Taiwan Semiconductor's revenue rose 54.6% year-over-year in September, driven by strong AI demand, yet its stock price fell 7.7% recently due to fears over AI spending and rising Chinese competition. The company raised its full-year growth forecast to above 40%, with strong demand expected through 2029-2030. However, margin pressure from new 2nm chip production and heavy capital expenditures could limit upside. Upcoming Q3 results will be critical to see if margins hold and if the stock price gap closes or widens.
Taiwan Semiconductor's recent revenue surge contrasts with its stock price movement, which has declined by 2.77% in one day on Pluang as of Oct 15, 2026 00:02 WIB. The stock trades at USD 432.80, below its 52-week high of USD 485.80, with a market cap of $2.02 trillion. Pluang investors show a balanced sentiment with 54% buying and 46% selling activity, reflecting cautious optimism amid the company's growth outlook.
ASML reported third-quarter profits beating expectations and revealed that some customers are interested in placing orders for its semiconductor lithography machines as far ahead as 2029 and 2030. This signals strong long-term demand driven by AI-rel...
The VanEck Semiconductor ETF (SMH) holds about 17.55% of its portfolio in NVIDIA, meaning nearly $88,000 of a $500,000 investment is tied to one company. This concentration is significant given the fund only holds 25 stocks, with the top five making ...
Taiwan Semiconductor Manufacturing Company (TSMC) is rated a 'Strong Buy' with an expected 29% upside, driven by robust demand from AI infrastructure expansion. The upcoming Q3 results, due October 15, will highlight margins and progress on the 2nm t...
Taiwan Semiconductor Manufacturing Company (TSMC) is set to announce its Q3 2026 earnings with high expectations for revenue and profit growth, supported by its dominant market share in foundry and advanced chips. Despite strong revenue and margin ga...
Taiwan Semiconductor Manufacturing Company (TSMC) is set to report its Q3 earnings on October 15, with expectations of strong revenue growth driven by AI demand. Despite the stock lagging behind the broader semiconductor rally due to margin concerns,...
