Taiwan Semiconductor (TSMC) has outperformed many major chip stocks, rising over 149% in the past year due to its dominant 69.9% share of the global foundry market and strong pricing power. Unlike fabless chipmakers like Nvidia and AMD, TSMC actually manufactures chips, giving it a critical role in the semiconductor supply chain. With sales and earnings growth expected to accelerate, and limited competition in its market, TSMC is positioned to continue outperforming and could become a core holding for investors seeking semiconductor exposure. Its valuation is higher than many peers, reflecting confidence in its future growth and pricing potential.
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) 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...
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' rat...
