Pomegra
Technology
MAJOR
23m ago6 min read
Asian Chip Stocks Slide as Nvidia Turmoil Hits Taiex
Asian chip stocks sold off sharply on Nov 12: Taiwan's Taiex fell 2.63% as Nvidia's leadership crisis hit TSMC, while SK Hynix slipped 1.8% and Samsung rose.
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TSM stock news & analysis
Everything Pomegra has published on TSM: 30 news articles and 6 market briefs, newest first.
Market briefs on TSM
- Taiwan Stocks Fall 2.5% on AI Selloff as 53 Chinese Ships Deploy
The TAIEX (^TWII) closed at 45,212 as Taiwan tracked 34 Chinese warships and the carrier Liaoning.
Oct 30
- Chip Stocks Fall 4.3% as RBC Downgrades Tech Sector
Nvidia (NVDA) fell 3.2% as RBC joined Deutsche Bank in trimming tech and favoring health care.
Oct 15
- GlobalFoundries Stock Jumps 5% After US-Japan Fab Funding Deal
GlobalFoundries (GFS) will build two New York chip plants, and the US government will take a 4% stake.
Oct 15
- TSMC Stock Slips 1.4% Despite Record Q3 Revenue
TSMC (2330.TW) shares trail their NT$2,585 record even though September sales hit NT$512B, a record Q3 total.
Oct 9
- Intel Stock Falls 4% as Musk Confirms TSMC Terafab Talks
Intel (INTC) CEO Lip-Bu Tan says the chipmaker stays in Terafab, and shares rose 2% before Wednesday's open.
Oct 7
- Taiwan Semiconductor Stock Falls 3.26% on Chip Tariffs
Taiwan Semiconductor (TSM) shed 3.26% Monday; Lutnick's chip-tariff pledge pulled the SOX index down 2.2%.
Sep 14
TSM news
Markets
NOTABLE
20h ago6 min read
Stock Market Today: S&P 500 Hits 7,619 as AI Trade Returns
The S&P 500 rose 1.3% to 7,619 and the Nasdaq gained 1.6% on Wednesday as CoreWeave earnings and Anthropic's IPO outlook revived the AI trade on Wall Street.
Technology
MAJOR
1d ago6 min read
TSMC October Revenue Jumps 59.7% on AI Chip Demand
TSMC (TSM) posted record October revenue of NT$586.89 billion, up 59.7% from a year earlier, lifting its shares as AI chip demand powered an Asian tech rebound.
Technology
NOTABLE
1d ago5 min read
KOSDAQ jumps 5% as AI stocks rebound, triggering sidecar
South Korea's tech-heavy KOSDAQ surged about 5% on Wednesday, triggering a buy sidecar as AI stocks rebounded across Asia ahead of Nvidia's earnings next week.
Markets
MAJOR
2d ago5 min read
Dow Jumps 1,104 Points as Oil Slides, AI Rout Pauses
Wall Street posted its best day since April on Monday, with the Dow up 2.2% as Brent crude fell below $93 and chip stocks rebounded.
Economy
MAJOR
3d ago6 min read
China PPI Jumps 5.7% in October as Consumer Prices Lag
China's October producer prices rose 5.7%, the fastest since June 2022, while consumer inflation eased to 0.7%, as Asian equities rebounded on Monday.
Technology
MAJOR
6d ago4 min read
Asia Chip Rout Deepens: Kospi Halted, TSMC Falls 10%
Kospi was halted and Taiex opened 9% lower as AI stocks slid, with TSMC, Samsung and SK Hynix off 10-12% after Wall Street's worst chip day since 2020.
Markets
MAJOR
6d ago5 min read
Nikkei 225 Bear Market: AI Selloff Hits SoftBank, Rohm
Japan's Nikkei 225 fell as much as 7.1% into a technical bear market below 60,000 as an AI selloff hit SoftBank and Rohm after a sharp Wall Street rout.
Technology
MAJOR
Nov 55 min read
KOSPI Plunges 5% as SK Hynix, Samsung Sink on AI Fears
KOSPI fell as much as 5% on Nov 5 as SK Hynix and Samsung dropped 7-9% on fears a Democratic Congress will curb US data-center construction and permitting.
Geopolitics
MAJOR
Oct 305 min read
Taiwan: 53 Chinese Ships Span Japan to Philippines
Taiwan says 53 Chinese navy and official vessels, including the Liaoning carrier group, are operating from southern Japan to the Philippines, a threat it calls "obvious."
Geopolitics
MAJOR
Oct 227 min read
China and Taiwan tighten AI tech export curbs in 2026
China drafted export curbs on 40 AI, biotech and solar technologies as Taiwan readies criminal penalties for AI chip smuggling under its US trade deal.
Technology
MAJOR
Oct 195 min read
Asian Chip Stocks Hit July Low on DeepSeek V4.1 HBM Claim
Asian chip stocks fell to their lowest since July after DeepSeek said V4.1 needs far less HBM, with Samsung and SK Hynix among the biggest drags on Monday.
Policy & Regulation
MAJOR
Oct 196 min read
Taiwan AI Chip Export Ban: Prison Terms Tied to US Tariff Deal
Taiwan will make unlicensed shipments of AI servers and advanced chips to China a crime, a commitment under its US trade deal that cut tariffs to 15%.
Business & Earnings
MAJOR
Oct 196 min read
TSMC Q3 2026 profit jumps 68.7%, but shares fall
TSMC's record third-quarter profit rose 68.7% on AI demand, yet US-listed shares slipped as margins narrowed and Terafab talks with Elon Musk stayed unresolved.
Markets
MAJOR
Oct 166 min read
Stock Market Today: Dow Gains 1% as Money Leaves AI Trade
Wall Street's Dow industrials average rose 1.08% on Thursday as investors rotated out of AI and chip stocks after hot CPI and PPI inflation readings.
Technology
MAJOR
Oct 157 min read
Nvidia Falls 3.2% as Chip Selloff Deepens in 2026
Nvidia (NVDA) fell 3.2% to $221.30 and led a global chip selloff after hot CPI, as CEO Jensen Huang said it would cut off buyers developing unsafe AI.
Business & Earnings
MAJOR
Oct 155 min read
ASML Q3 2026: Record €11.7B Sales, Yet Shares Slide
ASML posted record Q3 2026 sales of €11.7 billion and a sharp earnings beat, yet its shares sank to a 20-day low as the good news was already priced in.
Technology
MAJOR
Oct 155 min read
TSMC Q3 2026 Earnings: Sixth Record Profit in Focus
TSMC (TSM) reports Q3 2026 earnings today, with net profit seen up about 65% to a record NT$746.3 billion as investors test AI demand amid a chip rout.
Technology
MAJOR
Oct 136 min read
Taiwan Exports Hit Record $87.2B in September 2026
Taiwan's September exports jumped 60.9% to a record $87.22 billion on AI server demand, with US shipments up 106% and growth set to continue in October.
Technology
MAJOR
Oct 136 min read
SoftBank Sinks 8.8% as AI Stocks Rout Hits Asia
SoftBank fell about 8.8% and Japan's Nikkei 2.6% on Oct. 13 as an AI stocks selloff spread across Asia on worries over AI financing and chip competition.
Technology
MAJOR
Oct 135 min read
Microsoft Maia 300 chip targets Nvidia, hits AI stocks
Microsoft's Maia 300 chip promises about 40% more output per unit of power than leading GPU systems, pressuring Nvidia and AI stocks as 2027 deployment nears.
Markets
MAJOR
Oct 126 min read
Kospi Falls 3.7% Below 6,400 on 10th Day of Foreign Selling
South Korea's Kospi fell 3.65% to 6,384.24 on Monday as foreign investors sold for a tenth straight session, pulling Samsung Electronics and SK hynix down more than 4%.
Healthcare
MAJOR
Oct 125 min read
UnitedHealth Q3 2026 Earnings Hinge on Medicare Margins
UnitedHealth (UNH) reports Q3 2026 earnings on Oct. 13, with Medicare Advantage margins in focus after Humana's 11.6% surge on 2027 Medicare star ratings.
Technology
MAJOR
Oct 74 min read
Terafab: Musk Says Tesla, SpaceX Will Run Texas AI Fab
Terafab will be built and run by Tesla and SpaceX, Elon Musk said, leaving TSMC at most a sublease as Intel shares rose on its continued role in the project.
Technology
MAJOR
Oct 75 min read
Nvidia $6 trillion: even odds by month-end
Nvidia (NVDA) trades at a record $238.90, about 4% short of a $6 trillion market cap, after a record $150 billion buyback; options price even odds by Oct. 30.
Technology
NOTABLE
Oct 65 min read
Intel Falls 4% as Musk Confirms TSMC Terafab Talks
Intel (INTC) fell about 4% after Elon Musk confirmed talks with TSMC to join the Terafab chip project, raising questions over Intel's foundry comeback.
Markets
NOTABLE
Oct 65 min read
SpaceX (SPCX) Stock Hits Highest Close Since June
SpaceX (SPCX) closed at $171.09 on Nasdaq, its best finish since June, as a Morgan Stanley note, a first Starship orbit and TSMC chip talks lifted sentiment.
Technology
MAJOR
Sep 186 min read
Intel Surges on Triple Wall Street Target Raise
Three Wall Street desks lift Intel targets in quick succession, citing a 25% revenue surge and Terafab manufacturing wins with SpaceX and Tesla.
Technology
SEISMIC
Sep 147 min read
SoftBank 13% Crash Triggers Asian AI Stocks Rout
SoftBank dropped 13% in Tokyo as OpenAI's shelved 2026 IPO and AI safety alarm hit its $100 billion financing stack, spreading contagion to Asian chip stocks from Seoul to Taipei.
Markets
MAJOR
Sep 117 min read
Intel INTC Drops 5.7% as Oil and Yields Shake Chip Rally
After surging nearly 190% year-to-date, Intel shares reversed sharply as triple-digit crude and three-year-high Treasury yields sparked a broad semiconductor selloff, putting the company's…