Taiwan Semiconductor Manufacturing (TSMC) and Broadcom both posted strong quarterly results driven by AI demand, but from different angles. TSMC reported $33.73 billion revenue in Q4 2025, up 20.4% year-over-year, with advanced chip manufacturing (7nm and below) driving 77% of wafer revenue and a gross margin of 62.3%. The company plans a $52 billion to $56 billion capital expenditure in 2026 to expand fab capacity, reflecting strong customer demand. Broadcom’s Q1 FY2026 revenue was $19.31 billion, up 29.5% year-over-year, with AI chip revenue doubling to $8.4 billion. Broadcom focuses on custom AI accelerators and networking, with a 68% adjusted EBITDA margin and aggressive share buybacks. Both companies show robust AI semiconductor growth, but TSMC’s scale and fab investment contrast with Broadcom’s asset-light, fabless model. Looking ahead, TSMC expects 2026 revenue of $34.6-$35.8 billion and Broadcom forecasts $22 billion in Q2 revenue, highlighting strong AI market momentum.
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...
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...
