Taiwan Semiconductor Manufacturing Co
spillover graph 32
relationship list
- →AAPLsupplier1.00
- →AMDsupplier1.00
- →NVDAsupplier1.00
- ←ASMLsupplier1.00
- ←AAPLcustomer1.00
- ←NVDAcustomer1.00
- ←AMDcustomer1.00
- →AVGOsupplier0.90
- →MRVLsupplier0.90
- ←KLACsupplier0.90
- ←AVGOcustomer0.90
- ←MRVLcustomer0.90
- →ALABsupplier0.80
- ←AMATsupplier0.80
- ←LRCXsupplier0.80
- ←SAMSUNGcompetitor0.80
- →CRDOsupplier0.70
- →GOOGLsupplier0.70
- →QCOMsupplier0.70
- ←CDNSpartner0.70
- ←SNPSpartner0.70
- ←GOOGLcustomer0.70
- ←QCOMcustomer0.70
- ←ASEHpartner0.70
- →INTCcompetitor0.60
- ←AMKRpartner0.60
- ←AMZNcustomer0.60
- →ALABpartner0.50
- →SMICcompetitor0.50
- ←INTCcustomer0.50
- ←METAcustomer0.50
- ←MSFTcustomer0.50
market consensus 10prediction-market quotes (latest)
- 3%US bans TSMC from selling advanced AI chips to all Chinese companies in 2025?manifold$6.2K
- 94%Will TSMC have a market cap of $1 trillion or more at the end of 2026?manifold$7.1K
- 77%Will TSMC have a market cap of $2 trillion or more at the end of 2026?manifold$348
- 8%Will Dr. Kim (https://x.com/i_loves_deep_nn?lang=en) of TSMC get doxx'd by EOY2026?manifold$239
- 3%Will TSMC or any Taiwanese entity be accused of knowingly assisting the explosive pagers and battery attack on Lebanon?manifold$5.5Kresolved NO
- 27%Will an apocalypse cult attempt to attack a TSMC facility before 2031?manifold$682
- 59%Will TSMC dominate the semiconductor manufacturing market for the next 10 years?manifold$534
- 32%Will I think by 2030 that substantial quantities of TSMC chip fabs were destroyed due to China invading Taiwanmanifold$591
- 4%Will TSMC incorporate room-temperature superconductors before 2029manifold$1.4K
- 29%Will most of TSMC's 2022-existing fabs in Taiwan be destroyed by 2030?manifold$1.5K
recent signals
TSMC announced a $100 billion incremental investment in its Arizona fab complex, raising total planned U.S. spending to...
TSMC announced a $100 billion incremental investment in its Arizona fab complex, raising total planned U.S. spending to $265 billion, as CFO Wendell Huang cited a "multi-year demand megatrend" from AI customers.
TSMC CFO Wendell Huang confirmed a fresh $100 billion US commitment, raising total Arizona investment to $265 billion,...
TSMC CFO Wendell Huang confirmed a fresh $100 billion US commitment, raising total Arizona investment to $265 billion, amid a 'multi-year demand mega trend' for AI chips.
Multiple prediction market contracts on Manifold Markets indicate overwhelming consensus that TSMC will achieve a...
Multiple prediction market contracts on Manifold Markets indicate overwhelming consensus that TSMC will achieve a market capitalization of at least $1 trillion by the end of 2025 (99% probability) and by end of 2026 (94.74%).
TSMC is expanding its US investment, as reported by TaiwanPlus News on July 18-19, 2026.
TSMC is expanding its US investment, as reported by TaiwanPlus News on July 18-19, 2026.
On July 18, 2026, a broad selloff in global tech stocks was triggered by Chinese AI firms unveiling lower-cost AI...
On July 18, 2026, a broad selloff in global tech stocks was triggered by Chinese AI firms unveiling lower-cost AI models that compete with US technology.
Multiple Manifold Markets prediction questions indicate a strong consensus that TSMC's market capitalization will reach...
Multiple Manifold Markets prediction questions indicate a strong consensus that TSMC's market capitalization will reach $1 trillion or more by the end of 2025 or 2026.
US bans TSMC from selling advanced AI chips to all Chinese companies in 2025?
Fallback draft generated from 5 source(s) because normal LLM generation did not return a publishable candidate.
TSMC announced a massive expansion of its Arizona operations, committing an additional $100 billion to build at least...
TSMC announced a massive expansion of its Arizona operations, committing an additional $100 billion to build at least four more 2nm fabs and advanced packaging facilities, bringing total planned U.S. investment to $265 billion.
TSMC reported a blowout Q2 2026, with net income surging 77.4% YoY to NT$706.56 billion ($21.9 billion), far exceeding...
TSMC reported a blowout Q2 2026, with net income surging 77.4% YoY to NT$706.56 billion ($21.9 billion), far exceeding the LSEG SmartEstimate of NT$632.64 billion.
Multiple prediction market questions on Manifold Markets indicate extremely high confidence (99%) that TSMC's market...
Multiple prediction market questions on Manifold Markets indicate extremely high confidence (99%) that TSMC's market capitalization will exceed $1 trillion by the end of 2025, with 94.74% probability for end of 2026 and 77.38% for $2 trillion by end of 2026.
TSMC is demonstrating strong pricing power and process leadership with two recent developments.
TSMC is demonstrating strong pricing power and process leadership with two recent developments.
According to an industry leak reported by IThome (via TechNode), Google's Tensor G6 chip will be the first to adopt...
According to an industry leak reported by IThome (via TechNode), Google's Tensor G6 chip will be the first to adopt TSMC's 2nm process, beating Apple to the leading node.
As of July 13, 2026, Manifold Markets prediction markets indicate a 94.74% probability that TSMC (TSM) will have a...
As of July 13, 2026, Manifold Markets prediction markets indicate a 94.74% probability that TSMC (TSM) will have a market cap of $1 trillion or more by the end of 2026, and a 77.38% probability of reaching $2 trillion.
TSMC reported a 67.9% year-on-year surge in June revenue to NT$442.68 billion, with first-half revenue up 35.6% to...
TSMC reported a 67.9% year-on-year surge in June revenue to NT$442.68 billion, with first-half revenue up 35.6% to NT$2.4 trillion, exceeding high-end guidance (Source: CNBC).
Prediction market consensus on Manifold Markets as of 2026-07-12 reveals extremely strong bullish sentiment on TSMC's...
Prediction market consensus on Manifold Markets as of 2026-07-12 reveals extremely strong bullish sentiment on TSMC's market capitalization and low perceived regulatory risk.
On July 12, 2026, China announced a temporary ban on helium exports, critical for semiconductor manufacturing (source:...
On July 12, 2026, China announced a temporary ban on helium exports, critical for semiconductor manufacturing (source: Acessa).
Multiple Manifold Markets prediction contracts indicate extremely high market expectations for TSMC's market cap.
Multiple Manifold Markets prediction contracts indicate extremely high market expectations for TSMC's market cap.
Meta Platforms plans to begin production of its custom AI chip, codenamed Iris, with TSMC as the manufacturer, as...
Meta Platforms plans to begin production of its custom AI chip, codenamed Iris, with TSMC as the manufacturer, as reported by Reuters and covered by LiveMint.
Typhoon Bavi is approaching Taiwan, with land and sea warnings issued across the island, including northeastern areas...
Typhoon Bavi is approaching Taiwan, with land and sea warnings issued across the island, including northeastern areas where work and school have been suspended and flights canceled (Source 1: TaiwanPlus).
Manifold Markets prediction market data from July 8, 2026 shows a 99% consensus that TSMC's market cap will reach or...
Manifold Markets prediction market data from July 8, 2026 shows a 99% consensus that TSMC's market cap will reach or exceed $1 trillion by end of 2025 (source 12).