Taiwan Semiconductor Manufacturing Company (TSMC) reported a solid Q1 with revenue up 6.4% quarter-over-quarter and gross margins above 66%, driven by the N3 node contributing 25% of wafer revenue. However, capacity constraints are pushing some customers to competitors like Samsung and Intel, and new capacity expansions face multi-year delays. While capital expenditures remain high through 2026, concerns about peak margins and potential market share losses temper enthusiasm. Despite strong fundamentals and AI demand, the stock's valuation suggests limited medium-term upside, with a potential buying opportunity around $320 or lower.
The global automotive microcontrollers market is projected to grow from USD 15.49 billion in 2025 to USD 34.31 billion by 2035, at a CAGR of 8.28%. Growth is fueled by increasing adoption of advanced driver-assistance systems (ADAS), vehicle electrif...
Taiwan Semiconductor Manufacturing Company (TSMC) reported a 23.4% increase in second-quarter profit from the previous quarter, surpassing analyst estimates. The company's net income reached NT$706.56 billion ($39.45 billion), a record high for the f...
In Q2 2026, top contributors to growth included Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple, and Visa. Alphabet’s Google Search and Cloud segments showed robust revenue growth of 19% and 63%, respectively, boosting operating i...
Taiwan Semiconductor Manufacturing Company (TSMC) is set to report earnings on July 16, 2026, with analysts expecting revenue around $39.85 billion, up significantly from last year due to high demand for AI chips. Earnings per share are forecasted at...
Taiwan Semiconductor Manufacturing Company (TSMC) is anticipated to report second-quarter earnings slightly above expectations, driven by robust revenue and demand for advanced semiconductor technologies. Wedbush analysts maintain an 'Outperform' rat...
