Taiwan Semiconductor Manufacturing Company Limited — News

These stocks have massive long-term prospects and are priced to buy.

fool.com - 2026-07-26 06:20:00

Nvidia, Micron, and TSMC all look cheap at current levels.

fool.com - 2026-07-25 20:15:00

For much of the past year, investing in artificial intelligence felt refreshingly simple.

247wallst.com - 2026-07-25 11:18:25

Taiwan Semiconductor retains a hold rating after a 110% rally, as the current valuation exceeds aggressive fair value estimates. Geopolitical risks have eased, with U.S. export restrictions rolled back and major clients regaining access to China, supporting TSM revenues. TSM delivered record Q2 results and raised its 2026 outlook, but aggressive CapEx and high expectations have tempered market enthusiasm.

seekingalpha.com - 2026-07-25 09:00:00

Taiwan Semiconductor Manufacturing Company is rated Buy, offering unmatched resilience and infrastructural dominance in global chip production. TSM's business model is insulated from AI price wars, with revenue growth driven by physical volume expansion and long-term B2B contracts, not speculative pricing. Geopolitical and macroeconomic risks are systemic, but TSM's diversified customer base and irreplicable human capital provide structural protection versus fabless peers.

seekingalpha.com - 2026-07-25 02:17:30

The semiconductor market, which has significantly outperformed the broader market in 2026 is seeing a pullback in July. The factors driving this rise include aggressive profit-taking, valuation concerns, and unwinding leveraged trades following a historic AI-fueled rally.

etftrends.com - 2026-07-24 16:07:40

Artificial intelligence (AI) infrastructure is hitting a physical wall. As large language models grow exponentially in size, the legacy approach of throwing large, monolithic graphics processing units at the problem breaks down during the inference phase.

marketbeat.com - 2026-07-24 12:10:26

Nvidia and Broadcom are supplying a massive amount of computing equipment to data centers. Taiwan Semiconductor Manufacturing only needs increased spending to do well.

fool.com - 2026-07-24 11:47:00

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.

seekingalpha.com - 2026-07-24 07:30:00

Taiwan Semiconductor (TSM -1.42%) is arguably the best manufacturing company in the world.

fool.com - 2026-07-23 23:47:34

Tawian Semiconductor's customer base is more diversified. Nvidia's growth rate is superior.

fool.com - 2026-07-23 16:24:00

Semiconductor exchange-traded funds have gained more than 25% this year. Intel Corporation's (INTC) second-quarter earnings report after today's close could test whether that rally continues.

etftrends.com - 2026-07-23 15:37:58

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.

seekingalpha.com - 2026-07-23 14:46:54

Each of these companies is enjoying significant tailwinds.

fool.com - 2026-07-23 13:23:00

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.

zacks.com - 2026-07-23 11:02:54

Philippe Laffont's Coatue Management just showed its hand: the latest 13F filing (holdings as of March 31, 2026) parks its biggest chips on a single trade: the AI infrastructure buildout.

247wallst.com - 2026-07-23 10:33:01

The era of frictionless software scaling has violently collided with physical reality. Capital is flowing out of technology names and into the hard assets, baseload power generation, and silicon foundries required to sustain the artificial intelligence supercycle.

marketbeat.com - 2026-07-23 10:15:19

TSMC has substantially increased its 2026 revenue guidance due to the outstanding demand for AI chips. The company's earnings growth potential and valuation indicate that it could make investors significantly richer in the long run.

fool.com - 2026-07-23 09:23:00

The latest developments are critical for all AI stock investors to understand.

fool.com - 2026-07-23 07:15:00

Taiwan Semiconductor Manufacturing announced another investment in Arizona. Nvidia and Broadcom will benefit from increased chip production capacity.

fool.com - 2026-07-23 05:45:00

B&D White Capital Company LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 6,266 shares of the semiconductor company's stock, valued at approximately $2,118,000. A number of

defenseworld.net - 2026-07-23 04:07:30

Sales are booming, and the management team is building new manufacturing facilities to deal with the insatiable demand.

fool.com - 2026-07-23 01:37:06

A White House official accused China's Moonshot of improperly using US AI models and Nvidia chips to create the Kimi K3. Here's what it means for tech and plans for a Trump-Xi summit.

youtube.com - 2026-07-23 00:44:04

Micron and TSMC are capitalizing on AI demand with strong revenue growth, expanding profitability and upbeat outlooks as NVIDIA's gains slow.

zacks.com - 2026-07-22 16:01:05

TSMC is churning out record profits as demand for advanced chips soars. The company can't keep up with demand, and customers are increasingly looking elsewhere.

fool.com - 2026-07-22 14:45:00

Taiwan Semiconductor Manufacturing Company Limited reported another record-breaking quarter, but TSM stock reacted ambivalently despite strong AI-driven revenue growth. HPC now dominates TSMC's revenue mix, with North America contributing 75% of revenue and China below 10%, reflecting increased geographic and segment concentration. TSMC forecasts Q3 2026 revenue of $44.6–45.8 billion and gross margins of 65–67% but faces margin pressure from aggressive U.S. and Taiwan fab expansions.

seekingalpha.com - 2026-07-22 14:36:37

Seagate Technology shares continued to advance as demand for high-capacity storage tied to AI data-center buildouts supported further positive earnings revisions. On balance, the Fund's artificial intelligence positioning was a net positive contributor to relative performance during the quarter. We added the Humana position on the view that earnings are at a cyclical trough, with MA margins currently depressed, in some cases negative, as elevated medical cost trends have outpaced premium growth across the industry.

seekingalpha.com - 2026-07-22 12:35:00

The company plans to spend an additional $100 billion at its Arizona facilities. Revenue is currently growing 34% year over year, with record capital expenditures planned for 2026.

fool.com - 2026-07-22 11:45:00

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%.

247wallst.com - 2026-07-22 11:30:25

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.

seekingalpha.com - 2026-07-22 08:46:35

It reported a blowout quarter, but it wasn't enough to send the stock higher.

fool.com - 2026-07-22 08:30:00

Taiwan Semiconductor Manufacturing is a key chip supplier to many companies. The company's valuation is reasonable considering its importance and current growth rate.

fool.com - 2026-07-22 03:50:00

Alesco Advisors LLC An ESL Co acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 6,000 shares of the semiconductor company's stock, valued at approximately $2,028,000. A number of

defenseworld.net - 2026-07-22 03:40:50

Acumen Wealth Advisors LLC cut its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 24.7% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 25,241 shares of the semiconductor company's stock after selling 8,283 shares during the quarter.

defenseworld.net - 2026-07-22 03:40:43

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.

cnbc.com - 2026-07-22 01:00:01

Morgan Stanley's latest roundtable reveals a structural gap between the U.S. and Europe in AI investment that no single policy fix can close, and the timeline for when this imbalance reshapes global labor markets is far longer than most analysts expect.

247wallst.com - 2026-07-21 16:41:38

NVIDIA's rally has slowed, while Micron and Western Digital are riding AI memory and storage demand with strong growth outlooks and bullish forecasts.

zacks.com - 2026-07-21 16:01:08

Taiwan Semiconductor has a specific advantage over other AI stocks.

fool.com - 2026-07-21 16:01:00

Texas Instruments Inc (NASDAQ:TXN) was last seen up 3.5% at $294.04, extending a bounce off familiar support at the $280 level.

schaeffersresearch.com - 2026-07-21 15:09:29

The results from these two companies further underscore just how fierce the AI landscape remains, with each posting blockbuster numbers while also raising their sales outlooks.

zacks.com - 2026-07-21 12:31:07

TSMC could be about to pile even more pain on Big Tech companies, which are already stretching their finances to invest in AI.

barrons.com - 2026-07-21 12:23:00

AI is everywhere in the product. But revenue growth is decelerating, from 16% to 13% to 12% guided. The productivity benefits are arriving for users and end-consumers of AI, though it's not hitting the income statement (at least yet) for most companies.

seekingalpha.com - 2026-07-21 11:35:00

Broadcom, TSMC, and Alphabet remain at the center of the AI infrastructure build-out with durable competitive advantages. T-Mobile offers one of the strongest growth stories in telecom, while Verizon pairs reliable cash flow with an attractive dividend.

fool.com - 2026-07-21 11:15:00

Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.

zacks.com - 2026-07-21 10:02:10

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.

invezz.com - 2026-07-21 09:14:13

Artificial intelligence is moving into a new phase.

247wallst.com - 2026-07-21 08:35:30

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.

youtube.com - 2026-07-21 08:30:22

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%.

zacks.com - 2026-07-21 06:21:03

TSMC is ​set to ‌raise prices ​for ​both advanced and ⁠mature ​chip production ​services by up ​to ​10% in 2027, ‌Nikkei ⁠Asia reported on Tuesday, ​citing ​multiple ⁠sources.

reuters.com - 2026-07-21 04:32:58

Amova Asset Management Americas Inc. lowered its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 12.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 312,975 shares of the semiconductor company's stock after selling 44,653 shares

defenseworld.net - 2026-07-21 03:14:00