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TSMC and ASML post-earnings stock moves could be a sign of what's to come from chip companies

Cnbc · · 946 words · By Katie Tarasov
Semiconductor Supply Chain AI Chip Demand Financial Market Volatility
open_in_new Read the original article: https://www.cnbc.com/2026/04/16/taiwan-semi-tsm-asml-stock-earnings-ai-chips.htm…

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Loaded Language 80% confidence
Using words with strong emotional connotations to influence an audience.

fact_checkFact-Check Results

20 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

schedule Pending 10
check_circle Corroborated 4
info Single Source 3
help Insufficient Evidence 2
verified Verified 1
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“TSMC reported a 58% increase in first-quarter profits Thursday”
CORROBORATED
The claim is directly corroborated by a cross-reference from CNBC and mentioned in the context of record profits in web search results.
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wikipedia NEUTRAL — Che-Chia Wei (Chinese: 魏哲家; pinyin: Wèi Zhéjiā; born 1953) is a Taiwanese business executive and electrical engineer who is the president, chairman, and chief executive officer (CEO) of Taiwan Semicon…
https://en.wikipedia.org/wiki/Che-Chia_Wei
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wikipedia NEUTRAL — Taiwan Semiconductor Manufacturing Company Limited (Taiwan Semiconductor or TSMC) is a Taiwanese multinational semiconductor contract manufacturing and design company. Headquartered in Hsinchu Science…
https://en.wikipedia.org/wiki/TSMC
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wikipedia NEUTRAL — TSMC Arizona is a semiconductor manufacturing complex in Phoenix, Arizona, United States built by TSMC. Its chip fabrication plants are the first built in the United States and with a total US$ 165 bi…
https://en.wikipedia.org/wiki/TSMC_Arizona
+ 4 more evidence sources
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“It was the fourth consecutive quarter of record profits for the world's largest chip manufacturer.”
CORROBORATED
Web search results from Femzen explicitly state that the net income for the three months ended in March represented a 'fourth consecutive quarter of record profits'.
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web search NEUTRAL — Taiwan Semiconductor Manufacturing Company Limited (Taiwan Semiconductor or TSMC) is a Taiwanese multinational semiconductor contract manufacturing and design company.In January 2026, reported a 35% i…
https://en.wikipedia.org/wiki/TSMC
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web search NEUTRAL — Its first-quarter revenue rose 36 percent on-year and 12 percent on-quarter, respectively, to a record Tw$491.1 billion (US$17.6 billion), according to a company statement. It also posted a 45 percent…
https://www.bogotatiempo.co/en/Economy/29526-taiwans-tsmc-re…
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web search NEUTRAL — Taiwan Semiconductor Manufacturing Company, более известная как TSMC (Тайчун, Центральный научный парк Тайваня). Только TSMC может делать 3 нанометра стабильно, массово и с низким браком...
https://habr.com/ru/articles/1026690/
info
“TSMC shares fell about 3% on Thursday.”
SINGLE SOURCE
The provided evidence for this claim contains general information about TSMC's stock index and Arizona expansion, but no specific data regarding a 3% share drop on a specific Thursday.
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web search NEUTRAL — TSMC constitutes about 30 percent of the Taiwan Stock Exchange 's main index. [14][15] Taiwan Semiconductor Manufacturing Company (TSMC) was established in 1987 as a joint venture between Taiwan’s gov…
https://en.m.wikipedia.org/wiki/TSMC
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web search NEUTRAL — TSMC is committed to minimizing environmental impact while delivering world-class manufacturing capabilities. TSMC publishes an annual Sustainability Report which details the company’s environmental, …
https://www.tsmc.com/static/abouttsmcaz/index.htm
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web search NEUTRAL — 5 days ago · TSMC's board of directors on Tuesday approved a capital injection of $20 billion into the company's wholly owned subsidiary TSMC Arizona, which will be used to continue the expansion of t…
https://www.tomshardware.com/tech-industry/semiconductors/ts…
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“Sixty-one percent of TSMC's overall revenue in Q1 came from the high-performance computing segment”
VERIFIED
Web search results from Analytics India Magazine explicitly state that 'HPC accounted for 61% of TSMC’s revenue in Q1'.
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wikipedia NEUTRAL — Arrow Lake is the codename for Core Ultra Series 2 processors designed by Intel, released on October 24, 2024. It follows on from Meteor Lake which saw Intel move from monolithic silicon to a disaggre…
https://en.wikipedia.org/wiki/Arrow_Lake_(microprocessor)
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wikipedia NEUTRAL — The Radeon HD 7000 series, codenamed "Southern Islands", is a family of GPUs developed by AMD, and manufactured on TSMC's 28 nm process. The primary competitor of Southern Islands was Nvidia's GeForce…
https://en.wikipedia.org/wiki/Radeon_HD_7000_series
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wikipedia NEUTRAL — Taiwan Semiconductor Manufacturing Company Limited (Taiwan Semiconductor or TSMC) is a Taiwanese multinational semiconductor contract manufacturing and design company. Headquartered in Hsinchu Science…
https://en.wikipedia.org/wiki/TSMC
+ 3 more evidence sources
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“That segment was up from 55% the previous quarter.”
CORROBORATED
Multiple web search results (Parameter and another source) state that the high-performance computing segment accounted for 55% of quarterly revenue.
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wikipedia NEUTRAL — TSMC Arizona is a semiconductor manufacturing complex in Phoenix, Arizona, United States built by TSMC. Its chip fabrication plants are the first built in the United States and with a total US$ 165 bi…
https://en.wikipedia.org/wiki/TSMC_Arizona
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wikipedia NEUTRAL — Morris Chang Chung-mou (Chinese: 張忠謀; pinyin: Zhāng Zhōngmóu; born July 10, 1931) is a Taiwanese billionaire business executive and electrical engineer. He is the founder of Taiwan Semiconductor Manuf…
https://en.wikipedia.org/wiki/Morris_Chang
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wikipedia NEUTRAL — Taiwan Semiconductor Manufacturing Company Limited (Taiwan Semiconductor or TSMC) is a Taiwanese multinational semiconductor contract manufacturing and design company. Headquartered in Hsinchu Science…
https://en.wikipedia.org/wiki/TSMC
+ 3 more evidence sources
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“Gross margins also came in higher than last quarter at 66%”
SINGLE SOURCE
The provided evidence for this claim consists of general company information and does not mention the specific 66% gross margin figure.
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wikipedia NEUTRAL — Morris Chang Chung-mou (Chinese: 張忠謀; pinyin: Zhāng Zhōngmóu; born July 10, 1931) is a Taiwanese billionaire business executive and electrical engineer. He is the founder of Taiwan Semiconductor Manuf…
https://en.wikipedia.org/wiki/Morris_Chang
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wikipedia NEUTRAL — Taiwan Semiconductor Manufacturing Company Limited (Taiwan Semiconductor or TSMC) is a Taiwanese multinational semiconductor contract manufacturing and design company. Headquartered in Hsinchu Science…
https://en.wikipedia.org/wiki/TSMC
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wikipedia NEUTRAL — TSMC Arizona is a semiconductor manufacturing complex in Phoenix, Arizona, United States built by TSMC. Its chip fabrication plants are the first built in the United States and with a total US$ 165 bi…
https://en.wikipedia.org/wiki/TSMC_Arizona
+ 3 more evidence sources
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“Those advanced chips made up about 74% of revenue.”
CORROBORATED
Multiple independent web sources (JustNow and another source) confirm that advanced chips (7nm and below) accounted for approximately 74% of total revenue.
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wikipedia NEUTRAL — The CHIPS and Science Act is a U.S. federal statute enacted by the 117th United States Congress and signed into law by President Joe Biden on August 9, 2022. The act authorizes roughly $280 billion in…
https://en.wikipedia.org/wiki/CHIPS_and_Science_Act
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wikipedia NEUTRAL — Taiwan Semiconductor Manufacturing Company Limited (Taiwan Semiconductor or TSMC) is a Taiwanese multinational semiconductor contract manufacturing and design company. Headquartered in Hsinchu Science…
https://en.wikipedia.org/wiki/TSMC
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wikipedia NEUTRAL — TSMC Arizona is a semiconductor manufacturing complex in Phoenix, Arizona, United States built by TSMC. Its chip fabrication plants are the first built in the United States and with a total US$ 165 bi…
https://en.wikipedia.org/wiki/TSMC_Arizona
+ 3 more evidence sources
info
“smartphone revenue, which fell 11% compared with the previous quarter”
SINGLE SOURCE
The provided evidence discusses 3nm revenue share and general HPC trends, but does not explicitly confirm the 11% sequential drop in smartphone revenue.
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web search NEUTRAL — TSMC has a global capacity of about thirteen million 300 mm-equivalent wafers per year as of 2020 and produces chips for customers with process nodes from 2 microns to 3 nanometres.
https://en.wikipedia.org/wiki/TSMC
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web search NEUTRAL — In the first quarter of 2024, N3 wafer sales accounted for 9% of the foundry’s revenue, down from 15% in Q4 2023, and up from 6% in Q3 2023. In terms of dollars, TSMC’s 3nm production brought in aroun…
https://allcom.se/2024/04/19/tsmc-posts-q124-results-3nm-rev…
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web search NEUTRAL — TSMC's making the majority of its revenue from high-performance computing is important because it shows that the company successfully adapted with the times, moving from its previously dominant smartp…
https://www.fool.com/investing/2025/10/04/the-motley-fool-di…
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“ASML dropped as much as 6.5% on Wednesday, though the shares came back to close about 2.5% lower”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results for ASML's stock movement on Wednesday.
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“Shares slid another 3% on Thursday.”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results for ASML's stock movement on Thursday.
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“Last quarter, Nvidia's blowout fourth-quarter earnings report was met with a 5% sell-off.”
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“ASML's extreme ultraviolet lithography machines cost upward of $400 million each.”
PENDING
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“ASML CEO Christophe Fouquet said Wednesday the company could deliver 80 of its so-called low numerical aperture, or NA, EUV machines in 2027”
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“TSMC said Thursday it expects to spend $52 billion-$56 billion in 2026.”
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“That's up from $40.5 billion capex in 2025.”
PENDING
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“TSMC... will see a 10% increase in second-quarter revenue.”
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“TSMC is ramping up new advanced chip fabrication plants in Arizona”
PENDING
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“Nvidia has snapped up the majority of capacity for TSMC's most advanced type of packaging, called chip on wafer on substrate, or CoWoS.”
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“TSMC is ramping two new advanced packaging facilities in Taiwan and preparing to build two in Arizona later this year”
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“Intel's packaging customers include Amazon, Cisco and a new commitment from SpaceX and Tesla.”
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info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.