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Taiwan Semiconductor Manufacturing Company Ltd. (NY:TSM)

342.30 +3.96 (+1.17%)

Official Closing Price Updated: 7:00 PM EST, Jan 28, 2026 Add to My Watchlist

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Silicon’s Glass Ceiling Shattered: The High-Stakes Shift to Glass Substrates in AI Chipmaking

January 26, 2026

In a definitive move that marks the end of the traditional organic substrate era, the semiconductor industry has reached a historic inflection point this January 2026. Following years of rigorous R&D,...

Via TokenRing AI

Printing the 2nm Era: ASML’s $350 Million High-NA EUV Machines Hit the Production Floor

January 26, 2026

As of January 26, 2026, the global semiconductor race has officially entered its most expensive and technically demanding chapter yet. The first wave of high-volume manufacturing (HVM) using ASML...

Via TokenRing AI

Topics Artificial Intelligence

Custom Silicon Titans: Meta and Microsoft Challenge NVIDIA’s Dominance

January 26, 2026

As of January 26, 2026, the artificial intelligence industry has reached a pivotal turning point in its infrastructure evolution. Microsoft (NASDAQ: MSFT) and Meta Platforms (NASDAQ: META) have...

Via TokenRing AI

Topics Artificial Intelligence Economy

The Dawn of the Optical Era: Silicon Photonics and the End of the AI Energy Crisis

January 26, 2026

As of January 2026, the artificial intelligence industry has reached a pivotal infrastructure milestone: the definitive transition from copper-based electrical interconnects to light-based...

Via TokenRing AI

Topics Artificial Intelligence Economy

The Memory Wall: Why HBM4 Is Now the Most Scarce Commodity on Earth

January 26, 2026

As of January 2026, the artificial intelligence revolution has hit a physical limit not defined by code or algorithms, but by the physical availability of High Bandwidth Memory (HBM). What was once a...

Via TokenRing AI

Topics Artificial Intelligence Economy Supply Chain

The Silicon Pact: US and Taiwan Ink Historic 2026 Trade Deal to Reshore AI Chip Supremacy

January 26, 2026

In a move that fundamentally redraws the map of the global technology sector, the United States and Taiwan officially signed the “Agreement on Trade & Investment” on January 15, 2026. Dubbed the...

Via TokenRing AI

Topics Artificial Intelligence Economy Immigration

Intel’s 18A Turning Point: Reclaiming the Process Leadership Crown

January 26, 2026

As of January 26, 2026, the semiconductor landscape has reached a historic inflection point that many industry veterans once thought impossible. Intel Corp (NASDAQ:INTC) has officially entered...

Via TokenRing AI

Topics Artificial Intelligence Economy

If You'd Invested $10,000 in Taiwan Semiconductor Stock a Year Ago, This Is How Much You'd Have Today ↗

January 26, 2026

The chip company is enjoying AI tailwinds.

Via The Motley Fool

Topics Artificial Intelligence Government

Apple Rides AI ‘Supercycle’ Momentum as JPMorgan Hikes Price Target Ahead of Blockbuster Earnings

January 26, 2026

As the financial world braces for the tech sector’s most anticipated earnings week of 2026, Apple Inc. (NASDAQ: AAPL) has emerged as the clear frontrunner, buoyed by a wave of bullish analyst sentiment...

Via MarketMinute

Topics Artificial Intelligence Earnings Economy

Intel's Stock Plunge: Manufacturing Challenges and Disappointing Guidance Shake the Chip Sector

January 26, 2026

The semiconductor industry was served a cold glass of reality this week as Intel Corporation (NASDAQ: INTC) saw its market value crater by more than 17%, wiping out approximately $31 billion in market...

Via MarketMinute

Topics Artificial Intelligence Earnings Economy

Intel (INTC) Deep-Dive: 18A Triumphs, Supply Chain Crunches, and the 17% Plunge

January 26, 2026

Today, January 26, 2026, the market is still digesting a dramatic 17% plunge in Intel's share price following its Q4 2025 earnings report. Despite technical milestones that would usually signal a...

Via Finterra

Topics Artificial Intelligence Economy

The $1 Trillion Milestone: How the AI Super-Cycle Restructured the Semiconductor Industry in 2026

January 26, 2026

The semiconductor industry has officially breached the $1 trillion annual revenue ceiling in 2026, marking a monumental shift in the global economy. This milestone, achieved nearly four years ahead of...

Via TokenRing AI

Topics Artificial Intelligence Economy

The Glass Age of AI: How Glass Substrates are Unlocking the Next Generation of Frontier Super-Chips at FLEX 2026

January 26, 2026

As the semiconductor industry hits the physical limits of traditional silicon and organic packaging, a new material is emerging as the savior of Moore’s Law: glass. As we approach the FLEX Technology...

Via TokenRing AI

Topics Artificial Intelligence Economy Supply Chain

Tesla Breaks the Foundry Monopoly: Dual-Sourcing AI5 Silicon Across TSMC and Samsung’s U.S. Fabs for 2026 Global Ramp

January 26, 2026

As of January 2026, Tesla (NASDAQ: TSLA) has officially transitioned from a specialized automaker into a "sovereign silicon" powerhouse, solidifying its multi-foundry strategy for the rollout of the...

Via TokenRing AI

Topics Artificial Intelligence Economy

The High-NA Era Arrives: How Intel’s $380M Lithography Bet is Redefining AI Silicon

January 26, 2026

The dawn of 2026 marks a historic inflection point in the semiconductor industry as the "mass production era" of High-Numerical Aperture (High-NA) Extreme Ultraviolet (EUV) lithography officially moves...

Via TokenRing AI

Topics Artificial Intelligence Economy

The Great Unclogging: TSMC Commits $56 Billion Capex to Double CoWoS Capacity for NVIDIA’s Rubin Era

January 26, 2026

TAIPEI, Taiwan — In a definitive move to cement its dominance over the global AI supply chain, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has officially entered a "capex supercycle,"...

Via TokenRing AI

Topics Artificial Intelligence Earnings Economy

The 1.6T Surge: Silicon Photonics and CPO Redefine AI Data Centers in 2026

January 26, 2026

The artificial intelligence industry has reached a critical infrastructure pivot as 2026 marks the year that light-based interconnects officially take the throne from traditional electrical wiring....

Via TokenRing AI

Topics Artificial Intelligence Economy

Intel's Make-or-Break Foundry Moment Arrives This Year ↗

January 26, 2026

Ahead of production, Intel must win major customers for the Intel 14A process.

Via The Motley Fool

Topics Artificial Intelligence Earnings

The Silicon Pact: US and Taiwan Seal Historic $250 Billion Trade Deal to Secure AI Supply Chains

January 26, 2026

On January 15, 2026, the United States and Taiwan signed a landmark bilateral trade and investment agreement, colloquially known as the "Silicon Pact," marking the most significant shift in global...

Via TokenRing AI

Topics Artificial Intelligence Economy Immigration

The HBM4 Era Begins: Samsung and SK Hynix Trigger Mass Production for Next-Gen AI

January 26, 2026

As the calendar turns to late January 2026, the artificial intelligence industry is witnessing a tectonic shift in its hardware foundation. Samsung Electronics Co., Ltd. (KRX: 005930) and SK Hynix Inc....

Via TokenRing AI

Topics Artificial Intelligence Economy

Intel’s 18A Moonshot Lands: Panther Lake Shipped, Surpassing Apple M5 by 33% in Multi-Core Dominance

January 26, 2026

In a landmark moment for the semiconductor industry, Intel Corporation (NASDAQ: INTC) has officially begun shipping its highly anticipated Panther Lake processors, branded as Core Ultra Series 3. The...

Via TokenRing AI

Topics Artificial Intelligence

The Angstrom Era Arrives: TSMC Dominates AI Hardware Landscape with 2nm Mass Production and $56B Expansion

January 26, 2026

The semiconductor industry has officially crossed the threshold into the "Angstrom Era." Taiwan Semiconductor Manufacturing Company (NYSE:TSM), the world’s largest contract chipmaker, confirmed this...

Via TokenRing AI

Topics Artificial Intelligence Economy Supply Chain

Which Semiconductor Equipment Stock Has More Upside in 2026? ↗

January 26, 2026

Via MarketBeat

Taiwan Semiconductor Just Gave Investors 56 Billion Reasons Why AI Demand Is Real ↗

January 25, 2026

Taiwan Semiconductor is spending big to fulfill chip demand.

Via The Motley Fool

Topics Artificial Intelligence

2 Top AI Stocks to Buy in 2026 ↗

January 25, 2026

These two companies have strong AI tailwinds, but they also have other businesses that provide stability and long-term value.

Via The Motley Fool

Topics Artificial Intelligence

Is the AI Bubble About to Burst? Here's How to Profit Either Way ↗

January 25, 2026

Certain AI stocks have seen their valuations soar.

Via The Motley Fool

Topics Artificial Intelligence Government World Trade

Prediction: These 2 Stocks Will Be the Biggest Winners From $500 Billion AI Spending in 2026 ↗

January 25, 2026

Don't overthink the AI boom. This year's AI winners are sitting in plain sight.

Via The Motley Fool

Topics Artificial Intelligence

Prediction: This Will Be the Next Artificial Intelligence (AI) Chip Stock to Join Nvidia, Taiwan Semiconductor, and Broadcom in the Trillion-Dollar Club (Hint: It's Not AMD) ↗

January 25, 2026

The trillion-dollar club features three artificial intelligence (AI) chip stocks, and another could soon join the ranks.

Via The Motley Fool

Topics Artificial Intelligence

Why Wall Street Is Wrong About Taiwan Semiconductor Manufacturing Stock ↗

January 25, 2026

Wall Street expects the company to gain about 25% this year.

Via The Motley Fool

Topics Artificial Intelligence

My Top 3 Chip Stocks for 2025 Crushed the Market. Here's Why They Can Repeat Again in 2026. ↗

January 24, 2026

AI spending is expected to stay elevated in 2026.

Via The Motley Fool

Topics Artificial Intelligence Economy

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