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Latest reporting and analysis tagged with TSMC.
TSMC's Q4 2025 revenue reached $33.7 billion, beating guidance. The company forecasts nearly 30% revenue growth for 2026 and plans to increase capital expenditure to $52-56 billion.
ASML's market value exceeded $500 billion after TSMC announced higher-than-expected capital spending plans, driven by AI chip demand. Shares rose 5.4%.
The US and Taiwan reached a trade deal cutting tariffs in exchange for $250 billion in US tech investments. TSMC announced increased spending, while Beijing criticized the agreement.
Nvidia's dominance in AI infrastructure faces challenges from Broadcom's custom ASICs and TSMC's manufacturing role, with analysts projecting significant revenue growth for Broadcom.
TSMC posted a 35% jump in Q4 profit to record levels, beating forecasts, driven by AI chip demand. The company also detailed its U.S. investment plans.
TSMC announced a record quarterly profit, forecast strong growth, and detailed plans to expand its US manufacturing capacity, including a fourth Arizona factory.
AMD stock surged 6% after TSMC reported strong Q4 2025 earnings. Wells Fargo analyst Aaron Rakers upgraded AMD to 'top pick,' forecasting 55% growth driven by CPU leadership and AI positioning.
US stocks rose Thursday, recovering from losses as TSMC's strong AI outlook boosted chip stocks and bank shares rallied on earnings reports. Oil and silver prices fell amid geopolitical developments.
TSMC's strong financial outlook and CEO comments on AI demand boosted chip stocks including Nvidia, AMD, and Broadcom in early trading Thursday.