Taiwan Semiconductor Manufacturing (TSMC) saw its stock drop over 26% amid a Nasdaq sell-off, but strong fundamentals and AI demand support a bullish outlook. The U.S. tax credit under Section 48D aids TSMC's expansion in America, reducing geographic risk as new fabs in Arizona and Texas come online. The company reported robust Q3 revenue growth of 41.2%, high profit margins, and increased dividends, outperforming rivals Intel and GlobalFoundries. While geopolitical risks remain due to Taiwan concentration, TSMC's U.S. investments and growing AI hardware demand position it well for future growth, especially with new production capacity ramping up in 2027 and 2028.
Taiwan Semiconductor (TSM) trades at USD 372.21 on Pluang as of Nov 06, 2026 23:02 WIB, up 5.41% in one day. The stock shows a dividend yield of 1.15% and a market cap of $1.77 trillion. Despite 95% of Pluang orders being sell, the price is near its 52-week low of $275.06, indicating potential market interest.
Asian stock markets fell sharply following a major sell-off on Wall Street, with technology and semiconductor stocks hit hardest. The drop was driven by investor concerns over potential new regulations on AI companies and data center development afte...
GlobalFoundries announced Q3 2026 results with revenue of $1.899 billion, a 13% increase year-over-year, and a non-IFRS net income of $298 million despite an IFRS net loss of $270 million due to a $441 million non-cash charge. The company highlighted...
Taiwan Semiconductor (TSMC) continues to attract investment due to its critical role in manufacturing advanced AI chips for all major designers. Despite a recent 15.69% share price drop, TSMC's strong revenue growth of 41.2% in Q3, high profitability...
Taiwan Semiconductor Manufacturing Company (TSMC) exceeded its Q3 revenue guidance by $920 million, driven by AI-focused high-performance computing now making up 68% of its revenue. The company is accelerating its 2nm chip production, aiming to more ...
