Tesla Just Snubbed TSMC — Musk Is Quietly Building A Sovereign Chip Chain [Yahoo! Finance]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
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US:NYSE Investor Relations:
tsmc.com/english/investorrelations/index.htm
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Source: Yahoo! Finance
By tapping Samsung's new Texas fab to produce next-gen AI chips, Elon Musk is making a move that looks less about performance — and more about control. Because in AI, supply chains are strategy. This Isn't About Chips — It's About Geography For years, Taiwan Semiconductor Manufacturing Company Ltd. has been the default for cutting-edge semiconductors. Most of the AI world still runs through Taiwan. Tesla just stepped away from that gravity. Don't Miss: Bad Ads Live Forever — See How This AI Helps Fortune 1000 Brands Avoid Them This Energy Storage Company Already Has $185M in Contracts—Shares Are Still Available Samsung's Taylor, Texas facility — set to produce Tesla's AI chips starting 2027 — anchors a critical piece of Musk's stack firmly on U.S. soil. That's not just manufacturing. That's insulation. In a world where chip supply can be disrupted by geopolitics, shipping lanes or policy shifts, Tesla is quietly reducing a major risk: dependence on Asia. The Rise
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TSM
News
- Long-Only Funds Shift to Non-US Stocks, TSMC (TSM) Stays at the Top [Yahoo! Finance]Yahoo! Finance
- Bank of America Securities Reiterates a Buy Rating on Taiwan Semiconductor Manufacturing Company (TSM) Stock [Yahoo! Finance]Yahoo! Finance
- 2 Reasons Grant Cardone Is a Fan of Trump's Gold Card Initiative [Yahoo! Finance]Yahoo! Finance
- Taiwan Semiconductor Manufacturing (TSM) was downgraded by Zacks Research from "strong-buy" to "hold".MarketBeat
- Asia tech stocks sink as oil spike and Qatar attacks threaten chip supply chain [MSNBC.com]MSNBC.com
TSM
Earnings
- 1/16/26 - Beat
TSM
Sec Filings
- 3/18/26 - Form 3
- 3/18/26 - Form 3
- 3/18/26 - Form 3
- TSM's page on the SEC website