24/7 Wall Street
14 Jul 2026, 17:39 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
TSMC CEO C.C. Wei has guided for more than 30% full-year revenue growth for 2026. — Strong forward guidance from the dominant chip manufacturer signals sustained demand for AI infrastructure and boosts investor confidence.
+0.80TSMC's Arizona fabrication plant is now eligible for a 35% U.S. investment tax credit, up from 25% as of January 1, 2026. — Increased subsidies reduce capital expenditure burdens and mitigate geopolitical risks by diversifying manufacturing outside Taiwan.
+0.50TSMC controls approximately 70% of the global foundry market and is the exclusive manufacturer of NVIDIA's Blackwell chips. — Confirming a near-monopoly position in critical AI hardware establishes a massive competitive moat and pricing power.
+0.40Continue reading
6 related stories
Top 3 movers · tap to explore
The top 10 customers account for 84% of TSMC's accounts receivable. — High customer concentration creates a vulnerability if any major AI player faces a significant downturn or shifts demand.
-0.30Which stocks this story touches
Strong revenue growth, dominant market share, and expanding global infrastructure make it a highly recommended buy.
Mentioned as a primary driver of AI demand and a critical customer of TSMC with high-growth Blackwell architecture.
Listed as a key customer utilizing TSMC's foundry services for AI accelerators.
Listed as a key customer utilizing TSMC's foundry services for AI chips.
Mentioned only in the context of reporting Q1 results without a specific positive or negative catalyst provided in the text.
[a_to_b] TSMC exclusively manufactures NVIDIA's Blackwell chips.
[a_to_b] AMD's accelerators are manufactured in TSMC's fabs.
[a_to_b] Apple's accelerators are manufactured in TSMC's fabs.
[a_to_b] Broadcom's accelerators are manufactured in TSMC's fabs.
[mutual] Intel and TSMC are positioned as competitors in the foundry market.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
No stock impact ranking available yet.
Zacks Investment Research
1h ago
