Taiwan Semiconductor Manufacturing Co. Stock News

Semiconductor stocks are trading in a pattern they traced in the late 1990s before the dot-com bubble burst. But there are signs that the industry is still growing.

TSMC stock rose more than 4% in Taiwan on Wednesday after the world's largest contract chipmaker approved investments of up to $1 billion in OpenAI and Anthropic, extending its exposure to artificial intelligence beyond semiconductor manufacturing. The board authorised as much as $500 million for each company, while October revenue surged 59.7% from a year earlier to a record NT$586.89 billion.

The move to buy stakes in the industry's most influential model developers shows TSMC's desire to broaden its AI exposure beyond manufacturing advanced chips.

SAN JOSE, Calif.--(BUSINESS WIRE)--Ayar Labs, the leader in optical interconnect solutions for AI scale-up, won the Demo of the Year Award at the 2026 TSMC North America Technology Symposium, in Santa Clara, California. The award is presented annually to the most popular demo, as chosen by visitors to the “Innovate with TSMC!” Demo Zone—a platform showcasing innovations from TSMC's emerging cus...

TSMC stock was edging up after it disclosed booming revenue. SoftBank's figures tell a different story.

Taiwan Semiconductor Manufacturing reported that its October sales surged 59.7% year over year in local currency.

TSMC reported October revenue on Tuesday, up 14.7% from last month. October's figure is up 59.7% from a year earlier.

The rout doesn't mean run for the exits, but investors should choose semiconductor names wisely.