Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

342.40
+0.00 (0.00%)
NYSE · Last Trade: Jan 20th, 9:25 AM EST
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The Great AI Packaging Squeeze: NVIDIA Secures 50% of TSMC Capacity as SK Hynix Breaks Ground on P&T7
As of January 20, 2026, the artificial intelligence industry has reached a critical inflection point where the availability of cutting-edge silicon is no longer limited by the ability to print transistors, but by the physical capacity to assemble them. In a move that has sent shockwaves through the global supply chain, NVIDIA (NASDAQ: NVDA) has [...]
Via TokenRing AI · January 20, 2026
The Silicon Bridge: US and Taiwan Forge $500 Billion Pact to Secure the Global AI Supply Chain
On January 13, 2026, the United States and Taiwan signed a monumental semiconductor trade and investment agreement that effectively rewrites the geography of the global artificial intelligence (AI) industry. This landmark "Silicon Pact," brokered by the U.S. Department of Commerce and the American Institute in Taiwan (AIT), establishes a $500 billion framework designed to reshore [...]
Via TokenRing AI · January 20, 2026
The Glass Wall: Why Glass Substrates are the Newest Bottleneck in the AI Arms Race
As of January 20, 2026, the artificial intelligence industry has reached a pivotal juncture where software sophistication is once again being outpaced by the physical limitations of hardware. Following major announcements at CES 2026, it has become clear that the traditional organic substrates used to house the world’s most powerful chips have reached their breaking [...]
Via TokenRing AI · January 20, 2026
The Angstrom Era Arrives: Intel 18A Hits High-Volume Production as Backside Power Redefines Silicon Efficiency
As of January 20, 2026, the global semiconductor landscape has shifted on its axis. Intel (Nasdaq:INTC) has officially announced that its 18A process node—the cornerstone of its "five nodes in four years" strategy—has entered high-volume manufacturing (HVM). This milestone marks the first time in nearly a decade that the American chipmaker has reclaimed a leadership [...]
Via TokenRing AI · January 20, 2026
OpenAI Signals End of the ‘Nvidia Tax’ with 2026 Launch of Custom ‘Titan’ Chip
In a decisive move toward vertical integration, OpenAI has officially unveiled the roadmap for its first custom-designed AI processor, codenamed "Titan." Developed in close collaboration with Broadcom (NASDAQ: AVGO) and slated for fabrication on Taiwan Semiconductor Manufacturing Company's (NYSE: TSM) cutting-edge N3 process, the chip represents a fundamental shift in OpenAI’s strategy. By moving from [...]
Via TokenRing AI · January 20, 2026
The Silicon Shift: Google’s TPU v7 Dethrones the GPU Hegemony in Historic Hardware Milestone
The hierarchy of artificial intelligence hardware underwent a seismic shift in January 2026, as Google, a subsidiary of Alphabet Inc. (NASDAQ:GOOGL), officially confirmed that its custom-designed Tensor Processing Units (TPUs) have outshipped general-purpose GPUs in volume for the first time. This landmark achievement marks the end of a decade-long era where general-purpose graphics chips were [...]
Via TokenRing AI · January 20, 2026
The Silicon Surcharge: How the New 25% AI Chip Tariff is Redrawing the Global Tech Map
On January 15, 2026, the global semiconductor landscape underwent its most seismic shift in decades as the United States officially implemented the "Silicon Surcharge." This 25% ad valorem tariff, enacted under Section 232 of the Trade Expansion Act of 1962, targets high-end artificial intelligence processors manufactured outside of American soil. Designed as a "revenue-capture" mechanism, [...]
Via TokenRing AI · January 20, 2026
The Great Memory Wall Falls: SK Hynix Shatters Records with 16-Layer HBM4 at CES 2026
The artificial intelligence arms race has entered a transformative new phase following the conclusion of CES 2026, where the "memory wall"—the long-standing bottleneck in AI processing—was decisively breached. SK Hynix (KRX: 000660) took center stage to demonstrate its 16-layer High Bandwidth Memory 4 (HBM4) package, a technological marvel designed specifically to power NVIDIA’s (NASDAQ: NVDA) [...]
Via TokenRing AI · January 20, 2026
Intel’s Angstrom Ascent: 1.4nm Pilot Phase Begins as High-NA EUV Testing Concludes
Intel (NASDAQ:INTC) has officially reached a historic milestone in its quest to reclaim semiconductor leadership, announcing today the commencement of the pilot phase for its 14A (1.4nm) process node. This development comes as the company successfully completed rigorous acceptance testing for its fleet of ASML (NASDAQ:ASML) High-Numerical Aperture (High-NA) Extreme Ultraviolet (EUV) lithography machines at [...]
Via TokenRing AI · January 20, 2026
Silicon Dominance: TSMC Hits 2nm Mass Production Milestone as the Angstrom Era Arrives
As of January 20, 2026, the global semiconductor landscape has officially entered a new epoch. Taiwan Semiconductor Manufacturing Company (NYSE: TSM) announced today that its 2-nanometer (N2) process technology has reached a critical mass production milestone, successfully ramping up high-volume manufacturing (HVM) at its lead facilities in Taiwan. This achievement marks the industry’s definitive transition [...]
Via TokenRing AI · January 20, 2026
This $2 Trillion Opportunity Could Send These Top Stocks Soaringfool.com
These companies could benefit enormously from the deeper integration of AI into consumer products.
Via The Motley Fool · January 20, 2026
NVIDIA Rubin Architecture Unleashed: The Dawn of the $0.01 Inference Era
LAS VEGAS — Just weeks after the conclusion of CES 2026, the global technology landscape is still reeling from NVIDIA’s (NASDAQ: NVDA) definitive unveil of the Rubin platform. Positioned as the successor to the already-formidable Blackwell architecture, Rubin is not merely an incremental hardware update; it is a fundamental reconfiguration of the AI factory. By [...]
Via TokenRing AI · January 20, 2026
Who Are the Biggest Winners from Taiwan Semiconductor Manufacturing's Blowout Quarterly Report?fool.com
There are numerous other winners from TSMC's strong report and increased capital expenditures.
Via The Motley Fool · January 20, 2026
Taiwan Semiconductor Manufacturing Gave Amazing News to Nvidia Stock Investorsfool.com
TSMC recent earnings reveal a strong demand for AI chips.
Via The Motley Fool · January 20, 2026
1 Dirt Cheap Artificial Intelligence Stock That Could Skyrocket in 2026fool.com
Micron's memory chips are in huge demand.
Via The Motley Fool · January 19, 2026
2 Stocks to Buy in 2026 and Hold Foreverfool.com
Alphabet and Taiwan Semiconductor have nearly unstoppable businesses.
Via The Motley Fool · January 19, 2026
Is Taiwan Semiconductor a Better Buy Than Intel for 2026?fool.com
Taiwan Semiconductor and Intel are two of the biggest names in semiconductors, but if you can only buy one of them this year, Taiwan Semiconductor is looking much more attractive than Intel.
Via The Motley Fool · January 19, 2026
The Silicon Surcharge: 25% AI Chip Tariffs Reshape the Global Tech Landscape
The global semiconductor landscape shifted dramatically this week as the U.S. government officially implemented a 25% ad valorem tariff on high-end artificial intelligence processors. Effective as of January 15, 2026, the measure—already dubbed the "Silicon Surcharge" by industry insiders—targets the most advanced chips essential for large language
Via MarketMinute · January 19, 2026
Taiwan Semiconductor (TSM) Q4 2025 Earnings: AI Boom Drives Historic 2026 Outlook
Following its latest quarterly report on January 15, 2026, Taiwan Semiconductor Manufacturing Company (NYSE:TSM) has stunned global markets with an earnings report that underscores the "voracious and relentless" nature of artificial intelligence demand. The world’s largest contract chipmaker reported record-breaking revenue and net income for the fourth quarter
Via MarketMinute · January 19, 2026
Cathie Wood Goes Shopping: 3 Stocks She Just Boughtfool.com
The ascending growth investor went hunting for deals ahead of the holiday weekend.
Via The Motley Fool · January 19, 2026
The CoWoS Stranglehold: Why Advanced Packaging is the Kingmaker of the 2026 AI Economy
As the AI revolution enters its most capital-intensive phase yet in early 2026, the industry’s greatest challenge is no longer just the design of smarter algorithms or the procurement of raw silicon. Instead, the global technology sector finds itself locked in a desperate scramble for "Advanced Packaging," specifically the Chip-on-Wafer-on-Substrate (CoWoS) technology pioneered by Taiwan [...]
Via TokenRing AI · January 19, 2026
The Backside Revolution: How Intel’s PowerVia Architecture is Solving the AI ‘Power Wall’
The semiconductor industry has reached a historic inflection point in January 2026, as the "Great Flip" from front-side to backside power delivery becomes the defining standard for the sub-2nm era. At the heart of this architectural shift is Intel Corporation (NASDAQ: INTC) and its proprietary PowerVia technology. By moving a chip’s power delivery network to [...]
Via TokenRing AI · January 19, 2026
The Glass Revolution: How Intel’s High-Volume Glass Substrates Are Unlocking the Next Era of AI Scale
The semiconductor industry reached a historic milestone this month as Intel Corporation (NASDAQ: INTC) officially transitioned its glass substrate technology into high-volume manufacturing (HVM). Announced during CES 2026, the shift from traditional organic materials to glass marks the most significant change in chip packaging in over two decades. By moving beyond the physical limitations of [...]
Via TokenRing AI · January 19, 2026
Qualcomm Defeats Arm in High-Stakes Licensing War: The Battle for the Future of Custom Silicon
As of January 19, 2026, the cloud of uncertainty that once threatened to derail the global semiconductor industry has finally lifted. Following a multi-year legal saga that many analysts dubbed an "existential crisis" for the Windows-on-Arm and Android ecosystems, Qualcomm (NASDAQ: QCOM) has emerged as the definitive victor in its high-stakes battle against Arm Holdings [...]
Via TokenRing AI · January 19, 2026
The Silicon Divorce: Why Tech Giants are Dumping GPUs for In-House ASICs
As of January 2026, the global technology landscape is undergoing a fundamental restructuring of its hardware foundation. For years, the artificial intelligence (AI) revolution was powered almost exclusively by general-purpose GPUs from vendors like NVIDIA Corp. (NASDAQ: NVDA). However, a new era of "The Silicon Divorce" has arrived. Hyperscale cloud providers and innovative automotive manufacturers [...]
Via TokenRing AI · January 19, 2026