Taiwan Semiconductor Manufacturing Company Limited (TSM)
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TSMC: The Only AI Fab Game In Town
Published: July 18, 2025 by: Seeking Alpha
Sentiment: Positive
Taiwan Semiconductor Manufacturing Company Limited delivered strong Q2 results, beating earnings estimates and showcasing robust revenue growth driven by soaring AI chip demand. Margin expansion highlights TSMC's ability to translate top line growth into higher profitability, reinforcing its leadership in the chip manufacturing sector. TSMC remained widely free cash flow profitable in Q2'25 and the outlook implies strong tailwinds for FCF and earnings growth.
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Taiwan Semiconductor Q2 Earnings and Revenues Surpass Expectations
Published: July 18, 2025 by: Zacks Investment Research
Sentiment: Positive
TSM tops Q2 forecasts with 61% EPS growth, driven by strong demand for advanced chip nodes.
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NVDA vs. TSM: Which Semiconductor Stock Is the Better AI Investment?
Published: July 18, 2025 by: Zacks Investment Research
Sentiment: Positive
Taiwan Semiconductor's soaring AI revenues, aggressive investments and lower valuation give it an edge over NVIDIA as the better AI stock bet.
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TSMC: The Bull Run Has Only Just Begun
Published: July 17, 2025 by: Seeking Alpha
Sentiment: Positive
Demand for AI and HPC chips is relentless. Taiwan Semiconductor Manufacturing Company Limited is growing at a rate of 30%, which is unusual for a company that brings in $30B in revenue per quarter. The utilization rate for the 5nm process node was so high in Q2 that the company had to deploy resources from the older 7nm node to meet demand. TSMC's $165B US investment should help mitigate reciprocal and sectoral tariff risks, with effective rates likely landing between 15-20% after August 1.
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Downey: Buy Seasonal Dips, META, TSM & LRCX Key A.I. Stocks
Published: July 17, 2025 by: Schwab Network
Sentiment: Positive
Lucas Downey expects a seasonal pullback after the steep SPX rally. He urges investors not to panic and instead buy on the anticipated dip.
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TSMC stock: 3 big reasons why Taiwan Semi's sinking margins aren't concerning
Published: July 17, 2025 by: Invezz
Sentiment: Negative
Taiwan Semiconductor Manufacturing (NYSE: TSM) inched up on Thursday after posting better-than-expected earnings for its second financial quarter. However, the management recorded a marginal decline in gross margins and said foreign exchange headwinds and lower profitability at overseas fabs could result in a further hit to margins in Q3.
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Taiwan Semi is speeding up U.S. chip production due to demand, CEO says
Published: July 17, 2025 by: CNBC
Sentiment: Positive
TSMC is working to speed up chip production due to “strong interest” from its leading U.S. customers, CEO C.C. Wei said.
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Intel Vs. TSMC: One To Trade, One To Own
Published: July 17, 2025 by: Seeking Alpha
Sentiment: Neutral
There is a debate forming between TSMC versus Intel Corporation stock, and we're here to address the chatter. TSMC will continue to own the bulk of the foundry market, but we do see hope for INTC to be a solid second place player in foundry 2.0 with 18A. Our take is that both TSMC and Intel can be winners, over different time frames.
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July's 3 Hottest Tech Stocks To Buy
Published: July 17, 2025 by: 24/7 Wall Street
Sentiment: Positive
Determining the “best” stock to buy in a particular sector is a difficult exercise, particularly because there are simply so many options for investors to choose from with very different business models and long-term growth outlooks.
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Taiwan Semiconductor Manufacturing Company Limited (TSM) Q2 2025 Earnings Call Transcript
Published: July 17, 2025 by: Seeking Alpha
Sentiment: Neutral
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM ) Q2 2025 Earnings Conference Call July 17, 2025 2:00 AM ET Company Participants C. C. Wei - Chairman & CEO Jeff Su - Director of Investor Relations Jen-Chau Huang - Senior VP of Finance & CFO Conference Call Participants Brad Lin - BofA Securities, Research Division Brett William Simpson - Arete Research Services LLP Charlie Chan - Morgan Stanley, Research Division Chia Yi Chen - Citigroup Inc., Research Division Gokul Hariharan - JPMorgan Chase & Co, Research Division Junhong Pan - KGI Securities Co. Ltd.
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5 Things to Know Before the Stock Market Opens
Published: July 17, 2025 by: Investopedia
Sentiment: Negative
Stock futures were mixed early Thursday as investors brushed off worries over Federal Reserve independence; United Airlines (UAL) shares fell after its revenue came in lower than expected; Taiwan Semiconductor Manufacturing Co. (TSM) shares rose after it boosted its full-year revenue outlook on strong AI demand; U.S. retail sales are expected to improve in June; MP Materials (MP) shares fell after it proposed to raise $500 million.
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Nvidia Stock Gains. What Taiwan Semi's Results Say About the AI Chip Market.
Published: July 17, 2025 by: Barrons
Sentiment: Positive
Nvidia was gaining after key partner Taiwan Semiconductor Manufacturing gave an upbeat outlook on artificial-intelligence processor demand.
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Taiwan's TSMC says second quarter profit up 60%
Published: July 17, 2025 by: TechXplore
Sentiment: Positive
Taiwanese chipmaking giant TSMC reported Thursday a forecast-beating 60% rise in net profit for the second quarter on sustained demand for artificial intelligence technology.
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TSMC posts second-quarter profit surge — here are the key points
Published: July 17, 2025 by: CNBC International TV
Sentiment: Positive
TSMC, the world's largest chipmaker, saw a surge in profit thanks to demand for AI chips. CNBC's Arjun Kharpal breaks down the results.
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Taiwan Semi profit booms by 61% as Nvidia buoys demand
Published: July 17, 2025 by: Market Watch
Sentiment: Positive
Taiwan Semiconductor Manufacturing Co., the contract manufacturer for companies including Nvidia and Apple, on Thursday said its profit surged in the second quarter due to artificial-intelligence demand.
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TSMC's second-quarter profit soars nearly 61% as AI chip demand stays strong
Published: July 17, 2025 by: CNBC
Sentiment: Positive
TSMC's second-quarter profit soars nearly 61% as AI chip demand stays strong
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TSMC Q2 profit surges 60%, reaches historic high
Published: July 17, 2025 by: Reuters
Sentiment: Positive
TSMC , the world's largest contract chipmaker, posted a 60.7% jump in second-quarter net profit on Thursday, beating market forecasts and hitting a historic high as it benefited from surging demand for semiconductors used in artificial intelligence applications.
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TSMC quarterly profit seen hitting record but Trump tariffs, forex a concern
Published: July 16, 2025 by: Reuters
Sentiment: Neutral
TSMC , the world's main producer of advanced AI chips, is expected to post a 52% jump in second-quarter profit to record levels on Thursday, though U.S. tariffs and a strong Taiwan dollar could weigh on its outlook.
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U.S. chip supply faces tariff risk
Published: July 16, 2025 by: CNBC Television
Sentiment: Negative
CNBC's Deirdre Bosa joins 'The Exchange' to discuss ASML tariff fears impact on its cloud outlook.
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TSM Hits All-Time High Ahead of Earnings, Needs "Blowout Quarter" to Rally
Published: July 16, 2025 by: Schwab Network
Sentiment: Positive
Olivier Blanchard believes TSMC (TSM) has more room to move to the upside with its earnings Thursday morning. He expects a "continuation of what we've already seen" with A.I.
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The Big 3: TSM, EWZ, LULU
Published: July 16, 2025 by: Schwab Network
Sentiment: Positive
@Theotrade's Don Kaufman is a bull when it comes to TSMC (TSM). He sees the stock running up to $250 at the end of the week on expectations of a strong report, with ASML Holding (ASML) being the only wrench in his thesis.
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TSMC's Earnings Are Coming. AI Chips Should Drive Growth Despite Tariff Fears.
Published: July 16, 2025 by: Barrons
Sentiment: Positive
Taiwan Semiconductor Manufacturing is expected to report a 50% rise in quarterly profit.
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5 Dividend Growth Stocks for a Safe & Income-Driven Portfolio
Published: July 16, 2025 by: Zacks Investment Research
Sentiment: Positive
AEM, UGI, QFIN, TSM and GPI stand out as top dividend growth picks for building a safer, income-focused portfolio in 2025.
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TSMC (TSM) Is Considered a Good Investment by Brokers: Is That True?
Published: July 16, 2025 by: Zacks Investment Research
Sentiment: Positive
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
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Advanced AI Chip Demand Likely to Aid Taiwan Semiconductor's Q2 Sales
Published: July 16, 2025 by: Zacks Investment Research
Sentiment: Positive
Surging demand for advanced AI chips is likely to have driven TSM's Q2 revenues, while rising operational costs may have weighed on earnings.
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NVDA Eased Chip Export Restrictions to Benefit TSM & AMSL
Published: July 15, 2025 by: Schwab Network
Sentiment: Positive
ASML Holding (ASML) reports earnings early tomorrow morning, and Ray Wang expects to see a beat from the report. In turn, he sees Nvidia's (NVDA) eased A.I.
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Taiwan Semiconductor: The 'Go To' Factory For AI Boom
Published: July 14, 2025 by: Seeking Alpha
Sentiment: Positive
TSMC is the foundational chip manufacturer for leading AI and tech companies, with unmatched scale and technology vs. competitors like Samsung and Intel. The AI boom is fueling massive, sustained demand for advanced chips, positioning TSMC as the primary beneficiary across the industry. Despite its central role, TSMC trades at a significant discount to peers on key valuation metrics, indicating the stock is undervalued.
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JPM, UAL & TSM: Charting the Start of 3Q Earnings Season
Published: July 13, 2025 by: Schwab Network
Sentiment: Neutral
The third quarter earnings season kicks off with an abundance of big reports across industries. Among the most notable names: JPMorgan Chase (JPM), United Airlines (UAL), and TSMC (TSM).
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Prediction: Taiwan Semiconductor Manufacturing Stock Is the Safest AI Chip Bet
Published: July 13, 2025 by: The Motley Fool
Sentiment: Positive
Taiwan Semiconductor Manufacturing (TSM 0.24%) may not design artificial intelligence (AI) chips, but it's a company that every AI chipmaker relies on. The AI giants rely on TSMC to manufacture their number-crunching chip designs.
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Forget NVDA: These 2 AI Stocks Have 10x Potential and Pay Dividends
Published: July 13, 2025 by: 24/7 Wall Street
Sentiment: Positive
Key Points in This Article: AI's transformative impact across industries drives demand for chips, with Nvidia leading due to its GPU dominance.
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About Taiwan Semiconductor Manufacturing Company Limited (TSM)
- IPO Date 1997-10-09
- Website https://www.tsmc.com
- Industry Semiconductors
- CEO C. C. Wei
- Employees 65152