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Barchart
Barchart
Sristi Suman Jayaswal

Dear Taiwan Semi Stock Fans, Mark Your Calendars for July 17

Taiwan Semiconductor TSM TSMC Semiconductor Charles Shi Needham

Taiwan Semiconductor (TSM), the world’s largest contract chipmaker, is the quiet engine behind the artificial intelligence (AI) boom. As the go-to chipmaker for tech giants like Nvidia (NVDA), Advanced Micro Devices (AMD), and Intel (INTC), TSMC’s role in shaping the future of AI is unmatched. Last year, its AI-related revenue tripled, with even bolder projections ahead — a doubling in fiscal 2025.

Despite posting stronger-than-expected June-quarter revenue, TSM stock dipped slightly, reflecting cautious sentiment. June marked its second-lowest monthly sales this year with a month-over-month decline, raising some investor concerns. Yet shares have held relatively steady, signaling that the market may be shifting its focus beyond topline numbers. 

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