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NYSE:TSM News 11 October 2025 - 10 November 2025

TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC’s October Sales Set New Record but Growth Cools to 16.9% YoY as AI Demand Normalizes; Smartphone Orders Reawaken

TAIPEI — November 10, 2025 At a glance October by the numbers: a record high with cooler growth TSMC reported NT$367.47 billion in consolidated revenue for October, a fresh record and an 11% sequential rise. On a yearly basis, sales grew 16.9%, slower than September’s ~40% YoY surge. For January–October, revenue totaled NT$3.13 trillion, up 33.8% from the same period last year. TSMC+2Focus Taiwan – CNA English News+2 While those figures confirm the foundry’s dominant position in advanced nodes, they also mark the slowest YoY growth since February 2024, a datapoint traders have latched onto as evidence that the AI
10 November 2025
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TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC (TSM) Pre‑Market Briefing, Nov 7, 2025: Jensen Huang Visits Taiwan Partner, Taiwan Exports Soar on AI Demand, and 2026 Price‑Hike Reports Surface

Published: November 7, 2025Ticker: NYSE: TSM Key Takeaways Before the Bell What’s Moving TSMC Today 1) Nvidia’s Huang on the ground in Taiwan; China sales stance unchanged Nvidia CEO Jensen Huang landed in Taiwan and told reporters there are no active talks to sell the company’s Blackwell AI chips in China, reiterating the export‑control overhang. He added that he is in Taiwan to visit TSMC and take part in the company’s sports day, underscoring the foundry’s central role in Nvidia’s AI roadmap. Reuters Local media tracked Huang’s schedule to TSMC’s 3‑nm plant in Tainan today and to TSMC’s annual sports
7 November 2025
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Stocks to Buy Today (Oct. 22, 2025): Top Picks as Markets Near Record Highs

Stocks to Buy Today (Oct. 22, 2025): Top Picks as Markets Near Record Highs

Market News & Today’s Financial Outlook Stocks are starting today on cautiously optimistic footing. Futures were little changed this morning after a batch of earnings delivered both relief and warnings. Netflix shocked investors with a rare earnings miss, sending its stock down ~6–7% in pre-market trading reuters.com. And chipmaker Texas Instruments sank nearly 9% after issuing a bleak sales forecast, which in turn dragged down other semiconductor names reuters.com. Those disappointments put a slight chill on Nasdaq futures. “We’re at a bit of a point of indecision, where nobody feels particularly strongly about anything,” noted Michael Green of Simplify Asset
22 October 2025
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TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC Stock Rockets on AI Boom: Record Profit and $1T Valuation Stun Markets

Record Q3 Results Drive Rally TSMC’s latest earnings confirmed the AI-driven boom in semiconductors. July–September revenue jumped to NT$989.9 billion (≈$32.5 billion) reuters.com, about 30% above last year, and net income hit NT$452.3 billion economictimes.indiatimes.com – both well above analysts’ estimates. High-performance computing (HPC) chips – used in AI servers – dominated the quarter, with the HPC unit accounting for roughly 57% of sales economictimes.indiatimes.com economictimes.indiatimes.com. Counterpoint Research analyst William Li commented that the “strong traction at 3nm as well as high utilization at 4/5nm” from orders by AI GPU and data-center customers directly drove these robust earnings economictimes.indiatimes.com. CEO C.C. Wei echoed
17 October 2025
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Dow Dips as Fed Fears Slam Tech Stocks – Hot Economic Data Rattles Wall Street (Sept 25, 2025)

Stocks Surge on Trade Optimism and Fed Cut Hopes – Is a New Bull Run Brewing?

Key facts: U.S. stock indexes jumped in mid-October as trade-war fears eased and Fed officials signaled more rate cuts. The S&P 500 closed near 6,671 (up ~0.4%) and the Nasdaq around 22,670 (+0.7%), while the Dow was roughly flat reuters.com. Futures point higher: on Oct. 16 morning, Dow futures were +0.4% and S&P 500 futures +0.2% economictimes.indiatimes.com. Major banks led the rally (Morgan Stanley +4.7%, Bank of America +4.4%) ts2.tech, and tech/AI stocks powered gains (for example, AMD spiked ~24% in a day, Nvidia ~41% YTD) ts2.tech. Analysts have raised year-end targets – some now see the S&P hitting 6,000–7,000
16 October 2025
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Powell’s High-Stakes Speech Spurs Markets – Fed Signals More Rate Cuts in 2025

Fed Cuts Rates — But Mortgage Rates Refuse to Fall, Tech Stocks Surge to New Highs

Fed Policy and Mortgage Rates The Fed’s pivot to easier policy has not yet translated into cheaper mortgages. In September the Fed delivered its first rate cut of 2025 (bringing the federal funds target to 4.00–4.25%) and Fed officials like Governor Michelle Bowman signal more cuts are coming reuters.com. Futures markets now imply a roughly 95% chance of another 25 bp cut at the Oct. 28–29 meeting ts2.tech. Despite this, the average 30-year fixed mortgage rate is holding around 6.2%, slightly higher than a year ago thedailyeconomy.org reuters.com. Economists like Paul Mueller explain why: mortgages track the 10-year Treasury yield, which isn’t
16 October 2025
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TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

Earnings and Outlook TSMC’s latest results have been outstanding. In Q2 2025, the company reported revenue of US$30.1 billion, a 44% jump year-over-year ts2.tech, with net profit of roughly T$398.3 billion. Demand for TSMC’s most advanced nodes (5nm/3nm) is exceptionally strong: cutting-edge chips now account for about 60% of revenue ts2.tech ts2.tech, and high-performance computing/AI wafers made up roughly 60% of Q2 sales. TSMC’s pricing power and scale have kept margins very high (Q2 gross margin ~55% ts2.tech), underpinning its profit growth. Looking ahead, Q3 is expected to be even stronger. On Oct 9, TSMC announced preliminary Q3 sales of NT$989.9 billion (≈$32.5 billion), up
16 October 2025
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TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC’s AI-Fueled Rally: Stock Hits Record High, Earnings Soar Amid Global Chip Race

Breaking out: Taiwan’s TSMC has ridden a wave of AI demand to record results. The company’s stock and revenues are surging as it churns out advanced chips for customers like Nvidia and Apple bloomberg.com reuters.com. Q3 sales (~$32.5B) beat estimates, and management expects ~30% growth for all of 2025 ts2.tech. “We have fully booked production lines in the U.S. for the next three years,” CEO C.C. Wei told reporters, even as he vowed to keep investing heavily at home (“continue to build [fabs] in Taiwan because it is still not enough” reuters.com). Industry analysts note TSMC’s unique position: IDC’s Mario
14 October 2025
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Stocks Retreat as AI Hype Meets Shutdown and Trade Fears – What’s Next?

Stocks Retreat as AI Hype Meets Shutdown and Trade Fears – What’s Next?

Market Update: Rally Pauses, Tech Leads Losers U.S. stocks gave back early gains as investors “paused to assess the optimism around AI and interest-rate cuts” x.com. On Friday Oct. 10, the Dow closed around 45,480 (down ~1.9%), the S&P 500 about 6,552 (–2.7%) and the Nasdaq roughly 22,204 (–3.6%) reuters.com nasdaq.com. Over the week, the S&P and Nasdaq had their worst weeks in months as global trade fears resurfaced. The declines were broad-based: 10 of 11 S&P sectors fell, with big drops in tech and consumer discretionary nasdaq.com. Volatility spiked – the VIX fear index jumped 32% to ~21.7, its highest since
13 October 2025
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TSMC Stock Skyrockets on AI Chip Boom – Can the Rally Last?

TSMC Stock Skyrockets on AI Chip Boom – Can the Rally Last?

Recent Developments and News TSMC’s advanced fabs have driven its recent headlines. On Oct 9, 2025, TSMC announced preliminary Q3 sales of NT$989.92 B (~$32.47 B), up 30% YoY reuters.com – well above the market forecast. This AI-fueled demand lifted near-term guidance: management reiterated ~30% full-year growth. U.S. markets immediately reacted. By Oct 10, the ADR closed ~$280.66 stockanalysis.com (a 6.4% drop on heavier volume) after a short-term technical sell-off edgen.tech, then pre-market on Oct 13 jumped to ~$294 stockanalysis.com on strong sentiment. At the same time, geopolitics grabbed headlines. Taiwan’s leaders refused U.S. calls for an equal “50/50” chip output split,
13 October 2025
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Nasdaq Climbs Record Highs Then Retreats Amid Trade and Tech News

Nasdaq Climbs Record Highs Then Retreats Amid Trade and Tech News

The Nasdaq Composite Index surged to new highs in early October but slid by week’s end amid tariff fears and shifting investor sentiment. The tech-heavy index finished October 1 at 22,660, up about 0.3% on the day, as healthy corporate earnings and big gains in defense-related biotech names lifted the market nasdaq.com. By October 2, the Nasdaq added another 0.4% – closing at a fresh record high – powered by broad gains despite worries over a looming government shutdown investopedia.com investopedia.com. The rally continued into Monday, October 6, when the Nasdaq jumped 0.7% to new closing highs on the heels
11 October 2025
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TSMC’s AI-Fueled Surge: Record Highs, Big Risks, and Bold Predictions (Oct 2025 Update)

TSMC’s AI-Fueled Surge: Record Highs, Big Risks, and Bold Predictions (Oct 2025 Update)

TSMC Stock Soars on AI Boom TSMC (Taiwan Semiconductor Manufacturing Co.) is riding a wave of investor enthusiasm as of October 2025. Its Taipei-listed shares hit record highs this month – reaching NT$1,370 on Oct 2 (about $43 USD per share) ts2.tech – and the U.S. ADR (NYSE: TSM) likewise surged to all-time highs, briefly trading above $300. In fact, TSMC’s U.S. stock spiked to an intraday $307 on Oct 7 amid frenzied buying ts2.tech. Even after a bit of profit-taking, TSMC hovers around the mid-$290s per share as of Oct 11, reflecting a dramatic upswing from roughly ~$200 at
11 October 2025
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