Taiwan Semiconductor Manufacturing Co. (TSMC) reported a record first-quarter revenue of 1.13 trillion new Taiwan dollars ($35.6 billion), a 35% increase year-on-year, surpassing analyst expectations. The growth is fueled by sustained demand for advanced semiconductors, especially AI chips, from major customers such as Apple and Nvidia. Despite concerns over supply chain disruptions due to geopolitical tensions, TSMC's AI segment has offset weaknesses in smartphone and PC markets. The company is expected to exceed its 30% annual growth target and will release full earnings on April 16. Investors are also watching ASML's upcoming earnings, a key supplier in semiconductor manufacturing technology.
Taiwan Semiconductor Manufacturing Company (TSMC) is anticipated to report second-quarter earnings slightly above expectations, driven by robust revenue and demand for advanced semiconductor technologies. Wedbush analysts maintain an 'Outperform' rat...
Dutch semiconductor-equipment maker ASML raised its 2024 sales forecast to between €43 billion and €45 billion, up from a previous estimate of €36 billion to €40 billion. The company also increased its expected gross margin to 54-56%, reflecting stro...
The iShares A.I. Innovation and Tech Active ETF (BAI) fell nearly 6% in one week after a strong year-to-date gain of about 36%. This volatility reflects sensitivity to the 10-year Treasury yield, which affects valuations of AI-related semiconductor s...
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 ...
The global industrial semiconductor market, valued at $98.35 billion in 2025, is projected to grow to $329.73 billion by 2035, with a CAGR of 12.86%. Growth is fueled by increasing adoption of AI-powered industrial automation, electric vehicles, smar...
