Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TSMC's Strong Guidance Supports the Stock's Hot Start to 2026
After a fantastic 2025, shares of Taiwan Semiconductor Manufacturing NYSE: TSM aren't looking back to start the new year. Following their 55% return last year, TSMC shares are already up more than 12% in 2026.
TSMC's Strong Earnings Sparked a Tech Stock Rally Thursday. What Does It Mean for the AI Trade?
Record earnings from contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSM) sparked big stock gains Thursday, suggesting there's still gas in the tank to fuel the AI rally.
Chip stocks surge on strong TSMC quarterly report
Chip stocks climbed today following strong quarterly results from Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM), with the company reporting a record 35% profit increase in Q4, driven by robust demand for AI chips. The company also announced plans to invest $56 billion through 2026 to expand AI chip production.
Taiwan Semi (TSM): 3 Equations to Launch the Stock
Taiwan Semiconductor ( TSM ), aka TSMC, reported another amazing quarter this morning with revenue of $33.73 billion, beating the consensus by over $400 million and representing a 25.5% jump from the year-ago quarter and +1.9% sequentially. As both gross and operating margins increased substantially, the premier foundry for advanced chip nodes (3 and 2 nanometers) delivered stunning profits of $16.3 billion, up 35% year on year, vs the consensus of roughly $15 billion.
Taiwan Semiconductor: Soaring To New All-Time Highs
Taiwan Semiconductor: Soaring To New All-Time Highs
AI Is Endless, And TSMC's Upside Still Isn't Fully Priced In
TSMC delivered a strong Q4 '25, beating expectations with 20% year-over-year revenue growth and robust margins, reinforcing that AI-driven demand remains strong. TSM expects 4% QoQ and 38% YoY revenue growth for the current quarter, with gross margin expansion to 63–65% and continued dominance in advanced nodes. Capex is set to rise to $52–56B in 2026, focused on advanced technologies, as TSMC accelerates the 2nm ramp and expands Arizona capacity.
TSMC delivers another record quarter as profit jumps 35% fueled by robust AI chip demand
TSMC on Thursday reported a 35% increase in fourth-quarter profit, beating estimates and hitting a fresh record as demand for artificial intelligence chips remained strong. The chipmaker crossed $100B in annual revenue and is sold out through 2026, with customers like Nvidia, AMD and Apple locking in capacity years ahead, lifting the entire chip supply chain.
Chip Stocks Are Soaring. An Industry Giant's Results Sent This Signal About AI Demand
Semiconductor stocks rallied Thursday morning, after stronger-than-expected results from an industry giant pointed to growing demand for AI hardware.
AI Stock Hits Record Highs After Blowout Earnings Report
Shares of Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) are surging to record highs, leading the rest of the chip sector higher after a blockbuster earnings report.
5 Things to Know Before the Stock Market Opens
Stock futures are pointing to a higher open Thursday amid a chip stock rally, while investors also digest a new slate of earnings from major banks; Oil futures are sliding as tensions around Iran's recent protests look to be easing; TSMC shares are surging after the chipmaking giant reported strong quarterly results; Morgan Stanley and Goldman Sachs results handily topped Wall Street expectations; and Nvidia is getting closer to selling H200 chips to China with White House approval. Here's what you need to know today.
Taiwan Semiconductor Proves the “AI Megatrend” Is Alive and Well
Although doubts about the ongoing strength of artificial intelligence (AI) have been mounting among investors, Taiwan Semiconductor Manufacturing ( NYSE:TSM ) reported fourth-quarter 2025 results this morning that appear to dispel those concerns.
TSMC: Set For New All-Time Highs
Taiwan Semiconductor Manufacturing Company Limited delivered record Q4 earnings, driven by surging AI chip demand and robust Data Center growth. TSMC achieved 25% Y/Y revenue growth in Q4 and 35% Y/Y net income growth, with gross margins rising to 62.3%, exceeding guidance and consensus estimates. TSM shares trade at a forward P/E below 20X, offering significant value versus other chip plays; a revaluation to a reasonable 25X P/E implies 26% upside potential.
