Taiwan Semiconductor Manufacturing Co.
Coverage of Taiwan Semiconductor Manufacturing Co. in the Nexus archive.
- Apple iPhone 18 Pro supplier list, parts and photos exposed in Indian supplier's data leak
A data leak from Apple's Indian supplier Tata Electronics exposed sensitive component lists, supplier details, and photos of the upcoming iPhone 18 Pro models on the dark web. The breach, attributed to ransomware group World Leaks, risks disrupting Apple's supply chain strategies and could benefit competitors or counterfeiters by revealing supplier-part mappings.
- US Congress welcomes Taiwan’s parliamentary leader to Washington, affirms support for the island
US Congress welcomed Han Kuo-yu, president of Taiwan’s Legislative Yuan, to Washington, affirming bipartisan support for Taiwan. The visit occurred as the Trump administration reviews a $14 billion arms sales package to Taiwan, which had received preliminary congressional approval. Over 30 House representatives attended a reception, and Democratic senators met with Han’s delegation, urging the administration to expedite the arms sales.
- US Congress welcomes Taiwan's parliamentary leader to Washington, affirms support for the island
U.S. House members welcomed Taiwan's Legislative Yuan president Han Kuo-yu to Washington, affirming bipartisan support for Taiwan amid a Trump administration review of a $14 billion arms sales package. Lawmakers emphasized the importance of maintaining peace and commerce, while criticizing delays in the arms sale approval.
- TSMC struggles to keep up with AI demand: ‘We can only support so much’
TSMC, the world's largest semiconductor-maker, is struggling to meet high AI-related demand from American customers despite expanding its US factories. CEO C.C. Wei stated that customer demand exceeds capacity, and the AI boom has caused long-term shortages in memory products like RAM and NAND Flash.
- AI’s Grip on Emerging Markets Fuels Rise in Stock-Picking ETFs
The article highlights the growing influence of AI in emerging markets and the subsequent rise in stock-picking ETFs. It also mentions Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest chipmaker, set to announce financial results.
- TSMC CEO Pledges 30%-Plus Incentive Bump as AI Profits Soar
TSMC CEO C.C. Wei announced a pledge to increase incentives by over 30% as the company's profits from AI-related activities surge. The move reflects growing demand for semiconductor manufacturing in the AI sector.
- Taiwan’s boom a leveraged bet on AI irrational exuberance
Taiwan has surpassed India to become the world's fifth-largest stock market, driven by an AI boom and the performance of Taiwan Semiconductor Manufacturing Co. (TSMC), which has risen 46% this year and is a key catalyst for the market and economic growth.
- Taiwan watches Trump-Xi meeting for signs China will test US resolve
Taiwan is watching the meeting between US President Donald Trump and Chinese leader Xi Jinping closely, fearing that China may try to offer a deal in exchange for a larger role in Taiwan's future. The island nation has spent decades living under threat from the Chinese Communist Party. Any conflict or blockade could ripple through American factories and technology companies.
- Wall Street holds at its record high even as oil prices climb
Wall Street maintains record highs despite rising oil prices amid uncertainty over the Iran war. Stocks gained slightly as corporate earnings outperformed expectations, while Pakistan's army chief meets Iranian officials to ease tensions. Oil prices rose 1.4% to $96.24 per barrel, reflecting market caution.
- Investors Aren’t Buying Into Policymakers’ Gloom
The S&P 500 Index declined as concerns over stretched valuations overshadowed optimism about the upcoming CES conference and potential easing of Trump-era tariffs. Investors remained cautious despite positive signals from policymakers.
- AI Trade Fuels Emerging-Markets Stock Rally After TSMC Results
AI trade is driving a stock rally in emerging markets following positive results from Taiwan Semiconductor Manufacturing Co. (TSMC). The company's performance in Kaohsiung, Taiwan, has boosted investor confidence.
- TSMC Rides Retail Frenzy to New Stock Highs as AI Boom Returns
TSMC achieved new stock highs driven by strong revenue performance exceeding estimates, signaling continued AI industry growth in 2026. The company's success reinforces confidence in sustained global AI investment despite concerns about market bubbles.
- Asia Markets Begin Clawing Back War Losses on Easing Tensions
Asia markets are recovering from war-related losses as tensions ease, with Taiwan Semiconductor Manufacturing Co.'s upcoming earnings report serving as a critical test for continued recovery.
- TSMC’s Sales Beat Estimates After War Fails to Dent AI Demand
TSMC reported sales exceeding expectations despite ongoing conflicts, driven by sustained demand for AI technology. The article highlights TSMC's factory operations in Kaohsiung, Taiwan.