Taiwan Semiconductor Manufacturing Company (TSMC) is expected to report strong quarterly earnings driven by rising demand for AI chips and its leading manufacturing position. The company has already exceeded revenue forecasts for Q2 and is likely to beat earnings expectations again. TSMC is strengthening its pricing power, with potential price increases of up to 15% on advanced products, supported by robust AI capital expenditures. Despite rapid growth and a strong balance sheet, TSMC's valuation remains attractive at 26 times 2026 earnings, lower than many AI-focused peers, making it a compelling option for long-term investors.
TSMC and Samsung, two leading chipmakers, have committed to using ASML's High NA EUV lithography machines, which cost around $400 million each, to produce more advanced chips. Samsung plans to adopt this technology for DRAM memory manufacturing start...
Marvell Technology and Taiwan Semiconductor Manufacturing (TSMC) reported strong Q2 earnings, highlighting their key roles in the AI infrastructure boom. TSMC, a leading-edge chip foundry, saw 36% revenue growth driven by advanced nodes critical for ...
