GlobalFoundries (GFS) posted a 5.8% overall revenue growth in Q2 2026, with its data-center segment surging 62%, driven by silicon photonics and silicon germanium technologies. Meanwhile, Taiwan Semiconductor Manufacturing (TSMC) leads with a 36% revenue increase fueled by advanced AI chips and raised its growth outlook above 40%. GFS benefits from lower capital expenditure and a focus on U.S.-based production, appealing to customers wary of geopolitical risks tied to Taiwan. Investors may consider GFS as a less expensive, specialized foundry alternative to TSMC, especially if AI investment cools down in the future.
While GlobalFoundries gains attention for its specialized U.S.-based production and lower capital expenditure, Taiwan Semiconductor Manufacturing (TSM) remains a dominant player on Pluang. As of Sep 17, 2026 23:12 WIB, TSM trades at USD 426.98 with a 1-day gain of 2.22%, holding a market cap of $1.94 trillion. Investor interest leans positive, with 61% of Pluang orders to buy and a typical hold time of 108 days, reflecting confidence in TSM's strong market position.
ByteDance, Alibaba, and Tencent have placed chip orders with Nvidia worth over $35 billion, exceeding what Nvidia can produce in a year. These orders are primarily for the RTX PRO 5500 graphics cards used in AI inference, with deliveries expected to ...
Taiwan Semiconductor Manufacturing (TSMC) continues to benefit from the growing demand for advanced AI chips, with 79% of its wafer revenue coming from cutting-edge 7nm and smaller nodes. Despite the volatility and heavy borrowing in the AI sector, T...
Taiwan Semiconductor Manufacturing Company (TSMC) reported a 17% quarter-on-quarter revenue increase to $46.8 billion in Q3 2026, driven mainly by higher wafer prices from new 3nm and 2nm contracts rather than volume growth. While short-term margins ...
The Corgi Lithography & Semiconductor Photonics ETF (EUV) is still recommended as a Buy due to strong demand for 2-nanometer technology, advanced lithography, and automation in semiconductor manufacturing. Key holdings like TSMC, ASML, and Lam Resear...
Taiwan Semiconductor Manufacturing Company (TSMC) is experiencing a significant stock pullback amid market fears, despite its dominant position in AI chip manufacturing and rapid revenue growth from advanced technologies. The company plans a substant...
