Taiwan Semiconductor Manufacturing Company (TSMC) has solidified its position as the global leader in advanced chip manufacturing, controlling about 72% of the foundry market. Over the past decade, TSMC's stock has surged more than 2,000%, outperforming the S&P 500 significantly despite geopolitical risks and market volatility. The company benefits from strong AI-driven demand, recently reporting a 35.1% revenue increase year-over-year and approving over $50 billion in capital expenditures for new fabs, including a major expansion in Arizona to reduce Taiwan dependency. Investors should consider TSMC a high-conviction buy if they can tolerate geopolitical risks and valuation pressures, as growth is expected to continue through 2027 with AI spending remaining robust.
Taiwan Semiconductor Manufacturing Company (TSMC) reported a 23.4% increase in second-quarter profit from the previous quarter, surpassing analyst estimates. The company's net income reached NT$706.56 billion ($39.45 billion), a record high for the f...
In Q2 2026, top contributors to growth included Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple, and Visa. Alphabet’s Google Search and Cloud segments showed robust revenue growth of 19% and 63%, respectively, boosting operating i...
Taiwan Semiconductor Manufacturing Company (TSMC) is set to report earnings on July 16, 2026, with analysts expecting revenue around $39.85 billion, up significantly from last year due to high demand for AI chips. Earnings per share are forecasted at...
Taiwan Semiconductor Manufacturing Company (TSMC) is anticipated to report second-quarter earnings slightly above expectations, driven by robust revenue and demand for advanced semiconductor technologies. Wedbush analysts maintain an 'Outperform' rat...
Dutch semiconductor-equipment maker ASML raised its 2024 sales forecast to between €43 billion and €45 billion, up from a previous estimate of €36 billion to €40 billion. The company also increased its expected gross margin to 54-56%, reflecting stro...
