TSMC is set to report its Q2 earnings on July 16, with expectations of strong revenue and earnings growth driven by AI demand. Investors will focus on whether TSMC raises its full-year revenue guidance and capital expenditure budget, especially for expanding CoWoS advanced packaging, a key bottleneck in AI chip production. Despite robust demand from major tech firms, challenges include execution risks in capacity expansion, particularly in Arizona, and rising chip prices that may affect consumer devices. CEO C.C. Wei's outlook on the AI supercycle's duration will be closely watched as TSMC navigates these high-stakes growth opportunities.
In 2026, the VanEck Semiconductor ETF (SMH) returned an impressive 87.86%, largely driven by heavy holdings in NVIDIA and Taiwan Semiconductor. However, three other semiconductor ETFs—Invesco Semiconductors ETF (PSI), Xtrackers Semiconductor Select E...
Taiwan Semiconductor Manufacturing (TSMC) reported Q2 2026 revenue of $40.20 billion, up 36% year-over-year, with a gross margin of 67.7%. Despite strong fundamentals and a 77.9% one-year return, shares have cooled recently due to margin pressure fro...
Taiwan Semiconductor Manufacturing Company (TSMC) dominates the semiconductor foundry market with over 73% share, benefiting from growing demand driven by AI and advanced computing. The company shows strong financial metrics, including a high return ...
The Investing for Beginners Podcast outlined a three-tier framework for AI investing: semiconductors, major infrastructure, and AI companies. They recommend focusing on structural chokepoints in semiconductors (TSMC, ASML) and cloud infrastructure (A...
Sam Altman described AI adoption as still early, comparing it to the 'palm pilot' stage before a transformative 'iPhone moment.' He attributes slow adoption to user habits and economic inertia rather than technology limits. Meanwhile, compute capacit...
