According to @StockMKTNewz, Taiwan Semiconductor (TSM) reported October revenue of $11.86 billion, up 16.9% year over year. Source: @StockMKTNewz.

According to @business, Nvidia CEO Jensen Huang said he asked TSMC for more wafers to meet continued strong AI demand, signaling ongoing tightness in AI-chip supply. Source: Bloomberg/@business, Nov 8, 2025. Per the same report, the request reflects sustained order strength for Nvidia’s AI accelerators and increased capacity needs at TSMC that equity traders often monitor for demand visibility. Source: Bloomberg/@business, Nov 8, 2025. TSMC has previously acknowledged tight CoWoS advanced packaging capacity due to AI accelerators and outlined capacity expansions, providing context for why additional wafers and packaging throughput are critical. Source: TSMC Q3 2023 earnings call, company remarks. For trading, this update is a near-term demand confirmation for NVDA and a utilization tailwind for TSM; the source does not mention any cryptocurrencies, so any crypto impact is indirect via AI infrastructure sentiment. Source: Bloomberg/@business, Nov 8, 2025.

According to @business, Taiwanese Vice President Hsiao Bi-khim called for greater support and international recognition for Taiwan in rare remarks to a European Parliament group in Brussels, signaling a stepped-up diplomatic outreach to the EU. Source: Bloomberg. Taiwan’s semiconductor dominance makes this engagement market-relevant, with Taiwan-based foundries accounting for the majority of global foundry revenue and TSMC holding roughly 59% market share in 2023, highlighting supply-chain sensitivity to geopolitical developments. Source: TrendForce 2023 foundry market share. Equity traders may watch TSM (NYSE: TSM) and European supplier ASML (AMS: ASML), as ASML identifies TSMC as a key customer in its annual report, tying European chip-capex cycles to Taiwan’s policy and diplomatic posture. Source: ASML Annual Report 2023. For crypto, heightened geopolitical headlines have coincided with stronger co-movements between BTC and equities since 2020, implying potential risk-on/off spillovers to BTC and ETH during macro shocks. Source: International Monetary Fund, 2022 blog Crypto Prices Move More in Sync With Stocks.

According to @stocktalkweekly, Elon Musk said Tesla’s current partners TSMC and Samsung cannot meet Tesla’s chip needs even under best-case supplier production scenarios, flagging a material capacity shortfall (source: @stocktalkweekly). According to @stocktalkweekly, Musk added that no agreement is signed with Intel, though discussions are considered, keeping external sourcing options open but uncertain (source: @stocktalkweekly). According to @stocktalkweekly, Musk stated Tesla may need to build a gigantic in-house chip fab dubbed a Tesla TeraFab—larger than Giga-scale—to reach required volumes (source: @stocktalkweekly). According to @stocktalkweekly, for traders this signals supply risk and potential capex overhang for TSLA and headline sensitivity for TSMC, Samsung, and Intel pending any follow-up announcements, with no timelines or contracts disclosed (source: @stocktalkweekly). According to @stocktalkweekly, the quote contains no reference to cryptocurrencies, so no direct crypto market impact is indicated (source: @stocktalkweekly).

According to @StockMKTNewz, 24 U.S. stocks printed new 52-week highs intraday today, including GOOGL, WMT, TSM, AMD, MU, CAT, DASH, AMAT, ASTS, NEM, CELH, UEC, CORZ, BTG, APLD, SMR, NOK, AG, CDE, CLS, MNST, D, SO, and EL, source: @StockMKTNewz (X, Oct 16, 2025). For crypto market context, the list includes Core Scientific (CORZ) and Applied Digital (APLD), source: @StockMKTNewz (X, Oct 16, 2025). Semiconductor names TSM, AMD, MU, and AMAT also made the list, source: @StockMKTNewz (X, Oct 16, 2025).

According to @stocktalkweekly, Taiwan Semiconductor (TSM) is planning to acquire a second major site in Arizona to accelerate capacity expansion (source: @stocktalkweekly on X, Oct 16, 2025). The update is headline-only with no disclosed timeline, capex, product mix, or customer details for the U.S. fab footprint (source: @stocktalkweekly on X, Oct 16, 2025). The source does not mention any crypto or AI market implications (source: @stocktalkweekly on X, Oct 16, 2025).

According to @StockMKTNewz, 35 stocks printed new 52-week highs intraday on Oct 1, 2025. Source: https://twitter.com/StockMKTNewz/status/1973468969408573897 Leaders included semiconductor and equipment names NVDA, TSM, ASML, MU, KLAC, LRCX, and AMAT, with ASML reclaiming $1,000. Source: https://twitter.com/StockMKTNewz/status/1973468969408573897 Data storage plays WDC and STX, broker IBKR, and defense and healthcare majors like NOC, JNJ, AZN, GSK, and NVS were also on the list. Source: https://twitter.com/StockMKTNewz/status/1973468969408573897 Crypto-exposed Galaxy Digital (GLXY) was among the names making new 52-week highs, adding a crypto-equities angle to the breakout board today. Source: https://twitter.com/StockMKTNewz/status/1973468969408573897

According to @StockMKTNewz, 35 U.S.-listed stocks set new all-time highs intraday on Sep 23, 2025, including JPM, TSM, GS, AXP, GE, CAT, WFC, HOOD, WDC, STX, and WELL; source: @StockMKTNewz. The source also lists APH, APP, AU, AVAV, BK, CCJ, CLS, CMI, DGX, FLEX, HWM, IONQ, IREN, LRCXX, MCK, MS, NBIS, NEM, NU, QBTS, RGTI, TDY, and TPR among the names hitting all-time highs; source: @StockMKTNewz. For crypto-equity traders, note that HOOD, IONQ, QBTS, RGTI, and IREN are included in today’s all-time-high tape; source: @StockMKTNewz.

According to @stocktalkweekly, the quickest way for TSM or Apple to align with the Administration’s near-term made-in-America goals without waiting years for new wafer fabs is to route advanced packaging to a U.S.-based OSAT such as Amkor (AMKR) (source: @stocktalkweekly). Amkor has announced a new advanced packaging and test facility in Peoria, Arizona targeting production in 2025 to serve high-performance computing and other leading-edge customers, creating an immediate domestic path for assembly and test (source: Amkor Technology press release, Oct 2023). The CHIPS for America program explicitly prioritizes building U.S. advanced packaging capacity and makes assembly, test, and packaging projects eligible for incentives, which can steer orders onshore to qualified providers like Amkor (source: U.S. Department of Commerce, CHIPS for America NAPMP Vision 2022; CHIPS Incentives Program NOFO 2023). TSMC’s Arizona wafer fab ramp remains on a multiyear schedule with initial production shifted to 2025 and later phases further out, making domestic OSAT packaging a practical bridge for U.S. content while wafer capacity ramps (source: Reuters coverage of TSMC Arizona timeline, July 2023 and Dec 2023). Apple’s latest A‑series silicon relies on TSMC’s leading-edge nodes, so any packaging localization aligned to U.S. policy would intersect large U.S. OEM demand (source: Reuters, Sep 2023, on Apple A17 Pro using TSMC 3nm). The White House also increased tariffs on Chinese semiconductors in 2024, reinforcing incentives to localize parts of the supply chain in the U.S., though tariff outcomes ultimately depend on rules of origin and specific sourcing paths (source: The White House Fact Sheet, May 2024). For traders, potential U.S. OSAT wins tied to policy and customer mix are direct catalysts for AMKR’s revenue visibility and margins, while added advanced packaging capacity can ease known AI chip bottlenecks that previously constrained shipments, a tech risk-on impulse that often correlates with crypto market risk appetite (source: Reuters on CoWoS bottlenecks, Aug 2023; IMF blog on crypto–equity correlation, Jan 2022).

According to @stocktalkweekly, TSMC’s Arizona operations may receive advanced CoWoS packaging earlier than expected as production equipment is being diverted from Taiwan to Arizona due to U.S. semiconductor tariffs (source: @stocktalkweekly). According to @stocktalkweekly, TSM Arizona fabs and proposed advanced packaging lines have been prioritized for new equipment, with tickers highlighted as $TSM and $AMKR (source: @stocktalkweekly). According to @stocktalkweekly, no direct cryptocurrency market impact is cited by the source (source: @stocktalkweekly).

According to @StockMKTNewz, a broad list of U.S. equities printed new 52-week highs at some point today, including GOOGL, TSM, UBER, JPM, SOFI, C, ASML, BABA, ALAB, GE, ALLY, APP, BE, BIDU, BN, CLS, CMI, CPNG, GLW, GRAB, IONQ, IREN, KLAC, KTOS, LHX, LITE, LRCX, PSTG, RDDT, RIOT, STX, TTWO, and U, source: @StockMKTNewz. According to @StockMKTNewz, crypto-linked equities of interest for traders include Riot Platforms (RIOT) and Iris Energy (IREN) being among today’s 52-week-high names, alongside major tech and semiconductor leaders, source: @StockMKTNewz.

According to @StockMKTNewz, Taiwan Semiconductor (TSM) reported August revenue of $11.09B, up 33.8% year over year, source: @StockMKTNewz. According to @StockMKTNewz, year to date through August 2025, TSMC has generated $80.33B in revenue, up 37.1% YoY, source: @StockMKTNewz. According to @StockMKTNewz, the $80.33B over eight months implies an average monthly revenue of approximately $10.04B, offering traders a baseline to track sequential performance, source: @StockMKTNewz. According to @StockMKTNewz, the update does not reference any cryptocurrency exposure; crypto market readers should note this is a pure revenue data point, source: @StockMKTNewz.

According to @StockMKTNewz, a wide set of equities printed new 52-week highs intraday today, including GOOGL, TSM, GS, MS, C, MU, U, ALNY, APH, APP, APTV, AZO, B, BSX, CPNG, CRDO, EQIX, FTI, HSBC, IONS, INVZ, KGC, LITE, LYV, NLY, PODD, SATS, SGHC, STX, VLO, WDC, and WPM. According to @StockMKTNewz, the move spanned semiconductors and storage names such as TSM, MU, WDC, STX, mega-cap tech like GOOGL, large banks including GS, MS, C and HSBC, energy via VLO, and precious-metals miners KGC and WPM, indicating broad session strength. According to Investopedia, 52-week highs are a widely used momentum signal and expanding new-high lists can attract trend-following flows. According to Coin Metrics research in 2024, BTC and ETH have historically shown a positive rolling correlation with U.S. tech equity indices, and according to @StockMKTNewz the tech and semiconductor leadership today suggests crypto traders should monitor BTC and ETH for correlation-driven volatility during U.S. hours.

According to @StockMKTNewz, Taiwan Semiconductor (TSM) executives would consider returning CHIPS Act funds if the U.S. government asked for an equity stake, citing the Wall Street Journal as the source (source: Wall Street Journal). The U.S. Department of Commerce previously announced up to $6.6 billion in direct funding for TSMC’s Arizona fabs under the CHIPS program, making any equity-linked conditions material for capex planning and risk assessment by equity holders and suppliers (source: U.S. Department of Commerce press release, April 8, 2024). Nvidia relies on TSMC as a key foundry for advanced AI GPUs, so any change to TSMC’s U.S. expansion incentives could influence AI chip supply expectations and NVDA margin outlook tracked by traders (source: Nvidia Corporation, 2024 Form 10-K). Crypto traders should note that Bitcoin’s returns have shown positive correlation with U.S. tech equities, meaning AI hardware supply headlines can indirectly affect BTC via broader tech risk sentiment (source: International Monetary Fund, 2022 analysis on crypto–equity correlations).

According to The Kobeissi Letter, TSM has announced a significant $100 billion investment to build 5 new facilities in Arizona, which will create thousands of jobs. This move increases TSM's total US investment to $165 billion and is expected to generate hundreds of billions of dollars in economic activity. Such a substantial investment could influence TSM's stock performance positively, providing potential trading opportunities for investors focusing on semiconductor and technology sectors.