TSMC Weighs Making Advanced Memory Chips to Capture More AI Spending
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This report is about semiconductors and AI and big tech.
Directly affected
- TSM Taiwan Semiconductor Manufacturing-10.2% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.2% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chips” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chips” (semiconductors) in this story.
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- ASML ASML Holding N.V-13.3% 10d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chips” (semiconductors) in this story.
- NVDA Nvidia-8.2% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chips” (semiconductors) in this story.
- AMD Advanced Micro Devices-10.2% 30d
Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chips” (semiconductors) in this story.
- MSFT Microsoft+1.6% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- GOOGL Alphabet-16.0% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| TSM | +15.19% | +14.85% | base | +6.45% | +10.30% | +12.51% | +17.26% |
| SMH | +17.15% | +16.15% | base | +3.89% | +9.18% | +8.38% | +13.64% |
| SOXX | +20.02% | +18.34% | base | +4.24% | +12.11% | +11.86% | +18.68% |
| QQQ | +6.56% | +5.75% | base | +1.43% | +5.12% | +4.13% | +6.63% |
| ASML | +15.17% | +14.16% | base | +4.79% | +11.29% | +10.92% | +12.86% |
| NVDA | +12.76% | +13.75% | base | +2.81% | -1.92% | -7.05% | -4.26% |
| AMD | +25.23% | +19.99% | base | +11.23% | +26.09% | +27.68% | +37.03% |
| MSFT | -2.67% | -2.88% | base | -1.06% | +2.14% | -0.58% | -3.03% |
| GOOGL | -0.97% | -0.97% | base | +1.05% | +1.95% | +1.70% | +3.86% |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
TSMC Weighs Making Advanced Memory Chips to Capture More AI Spending The Information
Source: The Information
Taiwan Strait
| Company | When | Move | Status |
|---|---|---|---|
| AMD | that day | +11.23% | final price |
| AMD | the next day | +26.09% | final price |
| AMD | two days later | +27.68% | final price |
| AMD | three days later | +37.03% | final price |
| AMD | three days earlier | +19.99% | final price |
| AMD | five days earlier | +25.23% | final price |
| ASML | that day | +4.79% | final price |
| ASML | the next day | +11.29% | final price |
| ASML | two days later | +10.92% | final price |
| ASML | three days later | +12.86% | final price |
| ASML | three days earlier | +14.16% | final price |
| ASML | five days earlier | +15.17% | final price |
| GOOGL | that day | +1.05% | final price |
| GOOGL | the next day | +1.95% | final price |
| GOOGL | two days later | +1.70% | final price |
| GOOGL | three days later | +3.86% | final price |
| GOOGL | three days earlier | -0.97% | final price |
| GOOGL | five days earlier | -0.97% | final price |
| MSFT | that day | -1.06% | final price |
| MSFT | the next day | +2.14% | final price |
| MSFT | two days later | -0.58% | final price |
| MSFT | three days later | -3.03% | final price |
| MSFT | three days earlier | -2.88% | final price |
| MSFT | five days earlier | -2.67% | final price |
| NVDA | that day | +2.81% | final price |
| NVDA | the next day | -1.92% | final price |
| NVDA | two days later | -7.05% | final price |
| NVDA | three days later | -4.26% | final price |
| NVDA | three days earlier | +13.75% | final price |
| NVDA | five days earlier | +12.76% | final price |
| QQQ | that day | +1.43% | final price |
| QQQ | the next day | +5.12% | final price |
| QQQ | two days later | +4.13% | final price |
| QQQ | three days later | +6.63% | final price |
| QQQ | three days earlier | +5.75% | final price |
| QQQ | five days earlier | +6.56% | final price |
| SMH | that day | +3.89% | final price |
| SMH | the next day | +9.18% | final price |
| SMH | two days later | +8.38% | final price |
| SMH | three days later | +13.64% | final price |
| SMH | three days earlier | +16.15% | final price |
| SMH | five days earlier | +17.15% | final price |
| SOXX | that day | +4.24% | final price |
| SOXX | the next day | +12.11% | final price |
| SOXX | two days later | +11.86% | final price |
| SOXX | three days later | +18.68% | final price |
| SOXX | three days earlier | +18.34% | final price |
| SOXX | five days earlier | +20.02% | final price |
| TSM | that day | +6.45% | final price |
| TSM | the next day | +10.30% | final price |
| TSM | two days later | +12.51% | final price |
| TSM | three days later | +17.26% | final price |
| TSM | three days earlier | +14.85% | final price |
| TSM | five days earlier | +15.19% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 28 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 45 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 73 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 14 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 14 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 30 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 35 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 63 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Advanced Micro Devices (AMD), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 77 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Advanced Micro Devices (AMD), worth $1,001 - $15,000 on 18 Aug 2026. That is 80 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Microsoft (MSFT) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 9 days before publication. Filed 5 Nov 2026. View the filing.
- Sen. Shelley M Capito sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 16 days before publication. Filed 4 Nov 2026. View the filing.
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
Geopolitics Alpha has 13 stories about Taiwan Strait from the past 7 days and 57 stories from the past 30. That is about its usual pace over the past month. “TSMC Weighs Making Advanced Memory Chips to Capture More AI Spending” is tagged to Taiwan Strait.
How solid the semiconductors case looks
12 out of 100
“TSMC Weighs Making Advanced Memory Chips to Capture More AI Spending” scores 12 out of 100. The score uses 1 sources.