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$9.1K
- 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
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 prediction-market sentiment is skewing bullish on valuation and competitive position, though this is a...
TSMC prediction-market sentiment is skewing bullish on valuation and competitive position, though this is a low-confidence signal because all data comes from Manifold, a single prediction-market platform.
TSMC is positioned for additional AI demand as Nvidia partners with Goldman Sachs, Blackstone and other major investors...
TSMC is positioned for additional AI demand as Nvidia partners with Goldman Sachs, Blackstone and other major investors to raise up to US$500 billion for AI infrastructure, according to TaiwanPlus reports.
Manifold Markets consensus snapshots (timestamped 2026-08-12) paint a strongly bullish picture for TSMC's forward...
Manifold Markets consensus snapshots (timestamped 2026-08-12) paint a strongly bullish picture for TSMC's forward valuation.
Prediction-market consensus on TSMC is strongly bullish on valuation despite lingering Taiwan tail risks.
Prediction-market consensus on TSMC is strongly bullish on valuation despite lingering Taiwan tail risks.
Manifold prediction markets surveyed on 2026-08-11 embed an aggressive bullish re-rating for TSMC (TSM).
Manifold prediction markets surveyed on 2026-08-11 embed an aggressive bullish re-rating for TSMC (TSM).
TSMC's July 2026 revenue came in at NT$467.58 billion ($14.5B), up 44.7% year-on-year, exceeding the company's...
TSMC's July 2026 revenue came in at NT$467.58 billion ($14.5B), up 44.7% year-on-year, exceeding the company's already-bullish 2026 growth guide of ~40%.
Manifold prediction markets as of 2026-08-10 show strong bullish consensus on TSMC's market capitalization trajectory.
Manifold prediction markets as of 2026-08-10 show strong bullish consensus on TSMC's market capitalization trajectory.
TSMC reported a 45% year-over-year sales increase, with the growth driven by continued strong demand for AI hardware.
TSMC reported a 45% year-over-year sales increase, with the growth driven by continued strong demand for AI hardware.
Prediction-market data on Manifold, snapshot 2026-08-09, shows traders assigning a 99% probability that TSMC ends 2025...
Prediction-market data on Manifold, snapshot 2026-08-09, shows traders assigning a 99% probability that TSMC ends 2025 with a $1T+ market cap (source 12), and 95.92% for the same milestone by end-2026 (source 2).
Manifold Markets snapshots as of 2026-08-08 reveal a sharply bullish consensus on TSMC's market trajectory.
Manifold Markets snapshots as of 2026-08-08 reveal a sharply bullish consensus on TSMC's market trajectory.
TSMC is ramping leading-edge capacity at an aggressive pace.
TSMC is ramping leading-edge capacity at an aggressive pace.
Manifold Markets consensus on TSMC-related questions, as of 2026-08-05, reveals a strongly bullish trajectory.
Manifold Markets consensus on TSMC-related questions, as of 2026-08-05, reveals a strongly bullish trajectory.
TSMC's advanced-node capacity plans are accelerating.
TSMC's advanced-node capacity plans are accelerating.
Prediction market data from Manifold Markets as of 2026-08-04 shows extremely bullish sentiment for TSMC (TSM).
Prediction market data from Manifold Markets as of 2026-08-04 shows extremely bullish sentiment for TSMC (TSM).
A report from TweakTown (shared on Reddit's r/hardware) indicates TSMC is building its 1.4nm/A14 advanced-node fab in...
A report from TweakTown (shared on Reddit's r/hardware) indicates TSMC is building its 1.4nm/A14 advanced-node fab in Taichung's Central Taiwan Science Park (CTSP) ahead of schedule.
Manifold prediction markets on TSMC, as of 2026-07-31, imply an overwhelmingly bullish market-implied outlook.
Manifold prediction markets on TSMC, as of 2026-07-31, imply an overwhelmingly bullish market-implied outlook.
On July 29, 2026, TSMC announced that its JASM (Japan Advanced Semiconductor Manufacturing) fab in Kumamoto, Japan, has...
On July 29, 2026, TSMC announced that its JASM (Japan Advanced Semiconductor Manufacturing) fab in Kumamoto, Japan, has restored utilities and resumed construction after a magnitude 7.1 earthquake that caused at least 13 deaths in the region.
Prediction market consensus on Manifold Markets indicates extremely bullish sentiment for TSMC's market cap.
Prediction market consensus on Manifold Markets indicates extremely bullish sentiment for TSMC's market cap.
On July 28, 2026, a magnitude 7.1 earthquake struck Kumamoto, Japan, prompting TSMC to evacuate workers from its local...
On July 28, 2026, a magnitude 7.1 earthquake struck Kumamoto, Japan, prompting TSMC to evacuate workers from its local fab (source 2).