Notícias
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INTC's AI-driven growth, improving foundry execution and lower valuation give it an edge over TSM in this AI chip manufacturing comparison.
Taiwan Semiconductor Manufacturing said its revenue last month jumped 68% compared with a year ago, hitting a record That implies that TSMC's second-quarter revenue came in at the equivalent of $39.55 billion, a record for the company and slightly above a FactSet consensus.
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TSMC Delivers Blowout Q2 Revenue Beat on Surging AI Chip Demand
The chipmaker's June sales hit a record NT$442.68 billion, pushing second-quarter revenue above the top end of its own guidance
The chip maker reports a 68% monthly sales jump, but investors are still questioning how long the AI spending boom can last.
June up 68%, first-half revenue near $75 billion, and the whole industry’s ambitions still running through one very busy island
AI Boom Drives Record Quarterly SalesTSMC (NYSE:TSM) reported record second-quarter revenue on Monday as robust demand for artificial intelligence chips continued to fuel growth for the world’s largest contract semiconductor manufacturer. Revenue for the April-to-June period climbed 36% year-on-year to T$1.
Taiwan Semiconductor Manufacturing beat expectations for June sales. It's set to report Q2 earnings on Thursday. TSM stock wavered.
<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>
Taiwan 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
TSMC'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.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.
The company that builds the world's most advanced chips is about to tell investors how hot AI demand really is.
The latest performance underscores steady demand for advanced chips.
Taiwan, Nvidia and Apple have been highlighted in this Investment Ideas article.
TSMC, 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.
Taiwan 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.
GF Securities expects strong growth for Taiwan Semiconductor in Q2.
Big 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.
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...
Space Exploration Technologies is currently the seventh-largest company in the world by market capitalization.
