Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
Charting the Chip Trade: TSM, AVGO & ASML
Nvidia's (NVDA) earnings captured the attention of the markets last week, but there are other chip stocks capturing analyst attention today. Jenny Horne talks about why Barclays raised its price target on TSMC (TSM) while downgrading ASML Holding (ASML).
Taiwan Semiconductor Rises 13% in Three Months: How to Play the Stock?
TSM jumps nearly 13% in three months, fueled by AI demand and strong earnings, but headwinds keep it a hold for now.
TSMC: Inside The World's Most Crucial Chipmaker
Taiwan Semiconductor Manufacturing reported $25.53B in Q1 2025 revenue, up 35.3% YoY, driven by 3nm and 5nm nodes contributing 58% of wafer sales. Q2 2025 revenue is guided at $28.4B–29.2B, while gross margin remained high at 58.8% and CapEx exceeds $30B for 2025. Q2 2025 revenue is guided at $28.4B–29.2B, while gross margin remained high at 58.8% and CapEx exceeds $30B for 2025.
Explained: TSMC treads carefully amid tariffs, currency pressure and geopolitical risk. But AI demand offers clear upside
Tariff uncertainty and US expansion Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM), the world's largest contract chipmaker and a critical link in the global semiconductor supply chain, continues to face a mix of regulatory and geopolitical challenges. At its latest shareholder meeting, the company confirmed that US trade tariffs were having an indirect impact on operations, particularly as it proceeds with a $165 billion investment in new manufacturing capacity in the United States.
TSMC forecasts record profit in 2025 on soaring AI demand
Taiwanese chip titan TSMC said Tuesday that it expected to see record earnings this year as it increased semiconductor production capacity to meet soaring demand for AI technology.
TSMC Sees Limited Tariff Impact on AI Strength
The chip maker's chief executive reiterated confidence in the strength of AI-driven semiconductor demand.
TSMC denies Middle East fab plans
TSMC has denied reports that the company is considering setting up a semiconductor fabrication plant in the Middle East. CNBC's Emily Tan reports.
TSMC says tariffs have some impact but AI demand robust
U.S. tariffs are having some impact but demand for artificial intelligence (AI) remains strong and continues to outpace supply, the chief executive of Taiwanese chipmaker TSMC said on Tuesday.
TSMC's Supply Chain Deterrence Supports China-U.S. Peace
TSMC has evolved into the keystone of the global order, in an era where power is defined by semiconductors. As the West retools for autonomy, TSMC becomes the thread stitching peace, tech, and deterrence into one fabric. China may contest borders, but it can't destroy global interdependence; TSMC's dispersion strategy binds allies faster than adversaries can decouple from world order dynamics.
TSMC: AI Resilience Should Keep Bears At Bay
TSMC's robust AI-driven growth, clear process roadmap, and resilient demand position it for strong performance through 2025/26 and beyond. Q1 2025 results and Q2 guidance highlight impressive revenue growth, margin resilience, and management's ability to offset macro headwinds with price hikes. Long-term tailwinds include the launch of new A16/A14 nodes, sovereign AI spending, and expansion into physical AI, robotics, and automotive applications.
TSMC (TSM) Declines More Than Market: Some Information for Investors
The latest trading day saw TSMC (TSM) settling at $196.14, representing a -0.78% change from its previous close.
Founder Fund Backs 'Future TSMC of Bulgaria'
EnduroSat, a Bulgarian satellite manufacturer, has raised €43 million ($49 million) in a funding round led by Peter Thiel's Founders Fund. Raycho Raychev, EnduroSat CEO and co-founder, and Delian Asparouhov, partner at Founders Fund, discuss why Bulgaria is becoming a hub for space firms with Caroline Hyde and Ed Ludlow on “Bloomberg Technology.
