Taiwan Semiconductor Manufacturing Co. (TSMC) is struggling to meet soaring demand for advanced chips driven by the AI boom, creating intense competition for its limited manufacturing capacity. Major tech firms like Nvidia, AMD, Apple, Google, and Amazon rely heavily on TSMC for their AI-related chips, but the company's current capacity cannot keep pace with this growth. TSMC is expanding with new fabs in Taiwan, Japan, and the U.S., including a $265 billion commitment in Arizona, but these expansions will take years. Meanwhile, competitors like Samsung and Intel are gaining attention as alternatives amid capacity constraints, highlighting the strategic importance of TSMC in the global chip industry.
TSMC shares are trading at USD 419.97, down 2.33% as of Oct 15, 2026 22:21 WIB on Pluang, reflecting investor caution amid fierce competition for chip capacity. Nvidia, a major TSMC customer, is also down 1.99% at USD 217.10, while Apple remains nearly flat at USD 342.90. This trading activity highlights the market's sensitivity to TSMC's capacity challenges and the broader chip industry dynamics.
Taiwan Semiconductor posted its sixth consecutive quarter of record profits, driven by strong AI-related demand, but its stock fell 3% along with Intel and AMD shares. The company reported higher revenue and net income, beating estimates and raising ...
Taiwan Semiconductor Manufacturing Company (TSMC) reported a strong Q3 performance with revenue up 41.1% year-over-year and robust margins. The company is rapidly expanding its advanced chip production capacity, particularly for its N3 and N2 nodes, ...
Taiwan Semiconductor Manufacturing Company Limited (TSMC) reported quarterly results surpassing consensus estimates on both revenue and earnings, fueled by strong demand from AI-related sectors. Despite this solid performance and a track record of 14...
Taiwan Semiconductor Manufacturing Company (TSMC) reported strong Q3 results with revenue and earnings per share surpassing expectations despite a sector-wide selloff linked to AI concerns. The company is accelerating its advanced chip production, es...
Taiwan Semiconductor Manufacturing Company (TSMC) reported strong Q3 revenue of $46.72 billion and EPS of $4.60, beating analyst expectations driven by demand for AI and high-performance computing chips. However, gross margin fell to 66.4%, and opera...
