TSMC reported a 44.7% year-on-year revenue increase for July, reaching 467.58 billion Taiwan dollars ($14.5 billion), driven by strong demand for AI-related chips. As a key chip supplier to major tech firms like Nvidia and Google, TSMC's sales are a key indicator of AI semiconductor demand. The company expects over 40% revenue growth for 2026 and has raised its capital expenditure forecast to $60-$64 billion, reflecting confidence in continued chip production growth. This positive outlook helped boost European semiconductor stocks, despite recent market volatility in the sector.
Taiwan Semiconductor (TSM) reported strong Q2 results with a 36% year-on-year revenue increase and a gross margin of 67.7%, driven by high-performance computing demand. The company raised its full-year 2026 revenue growth forecast to above 40% and in...
The Invesco Semiconductors ETF (PSI) has outperformed the VanEck Semiconductor ETF (SMH) by over 20 percentage points in the past year. PSI’s equal-weight approach spreads investments across about 33 semiconductor stocks, limiting Nvidia to under 4%,...
Synopsys and TSMC announced new collaborations to accelerate the development of next-generation AI and high-performance computing (HPC) chips. Their innovations include AI-powered electronic design automation (EDA) flows, multi-die design support, an...
Taiwan's Taiex index reached a record intraday high of 48,601.53 driven by strong gains in the tech sector, especially semiconductor companies like TSMC, MediaTek, and Delta Electronics. This surge follows an AI-driven rally on Wall Street fueled by ...
TSMC is expanding its advanced packaging capacity, driven by rising demand from Nvidia and other chip designers. This growth increases the need for specialized inspection and metrology equipment to ensure manufacturing quality, benefiting companies l...
