Taiwan Semiconductor Manufacturing Company (TSMC) is the primary beneficiary of the AI-driven capital expenditure surge, with hyperscalers expected to spend $1.3 trillion by 2027. TSMC reported a 33.7% year-over-year revenue increase in Q2 2026, alongside a 67.7% gross margin and 60.3% operating margin, and forecasts 37% revenue growth for Q3. Trading at 20.37 times 2027 earnings, TSMC's earnings per share are projected to grow nearly 30% annually through 2028, making it undervalued relative to its growth and cash flow. Risks include geographic concentration in Taiwan, margin pressures from 2nm technology and overseas operations, and dependency on hyperscaler spending, but the company remains a strong play in AI infrastructure.
TSMC shares trade at USD 455.50 on Pluang as of Sep 25, 2026 19:31 WIB, showing a modest 0.96% gain for the day. The company holds a substantial market cap of $2.02 trillion and an enterprise value of $1.94 trillion, reflecting its dominant position in the semiconductor sector. This trading activity aligns with the news highlighting TSMC's strong revenue growth and its role as a key beneficiary of AI-driven capital expenditure increases.
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 in...
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...
