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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 …

Huntsman (HUN) Projected to Post Quarterly Earnings on Thursday

Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Still Looks Undervalued As Its 338% Run Continues

Despite a significant 337.6% return over the past three years, Taiwan Semiconductor Manufacturing (TSM) stock appears undervalued according to Simply Wall St's analysis. Both a Discounted Cash Flow (DCF) model and P/E ratio comparison suggest the stock trades below its estimated intrinsic value and …

TSMC’s Massive $265B Phoenix Expansion: Job Boom or Water Crisis?

Taiwan Semiconductor Manufacturing Company (TSMC) is expanding its operations in North Phoenix with an additional $100 billion investment, bringing its total to $265 billion for up to 10 fabrication facilities. While this expansion promises tens of thousands of jobs, it raises concerns about water …

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 Reportedly Plans Chip Manufacturing Price Hikes of Up to 10%

Taiwan Semiconductor Manufacturing Co. (TSMC) is reportedly planning to increase chip manufacturing prices by 5% to 10% next year, affecting both advanced and mature semiconductor deals. This move is attributed to rising costs for materials, equipment, power, and significant investments in expanding manufacturing beyond …

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 …

Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading Up 5.7% - Should You Buy?

Shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) rose 5.7% recently, driven by positive news including plans to raise chipmaking prices by 5-10% in 2027 and strong Q2 earnings with an improved AI-driven outlook. Analysts maintain a "Buy" consensus rating and a target price of $490, …

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 …

Taiwan computer chipmaker TSMC pledges another $100 billion to expand U.S. chipmaking capacity

Taiwan Semiconductor Manufacturing Co. (TSMC), a major computer chipmaker, has committed an additional $100 billion to expand its manufacturing capacity in the United States, bringing its total U.S. investment pledges to $265 billion. This move is driven by the surging demand for chips from …

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Summit Global Investments

Summit Global Investments increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. ($TSM) by 13.9% in the first quarter, now owning 14,678 shares valued at approximately $4.96 million. The company reported strong earnings and revenue, with analysts maintaining a "Buy" rating and an average …

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 …

TSMC Deepens U.S. Chip Manufacturing Push With $100B Arizona Expansion

Taiwan Semiconductor Manufacturing Co. (TSMC) is significantly expanding its U.S. presence with an additional $100 billion investment in Arizona, bringing its total commitment to $265 billion across 12 facilities. This expansion aims to bolster U.S. semiconductor supply chain resilience, support AI-driven chip demand, and …

TSMC's Speed War: Japan, Taiwan Semiconductor Surge

This article discusses TSMC's rapid expansion and its impact on the semiconductor industry in Japan and Taiwan. It highlights the company's strategies and the resulting surge in the semiconductor sector in these regions.

Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Price Up 1% After Analyst Upgrade

Shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) rose 1% after an analyst upgrade from Zacks Research moved the stock from a "hold" to a "strong-buy" rating. The stock traded as high as $409.89 and closed at $402.4870 with investor sentiment broadly positive due to strong …

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 …

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 Commits Additional $100 Billion to Accelerate Arizona Chip Factory Expansion

Taiwan Semiconductor Manufacturing Company (TSMC) has announced an additional $100 billion investment in its Arizona operations, bringing its total commitment there to $265 billion. This move is driven by a "multi-year demand mega trend" from AI customers and is supported by increased 2026 capital …

Brokers Suggest Investing in TSMC (TSM): Read This Before Placing a Bet

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Before …

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 …