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 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% respective...
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...
