Kevin Wang, Semiconductor Analyst at Mizuho Securities, discusses TSMC's latest Q2 earnings and explains why the world's biggest contract chipmaker is still poised for higher profits down the road.

TSMC Earnings: AI Drives Demand

05:52pm, Thursday, 17'th Jul 2025
Here's our initial take on Taiwan Semiconductor Manufacturing's (TSM 3.42%) fiscal 2025 second-quarter financial report.
Taiwan Semiconductor Manufacturing Company Limited delivered outstanding Q2 results, with revenue up 44.4% YoY and significant margin expansion, reflecting robust demand and pricing power. TSMC's late
Taiwan Semiconductor Manufacturing Company Limited stock is currently still experiencing bullish momentum, which is understandable following robust Q2 results. However, taking a longer-term view revea
There have been a few times in the stock market when investors received a clear signal, as they do right now, with a focus on the technology sector amid a race for artificial intelligence dominance an
Live Updates Live Coverage Updates appear automatically as they are published. Targeting 29.5% Operating Margin for 2025 4:02 pm by Eric Bleeker More numbers for Netflix. Q3 sales of $11.52 billion (a
Live Updates Live Coverage Updates appear automatically as they are published. Taiwan Semiconductor Price Target Raised 2:36 pm by Eric Bleeker Taiwan Semiconductor’s price target was raised by

TSMC: The Bull Run Has Only Just Begun

03:29pm, Thursday, 17'th Jul 2025
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. Th
Lucas Downey expects a seasonal pullback after the steep SPX rally. He urges investors not to panic and instead buy on the anticipated dip.
Taiwan Semiconductor Manufacturing (NYSE: TSM) inched up on Thursday after posting better-than-expected earnings for its second financial quarter. However, the management recorded a marginal decline i
Here are some of the stories on Opening Bid for Thursday, July 17. Taiwan Semiconductor Manufacturing Company reported a surge in profit in the second quarter.

Why Taiwan Semiconductor Stock Popped Today

01:01pm, Thursday, 17'th Jul 2025
Shares of Taiwan Semiconductor Manufacturing (TSM 3.88%), that powerhouse of contract semiconductor manufacturing located just off the coast of mainland China, reported powerful Q2 earnings this morni
TSMC (TSM) posted earnings that wowed investors, as well as Cory Johnson, noting the company's 28% quarter-over-quarter growth as stellar. The company's reach in Mag 7 corporations like Apple (AAPL) a

Intel Vs. TSMC: One To Trade, One To Own

11:11am, Thursday, 17'th Jul 2025
There is a debate forming between TSMC versus Intel Corporation stock, and we're here to address the chatter. TSMC will continue to own the bulk of the foundry market, but we do see hope for INTC to b
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