Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
Taiwan Semiconductor is Right Back to Where It Was a Month Ago: Pull The Trigger?
TSMC just delivered its sixth consecutive record profit quarter and raised its full-year growth outlook, yet the stock quietly slid back to where it traded a month ago.
TSMC Just Posted Record Profit for the Sixth Straight Quarter. Why Did the Stock Fall?
TSMC just delivered another blowout quarter with 51% revenue growth. The stock fell as CEO C.C.
TSMC Q3: The AI Boom Isn't Fully Priced In
Taiwan Semiconductor Manufacturing Company Limited, aka TSMC, remains a top pick in semiconductors, offering strong growth, wide moats, and reasonable valuation. Q3 delivered 40%+ YoY revenue growth, expanding gross margins and EPS of $4.60, beating consensus; robust AI-driven demand persists. TSM is ramping 2nm and 3nm nodes, balancing innovation with margin discipline, and maintains confidence despite peers' earlier High NA EUV adoption.
Why TSMC's $64B spending plan shouldn't deter investors
Taiwan Semiconductor (TSM) plans to spend as much as $64 billion on capital expenditure (capex) this year, a commitment that could understandably make some shareholders nervous. But the size of that investment tells only half the story.
Taiwan Semiconductor Q3 Earnings & Revenues Top Estimates, Margins Up
TSMC's Q3 2026 earnings and revenues beat estimates, fueled by strong growth and advanced-node demand, while 2-nanometer adoption gains momentum.
TSMC posts 69% jump in third-quarter profit as AI chip demand drives growth
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM), the Taiwanese semiconductor foundry, increased third-quarter net income by 69% to NT$763.06 billion as revenue climbed 51% to NT$1.49 trillion. Diluted earnings per share rose 68.7% to NT$29.43 for the three months to September 30, compared with NT$17.44 a year earlier.
TSMC: Panic Selling Is Not Deterring Me - Strong Buy Maintained
Taiwan Semiconductor Manufacturing Company Limited aka TSMC delivered a double beat and raised guidance, with Q3 revenue up 41.1% y/y and strong margin performance. TSM's advanced nodes (N3, N2) are ramping rapidly, with N2 capacity set to double by 2027 despite short-term margin pressure. Management anticipates capex for 2026–2028 will be significantly higher, with revenue growth expected to outpace capex increases.
Taiwan Semiconductor: Excellent Growth, Buy The Sell-Off
Taiwan Semiconductor Manufacturing Company Limited delivered another quarterly beat, surpassing consensus on both revenue and earnings. TSM's growth is fueled by robust AI-driven demand, reinforcing its leadership and long-term investment appeal. Despite strong results, TSM shares have dipped post-earnings, creating what I view as an attractive buying opportunity.
Taiwan Semiconductor Manufacturing Q3 Earnings Call Highlights
Taiwan Semiconductor Manufacturing NYSE: TSM reported third-quarter 2026 revenue above the high end of its guidance, citing strong demand for leading-edge process technologies and a steep ramp in 2-nanometer production.
TSMC earnings beat all expectations; Why is TSM stock sliding?
Taiwan Semiconductor Manufacturing Company (NYSE: TSM) reported blockbuster third-quarter results, driven by robust demand for advanced artificial intelligence (AI) chips and high-performance computing (HPC). However, TSM stock fell sharply after the results.
Jensen Huang couldn't get TSMC to return his calls. Then its founder called.
Before Nvidia became an AI giant, Jensen Huang struggled to get TSMC to return his calls. He found TSMC in the Yellow Pages, but repeated calls went unanswered until he wrote to its founder.
AI Demand Extends TSMC's Record Earnings Streak
The world's largest contract chip maker's net profit surged 69% as demand for AI infrastructure remained robust, shrugging off market concerns that global investment in the fast-growing sector is nearing its limit.
