Taiwan Semiconductor Manufacturing Company (TSMC) is anticipated to report second-quarter earnings slightly above expectations, driven by robust revenue and demand for advanced semiconductor technologies. Wedbush analysts maintain an 'Outperform' rating, citing monthly revenue data that suggests TSMC exceeded prior estimates by about 1%. The ramp-up of TSMC's 2-nanometer technology in late 2026 is expected to support strong sales growth, potentially above 30% annually. Investors will watch for third-quarter guidance on profitability amid new tech launches and overseas expansion, as well as possible increases in capital spending reflecting sustained demand for advanced chips.
TSMC and Samsung, two leading chipmakers, have committed to using ASML's High NA EUV lithography machines, which cost around $400 million each, to produce more advanced chips. Samsung plans to adopt this technology for DRAM memory manufacturing start...
Marvell Technology and Taiwan Semiconductor Manufacturing (TSMC) reported strong Q2 earnings, highlighting their key roles in the AI infrastructure boom. TSMC, a leading-edge chip foundry, saw 36% revenue growth driven by advanced nodes critical for ...
