tsm

ChainCatcher reports, according to RootData market data, US stocks intraday chip stocks up: MRVL.O up 8.1%, MU.O up 7%, INTC.O up 6.6%, ARM.O up 6.2%, LRCX.O up 6%, AVGO.O up 5.8%, KLAC.O up 5.7%, AMAT.O up 5.4%, TSM.N up 4.4%, AMD.O up 4.1%, QCOM.O up 3%, NVDA.O up 2.6%, ASML.O up 2.1%.

ChainCatcher reports, according to RootData market data, US stocks pre-market chip stocks up: MRVL.O up 7.6%, ARM.O up 6.6%, MU.O up 6.6%, LRCX.O up 6.3%, INTC.O up 5.9%, AMAT.O up 5.8%, KLAC.O up 5.8%, AMD.O up 5.7%, TSM.N up 5.2%, NVDA.O up 5.1%, AVGO.O up 4.1%, ASML.O up 4%, QCOM.O up 2.9%.

Taiwan Semiconductor Manufacturing Company approved an investment of no more than 500 million USD to establish an investment company for strategic investments in the semiconductor industry and related ecosystems.At the same time, it approved an investment in OpenAI Group PBC, with a deficit not exceeding 500 million USD to subscribe to its preferred shares.

Anthropic officially stated that it plans to issue 825 million Class A common shares through an initial public offering (IPO). The expected IPO price is between $70 and $78 per share. Selling shareholders will additionally sell 23,648,646 Class A common shares.Anthropic's investors include Micron Technology, Microsoft, TSMC, and NVIDIA.

Taiwan Semiconductor Manufacturing Company announced the latest revenue data, with sales in October reaching 586.89 billion New Taiwan Dollars, a year-on-year increase of 59.7% and a month-on-month increase of 14.7%.Cumulatively, from January to October 2026, Taiwan Semiconductor Manufacturing Company's total revenue amounted to 4,485.62 billion New Taiwan Dollars, an increase of 43.3% compared to the same period in 2025.

ChainCatcher reports, according to RootData market data, US stocks intraday chip stocks up: AMD.O up 5.6%, AVGO.O up 4.4%, AMAT.O up 3.6%, ASML.O up 3.4%, KLAC.O up 2.8%, LRCX.O up 2.2%, TSM.N up 1.9%, MU.O up 1.6%, MRVL.O up 1.5%.

ChainCatcher reports, according to RootData market data, US stocks intraday chip stocks up: LRCX.O up 12.7%, AMD.O up 9.1%, AMAT.O up 8.2%, KLAC.O up 8.2%, MRVL.O up 7.6%, TSM.N up 7.6%, MU.O up 7.2%, ASML.O up 6.3%, ARM.O up 5.6%, AVGO.O up 5.1%, NVDA.O up 4.9%, INTC.O up 4.5%, QCOM.O up 2.6%.

According to The Information, at the request of Nvidia (NVDA.O), TSMC (TSM.N) is considering producing 3D DRAM.

ChainCatcher reports, according to RootData market data, US stocks pre-market chip stocks up: LRCX.O up 9.8%, MRVL.O up 7.8%, KLAC.O up 7.5%, MU.O up 7.4%, AMAT.O up 6.7%, AMD.O up 6.6%, TSM.N up 6.3%, ARM.O up 6.2%, ASML.O up 5.4%, INTC.O up 5%, AVGO.O up 4.5%, NVDA.O up 3.4%, QCOM.O up 2.7%.

ChainCatcher reports, according to RootData market data, US stocks intraday chip stocks down: QCOM.O down 13.2%, ARM.O down 10.7%, AMD.O down 7.8%, LRCX.O down 6.6%, AMAT.O down 6.2%, KLAC.O down 5.9%, MRVL.O down 5.3%, MU.O down 4.6%, ASML.O down 4.2%, TSM.N down 4.1%, AVGO.O down 3.7%, INTC.O down 3.5%, NVDA.O down 2.4%.

ChainCatcher reports, according to Rootdata market data, US stocks pre-market chip stocks down: QCOM.O down 9.7%, AMD.O down 3.7%, ARM.O down 3.6%, LRCX.O down 3.6%, AMAT.O down 3.4%, MRVL.O down 3.3%, KLAC.O down 3.2%, MU.O down 3%, INTC.O down 2.7%, AVGO.O down 1.9%, TSM.N down 1.8%, ASML.O down 1.7%.

According to the official announcement, Gate has officially launched stock trading services in Taiwan, covering the first batch of 19 stocks listed on the Taiwan Stock Exchange (TWSE), including Taiwan Semiconductor Manufacturing Company (2330), MediaTek (2454), Hon Hai Precision Industry (2317), Quanta Computer (2382), and other representative stocks, involving multiple fields such as semiconductors, AI servers, electronic manufacturing, and finance, further enriching the investment targets related to the global technology industry chain.In terms of trading mechanisms, users can directly use USDT through their Gate stock accounts to participate in Taiwan stock trading without needing to exchange for New Taiwan Dollars. Stock prices, market value of holdings, and profit and loss will be displayed in New Taiwan Dollars (TWD), and trading fees will be deducted in USDT based on the platform's rates and applicable exchange rates. Trading supports continuous bidding during regular trading days from 09:00 to 13:25 (UTC+8), allowing users to complete buying, selling, position management, and record inquiries using their existing stock accounts.With the official launch of Taiwan stocks, Gate's stock trading services now cover five major markets: US stocks, Hong Kong stocks, Korean stocks, Japanese stocks, and Taiwan stocks, supporting a total of over 12,800 stocks and ETF assets. This launch strengthens Gate TradFi's layout in the Asian capital market, and in the future, Gate will continue to expand into major global capital markets and asset classes, optimize trading functions and asset management experiences, and promote the integration of digital assets with traditional financial services.

ChainCatcher reports, according to Rootdata market data, US stocks pre-market chip stocks up: MRVL.O up 2.9%, ARM.O up 2.7%, MU.O up 2.5%, LRCX.O up 2.5%, AMD.O up 2.2%, AMAT.O up 2.2%, TSM.N up 2.2%, KLAC.O up 2%, ASML.O up 1.7%.

ChainCatcher reports, according to Rootdata market data, US stocks intraday chip stocks down: INTC.O down 28.1%, ARM.O down 10.2%, AMD.O down 10.1%, MRVL.O down 7.4%, LRCX.O down 5.6%, MU.O down 5.5%, QCOM.O down 5.5%, ASML.O down 5.1%, AMAT.O down 4.7%, AVGO.O down 4.1%, TSM.N down 3.8%, KLAC.O down 3.6%, NVDA.O down 3.1%.

ChainCatcher reports, according to Rootdata market data, US stocks pre-market chip stocks down: INTC.O down 24.2%, ARM.O down 7.9%, AMD.O down 6.6%, MRVL.O down 4.9%, AMAT.O down 4.8%, LRCX.O down 4.5%, KLAC.O down 4.3%, MU.O down 4%, ASML.O down 4%, AVGO.O down 3.9%, QCOM.O down 3.8%, TSM.N down 3%, NVDA.O down 2.5%.

ChainCatcher reports, according to Rootdata market data, US stocks pre-market chip stocks down: MRVL.O down 10.2%, INTC.O down 4%, MU.O down 4%, ARM.O down 3.7%, AMD.O down 3.4%, AVGO.O down 3%, LRCX.O down 2.9%, TSM.N down 2.8%, AMAT.O down 2.6%, QCOM.O down 2%.

The AI laboratory Anthropic, which developed Claude, named TSMC in its IPO prospectus, warning that the world's most advanced chip manufacturing capacity is highly concentrated in Taiwan. The prospectus states that if TSMC's operations are disrupted, it could severely impact the supply of AI chips and affect Anthropic's business, financial condition, and operational results.According to MoneyDJ citing the prospectus, the global AI industry heavily relies on TSMC's advanced processes. Suppliers such as NVIDIA and AMD, as well as companies that design their own chips like Amazon and Google, all need TSMC to turn their designs into physical chips. The listed risks include earthquakes, typhoons, interruptions in power and water supply, as well as cross-strait geopolitical tensions, military conflicts, blockades, tariffs, and trade restrictions.The prospectus also states that if a significant event occurs in Taiwan, the supply of advanced chips could be severely hindered; due to the time-consuming nature of building and certifying alternative foundries, the impact could last for several years. The expansion of advanced processes outside Taiwan is still in its early stages, making it difficult to effectively reduce concentration risks in the short term. TSMC has been unable to fully meet market demand due to strong demand, resulting in Anthropic not being able to obtain a sufficient supply of chips in a timely manner.

According to the Industrial and Commercial Times, the supply chain reveals that TSMC's CoWoS pricing is brewing a new wave of increases, with an increase of up to 20%. Some packaging delivery times have already been extended, and the pressure from tight capacity continues to rise. The rush for capacity has spread to the equipment side, and customers have no time to negotiate prices; as long as they can promise delivery times, they place orders, with equipment delivery times extending to a maximum of 8 months.Chip manufacturers point out that the demand for advanced packaging has spread from AI GPUs to server CPUs and customized ASICs, with unfulfilled orders continuing to increase. The testing time for AI chips has lengthened, putting pressure on the synchronization of packaging and testing capacity. Wafer foundries and packaging testing companies are preparing to adjust CoWoS pricing, estimating an increase of 10% to 20%. Equipment manufacturers reveal that TSMC has not renegotiated prices this year, directly purchasing at original prices without any increase in equipment functionality, with equipment delivery times extending from the past 3 to 6 months to 6 to 8 months.TSMC Chairman C.C. Wei stated at the recent earnings call that CoWoS remains the first choice for customers, with five-fold photomask size packaging already in mass production, and the development of nine-fold and fourteen-fold photomask size solutions is ongoing, while advancing CoPoS technology. Analysts estimate that by 2026, CoWoS monthly production capacity will advance to over 130,000 pieces, aiming for 200,000 pieces by 2027; related layouts include Chiayi AP7, Tainan AP8, and AP6, with the advanced packaging plant in the U.S. AP1 planned to start production in 2028.

Bitget has launched 8 popular Taiwanese stock perpetual contracts including TWTSM (Taiwan Semiconductor Manufacturing Company), TWDELTA (Delta Electronics), TWASX (ASE Technology Holding), and TWUMC (United Microelectronics Corporation). The above contracts are settled in USDT, support up to 20 times leverage, and are available for trading 24/7. As of now, Bitget supports a total of 364 stock perpetual contract underlying assets.

According to the Industrial and Commercial Times, Japan's Ministry of Economy, Trade and Industry has approved TSMC's first phase plan for the production of advanced semiconductors using 3-nanometer process at its second factory in Kumamoto Prefecture. This will be the first time a manufacturer in Japan produces 3-nanometer chips. TSMC can further expand its production capacity based on additional support from the Japanese government. Kumamoto Prefectural Governor Seiji Kimura stated that this plan will drive a new wave of creative revitalization.The Nikkei reported that the Ministry of Economy has listed the Kumamoto second factory as a recipient of subsidies, with plans to produce 3-nanometer chips, expected to officially start production in December 2028, with final capacity depending on the amount of subsidies. The Ministry will include the budget needed for subsidies in the fiscal year 2027 budget request, with the Japanese government originally planning to provide 732 billion yen in subsidies. The Asahi Shimbun pointed out that the Kumamoto second factory is still under construction and is adjacent to the already operational Kumamoto first factory.Previously, TSMC planned for the second factory to manufacture 6-nanometer and 12-nanometer processes, with a monthly capacity of 48,000 wafers, and planned to produce 40-nanometer chips; in February this year, the plan was changed to 3-nanometer, reducing the monthly capacity to 6,000 wafers. The adjustment plan for the Kumamoto first factory was also approved by the Ministry, with the original plan to produce 55,000 wafers per month covering 22 to 28 nanometers and 12 to 16 nanometers, while the new plan stops production of 12 to 16 nanometers, changing to 45,000 wafers per month for 22 to 28 nanometers.