Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
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: 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.
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.
Prediction: TSMC Stock Will Outperform the S&P 500 Over the Next Five Years
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) delivered Q2 2026 revenue of $40.20 billion, up 36% year over year, with gross margin of 67.7% and net income growth of 77.4%.
TSMC Is Up 78%, And Wall Street Still Isn't Buying
Taiwan Semiconductor Manufacturing Company Limited aka TSMC delivered record Q2 profit and margins, but management signaled these may have peaked. TSM's new optics business, COUPE, positions it as a critical enabler for AI data center growth, with early adoption by AVGO and NVDA. Management raised 2026 revenue growth guidance to ~40% and increased capital spending plans, underpinned by a robust AI-driven demand outlook.
Trump's push for American-made AI chips hits TSMC's margins
Pressure from President Donald Trump to shift manufacturing from overseas to the U.S. is hitting margins at TSMC. The Taiwan-based chipmaker has announced $200 billion in investment into U.S. manufacturing since Trump returned to power in 2025.
Is Trending Stock Taiwan Semiconductor Manufacturing Company Ltd. (TSM) a Buy Now?
Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
Why is TSMC stock rising today?
US-listed shares of Taiwan Semiconductor Manufacturing Co. rose nearly 4% in pre-market trading on Tuesday after a report said the world's largest contract chipmaker has finalized plans to increase chipmaking prices next year. According to a Nikkei Asia report, TSMC has completed discussions with customers on base-price increases ranging from 5% to 10% for both advanced and mature semiconductor production.
Forget Picking the Next AI Winner: TSM Lets You Profit From Every Wave of the Revolution
Artificial intelligence is moving into a new phase.
50% Tariffs Hit Canada, TSM Raising Prices & NVDA Boosts NBIS Stake
The macro backdrop appears murky as President Trump sets a 50% tariff on Canadian goods, paired with lasting tensions between the U.S. and Iran pinning pressure on crude oil. Alex Coffey discusses the key points to keep in mind and how it affects Tuesday's trading session.
Bull of the Day: Taiwan Semi (TSM)
Taiwan Semiconductor Manufacturing Company -- aka TSMC -- ( TSM ) reported Q2 2026 EPS of $4.31 per share, a 74.5% year over year surge. The bottom line surpassed the Zacks Consensus Estimate by 11.4%.
Brokers Suggest Investing in TSMC (TSM): Read This Before Placing a Bet
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
