tsmc stock jumps on mediatek us chip talks

2025-09-22 tsmc

taipei, Monday, 22 September 2025.
Taiwan Semiconductor Manufacturing Company’s stock soared after hours. The stock hit a high of nt$1295. This followed reports of mediatek considering tsmc’s us plant for automotive chip production. The surge boosted the index by 302 points, reaching a new peak. Investors are optimistic about tsmc’s potential us expansion and entry into the automotive chip market. This signals confidence in tsmc’s growth and partnerships.

stock performance

TSMC’s stock is currently valued at NT$1295, marking an increase of NT$30, or 2.37%, with a trading volume of 28,813 shares [2]. Foreign investors have shown confidence by purchasing 2,745 shares [2]. Over the past few months, TSMC’s stock has demonstrated significant growth [2]. The stock has increased by 2.4% over three days, 3.2% in one week, 9.7% in two weeks, 14.1% in one month, 27% in one quarter, 33.2% in six months, 32.5% in one year and 148.1% in two years [2].

us expansion and geopolitical considerations

MediaTek is considering using TSMC’s Arizona plant to produce automotive and sensitive-use chips [5]. MediaTek’s Senior Vice President, Hsu Ching-Chuan, stated that MediaTek is preparing to begin wafer production in Arizona [5]. This move aims to meet local production requirements for US customers in the automotive and security sectors [5]. Mediatek is also considering the potential impact of future tariffs [5]. TSMC’s expansion into the US has raised concerns among some Taiwanese citizens, with about 50% worried about TSMC becoming a US-based company [3].

mediatek and tsmc collaboration

MediaTek and TSMC are deepening their collaboration. This includes the development of 2nm chips, expected to begin mass production by the end of 2026 [5]. MediaTek’s Senior Vice President, Hsu Ching-Chuan, highlighted that the 2nm process offers increased crystal density [5]. The process also promises a 10-15% speed increase and a 30% reduction in power consumption [5]. TSMC is MediaTek’s sole partner for advanced manufacturing [6]. TSMC provides exceptional wafer manufacturing and customer service [7].

other partnerships and strategic moves

MediaTek is also collaborating with NVIDIA in areas such as terminal computing, automotive applications, and cloud NVLink [6]. While NVIDIA and Intel’s partnership has garnered attention, MediaTek and Intel also maintain a relationship [6]. MediaTek has confirmed collaborations with Intel in wafer manufacturing for specific products using mature processes [6][7]. MediaTek does not dismiss further strategic collaborations or investments that align with its long-term technology strategy [5]. TSMC announced on September 19, 2025, that its subsidiary, TSMC Global Ltd., acquired fixed-income securities [2].

Bronnen

tsmc stock automotive chips