On October 2, Taiwan Semiconductor Manufacturing rose 3.03% in regular trading, trading at $473.125 per share, with turnover of $2.049 billion.

On the news front, multiple media outlets reported that Taiwan Semiconductor Manufacturing is considering building a second U.S. manufacturing base in Dallas, Texas, potentially comprising up to six advanced wafer fabs. The total investment could exceed the $265 billion already committed to its Arizona campus. The expansion plans come as major clients including Apple, NVIDIA, AMD, Qualcomm, and MediaTek have reportedly increased orders for the 2nm process family by 10% to 20%, pushing year-end monthly capacity projections to 120,000 wafers — ahead of the previously estimated 90,000 to 100,000. Additionally, Taiwan Semiconductor Manufacturing plans to raise wafer foundry prices by 3% to 6% starting January, further bolstering earnings expectations.

The broader semiconductor sector rallied in tandem, with the Philadelphia Semiconductor Index gaining 3%. ARM rose over 4%, while Intel, AMD, and Broadcom each climbed more than 3%. Taiwan Semiconductor Manufacturing is scheduled to report earnings on October 15, with consensus EPS estimates at $4.45.

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