TSMC reported Q2 revenues of $39.6 billion, near the high end of guidance, driven by strong AI infrastructure demand. The company expects annualized sales growth of 30% through 2028, supported by AI demand and the upcoming 2nm technology node. Despite geopolitical and currency risks, TSMC's EBITDA and free cash flow estimates have been raised, leading to a new price target of $504.14, implying 20% upside. The analyst maintains a strong buy rating, citing robust operational performance and future cash generation as key strengths.
Taiwan Semiconductor Manufacturing Company (TSMC) is expected to report strong quarterly earnings driven by rising demand for AI chips and its leading manufacturing position. The company has already exceeded revenue forecasts for Q2 and is likely to ...
The global industrial semiconductor market, valued at $98.35 billion in 2025, is projected to grow to $329.73 billion by 2035, with a CAGR of 12.86%. Growth is fueled by increasing adoption of AI-powered industrial automation, electric vehicles, smar...
Mar Vista Investment Partners' U.S. Quality strategy posted a net return of +12.71% in the second quarter of 2026, underperforming the Russell 1000 and S&P 500 indexes, which returned +15.14% and +15.20%, respectively. Key contributors to the portfol...
Wall Street enters a busy week as second-quarter earnings reports from major banks like JPMorgan Chase and Goldman Sachs, and tech giants such as ASML and Netflix, come in alongside key inflation data and Federal Reserve Chair Kevin Warsh's testimony...
Taiwan Semiconductor Manufacturing Co (TSMC) reported a record revenue of NT$442.7 billion (about US$13.2 billion) for June 2026, marking the highest monthly revenue in its history. This represents a 67.9% increase from June 2025 and a 6.2% rise from...
