TradingKey - Due to persistent global DRAM memory supply constraints, market reports indicate that TSMC (TSM) is facing packaging delays for Apple processor orders valued at approximately $1 billion. The primary cause is a shortage of supporting memory supply, which has prevented some chips from completing final packaging as originally scheduled. This news once again underscores how the supply-demand imbalance in memory chips driven by the AI wave is spreading across the entire semiconductor supply chain.

TradingKeyThu, Aug 6

TSMC Expands CoW Packaging Outsourcing as Hanmi Semiconductor and Other Equipment Makers Set to Benefit First

TradingKey - On August 4, Asia time, according to a report by South Korea's Electronic Times, TSMC (TSM) is opening up CoW (Chip on Wafer), the core packaging process for AI chips, on a large scale to outsourcing partners such as ASE.

TradingKeyWed, Aug 5

TSMC Shares Rise Nearly 3% Pre-Market as It Expands Outsourced Packaging to Meet Nvidia AI Chip Demand Amid Capacity Constraints

TradingKey - As demand for AI chips continues to surge, CoWoS advanced packaging capacity has once again become a market focal point. According to market sources, due to the continuous increase in orders from AI chip customers such as Nvidia (NVDA) and AMD (AMD), TSMC's (TSM) existing CoWoS advanced packaging capacity is nearing full utilization. The company is further expanding its outsourcing capacity to meet future supply demand for AI accelerators.

TradingKeyTue, Aug 4

TSMC ADRs Rise Over 7% as "EMIB-Like" Packaging Tech Rivals Intel; Taiwan Shares Hit Limit Up

TradingKey - On July 30 ET, according to a report by The Information, TSMC (TSM) is developing an advanced packaging technology to rival Intel's (INTC) EMIB, internally referred to as "EMIB-like." Following the news, TSMC's US ADR surged 7.64% on Thursday to close at $403.31.

TradingKeyFri, Jul 31

Why TSMC Expands US Investment to $265 Billion? Focus on AI Chip Expansion Opportunities and Margin Challenges

TradingKey - TSMC recently announced an additional $100 billion investment, increasing its total planned investment in the U.S. from $165 billion to $265 billion. Meanwhile, the company raised its 2026 capital expenditure guidance to $60 billion–$64 billion, reflecting management's confidence in the long-term demand for AI chips.

TradingKeySat, Jul 25

What Is an ADR? Why Is There a High Premium on SK Hynix ADRs?

TradingKey – SK Hynix (SKHY) has been listed on Nasdaq for over a week. On July 14, Eastern Time, its ADR price reached a premium of as high as 51% over its local underlying shares in South Korea, before quickly retreating to approximately 19%. Since then, the premium has not continued to narrow but has instead widened again; on July 21, the ADR premium stood at about 29.8%. This significant pricing divergence for the same company’s stock across two markets is the result of the combined effects of ADR trading mechanisms and arbitrage windows.

TradingKeySat, Jul 25

Nvidia Signs $1.5 Billion Packaging Agreement With Amkor, Latter Up Over 9% Pre-Market

TradingKey - On July 23 ET, Nvidia (NVDA) and semiconductor packaging and testing provider Amkor Technology (AMKR) signed a multi-year packaging services agreement valued at approximately $1.5 billion. Boosted by this news, Amkor's stock price rose more than 12% in after-hours trading on Thursday.

TradingKeyFri, Jul 24

TSMC Rises Nearly 4% Premarket, Plans to Raise Wafer Prices 5%-10% in 2027

TradingKey - On July 21, ET, TSMC (TSM) pre-market shares rose nearly 4%. Market reports suggest the world's largest chip foundry has reached a final agreement with customers for a 5%-10% hike in wafer prices for 2027, with the increase covering both advanced and mature processes. As of press time, TSMC was trading at approximately $417.35 pre-market.

TradingKeyTue, Jul 21

Today’s Market Recap: Oil Prices Rise Above $90, AI Semiconductors Continue to Face Pressure, Nvidia, TSMC, AMD Fall Collectively

TradingKey - On July 17 (ET), the three major U.S. stock indices closed lower across the board, recording weekly losses. Sell-offs in the AI and semiconductor sectors continued to broaden, and market risk appetite cooled significantly as the U.S.-Iran conflict escalated further ahead of the weekend.

TradingKeyMon, Jul 20

TSMC Loses $400 Level: Wall Street Bullish Up to $650 but Still Hits Two-Month Low

TradingKey - Despite multiple institutions raising their price targets for TSMC (TSM) following its strong second-quarter earnings report, the stock fell below the $400 mark today, hitting its lowest level in nearly two months. As of press time, shares were down 2.43% at $399.80. Data shows that the company's second-quarter net profit grew 77% year-on-year, while revenue, gross margin, operating margin, and third-quarter revenue guidance all exceeded market expectations. Meanwhile, the share of advanced process technologies continues to rise, with AI-related orders remaining the primary driver of growth.

TradingKeyFri, Jul 17

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