TSMC is gaining from the AI chip competition as Nvidia, AMD, and Intel ramp up orders, with all three CEOs recently visiting Taiwan. The company raised its long-term gross margin floor to 56% but faces challenges from dilution due to new chip production (N2), overseas fabs, and currency fluctuations. Investors will closely watch TSMC's Q2 gross margins, expected between 65.5% and 67.5%, as a key test of its growth thesis. Despite a demanding valuation at around 30 times forward earnings, TSMC is positioned to capture demand from both custom AI chips and mainstream suppliers, reflecting its central role in the AI hardware ecosystem.
The global automotive microcontrollers market is projected to grow from USD 15.49 billion in 2025 to USD 34.31 billion by 2035, at a CAGR of 8.28%. Growth is fueled by increasing adoption of advanced driver-assistance systems (ADAS), vehicle electrif...
Taiwan Semiconductor Manufacturing Company (TSMC) announced an additional $100 billion investment in its U.S. chip production, raising its total commitment to $265 billion. This funding will support the construction of four new fabrication plants usi...
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...
