Today: 11 June 2026
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NYSE:TSM 3 May 2026 - 10 June 2026

TSMC’s AI Shares Jump but Market Value Raises a Red Flag

TSMC’s AI Shares Jump but Market Value Raises a Red Flag

TSMC surged 1.06% to a record NT$2,380 in Taipei, driving Taiex to an all-time high. AI demand and Nvidia ties fueled gains, but GuruFocus flagged TSMC as 43.1% overvalued versus its GF Value model. April revenue jumped 17.5% year-on-year; Q1 revenue hit $35.9B with a bullish outlook. CEO C.C. Wei cited “extremely robust” AI demand and raised guidance. Political stability remains a risk factor.
2 June 2026
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TSMC Shares Up After Nvidia’s AI PC Push Brings Focus Back to Taiwan Chipmaker

TSMC Shares Up After Nvidia’s AI PC Push Brings Focus Back to Taiwan Chipmaker

TSMC’s U.S. shares jumped 5.4% to $441.09 after Nvidia unveiled its new AI-focused RTX Spark chip in Taipei. Investors pushed TSMC’s ADRs higher on strong demand for its advanced chip manufacturing and tight capacity. TSMC forecasts Q2 revenue of $39.0–$40.2 billion and gross margin up to 67.5%. Taipei shares held steady, while TAIEX hit a record 45,338. TSMC’s next sales update is due June 10.
1 June 2026
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India Shut for Market Holiday, Gift Nifty Flashes Friday Caution as Oil Jumps

India Shut for Market Holiday, Gift Nifty Flashes Friday Caution as Oil Jumps

Indian stock exchanges closed Thursday for Bakri Id, while Gift Nifty futures fell 0.79% to 23,655.50, signaling a weaker Friday open. Brent crude jumped 3.6% to $97.71 amid U.S.-Iran tensions. Foreign investors have pulled over $23 billion from Indian markets in 2026, raising the risk of the first annual decline since 2015. Taiwan has overtaken India as the world’s fifth-largest stock market by market cap.
28 May 2026
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Taiwan Market Rises Ahead of India as TSMC Gains

Taiwan Market Rises Ahead of India as TSMC Gains

Taiwan’s stock market overtook India’s in value, reaching $4.95 trillion on May 25, driven by a surge in Taiwan Semiconductor Manufacturing Co. shares. TSMC now accounts for over 42% of Taiwan’s main index and is up 49% this year. India’s market fell amid rising oil prices and supply disruptions linked to Middle East tensions. Taiwan is now the world’s fifth-largest equity market, behind the U.S., China, Japan, and Hong Kong.
26 May 2026
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Asia Stocks Face Big Week as Oil, Bonds, AI Stay in Spotlight

Asia Stocks Face Big Week as Oil, Bonds, AI Stay in Spotlight

Japan’s Nikkei 225 jumped 2.68% Friday, leading gains across Asia, as chip stocks rallied despite Brent crude holding above $103 and U.S. 10-year yields at 4.558%. Nvidia and Lenovo fueled hardware optimism, but China announced a crackdown on online brokers. President Trump claimed progress on an Iran peace deal, though Iran disputed reopening the Strait of Hormuz.
24 May 2026
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TSMC’s $1.5 Trillion AI Chip Move Pressures Samsung, Intel

TSMC’s $1.5 Trillion AI Chip Move Pressures Samsung, Intel

Taiwan Semiconductor Manufacturing Co. raised its 2030 global semiconductor market forecast to over $1.5 trillion, citing surging AI demand. TSMC said AI and high-performance computing will make up 55% of the market by 2030 and projected AI accelerator wafer demand to rise 11-fold from 2022 to 2026. The company reported a first-quarter gross margin of 66% and plans to launch five new fabs this year.
18 May 2026
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TSMC’s $1.5 Trillion AI Chip Call Puts the World’s Capacity Crunch on Display

TSMC’s $1.5 Trillion AI Chip Call Puts the World’s Capacity Crunch on Display

TSMC raised its 2030 global semiconductor market forecast to over $1.5 trillion, up from $1 trillion, citing surging AI demand. AI and high-performance computing are projected to make up 55% of the market. Nvidia, AMD, and Broadcom have exhausted available TSMC 3-nanometer capacity. TSMC is expanding advanced manufacturing and packaging, with new fabs in Taiwan, the US, and Japan.
14 May 2026
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Chip Stocks Roar Back: Why SMH, SOXX, EWT, EWY And Eaton Are Back In Focus

Chip Stocks Roar Back: Why SMH, SOXX, EWT, EWY And Eaton Are Back In Focus

The Philadelphia Semiconductor Index jumped nearly 5% Friday, driving AI-linked ETFs higher and sending the S&P 500 and Nasdaq to record closes. Nvidia advanced, while Micron and Sandisk rallied about 12%. Taiwan and South Korea chip ETFs also gained, with EWY up 7.4%. Eaton reported Q1 sales of $7.5 billion, up 17%, and raised its 2026 growth outlook.
8 May 2026
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Taiwan Semiconductor Manufacturing Company Stock Jumps as AMD’s AI Surge Puts TSMC Capacity in Focus

Taiwan Semiconductor Manufacturing Company Stock Jumps as AMD’s AI Surge Puts TSMC Capacity in Focus

TSMC’s U.S.-listed shares jumped 6.36% Wednesday after AMD reported a 38% rise in first-quarter revenue, fueling demand for AI-related chip stocks. TSMC said last month that AI demand remains “extremely robust” and 2026 capital spending will hit the high end of its $52–56 billion range. Samsung’s market value surpassed $1 trillion, highlighting competition in the chip sector. Apple has held early talks with Intel and Samsung about chip production.
7 May 2026
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Intel Stock Rally Faces Its Biggest AI Test Yet as Apple Talks and AMD Forecast Lift Chips

Intel Stock Rally Faces Its Biggest AI Test Yet as Apple Talks and AMD Forecast Lift Chips

Intel shares jumped 6% in U.S. premarket trading Wednesday after AMD raised its server CPU growth forecast and reported a 57% surge in data-center revenue. Apple has held early talks with Intel and Samsung about making device processors in the U.S., Bloomberg reported. Intel’s Q1 revenue rose 7% to $13.6 billion, with its Data Center and AI unit up 22%.
6 May 2026
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SMH ETF Is Back in the AI Chip Rally. One Risk Still Could Bite Investors

SMH ETF Is Back in the AI Chip Rally. One Risk Still Could Bite Investors

The VanEck Semiconductor ETF (SMH) jumped to $522.69 premarket Wednesday, up $16.25, as AMD shares surged nearly 18% after forecasting Q2 revenue of $11.2 billion and reporting 38% Q1 revenue growth. Intel, Arm, Qualcomm, and Micron also rose. SMH is up 40.69% year to date, with Nvidia and Taiwan Semiconductor among its largest holdings. TSMC reported Q1 revenue up 40.6% to $35.90 billion.
6 May 2026
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Taiwan Semiconductor Manufacturing Company Limited Stock Jumps as TSMC’s Longtan Fab Plan Returns

Taiwan Semiconductor Manufacturing Company Limited Stock Jumps as TSMC’s Longtan Fab Plan Returns

TSMC is seeking approval to build an advanced wafer fab at Hsinchu Science Park’s Longtan campus, reviving a plan shelved in 2023 after local opposition. TSMC shares surged 6.56% to NT$2,275, pushing Taiwan’s Taiex index above 40,000 for the first time. The company reported Q1 revenue of NT$1.134 trillion, with 74% from advanced technologies. TSMC is also expanding in Arizona and faces competition from Samsung and SK Hynix.
4 May 2026
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TSMC’s Longtan Comeback: Taiwan Semiconductor’s Next AI Chip Bet Faces a Land Test

TSMC’s Longtan Comeback: Taiwan Semiconductor’s Next AI Chip Bet Faces a Land Test

A suspended Longtan Science Park expansion in Taiwan has been revived, potentially allowing TSMC to build next-generation chip plants, Economic Daily News reported. The proposed 104-hectare site could attract up to NT$600 billion in investment but faces land, approval, and environmental challenges. TSMC’s first-quarter net income rose 58.3% to NT$572.48 billion amid strong AI chip demand. A public hearing was held for the project in April.
3 May 2026
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Stock Market Today

  • 3 Canadian Dividend Stocks Poised to Withstand a Recession
    June 10, 2026, 9:29 PM EDT. Amid ongoing economic uncertainty, including a stable 2.25% Bank of Canada interest rate and inflationary pressures, three Canadian dividend stocks stand out for their resilience. Fortis Inc. (TSX:FTS) boasts 52 consecutive years of dividend increases, benefiting from steady demand for utilities. Enbridge (TSX:ENB) operates critical energy infrastructure with cash flows backed by long-term contracts, providing recession-resistant income. These stocks offer investors defensive positions with reliable, cash-generating dividend income, suitable for weathering downturns.

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11 June 2026
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