| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-10-05 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-5-26 |
TSMC up 2.8% to a fresh 52-week high after Elon Musk said Tesla is in talks about potentially using the company for its Texas chip project. [audio] | — | — | — |
| 2026-10-05 | MENTIONED | LOW | Rob Black Show Nasdaq Hits Fresh High |
TSMC is reportedly exploring helping Musk's Terafab run its Texas semiconductor factories. [audio] | — | — | — |
| 2026-09-10 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-10-26 |
Rob reports TSMC down about 1.62% despite 53.3% August revenue growth and reminds listeners of his earlier recommendation. [audio] | +0.8% | — | — |
| 2026-09-10 | HOLD | HIGH | Rob Black Show Stocks Dropped After Oil Prices Topped A Hundred A Barrel |
Rob reiterates that he owns and has recommended TSMC while discussing its roughly 53% sales growth and planned price increases of up to 10%. [audio] | +0.8% | — | — |
| 2026-08-20 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 8-20-26 |
Waymo's custom chip is built on TSMC's 5-nanometer process, and TSMC was named as a key foundry partner for AI and automotive chips. [audio] | +2.7% | +4.8% | — |
| 2026-08-20 | MENTIONED | MEDIUM | Rob Black Show Markets Drop Hurt By Rising Treasury Yields |
Waymo's new custom robo-taxi chip is manufactured on TSMC's 5-nanometer process. [audio] | +2.7% | +4.8% | — |
| 2026-08-19 | MENTIONED | MEDIUM | Rob Black Show Stock Market Is Shrugging Off Geopolitical Risks |
Referenced as Samsung raises advanced foundry node prices, with Taiwan-based customers seeing smaller 5-10% increases. [audio] | +1.4% | +5.8% | — |
| 2026-08-18 | MENTIONED | MEDIUM | Rob Black Show Trouble In Tech Land |
Named among the broader ecosystem of chip, sensor and automation winners if humanoid robots take off. [audio] | +1.0% | +4.4% | — |
| 2026-08-13 | BUY | HIGH | Rob Black Show Afternoon podcast 8-13-26 |
Rob called TSMC his favorite stock pick of two years ago and noted it could reach 180,000 wafers per month of three-nanometer capacity two to three months ahead of expectations on strong customer orders. [audio] | -3.4% | +0.6% | — |
| 2026-08-03 | MENTIONED | MEDIUM | Rob Black Show Market Surges As Oil Prices Slide |
Rob recalled Taiwan Semiconductor and ASML as his top picks two years ago when reviewing his annual favorite names. [audio] | +3.0% | +2.3% | — |
| 2026-07-31 | MENTIONED | LOW | Rob Black Show An Earnings Season Summer |
Logic chips from Taiwan Semiconductor remain constrained, contributing to Apple's supply limitations as AI builders consume advanced chips and memory. [audio] | +3.9% | +3.3% | — |
| 2026-07-23 | MENTIONED | MEDIUM | Rob Black Show Markets Lower As Tech Disappoints |
TSMC mentioned as a beneficiary of AI infrastructure spending. [audio] | -3.0% | +0.8% | — |
| 2026-07-21 | BUY | HIGH | Rob Black Show Afternoon podcast 7-21-26 |
Taiwan Semiconductor Manufacturing up 5.5 percent; host owns the stock and says 'I still like Taiwan Semiconductor Manufacturing.' [audio] | -7.6% | -2.0% | — |
| 2026-07-17 | MENTIONED | HIGH | Rob Black Show Financial Planning That You Never Knew |
TSMC discussed for record smashing quarters, beating estimates, raising capital spending, and negative market reaction. [audio] | +1.3% | +7.0% | — |
| 2026-07-16 | BUY | HIGH | Rob Black Show Chip Stocks Weighing On The Market |
Taiwan Semiconductor delivered a beat and raise quarter, plans major investment, and is praised for its numbers and outlook. [audio] | +1.4% | +4.1% | — |
| 2026-07-13 | MENTIONED | MEDIUM | Rob Black Show Oil Gains After Trump Reimposes Blockade |
Taiwan Semiconductor is discussed for its revenue growth, critical role in AI, and as a foundry partner for major tech companies. [audio] | -4.6% | +1.8% | — |
| 2026-07-09 | MENTIONED | MEDIUM | Rob Black Show Stocks Rose Supported By Jump In Semiconductors |
Taiwan Semiconductor is mentioned as a key chip manufacturer and peer to SK Hynix. [audio] | -6.2% | -3.9% | — |
| 2026-07-02 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-1-26 |
TSMC listed among AI chipmakers underperforming due to Meta's news. [audio] | +0.6% | -6.9% | +5.8% |
| 2026-06-08 | MENTIONED | MEDIUM | Rob Black Show Stocks Rebound From Friday Rout |
Taiwan Semiconductor Manufacturing has enjoyed a huge lead in manufacturing chips for Apple, NVIDIA, and others. [audio] | +3.7% | +2.6% | +0.7% |
| 2026-06-02 | BUY | HIGH | Rob Black Show Afternoon podcast 6-2-26 |
Identified as a big winner manufacturing many of the world's most advanced processors for AI. [audio] | -4.2% | -2.6% | -6.8% |
| 2026-05-29 | BUY | HIGH | Rob Black Show Thinking About A Shopping List |
Host lists Taiwan Semiconductor as a 'Fab Five' stock that looks cheap and manufactures memory chips. [audio] | -0.8% | +3.6% | +2.4% |
| 2026-05-26 | MENTIONED | MEDIUM | Rob Black Show Hope Over A Potential Deal With Iran |
TSMC's chip manufacturing capabilities are discussed. [audio] | +8.3% | +5.7% | -0.3% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-20-26 |
TSMC was up 7.5% today, driven by semiconductor sector momentum. [audio] | +5.3% | +15.3% | +3.2% |
| 2026-05-19 | MENTIONED | MEDIUM | Rob Black Show Stocks Slide Under Pressure From Higher Rates |
Tepper added shares of TSMC as part of his AI-focused investments. [audio] | +5.0% | +18.0% | +10.0% |
| 2026-05-18 | WATCH | LOW | Rob Black Show Afternoon podcast 5-18-26 |
Host lists Taiwan Semiconductor Manufacturing among semiconductor names that would make up half the market if their run continues. [audio] | +2.2% | +9.4% | +7.9% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Stocks Rise Led By Tech Investments |
Host mentions CATL, a Chinese battery giant, in the context of Ford's licensing deal. [audio] | -2.5% | +1.7% | +3.0% |
| 2026-05-13 | BUY | HIGH | Rob Black Show Mixed Markets As Inflation Jumps |
Surging 11% after releasing solid results and guidance with $1.3 billion in Silicon Photonics sales contracts. [audio] | +0.5% | +6.3% | +5.8% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Stocks Move After High Inflation Reading |
Sandus (TSM) is down 123, down 7.9%. [audio] | -1.2% | +6.2% | +5.6% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-11-26 |
Listed among major companies integrating AI into smart glasses and wearables. [audio] | -1.2% | +6.2% | +5.6% |
| 2026-05-11 | BUY | MEDIUM | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Host mentions TSMC as a stock that has enjoyed double-digit growth. [audio] | -2.1% | +1.0% | +4.1% |
| 2026-05-05 | MENTIONED | MEDIUM | Rob Black Show Stocks Get Boost From Oil Pullback |
Host mentions Taiwan Semiconductor Manufacturing in the context of Apple's chip talks. [audio] | +0.7% | +12.8% | +3.2% |
| 2026-05-01 | BUY | HIGH | Rob Black Show Kicking Off May With Record Levels |
Taiwan Semiconductor Manufacturing is recommended as a winner in the self-sufficiency play. [audio] | +3.5% | +5.2% | +1.7% |
| 2026-04-28 | MENTIONED | LOW | Rob Black Show OpenAI Sees Revenue Growth Below Target |
Names like Microsoft, CoreWeave, Nvidia, Oracle, AMD, Intel, Arm Holdings, Taiwan Semiconductor Manufacturing, Microsoft, Google, all have skin in the game. [audio] | +0.5% | +8.3% | +2.0% |
| 2026-04-23 | MENTIONED | MEDIUM | Rob Black Show Stocks Mixed After New All Time Highs |
Taiwan Semiconductor Manufacturing Company, ticker symbol TSM, their revenue surged 35 percent year over year. [audio] | +3.5% | +5.7% | +10.3% |
| 2026-04-22 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 4-22-26 |
Taiwan Semiconductor debuted its new A13 process and delayed adoption of new machines. [audio] | +1.6% | +4.4% | +9.8% |
| 2026-04-21 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 4-21-26 |
Taiwan Semiconductor Manufacturing is mentioned as part of the sector elite. [audio] | +6.6% | +10.6% | +9.6% |