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Wedbush's Dan Ives is calling one corner of the semiconductor market the single most important asset in the AI buildout, and he says the supply crunch powering it will not let up for years. The stocks he is watching right now tell a very specific story about where the money is moving.
TSMC posted a blowout quarter while memory stocks cratered, and the split signals something important about where AI hardware demand is actually holding up and where it is starting to crack.
TSM will release Q2 earnings on July 16 with AI-driven HPC demand, 3nm technologies and record revenues expected to support another strong quarter.
June growth strengthens expectations ahead of full earnings
AMKR is riding resilient premium smartphone demand as rising AI and chip complexity boost advanced packaging opportunities ahead.
NetEase and peers gain appeal as U.S.-China trade easing and policy shifts lift confidence in Chinese tech into 2H26.
Meta just broke its open-source religion to charge developers for AI, and Zuckerberg is betting a $145 billion infrastructure gamble on a pricing strategy that undercuts every major rival. Whether that math works out depends on a model the world hasn't seen yet.
Wall Street heads into one of its busiest weeks of the summer, with second-quarter earnings season shifting into high gear alongside key inflation data and closely watched testimony from Federal Reserve Chair Kevin Warsh. The week kicks off with a flood of bank earnings. JPMorgan Chase,...
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) reported record June revenue of NT$442.7 billion (about US$13.2 billion), as strong demand for its chips helped lift second-quarter sales above the high end of the company's guidance. June revenue increased 67.9% from a year earlier and...
A groundbreaking ceremony marked the start of Phase II at the Chiayi Science Park, which is expected to produce $9.35 billion in annual output
INTC's AI-driven growth, improving foundry execution and lower valuation give it an edge over TSM in this AI chip manufacturing comparison.
Taiwan Semiconductor Manufacturing said its revenue last month jumped 68% compared with a year ago, hitting a record That implies that TSMC's second-quarter revenue came in at the equivalent of $39.55 billion, a record for the company and slightly above a FactSet consensus.
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TSMC Delivers Blowout Q2 Revenue Beat on Surging AI Chip Demand
The chipmaker's June sales hit a record NT$442.68 billion, pushing second-quarter revenue above the top end of its own guidance
The chip maker reports a 68% monthly sales jump, but investors are still questioning how long the AI spending boom can last.
June up 68%, first-half revenue near $75 billion, and the whole industry’s ambitions still running through one very busy island
AI Boom Drives Record Quarterly SalesTSMC (NYSE:TSM) reported record second-quarter revenue on Monday as robust demand for artificial intelligence chips continued to fuel growth for the world’s largest contract semiconductor manufacturer. Revenue for the April-to-June period climbed 36% year-on-year to T$1.
Taiwan Semiconductor Manufacturing beat expectations for June sales. It's set to report Q2 earnings on Thursday. TSM stock wavered.
<body><p>STORY: TSMC reported record high second-quarter revenue on Monday. </p><p>The world’s largest contract chipmaker posted that Q2 revenue rose 36% from a year earlier on surging interest in AI applications. </p><p>Reuters calculated TSMC’s earnings came in at just over $39.6 billion - slightly above forecasts. </p><p>TSMC is a major supplier to companies including Nvidia and Apple. </p><p>For June alone, TSMC reported revenue rose almost 68% year-on-year to $13.8 billion - up 6% from the previous month.</p><p>TSMC, which is Asia's most valuable publicly listed company, didn't provide any details or forward guidance in its brief revenue statement.</p><p>It is scheduled to due to report second-quarter earnings on Thursday.</p><p>It's also due to update its outlook and plans for the current quarter and the rest of the year.</p><p>The company's shares have risen 57% so far this year, in line with the broader market.</p></body>
Taiwan Semiconductor Manufacturing Company (TSMC) reported a 35.6% increase in revenue during the first-half of 2026, and of 68% in June, highlighting continued strong demand for AI chips ahead of the firm's full second-quarter earnings report later this week.View on euronews
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