Why is TSMC stock rising in premarket today? - MSN

Taiwan Semiconductor Manufacturing Company (TSMC) stock rose 1.6% in Wednesday’s premarket session, approaching its all-time high, driven by announcements from NVIDIA CEO Jensen Huang that the U.S. ch... Read original →

NVIDIA’s pledge to invest up to $150B annually in Taiwan, China is a strategic lock-in of TSMC’s leading-edge capacity. This accelerates adoption of 3nm and sub-3nm EUV processes for AI chips, forcing upstream EDA, advanced packaging, and materials suppliers to upgrade rapidly. Geopolitically, U.S. export controls are pushing American firms toward 'localized offshore' manufacturing—but deepening reliance on Taiwan, China heightens supply chain fragility. Samsung and Intel will likely fast-track CoWoS-like packaging and 2nm pilot lines to pitch 'U.S.-designed, Korea-made' alternatives. Over the next 18 months, while TSMC enjoys an order windfall, any escalation in cross-strait tensions or tighter Dutch/Japanese lithography restrictions could silently throttle its expansion. In the AI infrastructure arms race, wafer fabs have become the new strategic oil reserves.