Taiwan Semiconductor (TSMC) is in talks with SpaceX about the Terafab chip plant but insists on operating the facility itself, conflicting with Elon Musk's plan for SpaceX to run it. TSMC's CEO C.C. Wei emphasized that the Texas plant must be managed by TSMC to protect profit margins and meet growing U.S. customer demand. SpaceX's chip needs are expanding rapidly, especially for AI applications. The deal's future hinges on resolving who will control the fab, with TSMC promising updates once a decision is made.
As of Oct 22, 2026 23:41 WIB, Taiwan Semiconductor (TSM) trades at USD 412.63 with a 1-day decline of 4.46% on Pluang. SpaceX (SPCX) is priced at USD 148.97, down 6.47% in the same period. The typical hold time for TSM on Pluang is 111 days, reflecting a longer-term investor interest compared to SpaceX's 44 days.
The iShares Semiconductor ETF (SOXX) will undergo a 3-for-1 stock split on November 5, 2026, tripling the number of shares held by investors while reducing the price per share proportionally. This split does not affect the total value of holdings, co...
ASML and Taiwan Semiconductor Manufacturing (TSMC) both reported that AI chip demand exceeds their current production capacity. ASML, which makes critical EUV lithography machines, posted strong revenue growth and is raising prices due to high demand...
EMXETF has introduced the Emerging Markets AI Mag 3 ETF (EMAG), an actively managed fund targeting three key semiconductor companies: TSMC, Samsung Electronics, and SK Hynix. These firms are critical to the AI ecosystem as they supply advanced semico...
ByteDance, Alibaba, and Tencent have placed chip orders with Nvidia worth over $35 billion, exceeding what Nvidia can produce in a year. These orders are primarily for the RTX PRO 5500 graphics cards used in AI inference, with deliveries expected to ...
Taiwan Semiconductor Manufacturing (TSMC) continues to benefit from the growing demand for advanced AI chips, with 79% of its wafer revenue coming from cutting-edge 7nm and smaller nodes. Despite the volatility and heavy borrowing in the AI sector, T...
