TSMC

Taiwan Semiconductor Manufacturing Company reported stronger-than-expected demand for AI and high-performance computing chips and raised its revenue outlook. Shares have rallied, reflecting substantial outperformance over the past year, and the company remains a top contributor in Diamond Hill's Q2 2026 international fund holdings. TSMC holds roughly 70% foundry market share and continues to benefit from robust AI infrastructure spending and onshoring trends. » More on finance.yahoo.com

At SEMICON Taiwan officials and executives framed Taiwan, anchored by TSMC, as a reliable democratic supplier for the AI era while signaling willingness to share semiconductor benefits with like-minded partners. TSMC is investing $265 billion in Arizona and Taiwanese firms plan an additional $20 billion of U.S. investment, even as uncertainty remains over potential U.S. semiconductor tariffs tied to local production. Taiwan also seeks deeper ties with the EU under its Chips Act 2.0 as it balances diplomatic pressure from Beijing and strategic demands from the U.S. » More on finance.yahoo.com

The Free State of Saxony is presenting itself at the Semicon trade show in Taipei as a location for Taiwanese chip companies and is seeking closer cooperation with Taiwan. At the booth, plans for the ESMC factory were highlighted — a joint project of TSMC, Bosch, Infineon and NXP, with vehicle-chip production due to start in 2027. According to reports, more than 20 Taiwanese suppliers have established operations for ESMC in Saxony; TSMC supplier Topco Scientific plans a European subsidiary in Dresden in November. Saxony also announced a letter of intent between Chemnitz and Kaohsiung and initiatives to expand equipment, materials, smart manufacturing and skilled personnel. » More on finanzen.net