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TSMC shares rise on AMD-Meta cheer; Nvidia earnings in focus
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TSMC shares rise on AMD-Meta cheer; Nvidia earnings in focus

#TSMC #AMD #Meta #Nvidia #AI chips #Taiwan stock market #Semiconductor demand #Earnings report

πŸ“Œ Key Takeaways

  • TSMC shares rose 2.5% in Taiwan trade on Wednesday
  • AMD announced a $60 billion AI chip supply deal with Meta over five years
  • TSMC stands to benefit as it manufactures virtually all of AMD's chips
  • Nvidia's quarterly earnings are set to provide cues for the AI industry
  • TSMC's valuation has grown significantly due to AI-fueled demand

πŸ“– Full Retelling

TSMC shares rose in Taiwan trade on Wednesday as a major chip supply deal between AMD and Meta Platforms pointed to increased demand for the Taiwanese chipmaking giant, with investors also awaiting quarterly earnings from Nvidia, a key customer and bellwether for artificial intelligence and chip demand. TSMC (NYSE: TSM) (TW: 2330) shares increased by 2.5% to T$2,015.0, trading near recent record highs. The positive sentiment came after AMD (NASDAQ: AMD), another major TSMC customer, announced a five-year agreement to supply up to $60 billion worth of artificial intelligence chips to Meta (NASDAQ: META). As one of the few mass producers of advanced 5nm and 2nm wafers, TSMC has been a major beneficiary of the AI boom over the past three years, with its valuation ballooning on AI-fueled demand. The upcoming quarterly earnings from Nvidia, due after the U.S. market close on Wednesday, are particularly anticipated as the company makes the most advanced AI processors and relies on TSMC for manufacturing.

🏷️ Themes

Artificial Intelligence, Semiconductor Industry, Market Performance

πŸ“š Related People & Topics

TSMC

TSMC

Taiwanese semiconductor foundry company

Taiwan Semiconductor Manufacturing Company Limited (TSMC or Taiwan Semiconductor) is a Taiwanese multinational semiconductor contract manufacturing and design company. It is the world's largest dedicated contract chipmaker, the largest manufacturer of advanced artificial intelligence (AI) chips, and...

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Meta

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Meta most commonly refers to:

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Nvidia

Nvidia

American multinational technology company

Nvidia Corporation ( en-VID-ee-Ι™) is an American technology company headquartered in Santa Clara, California. Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, it develops graphics processing units (GPUs), systems on chips (SoCs), and application programming interfaces (APIs) for...

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AMD

AMD

American multinational semiconductor company

Advanced Micro Devices, Inc. (AMD) is an American multinational semiconductor company headquartered in Santa Clara, California, with significant operations in Austin, Texas. It develops central processing units (CPUs), graphics processing units (GPUs), field-programmable gate arrays (FPGAs), system-...

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Entity Intersection Graph

Connections for TSMC:

🌐 Taiwan 5 shared
🌐 Japan 2 shared
🌐 China 1 shared
🌐 Integrated circuit 1 shared
🏒 Foxconn 1 shared
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Mentioned Entities

TSMC

TSMC

Taiwanese semiconductor foundry company

Meta

Topics referred to by the same term

 Nvidia

Nvidia

American multinational technology company

 AMD

AMD

American multinational semiconductor company
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Original Source
try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry AMD stock surges 14% on Meta AI partnership deal Bitcoin slips, wipes out 50% from October record high at session low Wall Street ends higher on tech rebound ahead of State of the Union address Software stocks rebound as Anthropic partnerships ease AI disruption fears (South Africa Philippines Nigeria) TSMC shares rise on AMD-Meta cheer; Nvidia earnings in focus By Ambar Warrick Author Ambar Warrick Stock Markets Published 02/25/2026, 12:56 AM TSMC shares rise on AMD-Meta cheer; Nvidia earnings in focus 0 NVDA 0.68% AMD 8.77% META 0.32% TSM 4.25% 2330 -0.78% Investing.com-- TSMC shares rose in Taiwan trade on Wednesday as a major chip supply deal between AMD and Meta Platforms pointed to more demand for the Taiwanese chipmaking giant. Upcoming quarterly earnings from Nvidia, which is a key customer of TSMC, are set to provide more cues for the world’s largest contract chipmaker. Nvidia’s earnings will also serve as a bellwether for artificial intelligence and chip demand. TSMC (NYSE: TSM ) (TW: 2330 ) shares rose 2.5% to T$2,015.0, remaining close to recent record highs. Find out Wall Street’s top AI stock picks for 2026 by upgrading to InvestingPro AMD (NASDAQ: AMD ), which is also a major customer of TSMC, earlier this week announced a deal with Meta (NASDAQ: META ), under which the chipmaker will sell up to $60 billion worth of artificial intelligence chips to Meta over the next five years. The deal stands to benefit TSMC, given that it manufactures virtually all of AMD’s chips across its facilities in Taiwan, Japan, and the United States. AMD had switched over foundry processes to TSMC from prior partner GlobalFoundries in 2018. TSMC, along with Samsung, is among the few mass producers of 5 nanometer and 2nm wafers– the most advanced processes in the market. This position has also made TSMC a major beneficiary of the AI boom over the past three years, as chip demand grew exponentially. Advanced processors...
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