Taiwan Semiconductor Manufacturing Company (TSMC) raised its full-year 2026 revenue growth guidance to over 30%, driven by strong demand for AI and high-performance computing chips, which accounted for 61% of Q1 revenue. The company reported Q1 earnings per share of $3.49, beating estimates for the eighth consecutive quarter, and April revenue grew 17.5% year-over-year. Despite geopolitical risks related to Taiwan and some institutional selling, TSMC's dominant 72% global foundry market share and high operating margins support a favorable risk/reward profile. Analysts see about 15% upside from the current $404 stock price, with a consensus target near $463, making TSMC a compelling way to invest in the AI chip build cycle if growth targets are met.
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...
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 ...
