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.
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 revenu

Nomura Core Equity Fund Q2 2026 Portfolio Review

12:35pm, Wednesday, 22'nd Jul 2026
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 int
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.
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

08:46am, Wednesday, 22'nd Jul 2026
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 c
It reported a blowout quarter, but it wasn't enough to send the stock higher.
Taiwan Semiconductor Manufacturing is a key chip supplier to many companies. The company's valuation is reasonable considering its importance and current growth rate.
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 Secu
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
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. manufact
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 l
NVIDIA's rally has slowed, while Micron and Western Digital are riding AI memory and storage demand with strong growth outlooks and bullish forecasts.
Taiwan Semiconductor has a specific advantage over other AI stocks.
Texas Instruments Inc (NASDAQ:TXN) was last seen up 3.5% at $294.04, extending a bounce off familiar support at the $280 level.
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