TSMC expected to report sixth straight quarter of record profit thanks to AI boom
Published . Updated .
TSMC expected to report sixth straight quarter of record profit thanks to AI boom Reuters
Directly affected
- TSM Taiwan Semiconductor Manufacturing
Named in this report.
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- ZIM ZIM Integrated Shipping
Container lines are exposed when a shipping lane is disrupted
- MATX Matson
Container lines are exposed when a shipping lane is disrupted
- 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
- SUPX SUPERX AI TECHNOLOGY LTD
GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
TSMC expected to report sixth straight quarter of record profit thanks to AI boom Reuters
Source: Reuters
How far SuperX AI Technology (SUPX) has moved since 12 Oct 2026
Since the first closing price after “TSMC expected to report sixth straight quarter of record profit thanks to AI boom,” SuperX AI Technology (SUPX) is -3.72%. The S&P 500 fund (SPY) is -1.47% over the same days, a -2.25% difference versus the market. industrial stocks (XLI) is -1.14%, a -2.58% difference versus that group of stocks.
| Company | When | Move | Status |
|---|---|---|---|
| AMAT | that day | -3.70% | final price |
| AMAT | the next day | -8.37% | final price |
| AMAT | two days later | -7.54% | final price |
| AMAT | three days later | -9.08% | still updating |
| AMAT | three days earlier | +11.40% | final price |
| AMAT | five days earlier | +14.07% | final price |
| AMD | that day | -1.54% | final price |
| AMD | the next day | -7.39% | final price |
| AMD | two days later | -5.80% | final price |
| AMD | three days later | -6.53% | still updating |
| AMD | three days earlier | +4.09% | final price |
| AMD | five days earlier | +8.73% | final price |
| ASML | that day | +0.56% | final price |
| ASML | the next day | -0.49% | final price |
| ASML | two days later | -0.14% | final price |
| ASML | three days later | -1.07% | still updating |
| ASML | three days earlier | +6.14% | final price |
| ASML | five days earlier | +7.37% | final price |
| AVGO | that day | -0.59% | final price |
| AVGO | the next day | -5.10% | final price |
| AVGO | two days later | -3.38% | final price |
| AVGO | three days later | -3.00% | still updating |
| AVGO | three days earlier | +2.44% | final price |
| AVGO | five days earlier | +3.96% | final price |
| LRCX | that day | -3.23% | final price |
| LRCX | the next day | -7.96% | final price |
| LRCX | two days later | -5.14% | final price |
| LRCX | three days later | -7.57% | still updating |
| LRCX | three days earlier | +7.93% | final price |
| LRCX | five days earlier | +11.84% | final price |
Disclosure records for SuperX AI Technology (SUPX) within two months of 12 Oct 2026
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 45 days before publication, inside 60 days. The filing is listed beside the story “TSMC expected to report sixth straight quarter of record profit thanks to AI boom.”
- Donald J Trump sell Aecom (ACM) ($1,001 - $15,000). That is 49 days before publication, inside 60 days. The filing is listed beside the story “TSMC expected to report sixth straight quarter of record profit thanks to AI boom.”
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).
Taiwan Strait on the map for this story
Taiwan Strait has 48 linked stories in the last 7 days and 48 in the last 30 on the page that also carries “TSMC expected to report sixth straight quarter of record profit thanks to AI boom.” The recent pace is rising.
Who gains and who loses around SuperX AI Technology (SUPX)
Companies tied to this story
- SUPX SuperX AI Technology
In “TSMC expected to report sixth straight quarter of record profit thanks to AI boom,” SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence. Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BOAT Sonicshares Global Shipping Etf
Sonicshares Global Shipping Etf (BOAT) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “TSMC expected to report sixth straight quarter of record profit thanks to AI boom.” Reason on file: Shipping-route or port disruption can alter freight capacity, rates, and carrier earnings expectations
- ABAT American Battery Technology
American Battery Technology (ABAT) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “TSMC expected to report sixth straight quarter of record profit thanks to AI boom.” Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
In “TSMC expected to report sixth straight quarter of record profit thanks to AI boom,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AI C3.ai
For “TSMC expected to report sixth straight quarter of record profit thanks to AI boom,” C3.ai (AI) is linked, with no stored direction, medium confidence. Reason on file: GA selected AI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AMKR Amkor Technology
For “TSMC expected to report sixth straight quarter of record profit thanks to AI boom,” Amkor Technology (AMKR) is linked, with no stored direction, medium confidence. Reason on file: GA selected AMKR as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AOSL Alpha & Omega Semiconductor
In “TSMC expected to report sixth straight quarter of record profit thanks to AI boom,” 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: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
How shipping news reaches SuperX AI Technology (SUPX)
On 12 Oct 2026, “TSMC expected to report sixth straight quarter of record profit thanks to AI boom” is the story that connects SuperX AI Technology (SUPX) to Taiwan Strait.
What ties SuperX AI Technology (SUPX) to the headline is this: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Also listed, Sonicshares Global Shipping Etf (BOAT): Shipping-route or port disruption can alter freight capacity, rates, and carrier earnings expectations
The price range for SuperX AI Technology (SUPX), and the dates in the story
ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. BOAT traded between 50.36 and 55.24 across 20 sessions. The latest close on file is 51.63. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.
What the saved facts support for SuperX AI Technology (SUPX)
54 out of 100Price not final
“TSMC expected to report sixth straight quarter of record profit thanks to AI boom” scores 54 out of 100. The score uses 2 sources, and 7 linked companies. The price is not final yet.