The Organization file
TSMC 12 stories · 4 sources · updated every week
TSMC committed $100 billion more to US fabs in July, bringing the Arizona total to $265 billion. This expansion faces investor skepticism, with TSMC's stock dropping 7.29% after earnings despite strong AI chip demand. Watch for continued margin pressure as US construction costs run 4-5x higher than Taiwan.
☆ Watch this file Timeline Sep 03 US, China Pivot From Decoupling to Leverage Battle Asia Times
Aug 27 Nvidia Jumps 7% on Bullish AI Revenue Forecast CNBC
Aug 11 What to expect from Google’s 2026 Pixel hardware launch event The Verge
Aug 06 Tesla, SpaceX Pick Grimes County for $16.8B Terafab Electrek
Aug 05 Four Asian Powers Carve Up the AI Supply Chain Asia Times
Aug 01 Taiwan GDP Surges 12.92% in Q2 on AI Chip Exports Al Jazeera
Jul 31 Apple Shares Drop 7% as Cook Warns of Supply Constraints BBC Business
Jul 31 SK Hynix Surges 30%, Samsung 27% as AI Stocks Rebound CNBC
Jul 30 East Asia's Cheap Peace Is Over Lowy Institute
Jul 29 Chip stocks shed more than $1 trillion as selloff hits companies powering AI boom CNBC
Jul 28 Micron, Nvidia fall after SK Hynix plunges nearly 15% as chip sell-off deepens CNBC
Jul 24 The great tech manhunt: East Asia’s billion-dollar race for ASEAN talent Straits Times Asia
Jul 23 AI chip startup Etched defies skeptics, hits $10.3B valuation from big-name investors TechCrunch
Jul 20 TSMC is accelerating Arizona factory buildout to capitalize on AI 'megatrend,' CFO says CNBC
Jul 19 The AI rotation stole the spotlight from a strong start to earnings season CNBC
Jul 19 TSMC Drops After Earnings Despite $100B U.S. Expansion Google News Business
Jul 18 China AI Model Sinks Nvidia, US Tech Stocks Google News Business
Jul 17 Nvidia, AMD, Micron Sink on China's Moonshot AI Google News Business
Jul 17 Live markets: Bitcoin slips below $63,000 as the chip rout goes global CoinDesk
Jul 17 SoftBank sinks 9% as Asian chips follow Wall Street rout CNBC
Shows up with