TSM

TSMC still has a wide moat against its smaller competitors. It's well-positioned to profit from the AI market's growth.

A Delaware jury verdict is adding to the pressure on Arm Holdings (NASDAQ:ARM | ARM Price Prediction) as a broad selloff in chip stocks extends its run. Arm stock is down 5% during afternoon trading, landing at $232.22.

TSMC's record Q3 profit and upbeat Q4 outlook highlight booming AI chip demand. Explore three ETFs with significant TSMC exposure.

Full-year 2026 revenue is expected to grow around 44%. Annual capacity for 2-nanometer chips will more than double in 2027.

TSMC just delivered its sixth consecutive record profit quarter and raised its full-year growth outlook, yet the stock quietly slid back to where it traded a month ago.

TSMC just delivered another blowout quarter with 51% revenue growth. The stock fell as CEO C.C.

Taiwan Semiconductor Manufacturing Company Limited, aka TSMC, remains a top pick in semiconductors, offering strong growth, wide moats, and reasonable valuation. Q3 delivered 40%+ YoY revenue growth, expanding gross margins and EPS of $4.60, beating consensus; robust AI-driven demand persists. TSM is ramping 2nm and 3nm nodes, balancing innovation with margin discipline, and maintains confidence despite peers' earlier High NA EUV adoption.

Taiwan Semiconductor (TSM) plans to spend as much as $64 billion on capital expenditure (capex) this year, a commitment that could understandably make some shareholders nervous. But the size of that investment tells only half the story.

TSMC's Q3 2026 earnings and revenues beat estimates, fueled by strong growth and advanced-node demand, while 2-nanometer adoption gains momentum.

TSMC makes the vast majority of the world's most advanced chips, but soaring AI demand has sparked fierce competition for manufacturing capacity. Chip companies are cultivating relationships in Taiwan and making the case that they could become TSMC's next big customer.