Latest News for TSM

Authoritative coverage of TSM: earnings, product launches, management updates, regulatory filings, and trusted third‑party analysis to support research and due diligence.

Quick links:Overview•Financial Metrics•Technicals•Returns•Market Cap & EV•Financials

TSMC: Robust Margins, Strong Guidance, The Market Is Getting Out Of Hand Here

seekingalpha.com•

4 days ago

TSMC: Robust Margins, Strong Guidance, The Market Is Getting Out Of Hand Here

Taiwan Semiconductor Manufacturing Company delivered strong Q2 results, with EPS up 74% and revenue up 34%, but shares declined on CapEx concerns. TSM's elevated CapEx guidance ($60–64B) and $100B expansion plan raised market worries, yet margins and free cash flow expanded robustly. Despite near-term volatility risks from spending and margin contraction, TSM's AA-rated balance sheet and competitive moat support long-term upside.

Taiwan Semiconductor Stock: My Final Verdict

fool.com•

5 days ago

Taiwan Semiconductor Stock: My Final Verdict

Taiwan Semiconductor (TSM -1.42%) is arguably the best manufacturing company in the world.

Better-Buy Chip Stock: Taiwan Semiconductor vs. Nvidia

fool.com•

5 days ago

Better-Buy Chip Stock: Taiwan Semiconductor vs. Nvidia

Tawian Semiconductor's customer base is more diversified. Nvidia's growth rate is superior.

Semiconductor ETFs Surge Ahead of Intel Earnings

etftrends.com•

5 days ago

Semiconductor ETFs Surge Ahead of Intel Earnings

Semiconductor exchange-traded funds have gained more than 25% this year. Intel Corporation's (INTC) second-quarter earnings report after today's close could test whether that rally continues.

Taiwan Semiconductor: Inside The Price Dispute That Can Change The AI Supply Chain

seekingalpha.com•

5 days ago

Taiwan Semiconductor: Inside The Price Dispute That Can Change The AI Supply Chain

Nvidia, Taiwan Semiconductor, and ASML dominate the AI semiconductor supply chain, each exerting significant pricing power. TSM plans a 10% price increase next year, following tensions with ASML over equipment pricing and delayed manufacturing line installations. AI operational costs remain high, with enterprise token expenses for advanced applications scaling rapidly and impacting the economics of AI adoption.

My 3 Favorite AI Stocks to Buy Right Now

fool.com•

5 days ago

My 3 Favorite AI Stocks to Buy Right Now

Each of these companies is enjoying significant tailwinds.

TSMC Lifts 2026 Revenue Growth Outlook: What's Behind the Optimism?

zacks.com•

5 days ago

TSMC Lifts 2026 Revenue Growth Outlook: What's Behind the Optimism?

Taiwan Semiconductor raises its 2026 revenue growth outlook above 40% as AI demand and the rapid ramp-up of 2-nanometer technology fuel confidence despite market challenges.

Billionaire Investor Philippe Laffont's Top 5 Tech Picks

247wallst.com•

5 days ago

Billionaire Investor Philippe Laffont's Top 5 Tech Picks

Philippe Laffont's Coatue Management just showed its hand: the latest 13F filing (holdings as of March 31, 2026) parks its biggest chips on a single trade: the AI infrastructure buildout.

marketbeat.com•

5 days ago

The 2026 Blueprint: 6 Stocks for a Brand New Portfolio

The era of frictionless software scaling has violently collided with physical reality. Capital is flowing out of technology names and into the hard assets, baseload power generation, and silicon foundries required to sustain the artificial intelligence supercycle.

The Overlooked Infrastructure Play Quietly Winning the AI Boom

fool.com•

5 days ago

The Overlooked Infrastructure Play Quietly Winning the AI Boom

TSMC has substantially increased its 2026 revenue guidance due to the outstanding demand for AI chips. The company's earnings growth potential and valuation indicate that it could make investors significantly richer in the long run.

Huge News for Taiwan Semiconductor Stock Investors

fool.com•

5 days ago

Huge News for Taiwan Semiconductor Stock Investors

The latest developments are critical for all AI stock investors to understand.

TSMC Just Announced Incredible News for Nvidia and Broadcom Investors

fool.com•

5 days ago

TSMC Just Announced Incredible News for Nvidia and Broadcom Investors

Taiwan Semiconductor Manufacturing announced another investment in Arizona. Nvidia and Broadcom will benefit from increased chip production capacity.

B&D White Capital Company LLC Buys Shares of 6,266 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

defenseworld.net•

5 days ago

B&D White Capital Company LLC Buys Shares of 6,266 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

B&D White Capital Company LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 6,266 shares of the semiconductor company's stock, valued at approximately $2,118,000. A number of

Why Is Everyone Talking About Taiwan Semiconductor Stock?

fool.com•

6 days ago

Why Is Everyone Talking About Taiwan Semiconductor Stock?

Sales are booming, and the management team is building new manufacturing facilities to deal with the insatiable demand.

US Official Alleges Chinese AI Apps Used Banned Chips

youtube.com•

6 days ago

US Official Alleges Chinese AI Apps Used Banned Chips

A White House official accused China's Moonshot of improperly using US AI models and Nvidia chips to create the Kimi K3. Here's what it means for tech and plans for a Trump-Xi summit.

2 AI Infrastructure Stocks That Could Outperform NVIDIA

zacks.com•

6 days ago

2 AI Infrastructure Stocks That Could Outperform NVIDIA

Micron and TSMC are capitalizing on AI demand with strong revenue growth, expanding profitability and upbeat outlooks as NVIDIA's gains slow.

TSMC Can't Make Chips Fast Enough, and Rivals Are Pouncing

fool.com•

6 days ago

TSMC Can't Make Chips Fast Enough, and Rivals Are Pouncing

TSMC is churning out record profits as demand for advanced chips soars. The company can't keep up with demand, and customers are increasingly looking elsewhere.

TSMC Q2: Compounding AI Spending Concerns Hit Stock Valuation

seekingalpha.com•

6 days ago

TSMC Q2: Compounding AI Spending Concerns Hit Stock Valuation

Taiwan Semiconductor Manufacturing Company Limited reported another record-breaking quarter, but TSM stock reacted ambivalently despite strong AI-driven revenue growth. HPC now dominates TSMC's revenue mix, with North America contributing 75% of revenue and China below 10%, reflecting increased geographic and segment concentration. TSMC forecasts Q3 2026 revenue of $44.6–45.8 billion and gross margins of 65–67% but faces margin pressure from aggressive U.S. and Taiwan fab expansions.

Nomura Core Equity Fund Q2 2026 Portfolio Review

seekingalpha.com•

6 days ago

Nomura Core Equity Fund Q2 2026 Portfolio Review

Seagate Technology shares continued to advance as demand for high-capacity storage tied to AI data-center buildouts supported further positive earnings revisions. On balance, the Fund's artificial intelligence positioning was a net positive contributor to relative performance during the quarter. We added the Humana position on the view that earnings are at a cyclical trough, with MA margins currently depressed, in some cases negative, as elevated medical cost trends have outpaced premium growth across the industry.

TSMC Just Increased Its Investment in America by $100 Billion. Here's What That Means for the AI Semiconductor Stock Trade.

fool.com•

6 days ago

TSMC Just Increased Its Investment in America by $100 Billion. Here's What That Means for the AI Semiconductor Stock Trade.

The company plans to spend an additional $100 billion at its Arizona facilities. Revenue is currently growing 34% year over year, with record capital expenditures planned for 2026.

Social Sentiment

Want to see how the market feels about TSM? View real-time social sentiment analysis from Twitter and StockTwits to gauge crowd psychology and potential price impacts.

View Social Sentiment