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NYSE:TSM News 23 August 2025 - 10 October 2025

TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

TSMC Stock Soars on AI Boom – Record Highs, Key News, Risks & 2025 Outlook

Current News & Developments Image: A TSMC semiconductor fabrication facility in Taiwan, emblazoned with the company’s logo. TSMC’s cutting-edge fabs have put it at the center of recent tech and geopolitical news. In early October 2025, Taiwan Semiconductor Manufacturing Co. (TSMC) grabbed headlines with record financial results and strategic moves. On Oct 9, 2025, TSMC reported that its Q3 2025 revenue jumped about 30% year-on-yearto T$989.92 billion (~$32.5 billion) reuters.com, slightly beating market forecasts on the back of surging demand for AI-related chips. This preliminary sales figure (released ahead of full earnings on Oct 16) underscores how AI applications are driving unprecedented orders, offsetting softness in smartphones and other segments reuters.com. The blockbuster
10 October 2025
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TSMC Stock Tops $300 as AI Chip Boom Fuels Rally – Can It Keep Climbing? (Oct 2025 Update)

TSMC Stock Tops $300 as AI Chip Boom Fuels Rally – Can It Keep Climbing? (Oct 2025 Update)

Overview: TSMC’s Business and Recent Performance Taiwan Semiconductor Manufacturing Co. (TSMC) is the world’s largest contract chipmaker – a “pure-play” foundry that fabricates advanced semiconductors for clients like Apple, NVIDIA, AMD and more ts2.tech. Rather than selling its own chips, TSMC builds chips to order, focusing on cutting-edge manufacturing processes. This model has made TSMC a pillar of global tech supply chains, commanding an estimated 60%+ market share of the overall foundry market (and over 90% in the most advanced nodes) ts2.tech. In effect, TSMC manufactures ~90% of the world’s most advanced processors, putting it at the heart of technologies
9 October 2025
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TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

Overview: TSMC’s Business and Recent Performance Taiwan Semiconductor Manufacturing Co. (TSMC) is the world’s largest contract chipmaker (pure-play foundry), producing advanced semiconductors for clients like Apple, NVIDIA, AMD, and many others taiwannews.com.tw ts2.tech. Rather than selling its own branded chips, TSMC builds chips to order, focusing on cutting-edge manufacturing processes. This model has made TSMC a pillar of global tech supply chains and given it an estimated 60%+ market share of the overall foundry market (and over 90% share in the most advanced nodes) ts2.tech. Financially, TSMC has been on a strong growth trajectory. In Q2 2025, TSMC’s revenue reached US$30.1 billion, a 44%year-on-year surge, with net profit of
8 October 2025
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Wall Street’s Wild 48 Hours: NYSE Hit by Fed Jitters, Tariff Shocks & Earnings Surprises

Wall Street’s Wild 48 Hours: NYSE Hit by Fed Jitters, Tariff Shocks & Earnings Surprises

Key Highlights (Sept. 25–26, 2025) NYSE Market Indexes – From Record Highs to Rate Jitters After a euphoric run to all-time highs earlier in the week, U.S. equity indices hit a speed bump over the September 25–26 span. The Dow Jones Industrial Average fell about 0.37% on Thursday (−171 points) to 46,121, and the S&P 500 lost ~0.5%, as nearly every sector sank rakutentrade.my reuters.com. Tech-heavy indexes like the Nasdaq Composite also slipped ~0.5%. These declines marked the third consecutive daily drop for Wall Street m.economictimes.com, ending a streak of record closes that kicked off the week. By Friday’s close,
26 September 2025
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TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

Stock Price and Trend Analysis TSMC’s stock has been on a strong uptrend in 2025, fueled by the global semiconductor recovery and intense demand for AI chips. On September 23, 2025, TSM stock rallied sharply – up about 3.7% in a single session to ~$283 investing.com – following bullish news of a new collaboration and reaffirmed growth plans. This builds on an already positive trajectory: the share price has gained roughly 36% year-to-date (vs. mid-teens gains for major indices) benzinga.com, and about 59% in the past 12 months ainvest.com. Investors have been bidding up TSMC’s stock as signs mount of
23 September 2025
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Intel vs TSMC: The High-Stakes Chip Stock Showdown of 2025 and Beyond

Intel vs TSMC: The High-Stakes Chip Stock Showdown of 2025 and Beyond

2025 Year-to-Date Stock Performance Both stocks have given investors a positive ride in 2025, but Intel’s run has been notably explosive. As of Q3 2025, Intel (NASDAQ: INTC) shares have rallied roughly 45–50% since January tradingnews.com. Most of those gains came in a dramatic late-summer surge – in September 2025 Intel announced a landmark partnership with Nvidia, which sent the stock jumping over 30% in a single day ainvest.com ainvest.com. Intel hit a new 52-week high around $32 in mid-September, up about 83% from its 2025 low of ~$17 tradingnews.com. By contrast, TSMC (NYSE: TSM) has seen a steadier climb
23 September 2025
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AI Stocks’ Wild Start to September: Mega-Rallies, Billion-Dollar Deals & Hype Under Fire

AI Stocks’ Wild Start to September: Mega-Rallies, Billion-Dollar Deals & Hype Under Fire

Key Facts Market Overview: AI Stocks Face September Reality Check The week opened with a notable cool-down in the red-hot AI trade, as investors returned from summer break and took profits in crowded tech positions. On September 2, U.S. indices fell roughly 0.7–0.8%, led by the previously high-flying “AI beneficiary” stocks reuters.com. This pullback followed a massive year-to-date rally in AI names and coincided with broader risk-off sentiment (amid worries over tariffs, inflation, and rising bond yields) reuters.com reuters.com. Analysts and fund managers indicated that the selling was broad-based and largely driven by risk management rather than a fundamental crack
3 September 2025
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Tech Turbulence: Big Antitrust Wins, Spy Satellites & Cyber Scares – Sept 2–3, 2025 Roundup

Tech Turbulence: Big Antitrust Wins, Spy Satellites & Cyber Scares – Sept 2–3, 2025 Roundup

Key Facts Summary Hardware & Devices (Chips, EVs & Gadgets) US-China Tech Tensions: In a blow to Beijing’s chip ambitions, the U.S. Commerce Department revoked the “validated end-user” fast-track export status that had allowed Taiwan’s TSMC (and previously Samsung and SK Hynix) to import advanced American chipmaking tools into China without a license reuters.com. The privilege will end on Dec. 31, meaning TSMC’s Nanjing fab will need case-by-case export licenses for U.S. equipment thereafter reuters.com. The fab produces 16 nm “mature node” semiconductors – not cutting-edge chips – contributing only ~2.4% of TSMC’s revenue reuters.com. TSMC said it’s “evaluating the situation”
3 September 2025
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Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Key Facts Introduction: Chiplets and 3D Integration Come of Age Semiconductor design is undergoing a paradigm shift from giant monolithic chips toward chiplet-based and multi-die architectures. In a chiplet approach, a processor is disaggregated into multiple smaller dies (chiplets) that are later integrated in a package, rather than one large die. This strategy improves manufacturing yield and cost – smaller dies are easier to produce without defects – and allows mixing different process nodes and functions in one package astutegroup.com astutegroup.com. As traditional 2D scaling hits physical and economic limits, chiplets offer a practical path to keep improving performance and
28 August 2025
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Tech Shockwaves: Gadget Surprises, Chip Gambles & Space Feats Rock the Globe (Aug 25–26, 2025)

Tech Shockwaves: Gadget Surprises, Chip Gambles & Space Feats Rock the Globe (Aug 25–26, 2025)

Google unveiled its Pixel 10 lineup in New York, with the base Pixel 10 at $799 and the Pixel 10 Pro at $1,799, adding a telephoto camera to the base model. The U.S. government announced a 9.9% equity stake in Intel worth about $8.9–$10 billion by converting CHIPS Act subsidies into stock. SpaceX launched CRS-33 to the ISS on Aug 24, 2025, from Cape Canaveral at 2:45 AM ET; the Falcon 9 booster landed on a drone ship for its 7th reuse and the Dragon capsule docked on Aug 25, as SpaceX reached 100 launches in 2025 by mid-August. NASA
26 August 2025
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AI Stocks Whipsaw as Tech Titans Unleash Big Moves – Aug 22–23, 2025 Roundup

AI Stocks Whipsaw as Tech Titans Unleash Big Moves – Aug 22–23, 2025 Roundup

Apple is reportedly in early talks to use Google’s Gemini AI to power Siri, a Bloomberg leak that sent Alphabet stock up 3.7% and Apple up 1.6%. Meta Platforms signed a deal with Midjourney to license its image-generation tech for Meta’s future AI products, linking Meta and Midjourney’s research teams under Meta’s new Superintelligence Labs. Waymo received its first permit to test self-driving robotaxis in New York City, enabling limited testing with safety drivers in Manhattan and Brooklyn. Nvidia revealed six brand-new chips on TSMC lines for its Rubin supercomputer architecture, including a new GPU and a silicon-photonics processor, with
23 August 2025
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Global Tech Shake-Up: Space Force’s Secret Spaceplane, Telecom Megahack, and Chip Industry Bombshells (Aug 22–23, 2025)

Global Tech Shake-Up: Space Force’s Secret Spaceplane, Telecom Megahack, and Chip Industry Bombshells (Aug 22–23, 2025)

Semiconductors & Hardware Cybersecurity Consumer Electronics & Media Space Technology Telecom & Connectivity Automotive Tech Biotechnology & Health Tech Sources: Key information and quotes in this report are drawn from Reuters, Spaceflight Now, SC Media, Vice, and official company releases reuters.com reuters.com spaceflightnow.com scworld.com reuters.com reuters.com reuters.com spaceflightnow.com reuters.com reuters.com ts2.tech, among others. All developments are current as of August 23, 2025.
23 August 2025
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