Taiwan Semiconductor (TSM) reported strong Q2 results with a 36% year-on-year revenue increase and a gross margin of 67.7%, driven by high-performance computing demand. The company raised its full-year 2026 revenue growth forecast to above 40% and increased capital expenditure guidance to $60–$64 billion, reflecting confidence in sustained AI demand. Key risks include margin pressure from new 2nm technology, potential AI demand shortfalls, execution risks from global expansion, and ongoing geopolitical uncertainties. Investors should watch upcoming September and Q3 results for further updates on the company's performance and outlook.
Following Taiwan Semiconductor's optimistic revenue growth forecast and increased capital expenditure, its stock shows positive momentum on Pluang. As of Sep 25, 2026 08:41 WIB, TSM trades at USD 452.05, up 1.23% for the day, with a market cap of $2.04 trillion. Investor interest is balanced with 52% buying and 48% selling activity, reflecting cautious optimism ahead of upcoming earnings updates.
The Invesco Semiconductors ETF (PSI) has outperformed the VanEck Semiconductor ETF (SMH) by over 20 percentage points in the past year. PSI’s equal-weight approach spreads investments across about 33 semiconductor stocks, limiting Nvidia to under 4%,...
Synopsys and TSMC announced new collaborations to accelerate the development of next-generation AI and high-performance computing (HPC) chips. Their innovations include AI-powered electronic design automation (EDA) flows, multi-die design support, an...
Taiwan's Taiex index reached a record intraday high of 48,601.53 driven by strong gains in the tech sector, especially semiconductor companies like TSMC, MediaTek, and Delta Electronics. This surge follows an AI-driven rally on Wall Street fueled by ...
TSMC is expanding its advanced packaging capacity, driven by rising demand from Nvidia and other chip designers. This growth increases the need for specialized inspection and metrology equipment to ensure manufacturing quality, benefiting companies l...
AMD shares rose 5% following a supply-chain report that the company plans a 10% price increase on AI accelerator chips, consumer graphics processors, and motherboard chipsets starting in Q4. The increase is linked to higher wafer costs from its found...
