Taiwan Semiconductor Manufacturing Company (TSMC) remains a Buy as its Arizona operations transition from being a margin drag to a profit contributor, supported by strong pricing power and high utilization. Recent margin pressures are explained by monthly revenue patterns and foreign exchange headwinds but are temporary and anticipated within current guidance. The company's revenue growth is now limited by capacity constraints rather than demand, with advanced packaging lines fully booked through 2027. While U.S. investment tariff risks pose strategic challenges, ongoing U.S. expansion supports near-term growth potential.
Taiwan Semiconductor Manufacturing Company (TSMC) is projected to become a critical utility for global computing within five years, serving AI chips, smartphone processors, and data centers. The company reported strong Q3 revenue growth of 41.2% year...
Taiwan Semiconductor Manufacturing Company (TSMC) has raised its full-year 2026 growth outlook for the third time, now expecting approximately 44% growth in U.S. dollar terms, driven by strong demand for AI chips. The company reported a record quarte...
Taiwan Semiconductor (TSMC) is in talks with SpaceX about the Terafab chip plant but insists on operating the facility itself, conflicting with Elon Musk's plan for SpaceX to run it. TSMC's CEO C.C. Wei emphasized that the Texas plant must be managed...
The iShares Semiconductor ETF (SOXX) will undergo a 3-for-1 stock split on November 5, 2026, tripling the number of shares held by investors while reducing the price per share proportionally. This split does not affect the total value of holdings, co...
ASML and Taiwan Semiconductor Manufacturing (TSMC) both reported that AI chip demand exceeds their current production capacity. ASML, which makes critical EUV lithography machines, posted strong revenue growth and is raising prices due to high demand...
