Taiwan Semiconductor Manufacturing Co. (TSMC) is a key player in the AI-driven semiconductor market, benefiting from its advanced wafer technology and packaging capabilities. AI demand now forms a structural part of its business, with high-performance computing making up 61% of its revenue and advanced nodes 74% of wafer sales. Despite some valuation and execution risks, TSMC's dominant market position and rapid financial growth make it a recommended buy for long-term investors.
Taiwan Semiconductor (TSM) reported impressive Q2 2026 results, with revenues rising 34% year-over-year to $40.2 billion, fueled by strong AI demand and a 47.4% growth in its high-performance computing segment, which now accounts for 66% of revenues....
US stock futures showed a mixed open with Dow Jones up 0.2%, S&P 500 down 0.2%, and Nasdaq down 0.8%, pressured by semiconductor stocks despite strong earnings from Taiwan Semiconductor and ASML. Oil prices remained steady amid Middle East tensions. ...
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) announced an additional $100 billion investment in its U.S. chip production, raising its total commitment to $265 billion. This funding will support the construction of four new fabrication plants usi...
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...
