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.
ByteDance, Alibaba, and Tencent have placed chip orders with Nvidia worth over $35 billion, exceeding what Nvidia can produce in a year. These orders are primarily for the RTX PRO 5500 graphics cards used in AI inference, with deliveries expected to ...
Taiwan Semiconductor Manufacturing (TSMC) continues to benefit from the growing demand for advanced AI chips, with 79% of its wafer revenue coming from cutting-edge 7nm and smaller nodes. Despite the volatility and heavy borrowing in the AI sector, T...
Taiwan Semiconductor Manufacturing Company (TSMC) reported a 17% quarter-on-quarter revenue increase to $46.8 billion in Q3 2026, driven mainly by higher wafer prices from new 3nm and 2nm contracts rather than volume growth. While short-term margins ...
The Corgi Lithography & Semiconductor Photonics ETF (EUV) is still recommended as a Buy due to strong demand for 2-nanometer technology, advanced lithography, and automation in semiconductor manufacturing. Key holdings like TSMC, ASML, and Lam Resear...
Taiwan Semiconductor Manufacturing Company (TSMC) is experiencing a significant stock pullback amid market fears, despite its dominant position in AI chip manufacturing and rapid revenue growth from advanced technologies. The company plans a substant...
