TSMC Is Where Traders Are Looking After Nvidia’s $150 Billion Taiwan Pledge

TSMC's role in the AI supply chain is back in focus after Nvidia CEO Jensen Huang said Wednesday that the company could spend up to $150 billion a year in Taiwan. Nvidia's annual spending there was about $10 billion to $15 billion some four or five years back, and now stands near $100 billion, Huang said. "Going to 150 billion dollars" each year, Huang told reporters, tying Nvidia even more closely to Taiwanese manufacturers.

Stock Market · Technology · TSX:2330
TSMC Stock Hits Record After Taiwan Opens the Buying Door for Funds

TSMC Stock Hits Record After Taiwan Opens the Buying Door for Funds

Taiwan Semiconductor Manufacturing Company Limited surged to an all-time closing high in Taipei on Friday, lifted after the island’s financial regulator loosened restrictions on how much local funds can allocate to a single stock—a move that primarily favors the world’s top contract chipmaker. Shares wrapped up the session at NT$2,185, climbing 5.05%, according to figures from MarketScreener.
24 April 2026
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TSMC Stock Today (Dec. 15, 2025): TSM Holds Near $293 as AI Capex Jitters Hit Taiwan Shares and Nvidia-China Demand Grows

TSMC Stock Today (Dec. 15, 2025): TSM Holds Near $293 as AI Capex Jitters Hit Taiwan Shares and Nvidia-China Demand Grows

Taiwan Semiconductor Manufacturing Co. stock is trading with a split screen on Monday, December 15, 2025: TSMC’s Taiwan-listed shares fell sharply in Taipei, while its U.S.-listed ADR is comparatively steadier as investors weigh a short-term reset in “AI capex” sentiment against fresh demand signals tied to Nvidia’s China business.
15 December 2025
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Taiwan AI Stocks Slide as “AI-Capex Trade” Cools: TSMC Drops 2% and TAIEX Breaks Below 28,000 (Dec. 15, 2025)

Taiwan AI Stocks Slide as “AI-Capex Trade” Cools: TSMC Drops 2% and TAIEX Breaks Below 28,000 (Dec. 15, 2025)

Taiwan’s AI-linked stocks opened the week with a sharp reality check on Monday, December 15, 2025, as a global “risk-off” wave hit technology shares across Asia. The Taiwan Stock Exchange’s weighted index fell 331.08 points to 27,866.94, with turnover at NT$436.78 billion—a session defined by heavy selling in mega-cap electronics and a rotation toward smaller, theme-driven pockets of the market. Focus Taiwan - CNA English News+2Yahoo Finance Taiwan+2
15 December 2025
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TSMC Sues Ex-Executive Now at Intel as Taiwan Probes Alleged 2nm Trade‑Secret Leak

TSMC Sues Ex-Executive Now at Intel as Taiwan Probes Alleged 2nm Trade‑Secret Leak

Taiwan Semiconductor Manufacturing Co., the world’s leading contract chipmaker, confirmed on Tuesday that it has sued former senior executive Lo Wei‑jen after he took a top job at Intel. The suit was filed in Taiwan’s Intellectual Property and Commercial Court and is built around Lo’s employment contract, a signed non‑compete agreement, and provisions of Taiwan’s Trade Secrets Act. Reuters+1
25 November 2025
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TSMC’s 2025 Crossroads: AI Boom, 2‑nm Chips and Geopolitical Headwinds – What It Means for Investors

Taiwan Semiconductor Manufacturing Company Limited is the world’s largest pure‑play foundry and a pillar of global supply chains. In late September and early October 2025, its stock and strategic decisions drew significant attention, reflecting booming demand for artificial‑intelligence chips, ambitious global expansion and mounting geopolitical risks.
6 October 2025
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