Clara, en Californie, et qui marque le coup d'envoi d'une série d'événements organisés à travers le monde au cours des prochains mois. Placés sous le thème « Expanding AI with Leadership Silicon » (Développer l'IA grâce à des semi-conducteurs de pointe), ces symposiums technologiques constituent les plus grands événements annuels de TSMC destinés à ses clients, présentant les avancées de la société en matière de développement technologique et de services de fabrication.


« Chez TSMC, nous comprenons que nos clients sont toujours tournés vers leur prochaine innovation et qu’ils se tournent vers nous pour bénéficier d’un flux fiable de nouvelles technologies de silicium, comme l’A13, méticuleusement conçues pour être prêtes pour la production à grand volume dès que leurs nouvelles conceptions visionnaires l’exigent », a déclaré le Dr C.C. Wei, président-directeur général de TSMC. « Les technologies de processus avancées de TSMC sont à la pointe du secteur en termes de densité, de performances et d'efficacité énergétique, et nous nous efforçons continuellement de les améliorer encore davantage pour les futurs produits de nos clients, afin de garantir leur succès en tant que partenaire technologique le plus fiable. »


Parmi les autres nouvelles technologies dévoilées lors du symposium technologique nord-américain, on peut citer :


Advanced Logic



Lors de cet événement, TSMC présente également en avant-première la version améliorée de sa plateforme A14, baptisée A12, qui intègre la technologie Super Power Rail afin d'assurer l'alimentation électrique par la face arrière pour les applications d'IA et de calcul à haute performance (HPC). La fabrication de l'A12 devrait également démarrer en 2029.



TSMC continue de faire progresser sa plateforme 2 nm avec l'introduction de N2U, qui utilise la co-optimisation de la conception et de la technologie pour atteindre des gains de vitesse de 3 à 4 % ou une réduction de la consommation de 8 à 10 %, ainsi qu'une amélioration de la densité logique de 1,02 à 1,03 fois par rapport à N2P. Option équilibrée pour les applications d'IA, de HPC et mobiles exploitant la maturité du processus et les solides performances de rendement de la plateforme technologique 2 nm, N2U devrait entrer en production en 2028.



TSMC 3DFabric® : conditionnement avancé et empilement de silicium en 3D



Pour répondre à la demande de l'IA en matière de puissance de calcul et de mémoire accrues dans un seul boîtier, TSMC continue de développer sa technologie Chip on Wafer on Substrate (CoWoS®) afin d'intégrer davantage de silicium. La société produit actuellement des CoWoS de 5,5 réticles et prévoit des versions encore plus grandes. Un CoWoS de 14 réticles, capable d'intégrer environ 10 grandes puces de calcul et 20 piles HBM, devrait entrer en production en 2028. Cette étape sera suivie d'une extension au-delà de 14 réticles en 2029. Ces nouvelles offres fournissent aux clients davantage d’options pour l’évolutivité du calcul IA et complètent la technologie SoW-X (System-on-Wafer) de TSMC de 40 réticles, également attendue en 2029.



TSMC propose également sa technologie d’empilement de puces 3D TSMC-SoIC® sur sa plateforme technologique la plus avancée, avec A14-to-A14 SoIC qui devrait être disponible pour la production en 2029. Elle offrira une densité d'E/S die-à-die 1,8 fois supérieure à celle du SoIC N2-on-N2, prenant en charge une bande passante plus élevée pour le transfert de données entre les puces empilées.



Le Compact Universal Photonic Engine (TSMC-COUPE™) de TSMC devrait franchir une étape clé avec une véritable solution optique co-emballée utilisant COUPE on substrate dont la production débutera en 2026. En intégrant le moteur optique COUPE directement à l'intérieur du boîtier, TSMC double l'efficacité énergétique et divise par dix la latence par rapport à une version enfichable sur la carte de circuit imprimé. Cette technologie est intégrée à un modulateur micro-anneau de 200 Gbps, une solution très compacte et économe en énergie permettant de transférer des données entre les racks dans les centres de données.



Automobile et robotique



Les systèmes avancés d'aide à la conduite (ADAS) et les véhicules autonomes nécessitent des technologies de pointe ainsi que des normes rigoureuses en matière de qualité et de fiabilité. Les applications d'IA physique, telles que les robots humanoïdes, sont soumises à des exigences tout aussi strictes. Pour répondre à ces besoins, TSMC a annoncé N2A, la première technologie de processus de qualité automobile intégrant des transistors à nanosheets. Le N2A offre un gain de vitesse de 15 à 20 % à puissance égale par rapport au N3A et devrait obtenir la certification AEC-Q100 en 2028. De plus, TSMC met à disposition des kits de conception « Auto-Use » au sein de son kit de conception de processus (PDK) N2P, permettant ainsi aux clients de prendre en compte les conditions d'utilisation automobiles dès la conception. Cela permet aux clients de démarrer la conception plus tôt, avant même que le processus N2A ne soit entièrement certifié.



Les efforts de TSMC pour accélérer les cycles de développement des produits automobiles portent déjà leurs fruits pour les clients, alors que le N3A entrera en production en 2026. Grâce au programme N3 « Auto Early », les clients ont pu commencer leurs conceptions dès 2023, et aujourd’hui, plus de 10 produits sont prévus sur la technologie N3A pour rendre les automobiles plus intelligentes, plus écologiques et plus sûres pour les consommateurs.



Technologie spécialisée



TSMC est le premier à faire entrer la technologie haute tension dans l'ère FinFET en 2026 avec son procédé N16HV destiné aux applications de pilotes d'affichage. Pour les pilotes d'affichage de smartphones, le N16HV augmentera la densité de grille de 41 % et réduira la consommation d'énergie de 35 % par rapport au procédé N28HV de TSMC. Pour les écrans proches des yeux, le N16HV permet de réduire la surface de la puce de 40 % et la consommation d'énergie de plus de 20 %, améliorant ainsi la facilité d'utilisation d'applications telles que les lunettes intelligentes.



À propos de TSMC


TSMC a été le pionnier du modèle de fonderie à métier exclusif lors de sa création en 1987, et reste depuis le leader mondial des fonderies de semi-conducteurs dédiées. La société soutient un écosystème prospère de clients et partenaires internationaux grâce à ses technologies de processus inégalées et à son portefeuille de solutions de conception afin de promouvoir l'innovation dans le secteur mondial des semi-conducteurs. Avec des opérations en Asie, en Europe et en Amérique du Nord, TSMC est une entreprise citoyenne engagée à l'échelle mondiale.


En 2025, TSMC a déployé 305 technologies de fabrication distinctes et a fabriqué 12 682 produits pour 534 clients, en proposant la gamme la plus complète de services dans les domaines des technologies de pointe, des technologies spécialisées et des technologies d'encapsulation avancées. Le siège social de la société est situé à Hsinchu, à Taïwan. Pour plus d'informations, veuillez consulter le site https://www.tsmc.com.


Le texte du communiqué issu d’une traduction ne doit d’aucune manière être considéré comme officiel. La seule version du communiqué qui fasse foi est celle du communiqué dans sa langue d’origine. La traduction devra toujours être confrontée au texte source, qui fera jurisprudence.

Consultez la version source sur businesswire.com : https://www.businesswire.com/news/home/20260422422639/fr/
Porte-parole de TSMC :

Wendell Huang

Vice-président senior et directeur financier
Personne-ressource des médias :

Nina Kao

Responsable des relations publiques

Tél. : 886-3-563-6688 poste 712-5036

Mobile : 886-988-239-163

E-Mail : press@tsmc.com
Michael Kramer

Relations publiques

Tél. : 886-3-563-6688 poste 712-8629

Mobile : 886-988-931-352

E-Mail : press@tsmc.com


Original: TSMC présente sa technologie A13 lors du Symposium technologique nord-américain de 2026

ASML shares drop as TSMC delays adoption of next-gen EUV machinesApril 23, 2026 8:18 AM
IH Market News
ASML Holding (NASDAQ:ASML) shares fell 3.3% on Thursday after Taiwan Semiconductor Manufacturing Co (NYSE:TSM) indicated it will delay using the company’s most advanced lithography systems.TSMC, ASML’s biggest customer according to Bloomberg supply chain data, said it does not plan to introduce ASML’s high numerical aperture extreme ultraviolet (high-NA EUV) machines into production before 2029. Each unit carries a price tag of more than €350 million ($410 million).



Cost concerns drive delay in next-gen rollout



TSMC Deputy Co-Chief Operating Officer Kevin Zhang told reporters that the company will continue relying on its existing EUV technology, describing the newer high-NA EUV systems as “very, very expensive.”Zhang made the remarks while confirming that TSMC’s next-generation A13 chip is expected to enter production in 2029.



Timeline shift raises questions for ASML outlook



The postponement could complicate ASML’s roadmap, as the Dutch company had expected its high-NA EUV tools to begin large-scale deployment between 2027 and 2028.ASML is targeting revenue of up to €60 billion by 2030, with investor sentiment closely tied to the pace of adoption of its next-generation equipment.



Analysts see move as expected



Analysts at Bernstein said the development “probably shouldn’t be a surprise,” noting that TSMC had already signaled last year that it would not use high-NA EUV for its A14 process node.They added that the baseline expectation has long been for adoption to occur at the A10 node around 2030. While there had been speculation that TSMC might introduce the technology for limited layers in 2029, analysts described that view as “more speculative” due to limited supporting evidence.“While HNA adoption is viewed as a major milestone, it’s probably neutral, or even positive, for ASML to have slower HNA,” the analysts said.ASML Holding stock priceTaiwan Semiconductor stock price

Original: ASML shares drop as TSMC delays adoption of next-gen EUV machines

TSMC Debuts A13 Technology at 2026 North America Technology SymposiumApril 22, 2026 3:00 PM
Business Wire
Newest Node Pushes Density Scaling and Energy Efficiency to New Heights to Address Industry’s Most Demanding Applications


TSMC (TWSE: 2330, NYSE: TSM) today debuted its latest innovation in its most advanced process technology at the Company’s 2026 North America Technology Symposium. TSMC’s new A13 process is a direct shrink of its industry-leading A14 node announced in 2025, enabling even more compact and efficient designs to address insatiable customer demand in computational requirements for next-generation artificial intelligence, high-performance computing (HPC), and mobile applications.


Representing TSMC’s commitment to continuous improvement, A13 provides 6% area savings from A14. Design rules are fully backward compatible with A14, enabling customers to quickly migrate their designs to TSMC’s latest nanosheet transistor technology. In addition, A13 delivers increased power efficiency and performance gains through design-technology co-optimization, and is scheduled to enter production in 2029, one year after A14.


A13 was one of many technology innovations highlighted at TSMC’s North America Technology Symposium in Santa Clara, California, which kicks off the event series around the world in the coming months. With the theme of “Expanding AI with Leadership Silicon,” the technology symposiums are TSMC’s largest annual customer events, showcasing the Company’s breakthroughs in technology development and manufacturing service.


“At TSMC, we understand our customers are always looking ahead to their next innovation and they come to us for a reliable stream of new silicon technologies, like A13, meticulously engineered to be ready for high-volume production right when their visionary new designs demand them,” said TSMC Chairman and CEO Dr. C.C. Wei. “TSMC’s advanced process technologies lead the industry in density, performance and power efficiency, and we continually strive to make them even better for our customers’ future products, ensuring customers’ success as their most reliable technological partner.”


Other new technologies unveiled at the North America Technology Symposium include:


Advanced Logic



At the event, TSMC is also previewing its A14 platform enhancement A12, which features Super Power Rail technology to provide backside power delivery for AI and HPC applications. A12 is also scheduled to enter production in 2029.



TSMC continues to advance its 2nm platform with the introduction of N2U, which employs design-technology co-optimization to reach speed gains of 3-4% or power reduction of 8-10% and a 1.02-1.03X logic density improvement from N2P. A balanced option for AI, HPC, and mobile applications leveraging the process maturity and strong yield performance of the 2nm technology platform, N2U is scheduled for production in 2028.



TSMC 3DFabric® Advanced Packaging and 3D Silicon Stacking



To support AI demand for more computing power and memory in a single package, TSMC continues to expand its Chip on Wafer on Substrate (CoWoS®) technology to integrate more silicon. The Company is now producing 5.5-reticle size CoWoS and planning for even larger versions. A 14-reticle size CoWoS, capable of integrating approximately 10 large compute dies and 20 HBM stacks, is slated for production in 2028. This will be followed by an expansion to beyond 14 reticles in 2029. These new offerings provide customers with more options for AI compute scaling and complement TSMC’s 40-reticle size SoW-X System-on-Wafer technology also expected in 2029.



TSMC is also offering its TSMC-SoIC® 3D chip stacking technology on its most advanced technology platform, with A14-to-A14 SoIC set to be available for production in 2029. It will provide 1.8X higher die-to-die I/O density compared with N2-on-N2 SoIC, supporting higher bandwidth of data transfer between stacked chips.



TSMC’s Compact Universal Photonic Engine (TSMC-COUPE™) is set to reach a key milestone with a true co-packaged optics solution using COUPE on substrate beginning production in 2026. By integrating the COUPE optical engine directly inside the package, TSMC achieves 2X power efficiency and 10X latency reduction versus a pluggable version on the circuit board. The technology is featured in a 200Gbps micro-ring modulator, a highly compact and energy-efficient solution to move data between racks in data centers.



Automotive and Robotics



Advanced Driver Assistance Systems (ADAS) and autonomous vehicles require leading-edge technologies along with stringent quality and reliability standards. Physical AI applications, such as humanoid robots, are adopting similarly demanding requirements. To address these needs, TSMC announced N2A, the first automotive-grade process technology with nanosheet transistors. N2A provides 15-20% speed gain at the same power compared with N3A and is scheduled to complete AEC-Q100 qualification in 2028. Furthermore, TSMC is making “Auto-Use” design kits available within its N2P process design kit (PDK), enabling customers to factor in automotive usage conditions in the design. This allows customers an earlier design start before N2A process is fully qualified.



TSMC’s efforts to speed up automotive product cycles are already paying off for customers as N3A enters production in 2026. With the N3 “Auto Early” program, customers were able to start designs in 2023, and today more than 10 products are planned on N3A technology to make automobiles smarter, greener, and safer for consumers.



Specialty Technology



TSMC is the first to bring high voltage technology into the FinFET era in 2026 with its N16HV process aimed at display driver applications. For smartphone display drivers, N16HV will increase gate density by 41% and reduce power by 35% compared to TSMC’s N28HV process. For near-eye displays, N16HV can shrink die area by 40% and reduce power by over 20%, enhancing the usability of applications such as smart glasses.



About TSMC


TSMC pioneered the pure-play foundry business model when it was founded in 1987, and has been the world’s leading dedicated semiconductor foundry ever since. The Company supports a thriving ecosystem of global customers and partners with the industry’s leading process technologies and portfolio of design enablement solutions to unleash innovation for the global semiconductor industry. With global operations spanning Asia, Europe, and North America, TSMC serves as a committed corporate citizen around the world.


TSMC deployed 305 distinct process technologies, and manufactured 12,682 products for 534 customers in 2025 by providing the broadest range of advanced, specialty and advanced packaging technology services. The Company is headquartered in Hsinchu, Taiwan. For more information please visit https://www.tsmc.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260422346925/en/
TSMC Spokesperson:

Wendell Huang

Senior Vice President and CFO
Media Contacts:

Nina Kao

Head of Public Relations

Tel: 886-3-563-6688 ext. 712-5036

Mobile: 886-988-239-163

E-Mail: press@tsmc.com
Michael Kramer

Public Relations

Tel: 886-3-563-6688 ext. 712-8629

Mobile: 886-988-931-352

E-Mail: press@tsmc.com


Original: TSMC Debuts A13 Technology at 2026 North America Technology Symposium

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Were you sleeping again or did you............ CHA CHING. And its not even near 6/18 expiration yet.

Here's that epic call again..................... Gave it to you just 3wks ago, March 31
When they were laying down that Whaler pipe of $30Milly bones

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177455305





GO $TSM

TSM, buy the dip

TSMC Delivers Record Q1 Profit, Flags Potential Middle East Supply RisksApril 16, 2026 7:28 AM
IH Market News
Taiwan Semiconductor Manufacturing (NYSE:TSM), known as TSMC, reported first-quarter earnings that exceeded expectations on Thursday, as the world’s largest contract chipmaker continued to benefit from strong demand tied to artificial intelligence.However, the company cautioned that ongoing conflict in the Middle East could eventually affect profitability due to disruptions in the supply of key chemicals and energy, although any immediate impact appears unlikely.TSMC recorded a net profit of T$572.48 billion ($18.15 billion) for the three months ending March 31, surpassing Bloomberg forecasts of T$542.38 billion and marking a 58.3% increase compared to the same period last year.The result was driven by a 35% rise in revenue, which reached T$1.134 trillion in the first quarter.Looking ahead, CFO Wendell Huang projected second-quarter revenue in the range of $39.0 billion to $40.2 billion, representing a 32% increase year on year. The company also expects revenue growth to exceed 30% for full-year 2026.Huang noted that disruptions to specialty chemical supplies caused by the Middle East conflict could weigh on margins, though he said it was too early to determine the full impact.He added that any near-term effects are unlikely, as TSMC has secured access to necessary chemical inputs and energy supply commitments for now.Supply chains for specialty chemicals have been significantly affected since the outbreak of the U.S.-Israel conflict with Iran in March, given the strategic importance of the Strait of Hormuz as a shipping route for these materials.A large portion of global supplies of chip-grade helium and bromine originates in the Middle East, and escalating military activity has disrupted production, particularly in Qatar, Israel, and Jordan.As a central player in the AI semiconductor ecosystem, TSMC has seen strong demand for advanced chips, serving major clients such as NVIDIA Corporation (NASDAQ:NVDA), while also producing semiconductors for a wide range of industrial and consumer electronics applications.During a post-earnings call, CEO C.C. Wei downplayed concerns about rising competition from emerging AI chip initiatives led by companies including Tesla Inc (NASDAQ:TSLA) and Intel Corporation (NASDAQ:INTC), noting that building advanced chip manufacturing capacity takes significant time and investment.Tesla CEO Elon Musk recently announced a joint venture involving Tesla, xAI, and SpaceX—named Terafab—to develop a vertically integrated chip production facility, with Intel joining the project earlier this month.Wei emphasized that TSMC will need to continue expanding its production capacity to meet rapidly growing demand. Recent reports have suggested that capacity constraints could lead key customers such as Nvidia to delay next-generation AI chip launches.TSMC, alongside chip equipment manufacturer ASML Holding NV (EU:ASML), is widely viewed as a bellwether for the semiconductor and AI sectors. ASML also reported strong first-quarter results earlier this week.Taiwan Semiconductor stock price

Original: TSMC Delivers Record Q1 Profit, Flags Potential Middle East Supply Risks

TSMC Files Annual Report on Form 20-F for 2025April 16, 2026 7:08 AM
Business Wire
TSMC (TWSE: 2330, NYSE: TSM) today filed its 2025 annual report on Form 20-F with the U.S. Securities and Exchange Commission.


The report is available at https://investor.tsmc.com/english/sec-filings. Hard copies of the report are also available, free of charge, upon email request to p_sec_service@tsmc.com.


About TSMC


TSMC pioneered the pure-play foundry business model when it was founded in 1987, and has been the world’s leading dedicated semiconductor foundry ever since. The Company supports a thriving ecosystem of global customers and partners with the industry’s leading process technologies and portfolio of design enablement solutions to unleash innovation for the global semiconductor industry. With global operations spanning Asia, Europe, and North America, TSMC serves as a committed corporate citizen around the world.


TSMC deployed 305 distinct process technologies, and manufactured 12,682 products for 534 customers in 2025 by providing the broadest range of advanced, specialty and advanced packaging technology services. The Company is headquartered in Hsinchu, Taiwan. For more information please visit https://www.tsmc.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260416992140/en/
TSMC Spokesperson:

Wendell Huang

Senior Vice President and CFO
Media Contacts:

Nina Kao

Head of Public Relations

Tel: 886-3-563-6688 ext.712-5036

Mobile: 886-988-239-163

E-Mail: press@tsmc.com
Ulric Kelly

Public Relations

Tel: 886-3-563-6688 ext.712-6541

Mobile: 886-978-111-503

E-Mail: press@tsmc.com


Original: TSMC Files Annual Report on Form 20-F for 2025

Markets Watch Iran Peace Talks as Futures Rise; TSMC Delivers Strong Results: Dow Jones, S&P, Nasdaq, Wall Street FuturesApril 16, 2026 6:16 AM
IH Market News
U.S. equity futures moved higher on Thursday as investors tracked developments around a possible new round of negotiations between Washington and Tehran. Efforts continue to extend a temporary ceasefire and restore shipping through the Strait of Hormuz. Oil prices edged up but remained below the $100 per barrel mark. Meanwhile, China reported stronger-than-expected economic growth for the first quarter, and semiconductor giant TSMC (NYSE:TSM) posted record profits.



Futures edge up



Futures tied to major U.S. indices pointed to a firmer open, supported by optimism around potential progress toward a lasting ceasefire in the Middle East and encouraging early earnings commentary.By 03:38 ET, Dow futures were up 56 points, or 0.1%, S&P 500 futures had gained 15 points, or 0.2%, and Nasdaq 100 futures had advanced 114 points, or 0.4%. Outside the U.S., Japan’s Nikkei reached a new record high, while European equities also traded modestly higher.In the previous session, both the S&P 500 and Nasdaq Composite hit fresh record levels, driven largely by expectations that the Iran conflict could be nearing a resolution.Executives from major Wall Street banks also signaled that the U.S. economy remains relatively resilient despite the energy shock linked to disruptions in the Strait of Hormuz, a key route for global oil flows.“[W]hile it’s still early in the [calendar first-quarter] reporting season, and the full fallout from the Iran war hasn’t been felt yet in the economy, we’ve been positively surprised by corporate results thus far, especially the ‘status quo’ messaging from bank CEOs,” analysts at Vital Knowledge said in a note.More earnings are due later in the day, with PepsiCo set to report before the opening bell and Netflix scheduled to release results after the close.



Focus on Iran talks



Analysts noted that expectations for an extension of the current truce between the U.S. and Iran have become widely accepted among investors, to the point that further headlines on negotiations may have less impact on market sentiment.Although no formal agreement has been reached, reports suggest that diplomatic efforts are advancing.Mediators continue working toward a lasting ceasefire as the current two-week truce approaches its expiration. According to the Wall Street Journal, both sides have agreed in principle to resume discussions after initial talks in Pakistan failed to produce an immediate breakthrough, though no timing or location has been confirmed.The WSJ added that Vice President JD Vance is expected to lead the U.S. delegation in future negotiations.President Donald Trump has also indicated that talks between Israel and Lebanon are set to take place, with the Financial Times reporting that a ceasefire between the two sides could be reached “soon.”



Oil remains below $100



Tensions persist, particularly around the U.S. naval blockade of Iranian ports. A senior Iranian military official has warned against continuing the blockade, while U.S. Central Command maintains that no Iranian-linked vessels have managed to bypass it.Other reports suggested that some ships and tankers have successfully transited the Strait of Hormuz in recent days. Reuters also indicated that Iran may allow vessels to pass through the Omani side of the strait without interference as part of a broader agreement.Against this backdrop, oil prices rose slightly but remained under $100 per barrel, still well above pre-conflict levels. However, for the week, crude prices have been under pressure, with gains capped by hopes of easing tensions between the U.S. and Iran.



China growth beats expectations



China’s economy expanded more than forecast in the first quarter of 2026, supported by strong exports and a recovery in domestic demand.Gross domestic product rose 5% year on year, matching the upper end of the government’s annual target.The data provided some support for expectations around oil demand in the world’s largest crude importer, although other indicators suggested that economic momentum slowed toward the end of the quarter.Uncertainty remains over China’s outlook, particularly given its reliance on crude imports from Iran.



TSMC posts record profit



Taiwan Semiconductor Manufacturing (NYSE:TSM) reported better-than-expected first-quarter earnings, benefiting from continued strong demand linked to artificial intelligence.The company posted net profit of T$572.48 billion ($18.15 billion) for the three months to March 31, exceeding Bloomberg estimates of T$542.38 billion and marking a 58.3% increase compared with the same period last year.Revenue rose 35% to T$1.134 trillion during the quarter.TSMC cautioned that ongoing disruptions to chemical and energy supplies due to the Middle East conflict could weigh on profitability, although it does not expect a significant near-term impact.Taiwan Semiconductor stock price

Original: Markets Watch Iran Peace Talks as Futures Rise; TSMC Delivers Strong Results: Dow Jones, S&P, Nasdaq, Wall Street Futures

TSM, buy the dip

TSMC Reports 45% Surge in March Revenue, Beats Q1 ExpectationsApril 10, 2026 5:54 AM
IH Market News
Taiwan Semiconductor Manufacturing Corp, or TSMC (NYSE:TSM), reported a sharp rise in March revenue, driven by strong demand linked to artificial intelligence, reinforcing its position as the world’s leading contract chipmaker.The strong monthly performance helped lift the company’s total revenue for the first quarter slightly above market expectations.March revenue climbed 45.2% year on year to T$415.19 billion ($13.07 billion), while also increasing 30.7% compared with February.For the first quarter, revenue reached T$1.13 trillion, narrowly exceeding Bloomberg forecasts of T$1.12 trillion and marking a significant increase from T$839.25 billion recorded in the same period last year.TSMC remains a critical supplier to major AI players such as Nvidia, while also producing chips for much of the global smartphone and electronics industry, including key components for Apple devices.In recent years, growth has been largely fueled by demand for AI-related chips, as investment in artificial intelligence and cloud infrastructure continues to expand, boosting the need for advanced semiconductors.The company’s shares have more than doubled over the past year, alongside strong earnings growth driven by sustained AI demand.TSMC is scheduled to release its full first-quarter earnings results on Thursday, April 16.

Original: TSMC Reports 45% Surge in March Revenue, Beats Q1 Expectations

Markets Cautious as Fragile U.S.-Iran Truce Holds; CPI Data in Focus: Dow Jones, S&P, Nasdaq, Wall Street FuturesApril 10, 2026 5:10 AM
IH Market News
Futures tied to major U.S. indices traded with little direction on Friday, as investors monitored a delicate ceasefire between the United States and Iran. Continued Israeli strikes on Hezbollah-linked positions in Lebanon have added uncertainty ahead of potential weekend discussions between Washington and Tehran. Meanwhile, oil prices moved slightly higher and gold edged lower, with attention also turning to upcoming U.S. inflation data.



Futures show limited movement



U.S. equity futures were subdued in early trading, reflecting caution around geopolitical tensions, ongoing disruption in the Strait of Hormuz, and the imminent release of inflation figures.By 03:27 ET, Dow futures slipped 60 points, or 0.1%, while S&P 500 futures eased 4 points, or 0.15%. Nasdaq 100 futures were largely flat.Wall Street had ended the previous session higher, supported by comments from Benjamin Netanyahu indicating that discussions with Lebanon could begin. Despite the announcement of a temporary ceasefire earlier in the week, Israeli operations against Iran-aligned Hezbollah targets have continued, including strikes reported on Friday.Iran has suggested that ongoing Israeli military activity could jeopardize any planned negotiations with the U.S., particularly if attacks persist. There are also unresolved differences between Washington and Tehran regarding whether Lebanon falls under the scope of the current ceasefire agreement.Even so, hopes for a longer-term easing of tensions have supported risk appetite. U.S. equities have now recorded seven consecutive sessions of gains, with the Dow Jones Industrial Average returning to positive territory for the year.Outside of geopolitics, consumer discretionary stocks received a boost after Amazon (NASDAQ:AMZN) CEO Andy Jassy revealed that the company’s cloud-based artificial intelligence services are generating more than $15 billion in revenue.



Oil edges higher amid supply concerns



Shipping through the Strait of Hormuz remains severely constrained, with volumes still below 10% of normal levels despite the ceasefire, according to reports.Iran has instructed vessels to remain within its territorial waters while transiting the strait, a key passage for global oil supplies. The disruption has significant implications, particularly for Asian economies reliant on crude imports and for Europe, which depends on gas flows from the Gulf region.In addition, strikes on Saudi energy infrastructure have reduced oil production capacity by around 600,000 barrels per day and cut flows along the East-West Pipeline by roughly 700,000 barrels per day.These factors have supported oil prices. Brent crude rose 1.4% to $97.24 per barrel, while U.S. West Texas Intermediate gained 1.4% to $99.25. Although the ceasefire has put oil on track for its steepest weekly drop since June 2025, prices remain elevated compared with pre-conflict levels.



Gold slips but remains on track for weekly gains



Gold prices declined slightly during European trading but were still set to post gains for the week.Despite its status as a traditional safe-haven asset, gold has struggled during the Iran conflict. Rising oil prices have fueled inflation concerns and reinforced expectations that the Federal Reserve may keep interest rates higher for longer, which tends to weigh on non-yielding assets like gold.Instead, investors have turned to the U.S. dollar, which has strengthened and made gold more expensive for international buyers. However, with renewed optimism around a potential ceasefire, the dollar has weakened over the past week.“These levels clearly embed plenty of optimism, but another leg lower for USD is on the cards once, or if, a permanent peace deal is agreed and Strait of Hormuz flows resume,” analysts at ING said in a note.



Inflation data in focus



Markets are now awaiting the release of U.S. consumer price index data for March, which could shed light on the inflationary impact of recent energy price spikes.Economists expect headline inflation to rise sharply compared to February, largely due to higher gasoline prices linked to the geopolitical situation. The national average price of gasoline has climbed above $4 per gallon for the first time in over three years, while diesel costs have also surged.However, the data is likely to reflect only the immediate impact of rising oil prices. Core inflation, which excludes volatile components such as food and energy, is expected to show a more moderate increase.According to ING analysts, this may lead the Federal Reserve to place less emphasis on headline inflation figures in the near term.



TSMC reports strong revenue growth



Taiwan Semiconductor Manufacturing Company (NYSE:TSM) reported robust revenue growth for the first quarter, driven by strong demand linked to artificial intelligence.The world’s largest contract chipmaker, and a key supplier to companies such as Nvidia and Apple, posted a 45.2% year-on-year increase in March revenue to T$415.19 billion ($13.07 billion). Revenue also rose 30.7% compared to February.For the quarter, total revenue reached T$1.13 trillion, slightly exceeding Bloomberg estimates of T$1.12 trillion and marking a significant increase from T$839.25 billion a year earlier.Amazon stock priceTaiwan Semiconductor stock price

Original: Markets Cautious as Fragile U.S.-Iran Truce Holds; CPI Data in Focus: Dow Jones, S&P, Nasdaq, Wall Street Futures

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UPS launches $100 million logistics hub in Taiwan to support growing tech demandMarch 25, 2026 6:48 AM
IH Market News
United Parcel Service (NYSE:UPS) has inaugurated a new $100 million logistics center in Taiwan, its largest facility in the Asia-Pacific region, as demand linked to the technology sector continues to expand.The new hub is located in Taoyuan in northern Taiwan, close to the island’s main international airport. Applied Materials (NASDAQ:AMAT), the largest U.S. producer of semiconductor manufacturing equipment, will use the facility as a distribution hub for its operations across Asia.Lauren Zhao, president of UPS Asia Pacific Supply Chain Solutions and Freight Forwarding, said that about 80% of the freight handled at the site is tied to high-technology products. She added that Taiwan’s semiconductor sector is the most advanced globally, with the island leading many of the manufacturing processes used in the industry.UPS currently runs its Taiwan operations through Taoyuan International Airport. Sam Hung, the company’s managing director for Japan, South Korea and Taiwan, said the group is evaluating the possibility of adding flights to Kaohsiung in southern Taiwan, depending on future customer demand.Taiwan is home to TSMC (NYSE:TSM), the world’s largest contract chip manufacturer and a key supplier of advanced semiconductors used in artificial intelligence technologies. Kaohsiung is also where TSMC is constructing a major new plant as part of a growing semiconductor manufacturing cluster in southern Taiwan.

Original: UPS launches $100 million logistics hub in Taiwan to support growing tech demand

Nvidia could modify Feynman AI platform amid TSMC capacity constraints – reportMarch 23, 2026 6:35 AM
IH Market News
Nvidia (NASDAQ:NVDA) may be forced to adjust the design of its upcoming Feynman artificial intelligence platform because of limited manufacturing capacity at Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), according to a report published Monday by Taiwan’s Economic Daily News.The report said demand for TSMC’s cutting-edge 2-nanometer chip production has surged, driven by major AI companies such as Nvidia and Meta. As a result, the foundry’s advanced manufacturing capacity is already fully booked through 2028 and possibly beyond.These constraints could require Nvidia to rethink aspects of the Feynman platform’s design, the report added. TSMC is also expected to raise prices as production capacity remains tight while demand linked to artificial intelligence continues to climb rapidly.The world’s largest contract chip manufacturer has seen a significant boost from the surge in AI-related demand over the past three years.Feynman is Nvidia’s next-generation AI computing platform unveiled in 2025, with commercial availability targeted for 2028. It is intended to follow the company’s upcoming Vera Rubin platform, which is scheduled to begin shipping later this year.Nvidia stock priceTaiwan Semiconductor stock price

Original: Nvidia could modify Feynman AI platform amid TSMC capacity constraints – report

TSM, buy the dip

The Drone Revolution's Dependence on Chinese Rare Earth Processing - OilPrice.com Market CommentaryMarch 11, 2026 10:45 AM
PR Newswire (US)

NEW YORK, March 11, 2026 /PRNewswire/ -- Ukraine produced 1.2 million drones in 2024 alone. The scale is significant, as Ukraine is now deploying roughly 9,000 drones per day. But all of those drones share one vulnerability: virtually every magnet in the Ukrainian drones used in 2024 was manufactured in China. And the same is true for Western defense systems across the board.  Companies mentioned in this release include: REalloys Inc. (ALOY), Apple Inc. (NASDAQ: AAPL), Broadcom Inc. (NASDAQ:AVGO), Advanced Micro Devices, Inc. (NASDAQ: AMD), General Motors Company (NYSE: GM), Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM)Every drone motor, every missile guidance system, every fighter jet turbine starter…all of them depend on rare earth magnets that trace back to Chinese processing. That's a vulnerability most people haven't even begun to understand. And one company, REalloys (ALOY), is looking to close that gap before it's too late.REalloys operates the only proven commercial-scale platform in North America for producing the heavy rare earth metals and alloys that go into defense-grade magnets. Its facility in Euclid, Ohio, is already delivering materials under U.S. government contracts. And there's a hard deadline approaching that changes everything. On January 1, 2027, new U.S. defense procurement rules take effect that will effectively ban Chinese-origin rare earth materials from American weapons systems. That means every defense contractor currently sourcing magnets or magnet materials – for drones or any other military purpose – from China will need a compliant domestic alternative…and they'll need it fast. So the companies that get qualified into these programs now might own these supply chains for decades.China Holds the KeyChina controls approximately 90–95% of global rare earth processing. Rare earths exist in the ground across North America, South America, Greenland, and elsewhere. But the West gave up the ability to actually process those raw materials into usable metals and magnets roughly 40 years ago. China filled that void and now controls nearly the entire global supply chain.Every rare earth magnet used in Western defense systems, vehicles, electronics, and industrial equipment traces back to Chinese processing. And China maintains an incredibly strict control over its advantage, as it issues rare earth export licenses on a monthly basis. That means Beijing can throttle supply to any country at any time.When President Trump threatened 100% tariffs on China, Beijing's counter was a threat to cut off rare earth exports. This episode highlighted the strategic leverage that rare earth export controls provide to China.Notably, the United States currently maintains zero strategic stockpile of processed rare earths. Europe's stockpile? Also zero. The entire Western drone and defense industrial base operates on a just-in-time supply chain for the most critical materials on the planet…and it's sourced almost entirely from a geopolitical adversary that can turn the tap off any time it wants. This is the threat that makes what REalloys is building in Ohio and Saskatchewan so critical…not just as a business, but as a matter of national defense.Why Billions in Mining Investment Haven't Fixed AnythingThere's a reason billions of dollars in rare earth mining investment haven't made a dent in China's dominance. It's because most of the money was spent working to solve the wrong problem. Even President Trump has acknowledged this publicly, remarking at the World Economic Forum in Davos that America doesn't have a rare earth problem; it has a processing problem. Elon Musk echoed the same point, noting that there's nothing rare about rare earths except the processing and separating.Converting raw rare earth minerals into defense-grade metals and magnets is a ridiculously complex industrial challenge. It involves separating 17 individual elements through multi-stage solvent extraction…then converting oxides into metals at temperatures above 1,200 degrees…then precision alloying to exact specifications across thousands of micro-steps…and all of this must be controlled with extreme precision.Making matters worse, many companies claiming to operate supply chains outside China's influence are still quietly dependent on Chinese technology, equipment, and consumables. For example, graphite anodes, which are a critical furnace component that needs replacing several times per week, come almost exclusively from China.As one rare earth processing expert put it: 1% reliance on China is 100% reliance on China. It's a principle that REalloys and its processing partner, the Saskatchewan Research Council, built their entire operation around…and it's why their supply chain was designed from the ground up to be completely free of Chinese dependency.The Only Proven Platform in North AmericaNo other company in North America has what REalloys (ALOY) has built: a proven, commercial-scale heavy rare earth supply chain that can take raw material all the way to a finished magnet with zero reliance on Chinese technology, equipment, or critical consumables.The company controls every step of the supply chain. Upstream, it owns the Hoidas Lake rare earth project in Saskatchewan and has locked in non-binding feedstock agreements with partners in Kazakhstan, Brazil, and Greenland. Midstream, it holds an exclusive 80% offtake on production from the Saskatchewan Research Council's Rare Earth Processing Facility in Saskatoon, targeting first commercial production in late 2026 to early 2027. Downstream, it operates a metallization and magnet-manufacturing facility in Euclid, Ohio, which is a site with more than three decades of specialty metals experience and existing contracts with the U.S. Department of Defense, Department of Energy, and NASA.That Euclid facility is a critical asset. It is currently the only facility in North America with a proven track record of delivering heavy rare earth metals, alloys, and magnets to government and commercial partners. The team behind it goes back over 40 years, including eight years of hands-on collaboration with U.S. national laboratories and the Defense Logistics Agency. And the processing technology that feeds it is just as impressive. Where a comparable Chinese facility requires roughly 80 workers running manual operations around the clock, the SRC's AI-driven system runs the entire separation process with six people.When China blocked the export of processing technology in 2020, SRC built everything from the ground up…and ended up building something better. By early 2027, the combined platform is expected to produce approximately 525 tonnes per year of neodymium-praseodymium metal, roughly 30 tonnes of dysprosium oxide, and 15 tonnes of terbium oxide. At that scale, the SRC facility would be the largest source of heavy rare earth oxides outside China, sitting right in North America's backyard.Why the Next 12 Months Change EverythingOn January 1, 2027, new U.S. defense procurement rules take effect that will effectively ban Chinese-origin rare earth materials from American weapons systems. Every defense contractor that currently sources magnets or magnet materials from China will need a compliant domestic alternative. That deadline is now less than a year away, and qualification alone takes years while material is tested, stressed, retested, incorporated into components, and evaluated again after changes in scale. Any variation in chemistry, microstructure, or processing conditions can reset the entire clock.Once a supplier clears that process, replacing them becomes a technical and regulatory headache that nobody wants to take on. Defense platforms are designed to operate for decades, and suppliers are chosen early and rarely replaced.The U.S. Export-Import Bank has issued a $200 million letter of intent to support the company's supply chain development. The Japan Organization for Metals and Energy Security (JOGMEC) has signed an MOU covering technology transfer and potential financing. And the company's board reads like a who's who of defense and policy leadership: Chairman Stephen S. DuMont, President of GM Defense; General Jack Keane (Ret.), four-star general and recipient of the Presidential Medal of Freedom; former Saskatchewan Premier Brad Wall; and former Canadian Ambassador to the U.S. David MacNaughton.When the U.S. defense establishment, allied governments, and major financial institutions all start backing the same company, it usually means something. In rare earth processing, where the barriers are measured in years of expertise rather than dollars of capital, being first matters more than being biggest. REalloys got there first.Heavy rare earths are essential technology. Here are 5 companies to watch over the coming months that have exposure to the rare earth space:Apple Inc. (NASDAQ: AAPL) has essentially decoupled its hardware from the traditional rare earth mining market. As of their 2025 environmental audits, the company reached a milestone: over 99% of the rare earths used in all Apple-designed magnets are now sourced from recycled materials. This is a massive achievement powered by their proprietary disassembly robots like Daisy and Dave, which recover magnets from old iPhones that industrial shredders would normally pulverize and lose. To lock this in for the long haul, Apple signed a landmark $500 million agreement with MP Materials in mid-2025. This deal secures a domestic supply of magnets refined at Mountain Pass, California, and manufactured in Northlake, Texas.Broadcom Inc. (NASDAQ: AVGO) is the "quiet giant" of the AI hardware world, specializing in the high-speed networking chips that connect thousands of GPUs in a data center. In early 2026, they secured a massive $21 billion order from Anthropic for custom AI accelerators. These chips, and the optical transceivers that accompany them, require precision magnets and specialized alloys that have been subject to significant export delays and 45% tariffs over the last year.Broadcom's stock has been one of the top performers in the semiconductor sector, recently hitting new highs as investors realize that you can't build an AI supercomputer without Broadcom's interconnect technology. They've successfully integrated VMware into their business, shifting toward a high-margin software-plus-hardware model.Advanced Micro Devices, Inc. (NASDAQ: AMD) is currently the strongest rival to NVIDIA in the AI space, and they are doing it by leaning into an "open ecosystem" strategy. Helios is designed to be "circular-ready," meaning it's built so that rare earth magnets and other high-value metals can be easily stripped and recycled when the hardware is decommissioned after its 3-to-5-year life cycle in a data center.Financially, AMD's stock has been bolstered by its aggressive product roadmap, specifically the Instinct MI400 series GPUs. While NVIDIA has the market share, AMD has the "favored alternative" status among hyperscalers like Google and Microsoft who want to avoid vendor lock-in.General Motors Company (NYSE: GM) has expanded its upstream exposure as access to battery raw materials increasingly dictates EV scaling timelines. The automaker continues to secure direct stakes and long-term contracts across the lithium, nickel, and cobalt value chains to underpin its Ultium platform.Its investment in Lithium Americas' Thacker Pass project provides priority access to Phase 1 lithium supply, supporting full U.S. tax credit eligibility under current IRA guidelines. GM has also expanded nickel and cobalt supply arrangements with global miners to diversify sourcing.TSMC (NYSE: TSM) is the "foundry of the world," and as such, they are the single largest consumer of the high-purity chemicals and minerals used in semiconductor manufacturing. At their massive site in Phoenix, Arizona, they recently broke ground on an Industrial Water Reclamation Plant. This $20+ billion facility is designed to recapture up to 90% of the water used in chipmaking.Financially, TSMC remains a powerhouse, with early 2026 revenue projections showing nearly 30% growth. The stock continues to be a favorite for those wanting exposure to the AI boom, as every major player relies on TSMC's Taiwan and Arizona fabs. However, the company is constantly navigating the "Taiwan Risk," which is why theirBy. Josh OwensOilprice Intelligence brings you the inside view on where the next gains will come from, breaking down the market's biggest growth driver with analysis from oilmen and experts. Click here to get this intel for freeIMPORTANT NOTICE AND DISCLAIMER FORWARD LOOKING STATEMENTS
This publication contains forward-looking statements, including statements regarding expected continual growth of the featured companies and/or industry. The Publisher notes that statements contained herein that look forward in time, which include everything other than historical information, involve risks and uncertainties that may affect the companies' actual results of operations. Factors that could cause actual results to differ include, but are not limited to, changing governmental laws and policies concerning, among other things, recreational and medical cannabis sales, success of the company's proprietary technology, the size and growth of the market for the company's products and services, the company's ability to fund its capital requirements in the near term and long term, pricing pressures, etc.SHARE OWNERSHIP
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View original content:https://www.prnewswire.com/news-releases/the-drone-revolutions-dependence-on-chinese-rare-earth-processing---oilpricecom-market-commentary-302711142.html

Original: The Drone Revolution's Dependence on Chinese Rare Earth Processing - OilPrice.com Market Commentary

TSM, buy the dip

U.S. futures edge up as Middle East tensions persist; jobs report in focus: Dow Jones, S&P, Nasdaq, Wall StreetMarch 6, 2026 5:25 AM
IH Market News
Futures tied to the main U.S. stock indices moved slightly higher on Friday as investors continued to evaluate the escalating conflict involving Iran, which has yet to show signs of easing. Oil prices remain on track for strong weekly gains amid concerns over supply disruptions through the crucial Strait of Hormuz. Meanwhile, markets are preparing for the release of the February U.S. employment report, while shares of Marvell Technology (NASDAQ:MRVL) surged after the chipmaker lifted its revenue outlook on the back of strong artificial intelligence-driven demand for data centers.



Futures rise as Iran conflict continues



U.S. equity futures posted modest gains, though market sentiment remained cautious as the conflict involving Iran entered its seventh day.At 03:06 ET, Dow futures were up 50 points, or 0.1%. S&P 500 futures rose 8 points, or 0.1%, while Nasdaq 100 futures advanced 65 points, or 0.3%.Wall Street’s main indices had declined in the previous session, weighed down by rising oil prices and growing fears that supplies could be disrupted through the Strait of Hormuz south of Iran.U.S. crude prices have climbed nearly 21% since the United States and Israel carried out coordinated strikes against Iran. The conflict has since spread across parts of the Middle East and the Persian Gulf, raising concerns about oil flows from the region.Average gasoline prices in the United States have increased by 27 cents since the start of the attacks, reaching $3.25 per gallon, Reuters reported, citing data from travel group AAA.With fuel costs rising, some investors are increasingly worried that a prolonged conflict could trigger renewed inflationary pressures, potentially delaying any Federal Reserve interest rate cuts later this year. U.S. Treasury yields have moved higher, putting additional pressure on equities.Outside the United States, higher oil prices have weighed on Asian markets and currencies, particularly in South Korea, which relies heavily on oil imports passing through the Strait of Hormuz. South Korea’s Kospi index ended the session roughly unchanged but has declined 10.56% over the past week. Major European indices are also heading for their steepest weekly losses since last April.



Oil prices set for strong weekly gains



Crude prices remain on course for significant weekly increases as traders worry that the conflict could disrupt shipping through the Strait of Hormuz, a route that carries roughly one-fifth of global oil supplies.In an attempt to calm markets, the United States has announced it will temporarily allow Russian oil sales to India for a period of 30 days.“While this might help put some immediate downward pressure on the market, it is not a game-changer. The only way for prices to come down on a sustained basis is a resumption of oil flows through the Strait of Hormuz,” analysts at ING said in a note.According to Reuters, the U.S. Treasury Department is also expected to introduce measures designed to help contain energy prices through financial market mechanisms.Meanwhile, the military conflict shows little sign of easing. Israel has carried out strikes on Hezbollah targets in Lebanon and on infrastructure in Tehran, while Iran’s Revolutionary Guards have launched drones and missile attacks toward Tel Aviv, according to media reports.Iran has also delayed naming a successor to Ayatollah Ali Khamenei, who was killed in U.S. and Israeli airstrikes, the New York Times reported. Mojtaba Khamenei, the son of the late supreme leader, is widely seen as the leading candidate, though U.S. President Donald Trump described the potential appointment as “unacceptable.”



Jobs report due



Although the Middle East conflict has dominated headlines this week, investors are also awaiting key economic data on Friday with the release of the February U.S. employment report.Economists expect the U.S. economy to have added around 58,000 jobs last month, down from 130,000 in January, while the unemployment rate is forecast to remain steady at 4.3%.Federal Reserve officials have been closely monitoring labor market conditions, which have remained relatively resilient even though hiring activity has been subdued. The Fed has kept interest rates unchanged while waiting for clearer signals about the future path of employment.Artificial intelligence developments may also influence how the labor data is interpreted. Analysts and workers have warned that the rapid adoption of AI tools could eventually lead to widespread white-collar job losses as companies use the technology to improve productivity and reduce costs. Concerns intensified last week after Jack Dorsey’s payments company Block announced plans to cut roughly 40% of its workforce.



Marvell shares surge



Shares of Marvell Technology jumped more than 14% in after-hours trading after the semiconductor firm raised its annual revenue forecast, citing strong spending on data center infrastructure driven by artificial intelligence.Major technology companies such as Amazon and Microsoft are investing heavily in AI and plan to spend billions expanding the data centers required to support the emerging technology.Companies like Marvell, which develops networking and connectivity technology that allows data to flow efficiently within large computing systems, have benefited significantly from this surge in spending.Chief Executive Matt Murphy told investors the company now expects fiscal 2027 revenue to increase by more than 30% year-on-year to nearly $11 billion. Marvell’s data center segment in particular is expected to drive revenue growth in each quarter of fiscal 2027.



Nvidia reportedly halts China chip production at TSMC



Nvidia (NASDAQ:NVDA) has reportedly asked semiconductor manufacturer TSMC (NYSE:TSM) to halt production of chips destined for China as the company continues to face restrictions linked to U.S. export controls, according to the Financial Times.The report said Nvidia has shifted manufacturing capacity at TSMC away from its H200 processors toward the next-generation Vera Rubin platform.The move suggests Nvidia no longer expects significant sales of its H200 chips in China, especially given ongoing uncertainty over U.S. export rules and increased regulatory scrutiny in China.President Trump indicated in December that Nvidia would be allowed to sell the H200 chip in China. Although the processor is not the newest in Nvidia’s lineup, it remains the most advanced AI chip the company is permitted to export to China under current U.S. restrictions.However, sales in the country have reportedly slowed as U.S. lawmakers push for tighter controls and Chinese regulators seek to reduce reliance on foreign AI technology as part of Beijing’s broader push for technological self-sufficiency.Marvell Technology stock priceNvidia stock priceTaiwan Semiconductor stock price

Original: U.S. futures edge up as Middle East tensions persist; jobs report in focus: Dow Jones, S&P, Nasdaq, Wall Street

TSM, buy the dip

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TSM today—



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TSM

Many are thankful. I am one.

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Patting myself on the back😎

Is that improper🤔

GLTA

TSM, new highs

TSM, new highs this week

TSM, new highs

TSM😁👏🤫

GLTA!

Advanced-node and AI demand remain extremely strong. Geopolitics aside, TSM is still the backbone of the semiconductor supply chain.

TSM, still trending higher

Pebble Mine of Alaska owned by $NAK In-situ metal value (all metals): Over $1 trillion including rare earth minerals, which could be used for U.S. Military

$TSM