TSM - Taiwan Semiconductor Manufacturing Company Limited

Price: -- -- | CONSENSUS: Buy DETAILS | PRICE TARGET: $586.00 DETAILS

Stock News

All You Need to Know About TSMC (TSM) Rating Upgrade to Strong Buy

TSMC (TSM) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Jul 17, 2026 09:01 AM • zacks.com

Dow Holds Steady While Nasdaq Stumbles: What Moved Markets This Week

AI spending fears rattled chip stocks all week long. Meanwhile, an insurance company quietly saved the Dow from a worse fate.

Jul 17, 2026 09:00 AM • fool.com

Taiwan Semiconductor Q2 Earnings Beat Estimates, Revenues Rise Y/Y

TSM beats Q2 2026 estimates as revenues rise 33.7%, powered by leading-edge demand, while upbeat Q3 guidance signals further AI-driven growth.

Jul 17, 2026 08:06 AM • zacks.com

TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident

Taiwan Semiconductor Manufacturing TodayTSMTaiwan Semiconductor Manufacturing$397.73 -12.01 (-2.93%) As of 11:30 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$223.70▼$479.00Dividend Yield0.75%P/E Ratio32.99Price Target$490.00Add to WatchlistInvestors widely view the results of Taiwan Semiconductor Manufacturing Company NYSE: TSM as one of the key barometers of the artificial intelligence (AI) chip trade.

Jul 17, 2026 07:30 AM • marketbeat.com

Best Momentum Stocks to Buy for July 17th

JBTH, TSM and JPM made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 17, 2026.

Jul 17, 2026 07:15 AM • zacks.com

TSM Q2 Earnings Call Highlights AI Capacity Push, Margin Focus

Taiwan Semiconductor raises 2026 capex as AI demand accelerates, with advanced technologies and packaging driving its long-term expansion plans.

Jul 17, 2026 07:01 AM • zacks.com

AMD Falls 5%, Intel Drops 4%, NVIDIA Slides 3% Before Recovering as Rotation Hits Semiconductor Stocks

Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) were down 5% Friday morning to $477.81, leading a selloff across semiconductor stocks.

Jul 17, 2026 06:30 AM • 247wallst.com

TSMC: Ignore The Noise; Time To Back Up The Truck

TSMC doubles down on AI-driven CapEx, targeting $60–64B in 2026 to address steep compute constraints. AI demand is still going through the roof. High-performance computing now accounts for 66% of Q2 revenue, with datacenter AI and CPU platforms driving +20% sequential HPC growth. Fears of an AI peak are clearly overstated. TSMC's competitive moat remains robust despite rising threats from Samsung and Intel, with gross margins steady at 65% and FCF nearing $47B in 2026.

Jul 17, 2026 05:00 AM • seekingalpha.com

ASML And TSMC: The AI Buildout Is Getting More Expensive

ASML Holding N.V. and Taiwan Semiconductor Manufacturing Company Limited both raised 2026 revenue and capex outlooks, reflecting surging AI-driven demand for advanced semiconductor capacity. ASML's installed-base management revenue is growing over 30%, with memory-related system sales expected to rise more than 75% this year amid a 'perfect storm' in DRAM. TSMC's advanced node demand is robust, driving its 2026 revenue growth outlook above 40% and capex guidance to $60–64 billion, confirming ASML's expansion plans.

Jul 17, 2026 04:53 AM • seekingalpha.com

Compass Pathways gains Jefferies support as COMP360 data distinguishes psychological support from psychotherapy

Compass Pathways (NASDAQ:CMPS)'s COMP360 treatment model may face fewer regulatory hurdles as new Phase II analysis distinguishes the company’s...

Jul 17, 2026 04:50 AM • proactiveinvestors.com

TSMC: AI Capex Fatigue Meets Foundry Competition And Margin Fears - Reiterate Buy

TSM remains the global foundry market leader as they report higher wafer shipment with accelerating revenues and richer gross margins. The aggressive capacity expansions supported by rich cash flow/healthy balance sheet and 2nm chip ramp up lend credibility to their AI market leadership. TSM's competition risks have been prematurely baked-in, since it is uncertain when INTC/SSNLF may deliver volume production and achieve profitability.

Jul 17, 2026 04:41 AM • seekingalpha.com

Analyst Calls Taiwan Semiconductor 'Very Solid' Despite Post-Earnings Pullback

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) stock fell in Friday's premarket session as investors weighed the chipmaker's sharply higher capital spending plans despite another quarter that topped expectations.

Jul 17, 2026 02:19 AM • benzinga.com

Nikkei 225 leads Asian markets rout as TSMC fails to restore confidence

Asian stocks opened lower on Friday as the global retreat from semiconductor shares gathered pace, leaving the region's chip-heavy markets exposed to another round of selling. Japan's Nikkei 225 slid 2.8%, while MSCI's gauge of Asia-Pacific shares outside Japan edged 0.1% lower.

Jul 16, 2026 08:53 PM • invezz.com

TSMC Just Announced Fantastic News for Nvidia Shareholders

TSMC reported revenue and profit that climbed in the double-digits in the recent quarter. The company has been benefiting from the high demand for AI chips.

Jul 16, 2026 04:10 PM • fool.com

Sopko: TSM Earnings "Promising" for AI Trade, Question Lies in Energy & Supply

Earnings from TSMC (TSM) are "incredibly solid," says Stephen Sopko, believing the company making two-thirds of its revenue from "leading edge" AI chips shows strength in the tech trade. He explains why the report is "incredibly promising" for the AI trade, so long as TSMC delivers on execution in meeting robust demand.

Jul 16, 2026 02:00 PM • youtube.com

Taiwan Semiconductor Commits To Investing Another $100 Billion In The United States

Taiwan Semiconductor just announced an additional $100 billion investment in U.S. semiconductor fabrication plants. The company's Arizona fabs produce some of its most advanced microchips.

Jul 16, 2026 12:56 PM • fool.com

Everyone's Buying NVIDIA, but 2 Smaller AI Stocks Could Soar Higher

Western Digital and Seagate are riding AI-driven storage demand with strong revenue outlooks, expanding margins and earnings growth that could fuel further upside.

Jul 16, 2026 12:01 PM • zacks.com

Apple's New iPhone Is Going to Cost Significantly More Than Last Year. That's Great News for These 2 Potential Millionaire-Maker Stocks.

Expensive memory chips and a new-generation processor will be the biggest reasons behind the jump in Apple's iPhone manufacturing costs this year. Sandisk and TSMC are two companies that are likely to win big from the increase in iPhone manufacturing costs.

Jul 16, 2026 11:39 AM • fool.com

TSMC Commits $100 Billion to US Chip Manufacturing

The world's largest semiconductor foundry, Taiwan Semiconductor ( TSM ), delivered another exceptional quarterly earnings report this morning, reinforcing the strength and durability of the global AI investment cycle.

Jul 16, 2026 11:10 AM • zacks.com

Why Direxion Daily Semiconductor Bull 3X ETF Just Crashed

TSMC spooked the stock market this morning, warning of heavier spending on capital investment. Free cash flow is taking a hit, and semiconductor investors are nervous.

Jul 16, 2026 11:01 AM • fool.com