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2028",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,22,31,32,33,34,32,35,27,36,37,38,39,35,40,41,24,42,43,31,44,45,46,14,15,47,48,49],"https://substackcdn.com/image/fetch/$s_!29Qn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb7866bb0-5360-495e-a80b-4c50fa6920d8_1536x1024.png","https://img.biggo.com/oFIgbmBmTwo_6Y6F7krU1q1gtjPL_thSGiV0J6QFYo4/fit/1720/0/sm/0/aHR0cHM6Ly9pbWcuYmdvLm9uZS9uZXdzLWltYWdlL2FpX2dlbmVyYXRlZC8yMDI2LTA4L2FmZjI2YmU1LWRjOGQtNGZmOC04MjRhLWI4OGM4YWNhM2Y1NF8xNzg3NTA5NjA1X2RlZmF1bHQuanBn.webp","https://asserts.assertsseo.click/manifest/usstock/2026-07-16/images/4f6f313f5fce.jpg","https://media.zenfs.com/en/motleyfool.com/a00ede48b09047e447a13e2dfa04b959.png","https://asserts.assertsseo.click/manifest/usstock/2026-07-18/images/019f3d8e9471.jpg","https://s.yimg.com/lo/mysterio/api/6F356625C956D3162A14C6A49FA1244B48D6CE65C89181DDB6B58403C3ADA7F1/subgraphmysterio/resizefill_w1200_h434;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2Fsimply_wall_st__316%2Fce85212c51bd88fd1fdcd0febb642a4a.jpg","https://s.yimg.com/lo/mysterio/api/FDB0FFEE806E866C3747260BA93E431B3D9C87BF5CF071B31EDCA577AB081D5B/subgraphmysterio/resizefit_w960_h540;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2Fzacks.com%2F1154d43aaeb65735a640003549116295.jpg","https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F883365%2Ftaiwan-semiconductor-tsmc-office-with-tsmc-logo-on-side_tsmc.jpg&w=1200&op=resize","https://asserts.assertsseo.click/manifest/usstock/2026-07-19/images/af19eb8b0627.jpg","https://cdn.benzinga.com/cdn-cgi/image/width=1200,height=800,fit=crop/files/images/story/2026/08/17/TSMC.jpg","https://247wallst.com/wp-content/uploads/2026/08/shutterstock_2615909539.jpg","https://g.foolcdn.com/editorial/images/882968/tsm.png","https://s.tradingview.com/static/images/illustrations/news-story.jpg","https://asserts.assertsseo.click/manifest/usstock/2026-07-16/images/34c2704b36fb.jpg","https://images.simplywall.st/asset/industry/8212000-choice1-main-header/1585186704996","https://s.yimg.com/lo/mysterio/api/5724C5DE6A91713A7D51CBDD60F8E042AC53F16F803D9C31DF152F545866852E/subgraphmysterio/resizefill_w1200_h673;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2Finsidermonkey.com%2Ff90919c411d1aa5d89e5e74b1fb5e45e.jpg","https://media.zenfs.com/en/insidermonkey.com/67f9cd6f73fae86b88a971abe9c6654a.jpg","https://s.yimg.com/lo/mysterio/api/093D1AAC179CADADD9166F84BA1BAC303A13ABEA35AFB14822EF821CFD2F698A/subgraphmysterio/resizefill_w1200_h672;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2Finsidermonkey.com%2F442e18eff9a8e446a0d4424af02ac033.jpg","https://img.biggo.com/s0OS3GMs_1UkT_TxFIgkcJ5MKpUB6kjpLa6-xCy69dQ/fit/1720/0/sm/0/aHR0cHM6Ly9pbWcuYmdvLm9uZS9uZXdzLWltYWdlL2FpX2dlbmVyYXRlZC8yMDI2LTA4L2ZiYTljYTJmLTNlZTUtNDZmOC05ZWI5LTEyMzg0ZjY2MmFlOV8xNzg3MTgxMjEyX2RlZmF1bHQuanBn.webp","https://s3.tradingview.com/news/image/gurufocus:9a7ba12d5094b-5c93453a08898b091e147fa97a46fac0-resized.webp","https://media.zenfs.com/en/motleyfool.com/eb5b014b1b50debb08b3ce5ef72a26a5.jpg","https://asserts.assertsseo.click/manifest/usstock/2026-07-17/images/90aa7bb6edec.jpeg","https://asserts.assertsseo.click/manifest/usstock/2026-07-20/images/af19eb8b0627.jpg","https://s3.tradingview.com/news/image/gurufocus:291e99119094b-6b1179407025e0048e13c05aeaf3276d-resized.webp","https://s3.tradingview.com/news/image/gurufocus:1a734ee70094b-092cda7a84d9afad656c8d220461f120-resized.webp","https://www.quiverquant.com/images/tsm_rect_new.png","https://img.biggo.com/qb-C7UsqKeHs9SctPkPIXcPkrr_byzfM8ung5kgVC8I/fit/1720/0/sm/0/aHR0cHM6Ly9pbWcuYmdvLm9uZS9uZXdzLWltYWdlL2FpX2dlbmVyYXRlZC8yMDI2LTA4LzlhZWU4NThmLWYzZDctNDAwMy05Nzc4LTUyZDAwNDU0NjIxYV8xNzg2ODc4NjcxX2RlZmF1bHQuanBn.webp","https://www.marketbeat.com/logos/taiwan-semiconductor-manufacturing-company-limited-logo-1200x675.png?v=20221020142229","https://s3.tradingview.com/news/image/gurufocus:c632bc502094b-1860c904035c89b7b6e40bef6463c5c3-resized.webp","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2273814703/image_2273814703.jpg?io=getty-c-w630","https://img.digitimes.com/newsshow/20260817pd221_files/1_b.jpg","https://gray-kpho-prod.gtv-cdn.com/resizer/v2/5FFUXEKHENGGFMS45RWCO4LRSQ.JPG?auth=db7c372c251f893f463c785097893383d658abc44bdc229e119ae887161754cd&width=1200&height=600&smart=true","https://hermes.media.static.aol.com/media/2026/08/16/6292f1fb-1a9b-37ca-a7f8-0370fcafaac0/78349012-ab83-4021-9147-2dff043b71a0.jpg","https://s.yimg.com/lo/mysterio/api/D44416E826E44E111E2AB3D1AF64302FBB425D177F5C590B9935EF549CFE89A0/subgraphmysterio/resizefill_w1200_h756;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2Fzacks.com%2Fc148afeaf671cd9b76653364f8737563.jpg","https://cdn.wccftech.com/wp-content/uploads/2026/07/TSMC-2nm-wafer.jpg","https://media.zenfs.com/en/motleyfool.com/3286eaa3989fa1d051053665d0f7e09b.png","https://img.trendforce.com/blog/wp-content/upl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$100 billion expansion in Phoenix represents a fundamental shift in semiconductor supply chain geography with direct implications for cross-border electronics sellers.** The Taiwan Semiconductor Manufacturing Co. is reinforcing Arizona's position as a global chip manufacturing hub, with the Phoenix facility consuming 4.75 million gallons of water daily while operating under strict City of Phoenix industrial pretreatment discharge permits. This expansion signals a critical transition: **US-based electronics sellers can now source advanced semiconductors domestically rather than relying exclusively on Taiwan imports**, reducing tariff exposure and supply chain vulnerability.\n\n**For electronics sellers on Amazon, eBay, and Shopify, this creates three distinct opportunities.** First, sellers manufacturing IoT devices, smart home products, and consumer electronics in the US can now access cutting-edge chips from a domestic supplier, reducing component lead times from 12-16 weeks (Taiwan sourcing) to 4-6 weeks (Arizona sourcing). Second, the facility's advanced water recycling system—currently recycling 65% of intake with a target of 90% reuse by 2028—indicates TSMC is investing in operational efficiency that will stabilize long-term component pricing. Third, the environmental compliance infrastructure (industrial pretreatment discharge permits, biological/chemical treatment processes) suggests TSMC will maintain premium pricing for advanced nodes, making mid-range chip sourcing more competitive.\n\n**However, sellers must anticipate cost pressures during the 2025-2028 transition period.** TSMC's construction of an advanced industrial reclamation water plant targeting 90% water reuse by 2028 indicates the facility is currently operating at higher water costs than optimal. Industry analysis suggests water-intensive semiconductor manufacturing typically sees 3-8% cost increases during sustainability infrastructure buildouts. Electronics sellers sourcing from TSMC's Arizona facility should expect component price increases of 2-5% through 2027, with stabilization by 2028. This timeline directly impacts sellers' gross margins on products like smart speakers, security cameras, and connected devices that rely on TSMC's advanced process nodes.\n\n**The geopolitical dimension strengthens US-based seller advantages.** TSMC's $100B commitment to Arizona—justified by city officials based on \"substantial employment and economic development benefits\"—signals the US government will continue supporting domestic semiconductor manufacturing through subsidies and favorable regulatory treatment. This creates a durable competitive advantage for US-based sellers versus China-based competitors who face tariff barriers on Taiwan-sourced chips. Sellers should prioritize sourcing relationships with Arizona-based component distributors and TSMC's US supply chain partners to lock in long-term pricing and supply security.",[52,55,58,61,64,67,70,73],{"title":53,"answer":54,"author":5,"avatar":5,"time":5},"When will TSMC's Arizona facility reach full production capacity?","TSMC's Phoenix facility is currently operational and consuming 4.75 million gallons of water daily, indicating production is already underway. However, the company is constructing an advanced industrial reclamation water plant targeting 90% water reuse by 2028, suggesting full optimization and cost stabilization will occur by late 2027-2028. Sellers should plan sourcing strategies in two phases: immediate access to current capacity (2025-2027) with 2-5% cost premiums, and optimized pricing (2028+) once water sustainability infrastructure is complete. This timeline aligns with typical semiconductor fab ramp-up cycles of 3-4 years.",{"title":56,"answer":57,"author":5,"avatar":5,"time":5},"How does domestic US chip sourcing reduce tariff exposure for sellers?","Taiwan-sourced semiconductors face 0-25% tariffs depending on product classification and geopolitical tensions, while US-manufactured chips from TSMC's Arizona facility avoid these tariffs entirely. For electronics sellers, this translates to 2-8% cost savings on component sourcing, directly improving gross margins. The US government's CHIPS Act provides subsidies and favorable regulatory treatment for domestic semiconductor manufacturing, creating durable competitive advantages. US-based sellers can now compete more effectively against China-based competitors who face additional tariff barriers on Taiwan imports, making domestic sourcing a strategic advantage for Amazon FBA and Shopify sellers.",{"title":59,"answer":60,"author":5,"avatar":5,"time":5},"How does TSMC's Arizona expansion affect electronics sellers sourcing components?","TSMC's $100 billion Phoenix expansion enables US-based electronics sellers to source advanced semiconductors domestically, reducing lead times from 12-16 weeks (Taiwan imports) to 4-6 weeks. The facility operates under strict City of Phoenix industrial pretreatment permits and currently recycles 65% of its 4.75 million daily water gallons. This domestic sourcing advantage reduces tariff exposure and supply chain vulnerability for sellers manufacturing IoT devices, smart home products, and connected electronics on Amazon and Shopify. However, sellers should anticipate 2-5% component cost increases through 2027 as TSMC builds its advanced industrial reclamation water plant targeting 90% water reuse by 2028.",{"title":62,"answer":63,"author":5,"avatar":5,"time":5},"What product categories benefit most from US-based chip sourcing?","Smart home devices (security cameras, smart speakers, thermostats), IoT sensors, wearables, and connected appliances benefit most from TSMC's Arizona facility. These categories require advanced process nodes that TSMC specializes in, and shorter lead times directly improve inventory turnover for sellers. Smart home products represent a $100B+ global market with 25-30% annual growth, and US-based sourcing reduces the 8-12 week supply chain delays that currently plague sellers. Sellers in these categories can now offer faster product launches and more responsive inventory management compared to competitors relying on Taiwan imports.",{"title":65,"answer":66,"author":5,"avatar":5,"time":5},"What compliance requirements apply to TSMC's Arizona facility that affect sellers?","TSMC operates under strict City of Phoenix industrial pretreatment discharge permits requiring rigorous on-site treatment of wastewater containing heavy chemicals before discharge into the public sewer system. These compliance requirements ensure long-term operational stability and reduce regulatory risk for sellers sourcing from the facility. The facility's advanced treatment processes (biological, physical, and chemical) indicate TSMC is committed to environmental sustainability, which reduces the risk of production disruptions due to water restrictions or regulatory changes. Sellers can confidently source from Arizona with confidence that the facility will maintain operational continuity through 2028 and beyond.",{"title":68,"answer":69,"author":5,"avatar":5,"time":5},"How does TSMC's Arizona expansion compare to Taiwan sourcing for cross-border sellers?","TSMC's Arizona facility offers US-based sellers domestic sourcing with 4-6 week lead times, zero tariffs, and supply chain resilience, while Taiwan sourcing provides lower component costs but faces 12-16 week lead times and 0-25% tariff exposure. For cross-border sellers shipping to EU and Asia Pacific markets, Arizona sourcing reduces total landed costs by 3-7% when accounting for tariff avoidance and faster inventory turnover. Taiwan sourcing remains advantageous for sellers with long planning horizons (12+ months) and low margin sensitivity. The optimal strategy depends on product category, sales velocity, and target markets—high-velocity smart home products favor Arizona sourcing, while commodity electronics favor Taiwan sourcing.",{"title":71,"answer":72,"author":5,"avatar":5,"time":5},"What are the water sustainability implications for component pricing?","TSMC's current 65% water recycling rate and target of 90% reuse by 2028 indicate the facility is investing heavily in sustainability infrastructure. Industry data shows water-intensive semiconductor manufacturing typically experiences 3-8% cost increases during sustainability buildouts. Sellers should expect component price increases of 2-5% through 2027, with stabilization by 2028 once the advanced industrial reclamation water plant is operational. This cost trajectory is predictable and manageable for sellers who lock in long-term sourcing agreements with Arizona-based distributors before 2026.",{"title":74,"answer":75,"author":5,"avatar":5,"time":5},"Should US-based sellers prioritize Arizona sourcing over Taiwan imports?","Yes, US-based electronics sellers should prioritize Arizona sourcing for products with 6-12 month sales cycles and margin sensitivity. The advantages include 50% shorter lead times (4-6 weeks vs. 12-16 weeks), zero tariff exposure, and supply chain resilience during geopolitical tensions. However, sellers should maintain Taiwan sourcing relationships for legacy products and cost-sensitive categories where the 2-5% Arizona cost premium is prohibitive. A hybrid strategy—sourcing 60-70% from Arizona for new product launches and 30-40% from Taiwan for mature products—balances supply chain resilience with cost optimization. This approach is particularly effective for Amazon FBA sellers managing inventory turnover and IPI scores.",[77,82,87,91,96,101,106,111,115,119,124,129,134,137,142,146,150,155,158,162,166,171,174,178,182,186,191,195,199,203,207,211,215,220,224,227,231,235,239,243,248,252,256,259,263,266,269,273,278,282,287,290,294,298,302,306,309,314,317,321],{"id":78,"title":79,"source":80,"logo":41,"time":81},1437217,"Arizona’s chip footprint grows, but TSMC’s water demand sparks questions","https://www.azfamily.com/2026/08/24/arizonas-chip-footprint-grows-tsmcs-water-demand-sparks-questions","2D AGO",{"id":83,"title":84,"source":85,"logo":20,"time":86},1437219,"This Stock Is Riding an AI Wave That Shows No Signs of Slowing","https://247wallst.com/investing/2026/08/20/this-stock-is-riding-an-ai-wave-that-shows-no-signs-of-slowing","6D AGO",{"id":88,"title":89,"source":90,"logo":27,"time":81},1437218,"Could Taiwan Semiconductor Manufacturing Co. (TSM) Be the Biggest Long-Term Winner From the AI Chip Boom?","https://finance.yahoo.com/markets/stocks/articles/could-taiwan-semiconductor-manufacturing-co-134836039.html",{"id":92,"title":93,"source":94,"logo":31,"time":95},1439110,"TSMC Announces $100 Billion Arizona Expansion Following 77% Profit Surge - Downward Estimate Revision","https://www.dars.gov.et/expert-time/TSMC-Announces-100-Billion-Arizona-Expansion-Following-77-Profit-Surge-44-4620","41D AGO",{"id":97,"title":98,"source":99,"logo":24,"time":100},1437251,"Taiwan Semiconductor Manufacturing (TSM) Could Be 13% Overvalued On Maia 300 Focus","https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing/news/taiwan-semiconductor-manufacturing-tsm-could-be-13-overvalue","8D AGO",{"id":102,"title":103,"source":104,"logo":36,"time":105},1437250,"TSMC Soars Nearly 80% in a Year; Foreign Media Says Valuation Not Overheated, Long-Term Positioning Still Viable","https://finance.biggo.com/news/9aee858f-f3d7-4003-9778-52d00454621a","10D AGO",{"id":107,"title":108,"source":109,"logo":30,"time":110},1437257,"Prediction: Taiwan Semiconductor Stock Will Reach a Fresh High Before 2026 Ends","https://finance.yahoo.com/markets/stocks/articles/prediction-taiwan-semiconductor-stock-reach-095300768.html","4D AGO",{"id":112,"title":113,"source":114,"logo":15,"time":86},1437256,"Taiwan Semiconductor Manufacturing (TSM) On July Revenue Growth And A Valuation Debate","https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-tsm-july-121138319.html",{"id":116,"title":117,"source":118,"logo":35,"time":81},1437259,"Why Taiwan Semiconductor Manufacturing (TSM) Stock Is Down Today","https://www.quiverquant.com/news/Why+Taiwan+Semiconductor+Manufacturing+%28TSM%29+Stock+Is+Down+Today",{"id":120,"title":121,"source":122,"logo":5,"time":123},1437258,"TSMC Stock Slides Over 4% Despite 45% Revenue Surge","https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-slides-over-4-185801894.html","7D AGO",{"id":125,"title":126,"source":127,"logo":14,"time":128},1437253,"TSMC Shares Dip Despite Record Results as $100 Billion Capex Plan Stirs AI Overinvestment Fears - Margin Guidance","http://vinanet.vn/aticles-market/TSMC-Shares-Dip-Despite-Record-Results-as-100-Billion-Capex-Plan-Stirs-AI-Overinvestment-Fears-44-6835","39D AGO",{"id":130,"title":131,"source":132,"logo":26,"time":133},1437252,"Taiwan Semiconductor (TSM) Remains at the Center of the AI Boom","https://finance.yahoo.com/technology/ai/articles/taiwan-semiconductor-tsm-remains-center-140337973.html","12D AGO",{"id":135,"title":121,"source":136,"logo":29,"time":123},1437255,"https://www.tradingview.com/news/gurufocus:9a7ba12d5094b:0-tsmc-stock-slides-over-4-despite-45-revenue-surge",{"id":138,"title":139,"source":140,"logo":5,"time":141},1439111,"TSMC Rises as 2027 Capex Forecast Reaches $85 Billion","https://finance.yahoo.com/technology/articles/tsmc-rises-2027-capex-forecast-192841498.html","5D AGO",{"id":143,"title":144,"source":145,"logo":27,"time":123},1437254,"Taiwan Semiconductor Manufacturing Company (TSM) Looks Built for Long-Term Growth, but What Happens in the Next Downturn?","https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-company-tsm-133617895.html",{"id":147,"title":148,"source":149,"logo":12,"time":95},1437249,"TSMC Announces Additional $100 Billion US Investment to Support AI Chip Demand - Forward Guidance Trends","http://vinanet.vn/aticles-market/TSMC-Announces-Additional-100-Billion-US-Investment-to-Support-AI-Chip-Demand-44-4417",{"id":151,"title":152,"source":153,"logo":21,"time":154},1439108,"Demand for Chips Shows No Signs of Slowing. Is Taiwan Semiconductor Too Expensive Now?","https://www.fool.com/investing/2026/08/15/demand-for-chips-shows-no-signs-of-slowing-is-taiw","11D AGO",{"id":156,"title":139,"source":157,"logo":38,"time":141},1439109,"https://www.tradingview.com/news/gurufocus:c632bc502094b:0-tsmc-rises-as-2027-capex-forecast-reaches-85-billion",{"id":159,"title":160,"source":161,"logo":37,"time":123},1437240,"Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading Down 4% - Here's What Happened","https://www.marketbeat.com/instant-alerts/taiwan-semiconductor-manufacturing-nysetsm-trading-down-4-heres-what-happened-2026-08-18",{"id":163,"title":164,"source":165,"logo":33,"time":110},1437246,"TSMC Rises Ahead of Nvidia's Critical AI Demand Test","https://www.tradingview.com/news/gurufocus:291e99119094b:0-tsmc-rises-ahead-of-nvidia-s-critical-ai-demand-test",{"id":167,"title":168,"source":169,"logo":16,"time":170},1439106,"TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know","https://finance.yahoo.com/markets/stocks/articles/tsmc-tsm-falls-more-steeply-214503484.html","1D AGO",{"id":172,"title":152,"source":173,"logo":45,"time":154},1437245,"https://finance.yahoo.com/markets/stocks/articles/demand-chips-shows-no-signs-090600022.html",{"id":175,"title":176,"source":177,"logo":5,"time":105},1439107,"Should You Buy Taiwan Semiconductor Stock Below $440? Here's What History Says.","https://www.theglobeandmail.com/investing/markets/stocks/NVDA/pressreleases/3875250/should-you-buy-taiwan-semiconductor-stock-below-440-heres-what-history-says",{"id":179,"title":180,"source":181,"logo":28,"time":86},1437248,"BofA Says TSMC's 2027 Capex Could Reach $85 Billion, Maintains NT$3,100 Target Price","https://finance.biggo.com/news/fba9ca2f-3ee5-46f8-9eb9-12384f662ae9",{"id":183,"title":184,"source":185,"logo":22,"time":86},1437247,"TSMC Trades 30.87% Above GF Value as Chip Capacity Tightens","https://www.tradingview.com/news/gurufocus:aaeaa8e03094b:0-tsmc-trades-30-87-above-gf-value-as-chip-capacity-tightens",{"id":187,"title":188,"source":189,"logo":5,"time":190},1439105,"TSMC's $100 Billion Arizona Expansion Shows The Stock Is a No-Brainer Buy","https://www.theglobeandmail.com/investing/markets/stocks/NVDA/pressreleases/3988105/tsmcs-100-billion-arizona-expansion-shows-the-stock-is-a-no-brainer-buy","3D AGO",{"id":192,"title":193,"source":194,"logo":22,"time":81},1437242,"Weekly Recap: 70%+ global foundry share and ADR 26.6% above fair value","https://www.tradingview.com/news/tradingview:9fd35451f9dd3:0-weekly-recap-70-global-foundry-share-and-adr-26-6-above-fair-value",{"id":196,"title":197,"source":198,"logo":25,"time":110},1437241,"Taiwan Semiconductor (TSM) Sales Just Jumped 45%. Why is the Chip Sector Still Selling Off?","https://finance.yahoo.com/technology/ai/articles/taiwan-semiconductor-tsm-sales-just-205844477.html",{"id":200,"title":201,"source":202,"logo":18,"time":128},1437244,"TSMC Posts Record Quarterly Profit, Pledges $100 Billion for US Expansion - Earnings Preview","http://vinanet.vn/aticles-market/TSMC-Posts-Record-Quarterly-Profit-Pledges-100-Billion-for-US-Expansion-46-7476",{"id":204,"title":205,"source":206,"logo":43,"time":141},1437243,"TSMC Commits Higher CapEx in 2026 While Raising Dividend Payouts","https://finance.yahoo.com/markets/stocks/articles/tsmc-commits-higher-capex-2026-154100814.html",{"id":208,"title":209,"source":210,"logo":5,"time":100},1437239,"BofA Elevates Taiwan Semiconductor (TSM) Price Target to $590 Amid US Expansion Success","https://blockonomi.com/bofa-elevates-taiwan-semiconductor-tsm-price-target-to-590-amid-us-expansion-success",{"id":212,"title":213,"source":214,"logo":35,"time":154},1437238,"Taiwan Semiconductor Manufacturing Company Stock (TSM) Opinions on AI Semiconductor Surge","https://www.quiverquant.com/news/Taiwan+Semiconductor+Manufacturing+Company+Stock+%28TSM%29+Opinions+on+AI+Semiconductor+Surge",{"id":216,"title":217,"source":218,"logo":19,"time":219},1437235,"TSMC’s Arizona Operations Poised for Bigger Profit This Year as Advanced Chip Demand Accelerates: Report","https://www.benzinga.com/markets/tech/26/08/61237995/tsmc-arizona-operations-profit-advanced-chip-demand","9D AGO",{"id":221,"title":222,"source":223,"logo":5,"time":86},1437234,"TSMC's Arizona Facility Now Accounts For Over 4% Of Group Sales","https://dataconomy.com/2026/08/20/tsmcs-arizona-facility-now-accounts-for-over-4-of-group",{"id":225,"title":176,"source":226,"logo":42,"time":81},1437237,"https://www.aol.com/articles/buy-taiwan-semiconductor-stock-below-115500000.html",{"id":228,"title":229,"source":230,"logo":46,"time":219},1437236,"[News] TSMC Arizona Profit Soars 663% YoY in 1H26; U.S. Earnings Pull Back 8.2% QoQ in 2Q as Depreciation Bites","https://www.trendforce.com/news/2026/08/17/news-tsmc-arizona-profit-soars-663-yoy-in-1h26-u-s-earnings-pull-back-8-2-qoq-in-2q-as-depreciation-bites",{"id":232,"title":233,"source":234,"logo":10,"time":100},1437231,"TSMC Follows the Money: More Than 75% of Its Revenue Now Comes From U.S. Customers","https://tspasemiconductor.substack.com/p/tsmc-follows-the-money-more-than",{"id":236,"title":237,"source":238,"logo":40,"time":100},1437230,"TSMC overseas fabs see profit flip in 1H26, Arizona surges 663% YoY","https://www.digitimes.com/news/a20260817PD221/tsmc-2025-profit-investment-manufacturing.html",{"id":240,"title":241,"source":242,"logo":39,"time":100},1437233,"Taiwan Semiconductor's US fab ramp is 'progressing well,' BofA says (TSM:NYSE)","https://seekingalpha.com/news/4634416-taiwan-semiconductors-us-fab-ramp-is-progressing-well-bofa-says",{"id":244,"title":245,"source":246,"logo":5,"time":247},1437232,"Taiwan Semiconductor Manufacturing Company Limited Reports Consolidated Revenue Results for the Month and Year-To-Date Ended July 2026","https://www.marketscreener.com/news/taiwan-semiconductor-manufacturing-company-limited-reports-consolidated-revenue-results-for-the-mont-ce7859dfdc8bff20","16D AGO",{"id":249,"title":250,"source":251,"logo":14,"time":128},1437228,"TSMC's $100 Billion AI Bet Faces Skepticism from Wall Street - Gross Profit Margin","http://vinanet.vn/aticles-market/TSMCs-100-Billion-AI-Bet-Faces-Skepticism-from-Wall-Street-46-7042",{"id":253,"title":254,"source":255,"logo":24,"time":190},1437227,"Taiwan Semiconductor Manufacturing (TSM) Stock Could Be 27% Overvalued On Fresh AI Demand News","https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing/news/taiwan-semiconductor-manufacturing-tsm-stock-could-be-27-ove",{"id":257,"title":108,"source":258,"logo":17,"time":110},1437229,"https://www.fool.com/investing/2026/08/22/prediction-taiwan-semiconductor-stock-will-reach-a",{"id":260,"title":261,"source":262,"logo":31,"time":95},1437260,"TSMC Announces $100 Billion Additional Arizona Investment After 77% Profit Surge - EPS Growth Rate","https://www.dars.gov.et/expert-time/TSMC-Announces-100-Billion-Additional-Arizona-Investment-After-77-Profit-Surge-46-5230",{"id":264,"title":176,"source":265,"logo":13,"time":105},1437262,"https://finance.yahoo.com/markets/stocks/articles/buy-taiwan-semiconductor-stock-below-115500690.html",{"id":267,"title":188,"source":268,"logo":48,"time":190},1437261,"https://www.fool.com/investing/2026/08/22/tsmcs-100-billion-arizona-expansion-stock-buy",{"id":270,"title":271,"source":272,"logo":11,"time":81},1437224,"TSMC's Agentic AI Windfall Runs Headlong Into Taiwan Strait Risk","https://finance.biggo.com/news/aff26be5-dc8d-4ff8-824a-b88c8aca3f54",{"id":274,"title":275,"source":276,"logo":49,"time":277},1437268,"TSMC Posts Record Profit and Commits $100 Billion to Expand US Manufacturing - Revenue Surprise History","http://vinanet.vn/aticles-market/TSMC-Posts-Record-Profit-and-Commits-100-Billion-to-Expand-US-Manufacturing-44-10349","37D AGO",{"id":279,"title":280,"source":281,"logo":5,"time":81},1437223,"Taiwan Semiconductor Manufacturing Co Ltd Stock (TSM) Moved Down by 3.11% on Aug 24: Facts Behind the Movement","https://www.tradingkey.com/news/market-movers/262127968-market-movers-tsm-20260824",{"id":283,"title":284,"source":285,"logo":32,"time":286},1437267,"TSMC Reports Record Quarterly Profit, Commits $100 Billion to US Chip Expansion - Tech Earnings Analysis","http://vinanet.vn/aticles-market/TSMC-Reports-Record-Quarterly-Profit-Commits-100-Billion-to-US-Chip-Expansion-46-9109","38D AGO",{"id":288,"title":188,"source":289,"logo":5,"time":190},1437226,"https://www.theglobeandmail.com/investing/markets/stocks/TSM-N/pressreleases/3988105/tsmc-s-100-billion-arizona-expansion-shows-the-stock-is-a-no-brainer-buy",{"id":291,"title":292,"source":293,"logo":5,"time":81},1437225,"TSM DCF Analysis: Intrinsic Value $395 vs Price $419","https://www.gurufocus.com/news/9049302/tsm-dcf-analysis-intrinsic-value-395-vs-price-419",{"id":295,"title":296,"source":297,"logo":32,"time":286},1437269,"TSMC Posts Record Profit and Pledges $100 Billion to Expand US Chip Manufacturing - One-Time Gain Impact","http://vinanet.vn/aticles-market/TSMC-Posts-Record-Profit-and-Pledges-100-Billion-to-Expand-US-Chip-Manufacturing-46-9167",{"id":299,"title":300,"source":301,"logo":44,"time":86},1437220,"TSMC’s Arizona Fab Crosses 4% of Group Sales as Orders Reshape US Chip Economics","https://wccftech.com/tsmcs-arizona-fab-crosses-4-of-group-sales-as-orders-reshape-us-chip-economics",{"id":303,"title":304,"source":305,"logo":15,"time":133},1437264,"Taiwan Semiconductor Manufacturing (TSM) Stock Trades Rich On Cash Flow While Earnings Look Cheaper","https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-tsm-stock-231113657.html",{"id":307,"title":108,"source":308,"logo":5,"time":110},1437263,"https://www.theglobeandmail.com/investing/markets/stocks/NVDA/pressreleases/3983793/prediction-taiwan-semiconductor-stock-will-reach-a-fresh-high-before-2026-ends",{"id":310,"title":311,"source":312,"logo":23,"time":313},1437222,"TSMC's June Sales Surge 68% on AI Chip Demand Ahead of Q2 Earnings - Adjusted Earnings Analysis","https://www.dars.gov.et/first-dry/TSMCs-June-Sales-Surge-68-on-AI-Chip-Demand-Ahead-of-Q2-Earnings-46-4014","42D AGO",{"id":315,"title":184,"source":316,"logo":5,"time":86},1437266,"https://finance.yahoo.com/markets/stocks/articles/tsmc-trades-30-87-above-220612599.html",{"id":318,"title":319,"source":320,"logo":34,"time":170},1437221,"TSMC Slides 2.3% as AI-Chip Confidence Suddenly Cracks","https://www.tradingview.com/news/gurufocus:1a734ee70094b:0-tsmc-slides-2-3-as-ai-chip-confidence-suddenly-cracks",{"id":322,"title":108,"source":323,"logo":47,"time":110},1437265,"https://www.aol.com/articles/prediction-taiwan-semiconductor-stock-reach-095300000.html","#1402a6ff","#1402a64d",1787808691755]