Taiwan Semiconductor Manufacturing Company Limited (TSMC) is rated a Buy ahead of its Q1 2026 earnings due to strong growth driven by AI demand and resilient profit margins. The company's advanced chip technologies, especially 3nm and upcoming 2nm nodes, are expected to boost margins and support a long-term revenue growth rate of about 25% through 2029. Management's guidance for Q1 suggests likely beats on both revenue and profit, with potential for upward revisions in profitability and packaging capacity. Despite some valuation and capital expenditure risks, the stock offers an estimated 24% upside, making it an attractive investment after recent price corrections.
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...
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...
