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Taiwan Semiconductor Manufacturing Company Limited (TSM) Jumped as Market Favored AI Capex Winners

L1 Capital, an investment management firm, released its "L1 Capital International Fund" (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter discusses the current investment environment as a 'two-speed' but resilient global economy, accompanied by an uncertain …

TSMC Expands Arizona AI Chip Bet

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) is accelerating its Arizona expansion as it looks to capture what CFO Wendell Huang called a multi-year demand megatrend in artificial intelligence. TSMC has added another $100 billion to its U.S. investment plans, taking …

Why Taiwan Semiconductor (TSM) is a Must-Buy Momentum Play on the Dip?

Taiwan Semiconductor Manufacturing Co. Ltd. TSM — the largest dedicated integrated circuit foundry of AI-based chips for the world's best AI chipset developers — has been witnessing softness in its stock price since the release of second-quarter 2026 earnings results. This softness provides a …

TSMC Is Pouring $100 Billion More Into Its Arizona Plant to Keep Up With Strong US Customer Demand

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Taiwan 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 …

This week's AI winners and losers

Yahoo Finance's AI winners and losers provides a weekly snapshot of some of the biggest stories impacting the artificial intelligence industry. From chip manufacturers and model developers to software companies and politicians, we look at who has benefited from AI and who has stumbled. …

Micron vs. TSMC: Which AI Semiconductor Stock Is a Better Buy Now?

Micron Technology, Inc. MU and Taiwan Semiconductor Manufacturing Company Limited TSM, better known as TSMC, have both benefited from the artificial intelligence (AI) boom and have delivered impressive revenue growth and profitability in their latest quarterly results. However, if investors had to choose one …

Nvidia, AMD, Mircon, TSMC Shares Sink as China Unveils Powerful New AI Model

This article first appeared on GuruFocus. Artificial intelligence and semiconductor stocks traded lower before Friday's opening bell as weakness in Japan's technology sector and fresh competition from Chinese AI developers weighed on investor sentiment. Japan's Nikkei 225 dropped 4.03%, marking its steepest weekly decline …

Taiwan Semiconductor Q2 Earnings Beat Estimates, Revenues Rise Y/Y

Taiwan Semiconductor Manufacturing Company Limited TSM reported second-quarter 2026 earnings of $4.31 per share, which increased 74.5% year over year. The bottom line surpassed the Zacks Consensus Estimate by 11.4%. Revenues increased 33.7% year over year to $40.2 billion and beat the consensus estimate …

Taiwan Semiconductor Manufacturing (TSM): A Beneficiary of AI Boom

Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor's 500 Index, 16.7% …

Zacks Investment Ideas feature highlights: Taiwan Semiconductor

For Immediate Release Chicago, IL – July 17, 2026 – Today, Zacks Investment Ideas feature highlights Taiwan Semiconductor TSM. TSMC Commits $100B to U.S. Chip Manufacturing The world's largest semiconductor foundry, Taiwan Semiconductor, delivered another exceptional quarterly earnings report this morning, reinforcing the strength …

TSM Q2 Earnings Call Highlights AI Capacity Push, Margin Focus

Taiwan Semiconductor Manufacturing Company Limited TSM highlighted accelerating artificial intelligence demand, expanded capacity investments and continued strength in advanced technologies on its second-quarter 2026 earnings call. Management raised its 2026 capital spending outlook as customers seek additional leading-edge capacity. The company also pointed to …

The Zacks Analyst Blog Highlights NVIDIA, AMD, Taiwan Semiconductor Manufacturing and Seagate

For Immediate Release Chicago, IL – July 17, 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 …

Semiconductor stocks keep falling as investors go risk-off, Chinese startup releases powerful new AI model

What happened: Semiconductor stocks retreated on Friday. Memory and storage highfliers Micron Technology (MU) and Sandisk (SNDK) stocks dropped more than 2%, and Western Digital (WDC) fell more than 3% in premarket trading. Chipmakers, including Nvidia (NVDA), AMD (AMD), Broadcom (AVGO), Intel (INTC), and …

Semiconductor stocks trim losses as investors buy the dip

What happened: Semiconductor stocks trimmed losses on Friday as investors bought the dip. AI chip heavyweight Nvidia (NVDA) dropped 1%, recovering from a steeper drop earlier in the session. Chipmakers AMD (AMD), Broadcom (AVGO), Intel (INTC), and Marvell (MRVL) all flipped from negative to …

¿Por qué cae hoy la acción de Taiwan Semiconductor?

TSM|Taiwan Semiconductor Manufacturing Co Ltd|Precio:424.810|Variación %:-5.680

TSM|Taiwan Semiconductor Manufacturing Co Ltd|Precio:417.180|Variación %:+11.070

Taiwan Semiconductor Stock (TSM) Opinions on AI-Driven Revenue Growth | TSM Stock News

Why is Taiwan Semiconductor Manufacturing stock rallying today?

Taiwan Semiconductor Manufacturing (TSM) Stock Outlook: Bull and Bear Cases - News and Statistics

Fund Update: 71,138 TAIWAN SEMICONDUCTOR MANUFACTURING (TSM) shares added to E. Ohman J:or Asset Management AB portfolio

Taiwan Semiconductor Manufacturing Company Stock (TSM) Opinions on Taiwan's Rejection of U.S. Chip Sourcing Plan

Taiwan Semiconductor Manufacturing Co Ltd (TSM) Stock Price, Trades & News