Speaking in an exclusive interview with CNBC, TSMC Chief Financial Officer Wendell Huang said the chipmaker will double down on its Arizona expansion. The company's 2-nanometer technology will drive i
Taiwan Semiconductor just announced another $100 billion investment to expand its foundry operations in Arizona. The stock has sold off over the past few weeks.
Semiconductor stocks have officially entered a bear market after the PHLX Semiconductor Index (SOX) plunged more than 20% from its June 2026 record high, raising concerns that the AI-driven rally may

TSMC: The AI Supercycle Just Got Stronger

09:41am, Sunday, 19'th Jul 2026
Taiwan Semiconductor Manufacturing (NASDAQ:TSM) remains a strong buy, with a raised price target of $594.65 driven by robust AI demand and exceptional Q2 2026 results. TSM's Q2 revenue grew 33.7% year
TSCM has a virtual monopoly on the manufacturing of advanced logic chips and is riding the AI infrastructure boom. ASML has a monopoly on the EUV machines used to make AI chips and HBM.
TSMC reported skyrocketing earnings in Q2. Nvidia expects major growth this year and next, backing up TSMC's projections.
TSMC is hitting on all cylinders, as AI chip demand continues to fuel its results. The stock is cheap, and the company's increased capex bodes well for it and the industry as a whole.
TSMC and ASML are key players in the AI growth story. They've delivered positive news, but investors have grown more cautious about tech stocks recently.
AI chip stocks have sold off this month amid fears that custom silicon could erode the leaders' pricing power. Taiwan Semiconductor's second-quarter net income rose 77% year over year, and its gross m
TSMC stock sank this week after the company reported strong earnings results and said it plans to spend another $100 billion on expanding its U.S. chip foundry facilities. TSMC's lead in chip manufact

TSMC: The Market Is Punishing The Wrong AI Stock

04:22am, Saturday, 18'th Jul 2026
Taiwan Semiconductor Manufacturing Company delivered a standout Q2 with $40.2B in revenue, a 67.7% gross margin, and robust Q3 guidance. TSM's capital expenditure guidance increased to $60–$64B for
Micron and TSMC are benefiting from AI demand, but Micron's lower valuation, stronger returns and lighter debt may give it the investment edge.
TSMC (TSM) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
AI spending fears rattled chip stocks all week long. Meanwhile, an insurance company quietly saved the Dow from a worse fate.
TSM beats Q2 2026 estimates as revenues rise 33.7%, powered by leading-edge demand, while upbeat Q3 guidance signals further AI-driven growth.
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