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TSMTWfoundrypublic

Taiwan Semiconductor Manufacturing Co

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2026-05-30·TSM·design win
not priced inmedup

Source 10 reports that Xiaomi's Xuanjie O3 chip will be produced at TSMC's 3nm process starting in June 2026.

Source 10 reports that Xiaomi's Xuanjie O3 chip will be produced at TSMC's 3nm process starting in June 2026.

spilloverSAMSUNGINTC
window 30devidence 99TSM $418.45 / 45d n/a
2026-05-29·TSM·partnership
not priced inhighup

Multiple sources on May 28-29, 2026 confirm that Nvidia is deepening its partnership with TSMC.

Multiple sources on May 28-29, 2026 confirm that Nvidia is deepening its partnership with TSMC.

spilloverNVDA
window 60devidence 116TSM $418.45 / 45d n/a
2026-05-27·TSM·new product launch
not priced inlowneutral

On May 26, 2026, EETimes reported that Global Unichip Corp. (GUC) showcased VSORA's Jotunn8 AI inference processor at...

On May 26, 2026, EETimes reported that Global Unichip Corp. (GUC) showcased VSORA's Jotunn8 AI inference processor at the TSMC Europe Technology Symposium (source).

spilloverNVDAAMD
window 45devidence 18TSM $418.45 / 45d n/a
2026-05-27·TSM·regulatory change
not priced inlowdown

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.

spilloverNVDAAMDAAPLAVGOMRVL
window 20devidence 5TSM $418.45 / 45d n/a
2026-05-26·TSM·labor disruption threat
not priced inlowdown

On May 25, 2026, Digitimes reported that TSMC has committed to accelerating bonus growth in 2026 following threats by...

On May 25, 2026, Digitimes reported that TSMC has committed to accelerating bonus growth in 2026 following threats by employees to stage a Samsung-style strike Source 1.

spilloverNVDAAMDAAPLGOOGL
window 60devidence 18TSM $418.45 / 45d n/a
2026-05-25·TSM·restructuring
not priced inmeddown

TSMC is facing significant employee discontent following reports of bonus cuts, with some workers threatening strike...

TSMC is facing significant employee discontent following reports of bonus cuts, with some workers threatening strike action.

spilloverNVDAAMD
window 30devidence 108TSM $418.45 / 45d n/a
2026-04-27·TSM·ip lawsuit
not priced inhighneutral

Multiple sources (1, 2, 3) report that a former Tokyo Electron staffer was sentenced to 10 years in jail and fined $4.6...

Multiple sources (1, 2, 3) report that a former Tokyo Electron staffer was sentenced to 10 years in jail and fined $4.6 million for stealing TSMC's trade secrets.

window 30devidence 118TSM $418.45 / 45d n/a
2026-04-07·TSM·foundry capacity announcement
not priced inmedup

TSMC's significant growth in 2025, as reported by Tom's Hardware, is attributed to strategic price hikes, vertical...

TSMC's significant growth in 2025, as reported by Tom's Hardware, is attributed to strategic price hikes, vertical integration, and a commanding technology lead.

spilloverNVDAAMDAAPLAVGOMRVLALABSAMSUNGQCOM+4
window 60devidence 4TSM $418.45 / 45d n/a