Taiwan Semiconductor Manufacturing Co. (TSMC) reported a 6.2% month-on-month increase in revenue for June 2026, reaching NT$442.68 billion. For the first half of 2026, TSMC's total revenue hit NT$2.4 trillion, a 35.6% rise compared to the same period in 2025, boosted by strong demand for AI chips and infrastructure investments. The company, which holds a 73% share of the global pure-foundry market, plans to expand its advanced chip packaging capacity with two new plants in southern Taiwan. TSMC's second-quarter earnings report is expected on July 16, with shares already up 1% following the revenue news.
The Global X AI Semiconductor & Quantum ETF (CHPX) received a 'Buy' rating due to its top holdings like Micron, TSM, and Nvidia, which lead in cost efficiency, profitability, and technological innovation in AI semiconductors. Despite a relatively hig...
Mar Vista Investment Partners' U.S. Quality Premier strategy delivered a strong net return of 10.15% in the second quarter of 2026. Key contributors to this performance included GE Aerospace, Alphabet, and Taiwan Semiconductor Manufacturing, which ap...
The global silicon interposer market, valued at $4 billion in 2025, is projected to grow to $14.04 billion by 2035 with a CAGR of 13.38%. Growth is fueled by rising adoption of AI, chiplet architectures, and advanced semiconductor packaging technolog...
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 e...
Meta, led by Mark Zuckerberg, plans to start designing its own artificial intelligence chips in-house from September. This initiative, called "Iris," aims to boost the AI systems behind Facebook and Instagram while reducing dependence on Nvidia, the ...
