Taiwan Semiconductor Manufacturing Company (TSMC) reported record revenue and net income growth in Q3 2026, driven by strong demand for AI-related manufacturing. The company expects full-year 2026 revenue and net income to grow 35% and 59% respectively, with profitability at decade lows in cost per revenue dollar. Despite these strong fundamentals, TSMC's stock declined 2% after earnings due to market skepticism about sustained AI demand and concerns over its $200+ billion investment in a new Arizona fabrication plant. These factors weigh on near-term stock outlook despite robust financial performance.
As of Oct 27, 2026 22:21 WIB, TSMC shares are trading at USD 436.76 on Pluang, up 2.92% in the last day, contrasting with the article's note of a 2% decline post-earnings. The stock shows strong investor interest with 70% of Pluang orders to buy and a market cap of $1.90 trillion. This robust trading activity highlights continued confidence despite concerns over TSMC's large Arizona investment.
Nvidia and Taiwan Semiconductor Manufacturing (TSMC) both reported record-breaking revenues, yet their stocks declined recently due to concerns about supply meeting AI demand and rising costs. Nvidia's revenue surged 105.8% year-over-year, driven by ...
The VanEck Semiconductor ETF (SMH) has seen its share price rise by 307% over the past five years, delivering strong capital gains to investors. However, its annual dividend payout remains below the peak level reached in 2022, with the 2025 payout st...
AI-related stocks have surged unevenly across four key sectors: semiconductor memory, HDD storage, semiconductor equipment, and AI computing platforms. Micron and SK hynix lead with strong memory demand but face concerns over peak profits. HDD makers...
Taiwan Semiconductor Manufacturing Company (TSMC) demonstrates resilient demand for its foundry services, driven by AI growth, pricing power, and global capacity expansion. Despite macroeconomic headwinds and risks like data center delays and power c...
Taiwan Semiconductor Manufacturing Company (TSMC) is projected to become a critical utility for global computing within five years, serving AI chips, smartphone processors, and data centers. The company reported strong Q3 revenue growth of 41.2% year...
