Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
Nikkei 225 leads Asian markets rout as TSMC fails to restore confidence
Asian stocks opened lower on Friday as the global retreat from semiconductor shares gathered pace, leaving the region's chip-heavy markets exposed to another round of selling. Japan's Nikkei 225 slid 2.8%, while MSCI's gauge of Asia-Pacific shares outside Japan edged 0.1% lower.
TSMC Commits $100 Billion to US Chip Manufacturing
The world's largest semiconductor foundry, Taiwan Semiconductor ( TSM ), delivered another exceptional quarterly earnings report this morning, reinforcing the strength and durability of the global AI investment cycle.
TSMC Crushes Q2 Estimates on Strong AI Demand: ETFs in Focus
TSMC's Q2 profit surged 77%, underscoring powerful AI-driven demand for advanced semiconductors.
TSMC Q2: Still One Of The Best AI Stocks To Own
Taiwan Semiconductor Manufacturing Company Limited aka TSMC delivered robust Q2 results with strong demand, top-line growth, and significant margin expansion, reinforcing its Buy rating. TSMC's 2nm and 3nm technologies now account for a third of revenue, with high performance computing driving 66% of total sales. Gross and operating margins expanded sharply YoY, but future gross margins may face short-term pressure from new tech ramp-up and increased CapEx.
Chip giant TSMC to pour ‘largest' $100B more into US amid AI-fueled earnings boost
Taiwan Semiconductor Manufacturing Co. is supercharging an already massive U.S. investment spree – pledging an additional $100 billion to meet surging AI demand. TSMC Chairman and Chief Executive C.C.
Taiwan Semiconductors $40 Billion Q2 Shows It Is Only Just Getting Started
$40.20 billion in second-quarter revenue is the figure Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) disclosed in its 6-K filing on July 16, 2026, a record top line for the world's largest contract chipmaker.
Why is TSMC stock falling despite record Q2 earnings?
Shares of Taiwan Semiconductor Manufacturing Co. (TSMC) declined in US trading on Thursday despite the company posting record second-quarter earnings and raising its long-term investment plans. The decline suggests investors may be focused on higher capital spending and the potential impact of US manufacturing expansion on margins.
TSMC Q2 profit beats estimates, ups spending as AI boom continues
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) posted a 77% jump in second-quarter net profit and raised its capital spending forecast for the year, as the world's largest contract chipmaker rides sustained demand for AI processors. Net profit came in at $22.36 billion for the quarter, well above analyst estimates of $19.74 billion, on revenue of $40.2 billion, up 33.7% from a year earlier.
TSMC Q2: The AI Panic Creates Your Second Chance
Taiwan Semiconductor Manufacturing Company delivered spectacular Q2 results, with 36% YoY revenue growth and a 56% net profit margin, despite a 5% stock dip. TSMC raised full-year guidance and announced a $100B Arizona investment, reflecting strong AI-driven demand and strategic capacity expansion. Advanced nodes (7nm and below) now represent 77% of wafer revenue, with High-Performance Computing accounting for 66% of total revenue and growing 20% QoQ.
Capex Concerns Drag Taiwan Semiconductor Stock to 6th-Straight Loss
Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) stock is leading chip stocks lower today, down 2% to trade at $411.01 this morning.
Price Prediction: After a Record 77% Profit Jump, Where Does TSMC Stock Go From Here?
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) trades at $419.48 heading into the July 16, 2026 earnings release, down 4.97% over the past month despite June 2026 revenue jumping 67.9% year over year.
TSMC Q2 Earnings Review: There's No Stopping The Juggernaut
Taiwan Semiconductor delivered stellar Q2 2026 results, with revenues up 34% y/y to $40.2B and robust margin expansion driven by AI demand. TSM's HPC segment grew 47.4% y/y, now 66% of revenues, while advanced 2nm node ramp and aggressive capex underpin its technology leadership. Despite near-term margin dilution from 2nm and elevated capex, I see TSM trading at a 30% discount to fair value ($526/share) and view current weakness as a buying opportunity.
