Geopolitics Alpha

Taiwan Semiconductor September Revenue Surges 53% and Can’t Keep Up With Demand - finance.yahoo.com

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Taiwan Semiconductor September Revenue Surges 53% and Can’t Keep Up With Demand finance.yahoo.com

Directly affected

  • No company is named in this report.

Indirectly affected

  • NVDA NVIDIA

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • TSM Taiwan Semiconductor

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMD AMD

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials

    Chip-equipment makers feel export controls

  • LRCX Lam Research

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor

    A fund of semiconductor companies

  • SOXX iShares Semiconductor

    A fund of semiconductor companies

  • QQQ Invesco QQQ

    Big tech moves with chip-supply risk

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA———————
TSM———————
ASML———————
AVGO———————
AMD———————
AMAT———————
LRCX———————
SMH———————
SOXX———————
QQQ———————

Taiwan Semiconductor September Revenue Surges 53% and Can’t Keep Up With Demand finance.yahoo.com

Source: finance.yahoo.com

Taiwan Semiconductor Manufacturing (TSM) since this story, compared with the market

Since the first closing price after “Taiwan Semiconductor September Revenue Surges 53% and Can’t Keep Up With Demand - finance.yahoo.com,” Taiwan Semiconductor Manufacturing (TSM) is +0.42%. The S&P 500 fund (SPY) is +0.77% over the same days, a -0.35% difference versus the market.

TSM
SPY

Filings that name Taiwan Semiconductor Manufacturing (TSM) around 12 Sep 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Taiwan Semiconductor Manufacturing (TSM)

Companies carried with this story

  • TSM Taiwan Semiconductor Manufacturing

    Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, high confidence in the 12 Sep 2026 story “Taiwan Semiconductor September Revenue Surges 53% and Can’t Keep Up With Demand - finance.yahoo.com.” Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor, taiwan. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AOSL Alpha & Omega Semiconductor

    In “Taiwan Semiconductor September Revenue Surges 53% and Can’t Keep Up With Demand - finance.yahoo.com,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GCTS GCT Semiconductor Holding

    For “Taiwan Semiconductor September Revenue Surges 53% and Can’t Keep Up With Demand - finance.yahoo.com,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • NVTS Navitas Semiconductor

    In “Taiwan Semiconductor September Revenue Surges 53% and Can’t Keep Up With Demand - finance.yahoo.com,” Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ON On Semiconductor

    For “Taiwan Semiconductor September Revenue Surges 53% and Can’t Keep Up With Demand - finance.yahoo.com,” On Semiconductor (ON) is linked, with no stored direction, medium confidence. Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • TSEM Tower Semiconductor

    In “Taiwan Semiconductor September Revenue Surges 53% and Can’t Keep Up With Demand - finance.yahoo.com,” Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Taiwan Semiconductor Manufacturing (TSM)

Taiwan Semiconductor Manufacturing (TSM) is the company in “Taiwan Semiconductor September Revenue Surges 53% and Can’t Keep Up With Demand - finance.yahoo.com,” the 12 Sep 2026 this story story.

What ties Taiwan Semiconductor Manufacturing (TSM) to the headline is this: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor, taiwan. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

A second company, Alpha & Omega Semiconductor (AOSL), is listed for a different reason: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for Taiwan Semiconductor Manufacturing (TSM)

AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. TSM traded between 407.24 and 487.45 across 20 sessions. The latest close on file is 420.20.

How strong the case is around Taiwan Semiconductor Manufacturing (TSM)

46 out of 100

“Taiwan Semiconductor September Revenue Surges 53% and Can’t Keep Up With Demand - finance.yahoo.com” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.