Ranked by model assessment and recency. Labels use the original model impact, not expected returns. Impact percentages are model estimates, not observed price changes, probabilities or guaranteed returns.

• 🔥🔥🔥#1Impact3.2%FavorableDirect“Bigger Than a Business Story”: Nvidia Shakeuptoday

  NVIDIA’s high-end GPUs rely heavily on TSMC’s leading-edge nodes and advanced packaging, so tighter supply or faster AI demand improves TSMC’s utilization and order visibility.

  Impact chain →

  Also named: ASML · AMAT · LRCX · TSM · 9988.HK · SMCI

• 🔥🔥#2Impact5.5%FavorableDirectTSMC posts record profit for a sixth straight quarter, beating estimates on AI boom31d ago

  The Taiwan-listed parent directly benefits from stronger AI foundry demand and a higher mix of advanced packaging revenue, improving earnings expectations and valuation.

  Impact chain →

  Also named: TSM · UMC · AMAT · LRCX · ASML · 3711.TW

• 🔥#3Impact3.6%FavorableDirectASML vs. Nvidia: Who Really Captures the AI Chip Boom?16d ago

  Advanced-node orders from Nvidia and other AI-chip customers are concentrated at TSMC, so stronger AI demand directly lifts utilization and long-run capex returns at its leading-edge fabs.

  Impact chain →

  Also named: ASML · KLAC · AMAT · NVDA · AVGO · AMD

• #4Impact3.9%FavorableDirectNVIDIA and Supply Chain Partners Expand Capacity to Accelerate AI Infrastructure Buildout24d ago

  Nvidia’s AI-chip ramp typically relies on TSMC’s leading-edge foundry and packaging capacity, so the expansion supports sustained demand for TSMC’s high-end wafer and packaging services.

  Impact chain →

  Also named: NVDA · AMD · AVGO · MU · 000660.KS · 005930.KS

• #5Impact1.8%Adverse2nd-orderAsian governments react to Nvidia CEO Jensen Huang's exittoday

  If Nvidia’s high-end GPU shipments become more cautious amid Asian policy friction, it can soften expectations for advanced-node order cadence and capacity scheduling, though TSMC remains diversified and AI demand is still robust.

  Impact chain →

  Also named: NVDA · 6857.TW · MSFT · GOOGL · SMCI · DELL

• #6Impact2.5%FavorableDirectNVIDIA's $279B Supply Commitments: Can These Secure Its Growth Runway?51d ago

  As NVIDIA's sole foundry for advanced-node GPUs, the long-term purchase commitments further lock in revenue visibility for its CoWoS and advanced packaging capacity.

  Impact chain →

  Also named: NVDA · AMD · AVGO · ASML · AMAT · MU

• #7Impact2%FavorableDirectApple Inc. (AAPL) Q4 2026 Earnings Call Transcript12d ago

  Apple is one of the largest customers for advanced-node capacity, so improved iPhone and device shipment expectations lift TSMC’s visibility on leading-edge orders.

  Impact chain →

  Also named: AAPL · 005930.KS · 2317.TW · 2498.TW · ASML · AVGO

• #8Impact1.9%Favorable2nd-orderApple posts record September quarter under new CEO as iPhone, Mac sales surge12d ago

  Stronger-than-expected Apple end-demand helps sustain healthy demand for advanced-node and premium mobile-chip foundry orders.

  Impact chain →

  Also named: AAPL · QCOM · SWKS · HPQ · DELL · MU

• #9Impact2.4%FavorableDirectMarvell Technology Faces a Multi-Front War Against Taiwan's Custom Silicon Ecosystem22d ago

  TSMC is the manufacturing base of Taiwan’s custom-silicon ecosystem, so more ASIC tape-outs and advanced-packaging demand directly improve order visibility.

  Impact chain →

  Also named: MRVL · TSM · AMAT · KLAC · ANET · AVGO

• #10Impact1.8%Favorable2nd-orderNvidia's Jensen Huang says he sees no sign of a 2029 memory glut: 'You can always use more'23d ago

  Advanced-node and advanced-packaging demand should stay elevated as AI servers and memory-related capacity expand, supporting wafer fab and CoWoS utilization.

  Impact chain →

  Also named: 000660.KS · 005930.KS · 8035.T · AMAT · LRCX · NVDA