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2026-10-25 Experts say Nvidia has secured TSMC CoWoS capacity through 2028, reinforcing TSMC's critical role in AI chip supply chain.
2026-10-27 Price hike report corroborates capacity lock-in, but hike is single-sourced
CompanyBull
Samsung to Use TSMC 3nm for NVIDIA HBM Base Dies
New report confirms Samsung's plan to use TSMC 3nm, though internal foundry still under evaluation
D1 +1.8% · +5d +1.0%
›3 waves of this story
2026-10-19 Multiple sources report Samsung, SK Hynix, Micron to use TSMC 3nm for Nvidia next-gen custom HBM base die, strengthening TSMC's AI memory supply chain role
2026-10-19 Samsung concedes to Nvidia, marking first HBM manufacturing collaboration with TSMC, bolstering TSMC's AI supply chain role
2026-10-25 New report confirms Samsung's plan to use TSMC 3nm, though internal foundry still under evaluation
Company
TSMC explores rare-earth alternatives to reduce China export-control risk
Reuters: TSMC seeks equipment parts with fewer or no rare earths to safeguard advanced fab output
D1 -4.5% · +5d +4.7%
Company
TSMC in talks with SpaceX on Terafab, but wants to run the fab itself
TSMC confirmed Terafab talks on Q3 call, insists on operating the fab; reports say SpaceX also eyes South Korea for equipment
D1 -2.3% · +5d +1.4%
›2 waves of this story
2026-10-16 CEO confirms US capacity evaluation, talks with Musk on Terafab; deal not finalized
2026-10-22 TSMC confirmed Terafab talks on Q3 call, insists on operating the fab; reports say SpaceX also eyes South Korea for equipment
Earnings
Earnings report
Third quarter 2026 revenue was $46.7 billion, up 16.2% sequentially, above the high end of guidance.
D1 -1.8% · +5d -2.3%
AnalystBull
Analysts Bullish on TSMC's AI Monopoly
Multiple outlets highlight TSMC's advanced-node monopoly and resilient AI demand
D1 -2.0% · +5d -5.4%
Company
Musk Confirms In-House Terafab Build/Operation, TSMC Role May Be Limited to Sublease
Musk rules out TSMC operating Terafab, leaving only potential sublease of part of the site, narrowing cooperation scope
D1 +0.9% · +5d +5.5%
›6 waves of this story
2026-09-29 Multiple reports say TSMC is considering a second US manufacturing campus, with Dallas potentially hosting six fabs, boosting US capacity.
2026-10-02 Further US expansion beyond Arizona, boosting AI chip foundry capacity
2026-10-04 Musk confirms talks; model undecided, but bolsters TSMC's US expansion narrative
2026-10-05 Musk confirms talks with TSMC; model undecided, may reshape foundry landscape
2026-10-06 Musk's latest remarks confirm TSMC in Terafab talks without a deal, pressuring Intel
2026-10-07 Musk rules out TSMC operating Terafab, leaving only potential sublease of part of the site, narrowing cooperation scope
2026-10-25 Experts say Nvidia has secured TSMC CoWoS capacity through 2028, reinforcing TSMC's critical role in AI chip supply chain.
2026-10-27 Price hike report corroborates capacity lock-in, but hike is single-sourced
CompanyBull
Samsung to Use TSMC 3nm for NVIDIA HBM Base Dies
New report confirms Samsung's plan to use TSMC 3nm, though internal foundry still under evaluation
D1 +1.8% · +5d +1.0%
›3 waves of this story
2026-10-19 Multiple sources report Samsung, SK Hynix, Micron to use TSMC 3nm for Nvidia next-gen custom HBM base die, strengthening TSMC's AI memory supply chain role
2026-10-19 Samsung concedes to Nvidia, marking first HBM manufacturing collaboration with TSMC, bolstering TSMC's AI supply chain role
2026-10-25 New report confirms Samsung's plan to use TSMC 3nm, though internal foundry still under evaluation
Company
TSMC explores rare-earth alternatives to reduce China export-control risk
Reuters: TSMC seeks equipment parts with fewer or no rare earths to safeguard advanced fab output
D1 -4.5% · +5d +4.7%
Company
TSMC in talks with SpaceX on Terafab, but wants to run the fab itself
TSMC confirmed Terafab talks on Q3 call, insists on operating the fab; reports say SpaceX also eyes South Korea for equipment
D1 -2.3% · +5d +1.4%
›2 waves of this story
2026-10-16 CEO confirms US capacity evaluation, talks with Musk on Terafab; deal not finalized
2026-10-22 TSMC confirmed Terafab talks on Q3 call, insists on operating the fab; reports say SpaceX also eyes South Korea for equipment
Earnings
Earnings report
Third quarter 2026 revenue was $46.7 billion, up 16.2% sequentially, above the high end of guidance.
D1 -1.8% · +5d -2.3%
AnalystBull
Analysts Bullish on TSMC's AI Monopoly
Multiple outlets highlight TSMC's advanced-node monopoly and resilient AI demand
D1 -2.0% · +5d -5.4%
Company
Musk Confirms In-House Terafab Build/Operation, TSMC Role May Be Limited to Sublease
Musk rules out TSMC operating Terafab, leaving only potential sublease of part of the site, narrowing cooperation scope
D1 +0.9% · +5d +5.5%
›6 waves of this story
2026-09-29 Multiple reports say TSMC is considering a second US manufacturing campus, with Dallas potentially hosting six fabs, boosting US capacity.
2026-10-02 Further US expansion beyond Arizona, boosting AI chip foundry capacity
2026-10-04 Musk confirms talks; model undecided, but bolsters TSMC's US expansion narrative
2026-10-05 Musk confirms talks with TSMC; model undecided, may reshape foundry landscape
2026-10-06 Musk's latest remarks confirm TSMC in Terafab talks without a deal, pressuring Intel
2026-10-07 Musk rules out TSMC operating Terafab, leaving only potential sublease of part of the site, narrowing cooperation scope
