A $4 Billion Reason to Buy TSMC Stock Now The world's leading chip foundry is benefiting from booming data center demand while investing billions to expand production in the United States. Barchart · Oct 20
TSMC Stock Just Delivered Another Blowout Quarter. Why It's a Buy for the Next 10 Years. TSMC’s AI boom is getting bigger. So is its next big challenge. Barchart · Oct 20
3 Bear Put Spread Trade Ideas For This Monday A bear put spread is a vertical spread that aims to profit from a stock declining in price. It has a bearish directional bias as hinted in the name. Unlike the bear call spread, it suffers from time decay so traders need to be correct on the direction of the… Barchart · Oct 19
Ahead of Taiwan Semiconductor Earnings, Here's What Barchart Data Says Comes Next for TSM Stock Taiwan Semiconductor is set to report its Q2 earnings on Oct. 15. Options data suggests TSMC shares will likely sink after the earnings event. Barchart · Oct 14
CPI, Earnings and Other Can't Miss Items this Week Markets face the quarter’s most significant earnings convergence with major financial and semiconductor giants reporting alongside critical inflation data. Wednesday’s September CPI at 8:30am provides crucial inflation assessment before Thursday’s data deluge. Barchart · Oct 11
A Critical Role in the AI Buildout Makes Taiwan Semi Stock a Must-Watch at All-Time Highs Taiwan Semiconductor (TSM) exhibits exceptional growth, profitability, and strong technical momentum, trading near all-time highs. TSM is rated a “Buy” by most analysts, with price targets ranging from $330 to $665. Revenue and earnings growth are robust, with expectations of 43% and 59% increases this year, respectively. Valuation concerns persist,... Barchart · Oct 8
TSMC Is Set Up for a Big October 15. After Record Monthly Sales, 2nm and Margins Will Drive Future Price Action. TSMC’s October 15 earnings are expected to show strong revenue growth, but the stock’s reaction will likely depend on whether margins hold up as the company ramps production of its new 2nm chips. Barchart · Oct 6
Bottlenecking the Future: TSMC Prices Out the Competition TSMC is accelerating 2-nanometer production, raising output targets and commanding premium wafer pricing, as insider buying and options data signal strong institutional confidence in its growth outlook. MarketBeat · Sep 29
Institutional Investors Invest in Long-Dated Taiwan Semiconductor Call Options - A Bullish Signal on TSM Some institutional investors bought a large volume of Taiwan Semiconductor (TSM) call options expiring in almost 9 months. The strike price is higher (out of the money), implying they are bullish on TSM. Barchart · Sep 23
Taiwan Semi Revenue Keeps Surging. How to Play TSM Stock in September 2026. Taiwan Semiconductor’s revenue rose in August, making shares of TSM stock look even more compelling. Barchart · Sep 15
TSMC Revenue Jumps 53% in August, Signaling Strong AI Chip Demand TSMC reported August 2026 revenue up 53.3% year over year, with strong margins, insider buying, and analysts maintaining a consensus Buy rating and $523.22 average price target. MarketBeat · Sep 11
George Soros Quietly Raised His Taiwan Semi Stake by 1,000%. Here’s Why You Should Be Buying Too. Hedge funds are divided on TSMC, but record AI-driven results and strong U.S. expansion give the bulls plenty of reason to stay confident. Barchart · Aug 24
Taiwan Semiconductor’s AI Bottleneck Hands Samsung a Powerful Pricing Opportunity Samsung Electronics Co. Ltd. (OTC:SSNLF) is using stronger AI-chip demand, tighter industry capacity, and improving manufacturing performance to raise prices and strengthen the economics of its foundry business as it works to narrow the gap with Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM). Benzinga · Aug 19
Why There Might Be a Case for Taiwan Semiconductor Stock at $450 in September Although TSM stock has struggled since the end of June, quantitative dynamics may point to a possible upswing next month. Barchart · Aug 17
Benzinga · Aug 17 TSMC’s Arizona Operations Poised for Bigger Profit This Year as Advanced Chip Demand Accelerates: Report Taiwan Semiconductor Manufacturing Co.’s (NYSE:TSM) Arizona operations are reportedly on track for a sharp profit increase this year as strong demand for advanced AI chips accelerates the company’s U.S. expansion.
MarketBeat · Aug 14 Sony and TSMC’s $4.7 Billion Venture Is About More Than Camera Sensors TSMC and Sony signed a $4.69 billion deal to build a CMOS image sensor plant in Kumamoto, Japan, targeting 2029 production and backed by Japanese government subsidies.
Barchart · Aug 11 AI Spending Remains a Concern for Other Chip Stocks, But Taiwan Semiconductor Has No Worries TSMC’s July sales jumped nearly 45% as AI chip demand remained exceptionally strong, reinforcing management’s bullish 2026 growth outlook.
Benzinga · Aug 10 Nvidia Built the AI Brain, Now TSMC Wants to Give It Eyes Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is betting that the next wave of artificial intelligence won’t just require more computing power — it will require machines that can see and understand the physical world.
Barchart · Aug 4 Intel vs. TSMC: Intel Is Winning an AI Battle Against TSMC That Few Investors Are Watching TSMC is reportedly developing an Intel-inspired packaging technology, suggesting AI chip packaging is becoming a key battleground, giving Intel a rare chance to narrow the gap.
MarketBeat · Aug 3 TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks? Taiwan Semiconductor insiders bought nearly $800,000 in shares since early July as analysts raise price targets and Buy ratings following the company's Q2 earnings report.
Benzinga · Jul 30 Cathie Wood Keeps Buying the Dip on SpaceX, Adds $20 Million of TSMC as Chip Stocks Slide Cathie Wood’s Ark Invest leaned into some of its highest-conviction growth themes on Wednesday, July 29, led by a broad push into Space Exploration Technologies (NASDAQ:SPCX), Taiwan Semiconductor Manufacturing (NYSE:TSM), Amazon.com (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL). The buying and selling spree came as those names sat near major news catalysts, with…
Barchart · Jul 28 Taiwan Semiconductor Has Unusual Call Options Activity - a High Covered Call Yield Play Taiwan Semiconductor (TSM) is showing unusually heavy call option volume today. Investors are earning high covered call yields, over 3.4% for the next month, by selling out-of-the-money calls.
Barchart · Jul 24 TSMC Just Flexed Its Cash and Raised the Stakes in America After Record AI-Driven Earnings TSMC just committed another $100 billion to U.S. chipmaking on the same day it posted record profit. Behind both moves is an AI chip demand it still can’t fully meet.
MarketBeat · Jul 24 TSMC’s Price Hikes Could Show Which AI Chip Stocks Have Real Pricing Power TSMC plans 2027 price hikes of 5% to 10% plus HPC surcharges, testing pricing power at NVIDIA, Broadcom, AMD, and Qualcomm amid record TSMC revenue and margins.
Barchart · Jul 22 TSMC Stock: A $64 Billion Bet Even as AI Bubble Fears Grow If TSMC believed there was an AI bubble, it wouldn't be spending $64 billion.