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.
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 ...
The iShares MSCI Taiwan ETF is recommended as a buy due to Taiwan's central importance in AI and semiconductor industries, with TSMC dominating its holdings. The ETF's valuation metrics are reasonable for the tech sector, though TSMC's higher valuati...
Defiance ETFs filed for a 2X daily bearish fund against Taiwan Semiconductor Manufacturing (TSMC) on August 26, 2026, and launched a long semiconductor foundry fund, Defiance Global Foundries ETF (AIFR), on September 1, 2026. This move allows the fir...
