Taiwan Semiconductor Manufacturing Co. (TSMC) became the hot topic on Stocktwits this week as retail chatter around the company’s stock soared by over 750% in just 24 hours. The spike comes ahead of Nvidia Corp.’s (NVDA) highly anticipated Q2 earnings report, set to be released after Wednesday’s market close.
During a recent trip to Taiwan, Nvidia CEO Jensen Huang emphasized TSMC’s crucial role in powering Nvidia’s success, particularly in relation to its upcoming AI chip platform, Rubin. According to Huang, TSMC is currently developing six new products for Nvidia, ranging from advanced CPUs to GPUs — core components for next-generation artificial intelligence applications.
At the 2025 World Semiconductor Expo in Nanjing, China, TSMC’s exhibition booth attracted significant attention, further highlighting the company’s growing importance in the global chip supply chain.
Meanwhile, TSMC’s retail sentiment on Stocktwits shifted into “extremely bullish” territory, with message activity rising from “normal” to “high” in a single day. One bullish user even noted that Nvidia’s strength is a key driver pushing TSMC stock higher.
In addition, a recent SEC filing revealed that Jonathan Lee, TSMC Vice President, modestly raised his equity stake in July, signaling confidence in the company’s long-term prospects. He now holds 459,872 shares, up from 459,526 a month earlier.
Financial disclosures also showed TSMC and its subsidiaries invested NT$10.2 billion ($333 million) in fixed-income assets last month. At the same time, revenue for July climbed 22.5% year-over-year, reaching NT$323.17 billion ($10.59 billion).
So far in 2025, TSMC’s stock has gained more than 16% year-to-date and over 39% compared to last year, cementing its place as one of the strongest performers in the semiconductor space.
