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Baron Capital highlighted TSMC's strong performance, driven by surging AI demand with 35% revenue growth and 58% EPS growth. TSMC raised its full-year guidance and capital spending, signaling sustain…
TSMC reported July sales up 45% YoY to $14.52B, driven by strong AI chip demand, but investor reaction was muted despite the robust growth figures.
Brown Advisory's Q2 2026 letter praised TSMC's AI/HPC leadership and rising capex driven by Nvidia demand, though the fund underperformed its benchmark due to semiconductor underexposure.
Druckenmiller trims but retains major TSMC stake after strong Q2 results, citing sustained AI chip demand benefiting Nvidia and AMD. TSMC's HPC revenue hit 66% of total sales, with double-digit growt…
TSMC beat Q2 estimates, raised full-year guidance citing the AI megatrend, and plans additional $100B U.S. investment. Stock dipped on profit-taking despite strong fundamentals. Wall Street remains b…
TSMC's Q2 revenue surged 39% YoY on AI chip demand, benefiting all major customers including Nvidia, AMD, Broadcom, and Apple. CEO highlights agentic AI reviving CPU demand across x86, ARM, and RISC-…
TSMC posted strong Q2 earnings with 33.7% revenue growth and announced a $100B Arizona expansion. Analysts remain bullish with 'Strong Buy' consensus despite stock dipping on broader tech sell-off. 2…
TSMC posted blowout Q2 earnings driven by AI chip demand, benefiting Apple, AMD, and Nvidia. Meanwhile, China's Moonshot AI unveiled a competitive open-weight model, pressuring Google's proprietary A…
AI stocks like TSMC and ASML fell despite strong earnings and raised guidance, as investors worry about massive AI spending, geopolitical uncertainty, and stretched valuations amid a broader rotation…
Global equities fell as investors sold chip stocks despite TSMC's strong earnings, deeming AI trade priced for perfection. USD and yields rose amid Middle East tensions, while oil eased despite Iran-…
TSMC posted record Q2 profit (+77%) and raised 2025-2026 capex guidance sharply, citing surging AI chip demand. It pledged an additional $100B U.S. investment in Arizona, reinforcing bullish AI megat…
Wedgewood Partners' Q2 2026 letter praises TSMC's AI-driven growth, citing 40%+ revenue growth and multi-year demand visibility from Nvidia, Broadcom, and Micron, while noting Apple and Alphabet as t…
TSMC's CEO confirms explosive AI chip demand outpacing supply, with June revenue up 68% YoY. Strong 2026 growth guidance (30%+) signals sustained AI infrastructure spending benefiting key customers l…