Taiwan Semiconductor’s $100 Billion Arizona Expansion Is a Bullish Sign for Investors TSMC stock still looks like a 'Buy' after its latest earnings print. Barchart · Jul 19
Benzinga Bulls and Bears: PayPal, UnitedHealth, Netflix — And Stocks End Wild Week Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. Benzinga · Jul 18
A $100 Billion Reason to Buy Taiwan Semi Stock Now TSMC’s massive investment signals growing ambitions, giving investors another reason to watch the chip giant closely. Barchart · Jul 17
TSMC confirms significant yield and performance improvements in A14 update — strong interest from AI/HPC and smartphone customers TSMC's A14 process technology progresses faster than N2 at this stage of development as developers of both client and AI/HPC plan to use it. Tom’s Hardware · Jul 17
TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident TSMC posted record Q2 2026 revenue and profit, raised its full-year growth outlook to over 40%, and boosted 2026 CapEx plans, signaling robust AI chip demand. MarketBeat · Jul 17
TSMC projects mass production of advanced A14 chips by 2028 Taiwan Semiconductor Manufacturing Co. (TSMC) announced that commercial production of its highly anticipated A14 process is slated to begin in 2028. According to a news report by Focus Taiwan, the announcement signals the next major leap in advanced semiconductor manufacturing as the global chip supply chain races to meet intensifying… The Economic Times · Jul 17
ASML looks to increase prices of its Low-NA EUV tools beyond existing productivity-based model — company wants to capture the value of all the advantages its tools offer, not just wafer throughput improvements ASML's comments point to intentions to increase prices, though the company is expected to maintain its value-based approach to price setting. Yet, TSMC is reportedly unhappy about the potential plan. Tom’s Hardware · Jul 17
SoftBank Tumbles 11% as Global AI Sell-Off Triggers 'Another Wipeout' for Tech Momentum Winners Shares of tech conglomerate SoftBank Group Corp. (OTC:SFTBY) plummeted over 11% in Tokyo on Friday as a sweeping global rout in artificial intelligence and semiconductor stocks triggered a massive downturn for market frontrunners. Benzinga · Jul 17
Global tech stocks fall as chip sell-off deepens; mortgage rates rise amid renewed Middle East tensions - as it happened Rolling coverage of the latest economic and financial news The Guardian - UK · Jul 17
TSMC Just Had Its Best Quarter Yet. The AI Boom Is Raising The Bar Even Higher. TSMC is expanding its U.S. manufacturing footprint after posting another record quarter driven by AI-related demand. International Business Times · Jul 16
The company that makes all the West's chipmaking machines says it's selling more than it expected thanks to 'very strong momentum in both DRAM and advanced logic' It's all a race to catch up with astronomical demand. PC Gamer · Jul 16
TSMC posts record profit and pledges $100bn to expand US manufacturing Taiwan Semiconductor Manufacturing Company (TSMC) beat Wall Street expectations on Thursday with a record second-quarter net profit, up 77% from a year earlier, while pledging a further $100bn (€87.4bn) to expand its chipmaking capacity in the US. Euronews · Jul 16
TSMC commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings TSMC will invest an additional $100 billion in the U.S. to build at least four more chipmaking plants and advanced packaging facilities in Arizona. Tom’s Hardware · Jul 16
Southeast Asia ‘has not really moved up the value chain’ and risks missing the AI boom, says Standard Chartered’s chief ASEAN economist “Every country wants to have the next Silicon Valley or be the next AI mega-producer, but getting there isn’t just a matter of snapping one's fingers." Fortune · Jul 16
The Economic Times · Jul 16 Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demand TSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future artificial intelligence demand. The company also raised its capital expenditure guidance for the coming years. TSMC's robust second-quarter earnings beat analyst expectations significantly. This move signals sustained investment in global AI…
PC Gamer · Jul 16 Against a backdrop of advancing Chinese production, TSMC announces another $100 billion worth of chipmaking will be invested in the US This, after a strong quarter.
Benzinga · Jul 16 TSMC Stock Slides Despite Crushing Q2 Estimates With Fifth Straight Record Profit Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) delivered a fifth consecutive record quarterly profit, beating Wall Street expectations. At the time of writing, TSMC stock rose 1.23% to close at NT$2,470 ($76.72) in Taipei.
The Economic Times · Jul 16 TSMC to invest another $100 billion in US as Q2 profit blows past forecasts TSMC will invest an additional $100 billion in Arizona, expecting robust AI demand. The company raised its capital spending forecast significantly for the current year. This investment will bolster the United States semiconductor ecosystem and supply chain. TSMC's second-quarter profit surged 77%, reaching a record high. The firm anticipates over…
The Independent UK · Jul 16 Taiwan computer chipmaker TSMC pledges another $100 billion to expand US chipmaking capacity Major Taiwan computer chipmaker TSMC says it plans to spend another $100 billion on expanding its manufacturing capacity in the United States
The Economic Times · Jul 16 TSMC posts 77% profit jump for Q2, surging past market expectations Taiwan Semiconductor Manufacturing Company reported a record profit surge. This growth was fueled by strong demand for advanced artificial intelligence chips. The company's net profit climbed significantly, exceeding market expectations. Analysts anticipate TSMC will raise its full-year revenue growth outlook. Future capital spending will indicate management's confidence in AI demand…
The Economic Times · Jul 16 Global Market: TSMC likely to post record Q2 profit as AI chip demand powers growth Taiwan Semiconductor Manufacturing Co. is expected to report another record quarterly profit. Robust global demand for artificial intelligence infrastructure continues to fuel advanced semiconductor orders. Analysts anticipate a significant year-on-year jump in net profit for the April-June quarter. This sustained momentum underscores the ongoing strength in AI-driven semiconductor demand. TSMC's…
The Economic Times · Jul 16 TSMC's second-quarter profit seen hitting record on AI boom Analysts said demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre process technologies for AI chips, as well as for its advanced chip packaging technology, CoWoS, remains strong.
Benzinga · Jul 15 Taiwan Semiconductor Manufacturing Q2 Preview: Analysts Expect Record Revenue, Could Stock Hit New All-Time Highs? Taiwan Semiconductor Manufacturing (NYSE:TSM) looks to hit new all-time highs with a strong earnings report Thursday before market open.
Tom’s Hardware · Jul 15 Intel becomes the first company to ship high-volume logic chips made with ASML's High NA EUV — select Panther Lake layers on 18A are now dual-qualified for 0.55 NA scanners Intel is using ASML’s High-NA EUV tools to pattern select Panther Lake layers, marking the technology’s first use in high-volume logic production
The Economic Times · Jul 15 Global Market: ASML raises 2026 outlook as AI boom drives strong earnings, plans capacity expansion ASML raised its 2026 revenue guidance to €43-45 billion, up from €36-40 billion, after beating Q2 estimates on surging AI chipmaking demand, sending shares up 5.7% as the company plans a 30% capacity boost for its EUV systems over the next two years.