TSM Ticker Curator

TSMC's record Q2 revenue of NT$1.27 trillion confirms AI demand has erased traditional summer slowdowns.

• June milestone: NT$442.68 billion sales...

TSMC reports Q2 earnings July 16 with consensus at $39.6B revenue and $3.80 EPS, up 54% YoY. Guidance points to $39-40.2B revenue.

• Key metrics to...

TSMC's June sales hit a record NT$442.68 billion (+67.9% YoY), lifting Q2 revenue to NT$1.27 trillion and beating the top of guidance, driven by...

TSMC's capital expenditure could surpass $150 billion over three years, prioritizing 2nm and 3nm production plus CoWoS packaging. The firm already...

TSMC is building two more advanced packaging plants at Chiayi Science Park, bringing the site to four fabs.

• First plant already in mass production;...

TSMC is eyeing a price increase for mature chip production, extending its pricing power beyond advanced nodes.

Revenue Performance

• 🔥 Q2 Revenue Jump: TSMC reported Q2 revenue of T$1.27 trillion ($39.62 billion), up 36% YoY and beating market...

TSMC (~$438) and ASML report mid-week, kicking off semiconductor earnings season.

• ASML focus: Net bookings and backlog signal 2027-28 fab capacity...

Infineon is urging TSMC to build a second fab in Dresden as demand evolves, a move that could reshape Europe's advanced chipmaking role and ripple through global automaker and industrial supply chains.

TSMC is expanding its CoWoS capacity in Taiwan with two new advanced packaging plants in Chiayi Science Park to ease supply constraints driven by AI...

TSMC posted Q2 revenue of 1.27 trillion Taiwan dollars, up 36% from a year earlier and ahead of the 1.264 trillion estimate, fueled by surging AI demand.

Analyst euphoria meets investor caution before TSMC's Thursday report.

• Citi lifted its target over 30% to NT$3,800 (57% upside), with six other...

Samsung confirmed tape-out of Tesla's AI5 chip on its 2nm process at the Taylor, Texas fab, advancing the design toward fabrication. Tesla's...

TSMC's July 16 results create a split lens: valuation check for TSM shares versus demand read for AI customers.

• TSM trades near fair value with a...

China's push for domestic AI chips reveals ongoing dependence on TSMC processes.

• SMIC produces Ascend chips on 7nm nodes but with yields below TSMC...

Allowing Taiwan to fall under Chinese control would trigger three largely irreversible losses for the United States and its allies.

• Advanced...

TSMC's CoWoS demand surge has sent advanced packaging orders to Intel and Taiwanese rivals like ASE, as capacity bottlenecks hit hard.

In response,...

• Philadelphia Semiconductor Index surged 3.12% while closed, lifting SK Hynix ADR 12.7% and sparking catch-up optimism for TSMC.
• Foreign investors...

• Samsung's record results triggered sharp stock drops, signaling markets now price future AI sustainability over past performance
• TSMC's report,...

TSMC holds the early lead in co-packaged optics, with Broadcom’s 102.4 Tbps switch sampling on TSMC COUPE engines and NVIDIA’s Quantum-X Photonics...