Taiwan Semiconductor Manufacturing (TSMC) reported August 2026 revenue of NT$514.81 billion (about US$16.35 billion), a 53.3% increase year-over-year and a 10.1% rise from July. This surge surpasses TSMC's earlier growth forecasts and highlights strong demand, especially for advanced chip technologies. Capacity constraints remain a challenge despite ongoing investments, with management noting a significant gap between demand and supply. The company expects Q3 revenue between US$44.6 billion and US$45.8 billion, signaling continued robust growth driven by the AI and high-performance computing sectors.
In Q2 2026, the Janus Henderson Global Sustainable Equity fund delivered a 14.19% gross return, slightly outperforming the MSCI World Gross TR index's 13.90% return. The fund's overweight position in the IT sector, the best-performing sector in the i...
In the second quarter, the Harbor International Compounders ETF posted a 6.40% return. The biggest drag on performance came from the Information Technology sector, which surged due to a semiconductor rally, causing relative underperformance. Key detr...
Taiwan Semiconductor Manufacturing Co. (TSMC) reported record monthly revenue of $16.35 billion for August, a 53.3% increase from the previous year and a 10.1% rise from July. The surge is driven by robust demand for chips used in artificial intellig...
AMD's stock rose 3% after CFO Jean Hu increased the AI chip market forecast to $2-3 trillion by 2030, up from a previous $2 trillion estimate. This bullish outlook is supported by strong growth in AMD's Data Center segment, which more than doubled re...
Taiwan Semiconductor Manufacturing Company (TSMC) remains a Buy as its Arizona operations transition from being a margin drag to a profit contributor, supported by strong pricing power and high utilization. Recent margin pressures are explained by mo...
