Taiwan Semiconductor (TSM) reported impressive Q2 2026 results, with revenues rising 34% year-over-year to $40.2 billion, fueled by strong AI demand and a 47.4% growth in its high-performance computing segment, which now accounts for 66% of revenues. The company is advancing its technology leadership through ramping up its 2nm node and maintaining aggressive capital expenditures. Despite short-term margin pressure from these investments, the stock is viewed as undervalued by about 30%, presenting a buying opportunity amid market concerns about an AI bubble and overcapacity.
US stock futures showed a mixed open with Dow Jones up 0.2%, S&P 500 down 0.2%, and Nasdaq down 0.8%, pressured by semiconductor stocks despite strong earnings from Taiwan Semiconductor and ASML. Oil prices remained steady amid Middle East tensions. ...
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) announced an additional $100 billion investment in its U.S. chip production, raising its total commitment to $265 billion. This funding will support the construction of four new fabrication plants usi...
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...
