TSMC34 news sentiment

#150Tone

finance.yahoo.comDirect company coverageStored article

Analyst Sees Trouble Brewing for Hot Chip Stocks

This article first appeared on GuruFocus. Semiconductor investors may have to endure more pain before the next leg of the AI chip boom takes hold. Sara Awad of Tech Contrarians expects semiconductor stocks to face additional downside during the second half of 2026, arguing that elevated expectations and shifting supply conditions are creating a tougher setup even as long-term AI demand remains compelling. Is TSM fairly valued? Test your thesis with our free DCF calculator. The warning comes after strong earnings failed to lift several industry leaders. Taiwan Semiconductor Manufacturing (NYSE:

AIEarningsSemiconductorsSupply Chain

Published

13 Aug 2026 19:31

News subject

Macro sensitivity

Why this score

Operating growth

Company focus

Company discussed · 86%

How it is used

Direct company coverage

Weighted influence

Low · 0.9% · 0.0d old

Duplicates

1 consolidated

#250Tone

finance.yahoo.comDirect company coverageStored article

TSMC Stock Rises 2.2% as $4.69 Billion Sony Venture Launches

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest dedicated contract chipmaker, is making another big manufacturing bet this time with Sony (NYSE:SONY). The two companies formed a $4.69 billion image-sensor venture as TSMC's U.S.-traded shares climbed approximately 2.2% Wednesday morning. According to Reuters' reporting on the companies' announcement, Sony will put in 465 billion, or roughly $2.92 billion, while TSMC will invest 282 billion. The new company, Advanced Vision Semiconductor Manufacturing, is targeting volume production in

JapanM ASemiconductorsTech

Published

12 Aug 2026 17:25

News subject

Deals and strategy

Why this score

No clear positive or negative phrase

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 1.5% · 1.1d old

Duplicates

1 consolidated

#350Tone

finance.yahoo.comDirect company coverageStored article

ASML Holding N.V. (ASML) vs. Taiwan Semiconductor Manufacturing Company Limited (TSM): A Key Supplier Says it Can Keep Up With the AI Boom

Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)'s most advanced chipmaking machines, said this week that it's confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the AI supply chain, worries that touch nearly every company racing to build AI infrastructure right now. Why One Supplier's Confidence Matters So Much ASML is the only company in the world that makes machines capable of producing the most cutting-edge AI chips. Zeiss's ultra-precise mirrors, which take months

AI DemandEarningsPrice TargetPrice TargetSemiconductorsSupply Chain

Published

12 Aug 2026 13:38

News subject

Macro sensitivity

Why this score

No clear positive or negative phrase

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.8% · 1.3d old

Duplicates

1 consolidated

#450Tone

finance.yahoo.comDirect company coverageStored article

TSMC & Sony Establish JV in Japan to Develop Smartphone Image Sensors

Taiwan Semiconductor Manufacturing Company TSM, or TSMC, and Sony Semiconductor Solutions have executed a legally binding definitive agreement to establish Advanced Vision Semiconductor Manufacturing Corporation, a joint venture (JV) in Kumamoto, Japan. The JV will focus on developing and manufacturing smartphone image sensors, with volume production set to start in 2029. The latest move follows the non-binding memorandum of understanding (MOU) the companies signed in May to pursue a strategic partnership for next-generation image sensor development and manufacturing. The collaboration also ai

AcquisitionAIJoint VentureSemiconductorsShareholderSplit

Published

12 Aug 2026 13:37

News subject

Deals and strategy

Why this score

No clear positive or negative phrase

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 1.5% · 1.3d old

Duplicates

1 consolidated

#585Tone

finance.yahoo.comDirect company coverageStored article

Dow Jones Futures Rise With CPI Inflation Due; AI Stocks Rally As 3 Nvidia Partners Lead Earnings Movers

Futures rose ahead of CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro jumped on earnings, lifting AI stocks. Continue Reading

AIEarningsInflation

Published

12 Aug 2026 10:32

News subject

Earnings

Why this score

Beat expectations, Improving financial comparison

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 5.8% · 1.4d old

Duplicates

1 consolidated

#643Tone

finance.yahoo.comDirect company coverageStored article

Microsoft New AI Chip Could Be a Big Win for Marvell and TSMC

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) could soon give its in-house AI chip effort another test, with a potential Maia 300 launch drawing attention to Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). Wedbush Securities said a successful rollout could improve the outlook for suppliers involved in Microsoft's custom silicon program. Analyst Matt Bryson noted that Microsoft's hardware efforts may be reaching a stage where its chip designs could begin gaining more traction after several development cycles. Warning! GuruFocus has detecte

AI ChipsSemiconductorsTech

Published

11 Aug 2026 19:20

News subject

Guidance

Why this score

Negative financial language

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 2.5% · 2.0d old

Duplicates

1 consolidated

#750Tone

finance.yahoo.comDirect company coverageStored article

Microsoft Stock Slips as Custom AI-Chip Ambitions Accelerate

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud powerhouse behind Azure, fell roughly 0.6% Tuesday as investors digested fresh chatter around its next homegrown AI chip. Barron's reported that Microsoft could roll out its next Maia processor as early as September. Microsoft has not confirmed that timing or the rumored production numbers, and one executive pushed back on the volume reported elsewhere. But the bigger story is already clear. Microsoft does not want to simply rent the AI revolution from outside chipmakers. It wants more control over the ma

AICloud ComputingSemiconductors

Published

11 Aug 2026 19:15

News subject

Market update

Why this score

No clear positive or negative phrase

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.6% · 2.0d old

Duplicates

1 consolidated

#876Tone

finance.yahoo.comDirect company coverageStored article

ASML Holding (ENXTAM:ASML) Gains On TSMC Demand Signal, Is The Stock Now Too Expensive?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Strong revenue figures and an upgraded outlook from Taiwan Semiconductor Manufacturing have put a fresh spotlight on ASML Holding (ENXTAM:ASML) as investors reassess how rising AI chip demand could affect the stock. See our latest analysis for ASML Holding. The ASML Holding share price has moved sharply this year, with a 1-day share price return of 2.66% and 7-day share price return of 5.53% around TSMC's strong revenue update. The year-to-date share pri

AIExport ControlsSemiconductorsShare PriceShareholderTech

Published

11 Aug 2026 19:14

News subject

Earnings

Why this score

Operating growth

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 3.8% · 2.0d old

Duplicates

1 consolidated

#942Tone

finance.yahoo.comDirect company coverageStored article

Marvell Could Be Next Winner in Microsoft AI Bet

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is reportedly preparing to unveil its next-generation Maia 300 AI accelerator, a move Wedbush says could create a meaningful new opportunity for Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). The key issue for investors is whether Microsoft can finally turn its years-long custom-chip effort into large-scale production, potentially creating a sizable new revenue stream for its semiconductor partners while reducing some dependence on Nvidia (NASDAQ:NVDA) hardware. Warning! GuruFocus has detecte

AICustom SiliconHardwareProductionSemiconductors

Published

11 Aug 2026 17:40

News subject

Earnings

Why this score

Negative financial language

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 2% · 2.1d old

Duplicates

1 consolidated

#1042Tone

finance.yahoo.comDirect company coverageStored article

TSMC Stock Rises as Bernstein Spots Massive CPU Opportunity

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's leading contract chipmaker, rose roughly 1.3% Tuesday as Wall Street found another leg for the AI story. Bernstein lifted its Taiwan-listed price target to NT$3,300, with the Wall Street Journal reporting that CPUs could become TSMC's next serious growth machine. GPUs have dominated the AI spending boom. But agentic AI needs more than accelerators. It needs CPUs working beside them, and that could put TSMC in position to collect another big check from the same AI buildout. Warning! GuruFocus ha

AIPrice TargetPrice TargetSemiconductors

Published

11 Aug 2026 15:49

News subject

Analyst action

Why this score

Negative financial language

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 1.3% · 2.2d old

Duplicates

1 consolidated

#1177Tone

finance.yahoo.comDirect company coverageStored article

ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand

This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML), the company with a near-stranglehold on the machines needed to manufacture cutting-edge chips, jumped approximately 4.1% in Tuesday's U.S. session as investors got another reminder that the AI chip boom is still running hot. TSMC's (NYSE:TSM) July revenue exploded 44.7% year over year to NT$467.58 billion and climbed 5.6% from June. That is exactly the kind of number ASML investors want to see. TSMC cannot keep pumping out more advanced AI chips forever without adding capacity, and adding leading-edge capacity means more dem

AIEarningsNet IncomeRevenue GrowthSemiconductors

Published

11 Aug 2026 15:45

News subject

Earnings

Why this score

Improving financial comparison, Positive market reaction

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 4.3% · 2.2d old

Duplicates

1 consolidated

#1250Tone

finance.yahoo.comDirect company coverageStored article

Microsoft's Maia 300 Could Be a Win for Marvell and TSMC

This article first appeared on GuruFocus. Chip designer Marvell Technology Inc. (MRVL, Financials) could be among the clearest benefactors if Microsoft's Maia 300 AI accelerator ever achieves considerable scale.Wedbush analyst Matt Bryson said a substantial Microsoft order would likely benefit both Marvell and TSMC, which could develop and build the custom silicon.Microsoft has had a tough time scaling previous versions of Maia, but Bryson believes the software may be reaching the point where years of work start to pay off.The business is said to be in discussions with TSMC to manufacture more

AISemiconductorsTech

Published

11 Aug 2026 15:10

News subject

Analyst action

Why this score

No clear positive or negative phrase

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.9% · 2.2d old

Duplicates

1 consolidated

#1363Tone

finance.yahoo.comDirect company coverageStored article

Sector Update: Tech Stocks Edge Higher Premarket Tuesday

Technology stocks were higher premarket Tuesday, with the State Street Technology Select Sector SPDR PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

Published

11 Aug 2026 13:10

News subject

Analyst action

Why this score

Positive financial language

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 1.5% · 2.3d old

Duplicates

1 consolidated

#1475Tone

finance.yahoo.comDirect company coverageStored article

TSMC's July Revenues Soar: How Should You Play the Stock Now?

Taiwan Semiconductor Manufacturing Company TSM, or TSMC, released its July 2026 revenue report yesterday. Last month, revenues jumped 44.7% year over year to NT$ (New Taiwan Dollar) 467.58 billion, up 5.6% sequentially. Through the first seven months of 2026, revenues totaled NT$2.87 trillion, increasing 37% compared with the same period in 2025. As the world's largest semiconductor foundry, TSMC manufactures computer chips for major technology players, including Apple, NVIDIA and Broadcom, based on their proprietary designs. The July results extend the company's strong second-quarter performa

DividendsEarningsEarnings Per ShareFourth QuarterPrice TargetRevenue Growth

Published

11 Aug 2026 13:10

News subject

Earnings

Why this score

Improving financial comparison

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 3.6% · 2.3d old

Duplicates

1 consolidated

#1550Tone

finance.yahoo.comDirect company coverageStored article

Sony and TSMC Finalize a $4.7 Billion Chip Venture

This article first appeared on GuruFocus. Sony Group Corp. (SONY, Financials), the world's largest maker of image sensors, and TSMC have agreed to a $4.69 billion joint venture to research and produce next-generation image sensors in Japan.Sony will have a majority interest and will contribute around $2.92 billion in cash and assets, including its new chip facility in Kumamoto. TSMC - Approximately $1.77 billion. The project, dubbed Advanced Vision Semiconductor Manufacturing, is slated to go into volume production in 2029.Sony will be responsible for the sensor development, product planning a

Joint VentureSemiconductorsTechnology

Published

11 Aug 2026 12:56

News subject

Balance sheet

Why this score

No clear positive or negative phrase

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 1.7% · 2.3d old

Duplicates

1 consolidated

#1636Tone

finance.yahoo.comDirect company coverageStored article

Intel's Stock Sale Just Grew to $20 Billion

This article first appeared on GuruFocus. Intel Corp. (INTC, Financials), the semiconductor manufacturer that's striving to reestablish its position in advanced manufacturing and AI, has made its already-massive stock sale even bigger.Intel priced a $20 billion public equity offering at $95 a share, up from the $15 billion deal disclosed a day earlier.The corporation is selling more than 210 million shares and anticipates net proceeds of almost $19.7 billion. The underwriters also have the right to buy additional 31.6 million shares, which might lead to even further dilution.Timing is interest

AIEquity OfferingSemiconductors

Published

11 Aug 2026 12:52

News subject

Deals and strategy

Why this score

Dilution risk

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 2.6% · 2.3d old

Duplicates

1 consolidated

#1750Tone

finance.yahoo.comDirect company coverageStored article

TSMC to invest $1.8 billion in joint venture with Sony for image sensors

TAIPEI, Aug 11 (Reuters) - ‌Taiwan ‌chipmaker TSMC ​said on Tuesday it ‌will ⁠invest 282 billion ⁠yen ($1.77 billion) ​in ​a ​joint ‌venture with Sony Group to ‌develop ​and ​make ​next-generation ‌image sensors. ($1 = 159.3300 ​yen) (Reporting ​by ​Ben Blanchard; ‌Editing ​by Andrew ​Heavens) View Comments

Semiconductors

Published

11 Aug 2026 09:45

News subject

Market update

Why this score

No clear positive or negative phrase

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.5% · 2.4d old

Duplicates

1 consolidated

#1888Tone

finance.yahoo.comDirect company coverageStored article

Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges

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. Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue growth that supports demand across the chip supply chain. Taiwan Semiconductor has raised its outlook for 2026, tying expectations more closely to artificial intelligence related workloads and advanced chip manufacturing. The foundry relies on semiconductor equipment suppliers such as Lam Research for tools used in producing hig

AIChip ManufacturingRevenue GrowthSemiconductors

Published

11 Aug 2026 09:11

News subject

Macro sensitivity

Why this score

Guidance raised, Operating growth

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 2.2% · 2.5d old

Duplicates

1 consolidated

#1975Tone

finance.yahoo.comDirect company coverageStored article

Sony Group (TSE:6758), What Is Behind The Fresh Attention?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Sony Group (TSE:6758) has drawn fresh attention after unveiling its compact FE 100-400mm f/5.6-8 OSS super telephoto lens, expanding its camera ecosystem just days after reporting first quarter earnings and updated full year guidance. See our latest analysis for Sony Group. The latest lens launch comes after a busy run of news for Sony Group, including stronger first quarter earnings, raised full year guidance and fresh investment plans in advanced image

Balance SheetEarningsGuidanceRevenue GrowthSemiconductorsShare Price

Published

11 Aug 2026 01:08

News subject

Earnings

Why this score

Guidance raised

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 3.2% · 2.8d old

Duplicates

1 consolidated

#2084Tone

finance.yahoo.comDirect company coverageStored article

Applied Materials (AMAT) Gets A Demand Lift From 44.7% AI Chip Growth

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Applied Materials (NasdaqGS: AMAT) is in focus after TSMC reported a 44.7% year over year revenue jump in July on strong AI chip demand. TSMC, the leading semiconductor foundry, cited AI related chips as a key driver of July revenue, signaling strong demand for advanced manufacturing capacity. The surge in TSMC revenue points to potential increases in capital spending on wafer fabrication and equipment that could be relevant for chip equipment suppliers. Stronger AI chip demand at TSMC h

AICapital SpendingManufacturingSemiconductorsShare Price

Published

10 Aug 2026 21:09

News subject

Earnings

Why this score

Strong Demand, Operating growth

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 4.7% · 3.0d old

Duplicates

1 consolidated

#2185Tone

finance.yahoo.comDirect company coverageStored article

ASML Stock Rises 1.7% as AI Demand Signal Strengthens

This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML) sits on one of the most valuable choke points in the AI boom, and demand is not slowing down. The lithography giant raised its 2026 revenue outlook after another strong quarter, while its U.S.-listed shares gained roughly 1.7% Monday morning. Then came another bullish signal from one of its biggest customers. TSMC's (NYSE:TSM) July revenue exploded 44.7% year over year to NT$467.58 billion. AI chips cannot keep scaling without more leading-edge manufacturing capacity, and those fabs cannot easily scale without ASML's machines

AIEarningsNet IncomeSemiconductors

Published

10 Aug 2026 20:03

News subject

Earnings

Why this score

Guidance raised

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 4.3% · 3.0d old

Duplicates

1 consolidated

#2237Tone

finance.yahoo.comDirect company coverageStored article

Why Intel Stock Is Falling Today

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) shares fell about 3% Monday after the chipmaker moved to raise $15 billion through a common-stock sale, seeking additional funding as it expands its AI and manufacturing efforts. Intel said the offering could include another $2.25 billion in shares if underwriters exercise a 30-day purchase option. The company plans to direct the net proceeds toward general corporate needs, including capital spending and working capital. Warning! GuruFocus has detected 6 Warning Signs with INTC. Is INTC fairly valued? Test your thesis with our free

Balance SheetCapital RaisingSemiconductorsShare Buyback

Published

10 Aug 2026 19:57

News subject

Capital return

Why this score

Negative market reaction

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 2.4% · 3.0d old

Duplicates

1 consolidated

#2350Tone

finance.yahoo.comDirect company coverageStored article

Microsoft Is Set to Make a Whole Lot More of Its Own AI Chips

Microsoft joins a growing field of tech companies scaling up production of their own chips to battle AI costs. Continue Reading

AISemiconductorsTech

Published

10 Aug 2026 19:50

News subject

Market update

Why this score

No clear positive or negative phrase

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.4% · 3.0d old

Duplicates

1 consolidated

#2437Tone

finance.yahoo.comDirect company coverageStored article

Microsoft Rethinks Its Nvidia Reliance

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is preparing its biggest push yet to turn homegrown AI silicon into a meaningful alternative to Nvidia, with the software giant reportedly planning to unveil its Maia 300 accelerator as early as September. Microsoft is also discussing manufacturing capacity for more than 300,000 chips with Taiwan Semiconductor Manufacturing (NYSE:TSM), potentially giving it greater control over the soaring cost of powering Azure's AI workloads. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with

AICloud ComputingSemiconductors

Published

10 Aug 2026 18:52

News subject

Market update

Why this score

Negative financial language

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.7% · 3.1d old

Duplicates

1 consolidated

#2550Tone

finance.yahoo.comDirect company coverageStored article

Sony (SONY), TSMC (TSM) Bet $6.3B On Next-Gen Sensors

On August 10, Reuters reported that Sony Group (NYSE:SONY) and Taiwan Semiconductor Manufacturing (NYSE:TSM) plan to spend around $6.3 billion on a joint venture to build next-generation microchips for image sensors. It pairs Sony's sensor design expertise with TSMC's manufacturing scale, and it lands while both companies already show momentum in their core businesses.Sony (SONY), TSMC (TSM) Bet $6.3B On Next-Gen Sensors The venture will be owned about 60% by Sony and 40% by TSMC, with commercial production targeted to start as early as 2029 at a site in Japan's Kumamoto prefecture. The compan

AIEarningsEarnings ReportImage SensorsJoint VentureNet Income

Published

10 Aug 2026 17:56

News subject

Earnings

Why this score

No clear positive or negative phrase

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 1.2% · 3.1d old

Duplicates

1 consolidated

#2655Tone

finance.yahoo.comDirect company coverageStored article

Sector Update: Consumer Stocks Softer Monday Afternoon

Consumer stocks were lower Monday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) decreasing 0.3% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 0.5%.In corporate news, GameStop (GME) Chief Executive Ryan Cohen is Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now

Consumer DiscretionaryConsumer Staples

Published

10 Aug 2026 17:47

News subject

Analyst action

Why this score

Positive financial language

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.9% · 3.1d old

Duplicates

1 consolidated

#2763Tone

finance.yahoo.comDirect company coverageStored article

Update: Market Chatter: Microsoft Plans to Ramp Up Homegrown AI Chip Production Next Year

(Update with Microsoft's response to a request for comment.) Microsoft (MSFT) intends to greatly PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

Published

10 Aug 2026 17:30

News subject

Analyst action

Why this score

Positive financial language

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 1.2% · 3.1d old

Duplicates

1 consolidated

#2872Tone

finance.yahoo.comDirect company coverageStored article

TSMC Stock Holds Flat Despite 44.7% July Sales Surge

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest contract-chip manufacturer, reported another monster month in July, with revenue surging 44.7% year over year to approximately NT$467.58 billion. Sales also climbed 5.6% from June's NT$442.68 billion, adding roughly NT$24.90 billion in just one month. Yet TSMC's U.S.-listed shares barely moved Monday morning. That disconnect says plenty: AI demand remains red hot, but investors have already set an exceptionally high bar for the company delivering the chips behind the boom. Warning! Guru

AIEarningsRevenue GrowthRevenue GrowthSemiconductorsValuation

Published

10 Aug 2026 15:59

News subject

Earnings

Why this score

Improving financial comparison, Operating growth

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 3.4% · 3.2d old

Duplicates

1 consolidated

#2937Tone

finance.yahoo.comDirect company coverageStored article

Microsoft's Nvidia Alternative Is Getting Much Bigger

This article first appeared on GuruFocus. Microsoft Corp. (MSFT, Financials), the software and cloud giant, could unveil its next-generation Maia 300 AI chip as soon as September as it takes a bigger step toward reducing its dependence on Nvidia. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator. Microsoft has been developing its own AI silicon for years, but scaling those chips has been the harder part. That may now be changing. The company is reportedly discussing manufacturing capacity with TSMC for more than 300,0

AICloud ComputingSemiconductors

Published

10 Aug 2026 15:34

News subject

Market update

Why this score

Negative financial language

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.7% · 3.2d old

Duplicates

1 consolidated

#3050Tone

finance.yahoo.comDirect company coverageStored article

Sony and TSMC Plan a $6.3 Billion Chip Bet

This article first appeared on GuruFocus. Sony Group Corp. (SONY, Financials), the world's largest maker of image sensors, and Taiwan Semiconductor Manufacturing are reportedly gearing up an investment of around $6.3 billion to jointly produce next-generation chips in Japan.A Nikkei article, citing Reuters, said Sony will own around 60% of the joint venture while TSMC will own 40%. Commercial output could begin in 2029 in Kumamoto, where TSMC is expanding its manufacturing footprint.The cooperation brings together two obvious assets. Sony is No. 1 in image sensors, while TSMC is the world's la

Joint VentureSemiconductors

Published

10 Aug 2026 15:14

News subject

Market update

Why this score

No clear positive or negative phrase

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.4% · 3.2d old

Duplicates

1 consolidated