TSMC & Taiwan
11 shared events · Importance 6 · Last updated May 17, 2026
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International
TSMC: TSMC, Taiwan's leading chipmaker, has committed a significant investment in Arizona, but Donald Trump's call for the entire microchip sector to move to the United States creates uncertainty for its future operations in Taiwan.
Taiwan: Taiwan is at the center of the geopolitical tensions, with its sovereignty and security being used as a bargaining tool by Donald Trump, and its crucial microchip industry being targeted for relocation to the United States. Taiwan's presidential office has sought to smooth over tensions.
May 16, 2026 · 10 articles
Business
TSMC: TSMC raised its global semiconductor market forecast to $1.5 trillion by 2030, driven by AI and high-performance computing. It is expanding capacity globally, including in Arizona, Japan, and Germany, to meet this demand.
Taiwan: Taiwan is TSMC's home base, and its Arizona production yields are expected to match those achieved in Taiwan, indicating a benchmark for quality.
May 14, 2026 · 6 articles
Business
TSMC: TSMC (TSMC) is Apple Inc.'s longtime and primary chip manufacturer. Apple Inc.'s exploration of other suppliers could potentially reduce TSMC's future orders, although TSMC remains a critical partner.
Taiwan: Taiwan is the primary location for TSMC's advanced chip production for Apple Inc., but geopolitical risks associated with China's claims over Taiwan are a key driver for Apple Inc.'s diversification efforts.
May 05, 2026 · 6 articles
Business
TSMC: TSMC approved a capital budget of $31.28 billion for production expansion and increased its quarterly cash dividend payout to NT$7 per share, reflecting strong performance and future growth expectations.
Taiwan: Taiwan is the home country of TSMC and its National Development Fund of Iran.
May 12, 2026 · 6 articles
International
TSMC: TSMC's shares shot up, leading the surge in Taiwan's Taiex.
Taiwan: Taiwan's Taiex surged, with strong performance from computer chipmakers like TSMC.
May 03, 2026 · 19 articles
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