Zacks29d agobullish
Why Taiwan Semiconductor (TSM) is a Must-Buy Momentum Play on the Dip?TSM's pullback after earnings may offer a buying opportunity as AI demand, strong guidance and expanding leading-edge production support growth.
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InvestorsHub29d agoneutral
TSMC sees long-term AI chip demand as Arizona investment expands to $265 billionTSMC (NYSE:TSM) expects demand for artificial intelligence chips to remain strong for years as it accelerates investment in its manufacturing operations in Arizona, although the company acknowledges labour and infrastructure challenges could affect the pace of expansion. Following stronger-than-expected second-quarter results, Chief Financial Officer Wendell Huang said the chipmaker remains confident in its long-term outlook and has increased its planned investment in Arizona to $265 billion.
The Wall Street Journal29d agoneutral
The Massive Supply Deals Feeding the AI Frenzy Are No Sure ThingContracts to supply computing power for artificial-intelligence calculations have become such a fixture of the craze that whole industries have begun reorganizing around them. AI suppliers say these arrangements give them unprecedented visibility into their future revenue, allowing them to wow investors with promises of bumper sales and profits ahead. Memory suppliers and their customers have sought out longer-dated deals in recent months.
Reuters29d agoneutral
Could AI chip boom make ASML Europe's first trillion-dollar firm?The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion plans.
Stocktwits30d agoneutral
TSM Stock Rises Overnight: CFO Says 'Don't Plan To Leave Food On Table' After Confirming Bumped-Up US InvestmentLast week, media reports revealed that TSMC is raising its planned U.S. investment by $100 billion, largely for its Arizona operations.
Reuters30d agoneutral
Analysis-Could AI chip boom make ASML Europe's first trillion-dollar firm?The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion plans.
Reuters Videos30d agoneutralVIDEO
TSMC sees multi-year demand for AI chips, ramps up Arizona investment<body><p>STORY: :: TSMC sees 'strong', 'multi-year' AI chip demand as it invests another $100 billion in its Arizona facilities</p><p>:: Taipei, Taiwan / July 17, 2026</p><p>:: Wendell Huang, TSMC Chief Financial Officer</p><p>"Our overseas expansion decisions are based on customer needs with a necessary level of government support. So we do see, we continue to see customers' strong demand, multi-year structured demand."</p><p>:: TSMC</p><p>"We also are very grateful for the support from the U.S. government: the federal, the state, and the city level. And therefore, we decided that -- and we're doing very well. We're very happy with our current status in Arizona -- so we decided to increase the investment in Arizona."</p><p>"There are physical constraints, the number of construction workers available, the infrastructures available. Those parts will -- some of that depends on -- we'll work closely with the government to solve these issues."</p><p>Chief Financial Officer Wendell Huang said on Friday (July 17) the company is "very happy" with progress in Arizona, which is why it decided to ramp up investment to $265 billion, during an interview. He added that the company was very grateful for U.S. government support.</p><p>The pledge to expand in Arizona is a win for U.S. President Donald Trump, who has pushed for more chip-making at home. Trump has repeatedly accused Taiwan of stealing American semiconductor business. He has said that by the time he leaves office, the U.S. will have 50% of the world's semiconductor manufacturing capacity. </p><p>In total, current and planned projects will bring TSMC's Arizona footprint to 12 fabrication and advanced packaging facilities plus an R&D center. He did not provide a timeline for the latest investment. </p><p>At the same time, TSMC continues to invest at home, where it is building 13 leading-edge and advanced packaging fabs over the next several years. </p><p>Huang added that “the most leading-edge technology will stay in Taiwan" because of the need for close coordination between research and manufacturing teams when ramping up the company’s most advanced technologies. And overseas expansion would be considered once production had stabilized.</p><p>Asked if the company would consider raising money by selling new shares in the U.S., Huang said it would "not rule out issuing new bonds" if market conditions are favorable.</p></body>
Stocktwits30d agoneutral
Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week: IBM, PYPL, TSM, NOK, SPCXAI spending narrative dominated markets as investors favored chipmakers and infrastructure firms while software stocks faced pressure.
Reuters30d agoneutral
TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investmentTSMC is seeing strong, multi-year demand for its AI chips as it invests a further $100 billion to expand its Arizona facilities, but it needs to address several challenges, such as a shortage of construction workers there, a top executive said. Speaking after blockbuster second-quarter results on Thursday, Chief Financial Officer Wendell Huang said the company is "very happy" with progress in Arizona, which is why it decided to ramp up investment to $265 billion. "We continue to see customers' strong demand — multi-year structural demand."
Motley Fool30d agobearish
Taiwan Semiconductor Manufacturing Just Showed the Artificial Intelligence (AI) Build-Out Is Alive and Well With This Jaw-Dropping AnnouncementTSMC is at the heart of the data center infrastructure build-out.
24/7 Wall St.30d agobullish
Micron Has Strong Q3 Earnings and Rising Guidance. Is It a Buy?Micron just posted one of the most explosive quarters in semiconductor history, yet the stock has cratered nearly 14% in a single week as three distinct threats converge on the memory giant. Whether this selloff is a gift or a warning depends entirely on which scenario plays out next.
Barchart30d agoneutral
Taiwan Semiconductor’s $100 Billion Arizona Expansion Is a Bullish Sign for InvestorsTSMC stock still looks like a 'Buy' after its latest earnings print.
Motley Fool30d agobullish
TSMC vs. ASML: Which Is the Better AI Semiconductor Ecosystem Stock to Buy?TSMC and ASML are two of the most important companies in the semiconductor value chain.
Bloomberg30d agoneutral
Big Tech Needs to Justify AI Spending as Investors Dump Stocks(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz
Motley Fool30d agobullish
3 Stocks I'm Buying After Taiwan Semiconductor's Stellar AnnouncementTSMC's earnings announcement should light a fire in the AI investment theme.
Motley Fool30d agobullish
Taiwan Semiconductor Manufacturing: Is the Stock a Buy as Revenue Continues to Soar?TSMC turned in another strong quarter and upped its guidance.
TheStreet31d agoneutral
Massive TSMC deal is huge stride for US in high-tech raceWashington spent four years trying to convince the world's most important chipmaker to build in America. On Thursday, July 16, it got a positive answer. Taiwan Semiconductor Manufacturing Company (TSM) confirmed an additional $100 billion for its Arizona operations. That lifted its total US ...
Benzinga31d agoneutral
TSMC Is Pouring $100 Billion More Into Its Arizona Plant to Keep Up With Strong US Customer DemandTaiwan Semiconductor Manufacturing Co. Ltd. will pour an extra $100 billion into its Arizona facilities to cater to the burgeoning customer demand. On Thursday, the chipmaker’s Chief Executive Officer C.C. Wei told an earnings conference that the additional funding is...
Motley Fool31d agobullish
TSMC: Stock to Avoid or Incredible Buying Opportunity? (NYSE: TSM)TSMC expects strong revenue growth, but it's also spending heavily to build new foundry capacity.
Benzinga32d agoneutral
'Wrong Picks or Just Bad Timing?' A Newbie Investor Wonders Why Their Stock Portfolio Fell 9%. Here Are the Stocks They BoughtWatching a new investment portfolio drop nearly 10% within days of buying can make anyone question whether they made a mistake. That’s exactly what happened to one beginner investor after a basket of technology and AI-related stocks fell sharply, leaving...
Reuters Videos32d agobearishVIDEO
Wall St ends lower for the day and week as chip selloff broadens<body><p>STORY: Wall Street ended the week with another down day on Friday, as the Dow dropped more than three-quarters of a percent, the S&P 500 shed 1% and the Nasdaq lost 1.4%.</p><p>All three indexes also posted weekly losses.</p><p>Semiconductor shares initially led the selloff, which broadened as the session progressed.</p><p>The Philadelphia Semiconductor Index, while still up about 65% year-to-date, logged its steepest weekly loss in over a year this week, and has tumbled nearly 18% so far in July. </p><p>Eric Lynch, managing director & co-portfolio manager at Suncoast Equity Management, said the decline reflects investor jitters over billions in AI-related spending.</p><p>"You're seeing just continued consternation surrounding, 'Hey, what's the ETA on this return on investment?' Right? And when TSMC [Taiwan Semiconductor Manufacturing Company], the fab [fabrication] company, reported this week, they said, "Look, things are great, but we're going to be building 15% even higher CapEx than we guided for, and our revenues are going to go up not quite as much as that,' in terms of the increase in guidance. So investors were concerned. And so it's probably going to be really important to see what the hyperscalers do this earnings season. Microsoft, Google, Amazon - are they seeing revenues that are actually in line or, ahead of, their CapEx, or not?”</p><p>:: Netflix</p><p>Elsewhere in the market, shares of Netflix tumbled more than 7% after the streaming giant's weaker-than-expected earnings forecast, raising doubts about the sustainability of the content growth momentum.</p><p>Shares of Uber dropped 2% after the ridesharing service announced it would acquire Germany's Delivery Hero in a deal worth nearly $15 billion.</p><p>:: Intuitive Surgical </p><p>And shares of Intuitive Surgical plunged 14% after the company maintained its global growth forecast for procedures performed with its da Vinci surgical robots, and warned that changes to some insurance plans could hurt demand.</p></body>
Barchart32d agobullish
A $100 Billion Reason to Buy Taiwan Semi Stock NowTSMC’s massive investment signals growing ambitions, giving investors another reason to watch the chip giant closely.
Zacks32d agobullish
Micron vs. TSMC: Which AI Semiconductor Stock Is a Better Buy Now?Micron and TSMC are benefiting from AI demand, but Micron's lower valuation, stronger returns and lighter debt may give it the investment edge.
