Investor's Business Daily30d agoneutral
Taiwan Semiconductor Posts Stronger-Than-Expected June SalesTaiwan Semiconductor Manufacturing beat expectations for June sales. It's set to report Q2 earnings on Thursday. TSM stock wavered.
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Reuters Videos30d agoneutralVIDEO
TSMC posts record revenue in second quarter on AI demand<body><p>STORY: TSMC reported record high second-quarter revenue on Monday. </p><p>The world’s largest contract chipmaker posted that Q2 revenue rose 36% from a year earlier on surging interest in AI applications. </p><p>Reuters calculated TSMC’s earnings came in at just over $39.6 billion - slightly above forecasts. </p><p>TSMC is a major supplier to companies including Nvidia and Apple. </p><p>For June alone, TSMC reported revenue rose almost 68% year-on-year to $13.8 billion - up 6% from the previous month.</p><p>TSMC, which is Asia's most valuable publicly listed company, didn't provide any details or forward guidance in its brief revenue statement.</p><p>It is scheduled to due to report second-quarter earnings on Thursday.</p><p>It's also due to update its outlook and plans for the current quarter and the rest of the year.</p><p>The company's shares have risen 57% so far this year, in line with the broader market.</p></body>
Euronews30d agobullish
TSMC's June sales drive revenue surge of 68% ahead of earnings reportTaiwan Semiconductor Manufacturing Company (TSMC) reported a 35.6% increase in revenue during the first-half of 2026, and of 68% in June, highlighting continued strong demand for AI chips ahead of the firm's full second-quarter earnings report later this week.View on euronews
BeInCrypto30d agobullish
Chipmaker Giant’s June Revenue Jumps 68% in Strongest Month of 2026TSMC's June revenue surged 67.9% on AI chip demand, lifting first-half sales to $74.99 billion ahead of Q2 earnings on July 16.
Investing.com30d agoneutral
Oil rally, chip selloff, earnings loom - What’s moving marketsInvesting.com - Renewed fighting between the United States and Iran rattled markets at the start of the week, sending oil prices sharply higher and weighing on stock futures.
Motley Fool30d agoneutral
Taiwan Semiconductor Reports Earnings July 16. Here's What to Watch.The company that builds the world's most advanced chips is about to tell investors how hot AI demand really is.
Stocktwits30d agobullish
TSM Stock Dips Premarket As 36% Q2 Sales Surge Fails To Offset Iran-Driven Market JittersThe latest performance underscores steady demand for advanced chips.
Zacks30d agoneutral
Zacks Investment Ideas feature highlights: Taiwan, Nvidia and AppleTaiwan, Nvidia and Apple have been highlighted in this Investment Ideas article.
Reuters30d agoneutral
TSMC Q2 revenue jumps 36% from a year earlier, beating market expectationsTSMC, the world's largest contract chipmaker, reported on Monday second-quarter revenue of 1.27 trillion Taiwan dollars ($39.63 billion), beating market expectations and rising 36% from a year earlier on surging interest in artificial intelligence applications. An LSEG SmartEstimate, drawn from 20 analysts, had expected revenue in the April-to-June quarter of 1.264 trillion Taiwan dollars. Taiwan Semiconductor Manufacturing Co (TSMC) is a major supplier to companies including Nvidia and Apple.
Reuters30d agoneutral
TSMC to add 2 advanced chip packaging plants in Chiayi, Taiwan minister saysTaiwan Semiconductor Manufacturing Co (TSMC) will add two advanced chip packaging plants in the Chiayi Science Park, the island's science and technology minister said on Sunday. Located in southern Taiwan, the Chiayi Science Park is being developed as one of TSMC's major advanced chip-packaging hubs. TSMC's first advanced chip packaging plant at the Chiayi Science Park has already entered mass production and its second plant is expected to begin mass production soon, National Science and Technology Council Minister Wu Cheng-wen said at a groundbreaking ceremony.
Barchart31d agoneutral
Taiwan Semi Stock Is Approaching Fair Value Ahead of July 16. How to Play TSM Here.GF Securities expects strong growth for Taiwan Semiconductor in Q2.
Barrons.com31d agoneutral
Inflation, Bank of America, Wells Fargo, Goldman, ASML, J&J, and More to Watch This WeekBig banks kick off earnings season this week, which will also bring reports from GE Aerospace, Netflix, and Taiwan Semi. In economic news, we’ll get the consumer and producer price indexes, and retail sales data.
Benzinga31d agoneutral
Ken Griffin Warns Losing TSMC Chips Could Trigger a 'Great Depression:' They're in 'Every High-End Product'Speaking at the Goldman Sachs Apex Symposium, Citadel founder and CEO Ken Griffin warned that losing access to Taiwanese semiconductor chips would cause the U.S. gross domestic product (GDP) to decline by 8% within six months, triggering a modern “Great...
Motley Fool31d agoneutral
Could SpaceX Become the Next $3 Trillion Company?Space Exploration Technologies is currently the seventh-largest company in the world by market capitalization.
Motley Fool31d agoneutral
Nvidia Investors Need to Be Paying Attention on July 16TSMC's language could set the tone over the next few months for investors.
Simply Wall St.31d agoneutral
Can Meta Platforms (META) Turn Surplus AI Capacity Into a Durable Enterprise Revenue Engine?In recent weeks, Meta Platforms announced a plan to launch “Meta Compute” to rent out excess AI capacity, accelerate production of its in-house Iris data-center chip with Broadcom and TSMC from September, and roll out advanced AI models like Muse Spark 1.1 and Muse Image alongside a new chief data officer appointment. These moves signal Meta’s push to turn its vast AI infrastructure and models into an enterprise-facing cloud and tooling business, even as it balances cost efficiency gains...
Investing.com31d agoneutral
Korea’s record-low stock valuations seen as opportunity amid AI earnings boomInvesting.com -- South Korean stocks are trading at their cheapest valuations on record despite an 80% rally this year, as corporate earnings, led by AI-driven memory chip demand, have outpaced gains in share prices, according to Bloomberg.
Motley Fool32d agobullish
Prediction: Taiwan Semiconductor's Stock Will Soar on July 17Taiwan Semiconductor Manufacturing will set the tone for AI demand during earnings season.
Simply Wall St.32d agoneutral
Taiwan Semiconductor Manufacturing (NYSE:TSM) Announces NT$155.6b Q4 Cash DividendTaiwan Semiconductor Manufacturing (NYSE:TSM) announced a substantial cash dividend for the fourth quarter, highlighting strong cash generation. The payout focuses attention on the company’s approach to returning cash to shareholders through regular dividends. The decision underscores how TSMC is using its industry position and balance sheet to support ongoing shareholder returns. Taiwan Semiconductor Manufacturing sits at the center of the global chip supply chain, and its dividend policy...
Motley Fool32d agoneutral
Mark Zuckerberg Is Turning Meta Into a Bigger Chipmaker. Its Newest In-House AI Chip Enters Production in September.A reported September production date hints at how the company plans to get more out of its massive AI budget.
StockStory33d agobullish
Why Is Meta (META) Stock Soaring TodayShares of social network operator Meta Platforms (NASDAQ:META) jumped 5.2% in the afternoon session after a cluster of AI infrastructure and product news reframed the company's heavy capital spending as a path to lower costs, new revenue, and faster growth rather than a pure expense drag.
Investor's Business Daily33d agobullish
Dow Jones Futures: Big Earnings Due As Market Sets Up; Nvidia, Micron, Sandisk, Robinhood, SpaceX In FocusTaiwan Semi, Goldman and GE Aerospace are big earnings due with the market improving. Nvidia, Sandisk, Micron, Robinhood are near buy points.
Investor's Business Daily33d agoneutral
TSMC, ASML Kick Off Semiconductor Earnings; Goldman Sachs, JPMorgan In Financial ParadeFinancial stocks will dominate the upcoming earnings calendar. Also, earnings from semiconductor makers ASML and Taiwan Semiconductor are due.
GuruFocus.com33d agoneutral
Nvidia Supplier Plans U.S. FacilityKing Yuan Electronics could invest up to $1.4 billion as chip production expands closer to U.S. customers.
24/7 Wall St.33d agoneutral
XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly 40 U.S. semiconductor names. SMH funnels most of its dollars into the 25 largest, tilting hard toward the AI mega-caps. Over the last ... XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?