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.
Over the past year, BlackRock's iShares Semiconductor ETF (SOXX) gained 111.56%, beating VanEck's Semiconductor ETF (SMH) which rose 89.13%, a 22.43-point lead. SOXX also outperformed SMH in shorter time frames and year-to-date returns. However, over...
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Taiwan Semiconductor Manufacturing's stock rose 2% to a record high after Elon Musk confirmed early-stage talks with Terafab, a new chip manufacturing venture planned for Texas. While no deal is finalized, the potential partnership could expand Taiwa...
