Taiwan Semiconductor Manufacturing Company (TSMC) dominates the pure foundry market with a 72% share and produces nearly 99% of AI ASICs for major hyperscalers, positioning it for durable, profitable growth driven by AI demand. The company is expanding capacity to meet high-performance computing needs, though it faces near-term gross margin pressure from overseas expansion efforts. Despite these risks, TSMC forecasts strong financial results for the second quarter of fiscal 2026, supported by price hikes and ongoing capacity growth. The stock is considered a compelling buy with a price-to-earnings ratio of 26.08 and a three-year PEG ratio of 0.79, with potential for further gains especially if a short-term price correction occurs.
Taiwan Semiconductor Manufacturing Company (TSMC) is growing its revenue with its advanced 2nm technology, which now accounts for 8% of wafer sales. Despite strong earnings growth of 41–63% year-over-year for the past four quarters, the company faces...
Taiwan Semiconductor Manufacturing Company (TSMC) reported record revenue and net income growth in Q3 2026, driven by strong demand for AI-related manufacturing. The company expects full-year 2026 revenue and net income to grow 35% and 59% respective...
Nvidia and Taiwan Semiconductor Manufacturing (TSMC) both reported record-breaking revenues, yet their stocks declined recently due to concerns about supply meeting AI demand and rising costs. Nvidia's revenue surged 105.8% year-over-year, driven by ...
The VanEck Semiconductor ETF (SMH) has seen its share price rise by 307% over the past five years, delivering strong capital gains to investors. However, its annual dividend payout remains below the peak level reached in 2022, with the 2025 payout st...
AI-related stocks have surged unevenly across four key sectors: semiconductor memory, HDD storage, semiconductor equipment, and AI computing platforms. Micron and SK hynix lead with strong memory demand but face concerns over peak profits. HDD makers...
