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.
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...
Dutch semiconductor-equipment maker ASML raised its 2024 sales forecast to between €43 billion and €45 billion, up from a previous estimate of €36 billion to €40 billion. The company also increased its expected gross margin to 54-56%, reflecting stro...
The iShares A.I. Innovation and Tech Active ETF (BAI) fell nearly 6% in one week after a strong year-to-date gain of about 36%. This volatility reflects sensitivity to the 10-year Treasury yield, which affects valuations of AI-related semiconductor s...
Taiwan Semiconductor Manufacturing Company (TSMC) is expected to report strong quarterly earnings driven by rising demand for AI chips and its leading manufacturing position. The company has already exceeded revenue forecasts for Q2 and is likely to ...
The global industrial semiconductor market, valued at $98.35 billion in 2025, is projected to grow to $329.73 billion by 2035, with a CAGR of 12.86%. Growth is fueled by increasing adoption of AI-powered industrial automation, electric vehicles, smar...
