Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TSMC: The Bull Run Has Only Just Begun
Demand for AI and HPC chips is relentless. Taiwan Semiconductor Manufacturing Company Limited is growing at a rate of 30%, which is unusual for a company that brings in $30B in revenue per quarter. The utilization rate for the 5nm process node was so high in Q2 that the company had to deploy resources from the older 7nm node to meet demand. TSMC's $165B US investment should help mitigate reciprocal and sectoral tariff risks, with effective rates likely landing between 15-20% after August 1.
Taiwan Semi is speeding up U.S. chip production due to demand, CEO says
Squawk Box Europe
TSMC: Surging To New All-Time High After Blowout Quarter
Taiwan Semiconductor Manufacturing Company Limited delivered outstanding Q2 results, with 44% revenue growth and a 61% jump in net income, fueled by surging AI demand. The company's dominant foundry position and advanced 3nm/5nm technologies make it a key beneficiary of global AI and data center expansion. TSMC's margin expansion and pricing power, combined with strong execution, reinforce confidence in its long-term growth prospects.
Taiwan Semiconductor Manufacturing Company Limited (TSM) Q2 2025 Earnings Call Transcript
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM ) Q2 2025 Earnings Conference Call July 17, 2025 2:00 AM ET Company Participants C. C. Wei - Chairman & CEO Jeff Su - Director of Investor Relations Jen-Chau Huang - Senior VP of Finance & CFO Conference Call Participants Brad Lin - BofA Securities, Research Division Brett William Simpson - Arete Research Services LLP Charlie Chan - Morgan Stanley, Research Division Chia Yi Chen - Citigroup Inc., Research Division Gokul Hariharan - JPMorgan Chase & Co, Research Division Junhong Pan - KGI Securities Co. Ltd.
5 Things to Know Before the Stock Market Opens
Stock futures were mixed early Thursday as investors brushed off worries over Federal Reserve independence; United Airlines (UAL) shares fell after its revenue came in lower than expected; Taiwan Semiconductor Manufacturing Co. (TSM) shares rose after it boosted its full-year revenue outlook on strong AI demand; U.S. retail sales are expected to improve in June; MP Materials (MP) shares fell after it proposed to raise $500 million.
Taiwan's TSMC says second quarter profit up 60%
Taiwanese chipmaking giant TSMC reported Thursday a forecast-beating 60% rise in net profit for the second quarter on sustained demand for artificial intelligence technology.
TSMC posts second-quarter profit surge — here are the key points
TSMC, the world's largest chipmaker, saw a surge in profit thanks to demand for AI chips. CNBC's Arjun Kharpal breaks down the results.
TSMC's second-quarter profit soars nearly 61% as AI chip demand stays strong
TSMC's second-quarter profit soars nearly 61% as AI chip demand stays strong
TSMC quarterly profit seen hitting record but Trump tariffs, forex a concern
TSMC , the world's main producer of advanced AI chips, is expected to post a 52% jump in second-quarter profit to record levels on Thursday, though U.S. tariffs and a strong Taiwan dollar could weigh on its outlook.
TSMC (TSM) Is Considered a Good Investment by Brokers: Is That True?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Advanced AI Chip Demand Likely to Aid Taiwan Semiconductor's Q2 Sales
Surging demand for advanced AI chips is likely to have driven TSM's Q2 revenues, while rising operational costs may have weighed on earnings.
TSMC's Q2 Earnings Preview - More Strength To Come
TSMC remains a top AI play, offering safety and value compared to peers, with robust AI-driven demand fueling growth. The Q2 revenue beat seems to be already locked in based on preliminary data. I expect a strong EPS beat as AI pricing power offsets new fab costs. While TSMC is no longer "dirt cheap," its valuation is justified by superior margins, a widening moat, and ongoing dividend growth.
