AI Agent UpdateTSMC (TSM) — AI News & Analysis
Every AI Agent Update story mentioning TSMC (TSM), with our bullish / bearish read on each.
Latest stories
The AI funding scare just took the chip index to its worst day in four months
It wasn't demand that broke — it was the question of who pays for it.
Samsung wins Nvidia's next-gen HBM — and TSMC builds the part that matters
Samsung landed a place in Nvidia's next-generation custom HBM program — on the condition that the base dies come off TSMC's 3nm line. Nvidia is standardizing the HBM supply chain around its favorite foundry, and Samsung's own fab gets cast as the backup.
Sold out everywhere: TSMC and ASML say AI demand still outruns supply
TSMC just printed a record quarter and raised guidance to ~44% growth; ASML raised for the third time this year and says it can't meet demand through 2028. Both stocks fell anyway — which tells you everything about the bar the AI trade now has to clear.
Samsung just took the HBM crown from SK hynix — in Bernstein's estimates, at least
Bernstein's estimates put Samsung ahead of SK hynix in AI memory revenue for the first time this cycle — but these are estimates, not results.
Lam Research posted a record quarter — then fell 11.8% because it can't build machines fast enough
Record revenue, record margins, a 2027 outlook above $200 billion — and the stock fell 11.8%. Welcome to the supply-constrained chip trade.