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These 3 Companies Reported Record Results and Raised Guidance

The 2026 Q2 earnings cycle continues to roll along, with the reporting docket remaining stacked in the coming days and weeks. The period has been another one of positivity so far, with several companies, including Abbott Laboratories ABT, Taiwan Semiconductor TSM, and Johnson & …

TSMC and Tencent break into the top 100 of the Fortune Global 500 list, as Asia rides the AI boom

The Fortune Global 500 has long been a scoreboard of corporate scale, reflecting the rise and fall of different industries and sectors. And in 2026, the ranking of the world's largest companies by revenue reflects just how much the AI boom is supercharging revenues …

TSMC says Japan plant gradually resuming operations after earthquake

TAIPEI, July 28 (Reuters) - Taiwan Semiconductor Manufacturing Co, the world's largest ‌contract chipmaker, said late ‌on Tuesday it had begun gradually resuming ​operations at its Japan Advanced Semiconductor Manufacturing (JASM) plant in Japan's Kumamoto prefecture after a strong earthquake prompted ‌the precautionary evacuation …

Why are tech stocks tanking?

Shares in technology firms including Samsung Electronics have taken a fall (Jade GAO) Investor jitters over how long the artificial intelligence spending boom will last and concern over Chinese competition in chipmaking sent technology shares plunging Tuesday. South Korea's Samsung Electronics fell more than …

Cadence Stock Can Be an AI Winner. The Earnings Prove It.

Cadence Design Systems stock rose Monday after the chip-design company reported better-than-expected earnings and reaffirmed its positioning as an artificial-intelligence beneficiary. Cadence reported adjusted earnings of $2.11 a share in the second quarter, up from $1.65 a year ago and above analysts’ consensus estimate …

SanDisk’s $42 Billion Backlog Is Real — So Is the Valuation Question Now Hitting Every Memory Stock

The AI memory supercycle has emerged as one of 2026's most defining stories, and also one of its most contested. Hyperscaler capital expenditure is expected to reach $750 billion this year, with Goldman Sachs forecasting $7.6 trillion in total AI infrastructure spending through 2031, …

Semiconductor stock charts just formed this bearish shape that signals more potential losses

The bears may not be going anywhere on semiconductor stocks. Quick insight: The VanEck Semiconductor ETF (SMH) — which counts Nvidia (NVDA), Taiwan Semiconductor (TSM), and Broadcom (AVGO) as its top three holdings — has begun to form a head-and-shoulders stock pattern, according to …

Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins

On July 21, the Financial Times reported that China's Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and QUALCOMM Incorporated (NASDAQ:QCOM) from manufacturing chips based on designs from Huawei, Alibaba, and ByteDance. Such headlines are …

KKR Plans LCY Exit as Chairman Targets Bigger U.S. Semiconductor Expansion

This article first appeared on GuruFocus. KKR & Co. (NYSE:KKR), a global private equity firm, plans to gradually sell its holdings in the chemical businesses of LCY Group, a Taiwanese specialty chemical supplier serving technology companies including Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) and Intel …

TSMC Raises 2026 CapEx Budget to Capture Long-Term AI, HPC Demand

In the second quarter of 2026,Taiwan Semiconductor Manufacturing Company TSM, or TSMC, generated nearly New Taiwan Dollar ("TWD") 783 billion in cash from operations, spent TWD 496 billion in capital expenditure and distributed TWD 156 billion as its third-quarter 2025 cash dividend. Even so, …

Taiwan Semiconductor Manufacturing Co Ltd

Nvidia, Amkor strike $1.5 billion chip packaging deal

July 23 (Reuters) - Amkor Technology said on Thursday it had entered a multi-year agreement ‌with Nvidia worth $1.5 billion to expand ‌advanced semiconductor packaging and test capacity in the U.S., as ​the chip industry races to build out AI infrastructure. Shares of the …

AMD CEO says AI servers in full production, will ship this quarter

Investing.com -- Advanced Micro Devices announced Thursday that its second generation of AI servers designed to compete with Nvidia's products are in full production and will begin shipping at the end of the third quarter. CEO Lisa Su revealed that the Helios servers, which …

Applied Materials (AMAT) Jumps On TSMC Expansion As Fair Value Debate Stays Open

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Applied Materials (AMAT) moved into focus after its stock jumped 7.7% following Taiwan Semiconductor …

TSMC Lifts 2026 Revenue Growth Outlook: What's Behind the Optimism?

Taiwan Semiconductor Manufacturing Company TSM, or TSMC, reported second-quarter 2026 revenues of $40.2 billion, up 33.7% from a year ago, driven by continued strong demand for leading-edge process technologies. The company expects that momentum to continue in the third quarter, helped by the rapid …

Taiwan Semiconductor Manufacturing Company Limited (TSM) Is Raising Prices Up to 10%. Can Customers Push Back?

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to raise chipmaking prices by up to 10% starting in 2027, according to Nikkei Asia, citing multiple people briefed on the talks. Reuters and Bloomberg both confirmed the report. Base price increases will range from 5% to …

Can Economic Growth Boost PNW Stock's Long-Term Earnings Prospects?

Pinnacle West Capital PNW benefits from robust economic growth across its service territory, driven by population growth and rising investments in semiconductor manufacturing, data centers and other industrial facilities. These trends support customer growth, boost electricity demand, drive infrastructure investments and expand the regulated …

Zacks Investment Ideas feature highlights: Taiwan Semiconductor and ASML

For Immediate Release Chicago, IL – July 22, 2026 – Today, Zacks Investment Ideas feature highlights Taiwan Semiconductor TSM and ASML Holding ASML. AI Demand Leads to Blowout Results for These Semiconductor Giants The 2026 Q2 earnings season really picks up pace this week, …

TSMC's $200 billion U.S. bet comes with a costly trade-off

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) said its expanding manufacturing footprint in the United States is expected to pressure profit margins over the next several years, even as demand for advanced artificial intelligence chips remains strong. TSMC has pledged …

Nvidia's U.S. AI Supply Chain Expands

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) supplier Wistron has opened its first U.S. AI server factory in Fort Worth, Texas, expanding the chipmaker's domestic manufacturing network as demand for AI infrastructure continues to surge. The 324,000-square-foot facility will produce Nvidia Grace Blackwell …

Taiwan Semiconductor (TSM) Stock Is Down Nearly 15% This Month Despite Record AI Demand. Here Is Why

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) reported results on July 16, 2026, triggering a selloff that extended the stock's decline for the month. A Record Quarter, A Falling Stock Taiwan Semiconductor Manufacturing Company (NYSE:TSM) delivered one of the strongest quarters in its history in July …

Intel, KLA Corporation, Lam Research, Marvell Technology, and Micron Shares Skyrocket, What You Need To Know

What Happened? A number of stocks jumped in the morning session after dip buyers returned to the market to capitalize on more attractive valuations following the sector's steep selloff in the previous week, driven by continued optimism surrounding the long-term artificial intelligence investment cycle. …

Seagate, Western Digital, FormFactor, Amkor, and Teradyne Shares Are Soaring, What You Need To Know

Seagate, Western Digital, FormFactor, Amkor, and Teradyne Shares Are Soaring, What You Need To Know What Happened? A number of stocks jumped in the morning session after dip buyers returned to the market to capitalize on more attractive valuations following the sector's steep selloff …

Chip Stocks Are Rebounding - Should Investors Buy Intel (INTC) Before Q2 Earnings?

After a sharp pullback over the last several trading sessions, semiconductor stocks are staging an impressive rebound on Tuesday as investors return to AI-related names ahead of a busy week of earnings. The Philadelphia Semiconductor Index (SOX) is surging nearly 5%, with broad-based gains …

Why Applied Materials (AMAT) Stock Is Up Today

Why Applied Materials (AMAT) Stock Is Up Today What Happened? Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 7.7% in the morning session after peer Taiwan Semiconductor Manufacturing (TSM) announced plans to raise chipmaking prices by up to 10% starting in 2027, while …

TSMC to Raise Chip Prices by Up to 10% in 2027: Report

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), the chipmaker that produces semiconductors for many of the world's largest technology companies, has reportedly finalized price increases of between 5% and 10% for 2027 as manufacturing costs continue to rise. According to …

Taiwan Semiconductor Manufacturing Company Limited (TSM) Doubled Since Giverny Capital Asset Management’s Entry

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, …

Taiwan Semiconductor Manufacturing (TSM) Could Be 16% Undervalued As Arizona Expansion Comes Into Focus

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. TSMC's Arizona expansion puts AI chip capacity in focus Taiwan Semiconductor Manufacturing (NYSE:TSM) has drawn fresh attention after outlining an additional $100 billion …

TSMC Plans To Raise Prices, Says Report. Stock Jumps.

TSMC stock jumped on a report that the semiconductor manufacturing giant is planning to raise prices in 2027. Continue Reading

Is Trending Stock Taiwan Semiconductor Manufacturing Company Ltd. (TSM) a Buy Now?

TSMC (TSM) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this chip company have returned -14% over …

TSMC Reportedly Plans Up to 10% Price Rise for 2027

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) rose 3.73% premarket after Nikkei Asia reported the contract chipmaker is preparing to raise prices by as much as 10% in 2027. Multiple sources told the publication the increases would apply to both advanced …

TSMC Customers Face Bigger Chip Costs

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) reportedly plans to raise chipmaking prices by 5% to 10% in 2027, giving the world's largest contract chipmaker another lever to protect margins as production costs rise. According to Nikkei Asia, customers including Apple …

Chip stocks extend global rebound following last week’s rout

Investing.com -- Global chip stocks staged a meaningful rebound on Tuesday, building on Monday's recovery from last week's broad selloff in the sector. The rebound gathered pace overnight in Asia. In Taiwan, TSMC, the world's largest contract chipmaker, gained 3.9%, while Foxconn Technology Group …

Bull of the Day: Taiwan Semi (TSM)

Taiwan Semiconductor Manufacturing Company -- aka TSMC -- (TSM) reported Q2 2026 EPS of $4.31 per share, a 74.5% year over year surge. The bottom line surpassed the Zacks Consensus Estimate by 11.4%. Revenues increased 33.7% year over year to $40.2 billion and beat …

AMD: Hyperscaler Deals Drive Growth

AMD Company Overview Zacks Rank #3 (Hold) stock Advanced Micro Devices (AMD) is a leading fabless semiconductor company. The term "fabless" means that AMD designs the blueprints for its hardware and outsources the physical production to manufacturing factories like Taiwan Semiconductor (TSM). AMD has …

The Zacks Analyst Blog Highlights Micron Technology and Taiwan Semiconductor Manufacturing

For Immediate Release Chicago, IL – July 20, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …