TSMC

TSMC's U.S. investment is about politics, not business: Analyst

Lattice Semiconductor, AMD, and Qualcomm Shares Are Falling, What You Need To Know

A number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.

S&P 500, Nasdaq, Dow End Lower As Chip Stocks Slide On TSMC Capex Concerns — TSM, MU, NVDA, UNH, GOOGL In Focus

TSMC’s higher spending outlook raised concerns about near-term margins and returns in the ongoing AI infrastructure buildout.

TSMC Adds $100 Billion to U.S. Expansion

Second-quarter profit rose 77% to a record NT$706.6 billion.

NVIDIA’s 75% Margins vs TSMC’s Foundry Gamble: Two Paths to AI Dominance, One Winner

NVIDIA prints 75% margins while TSMC bets tens of billions on new fabs, and both companies insist they are winning the AI race. Only one business model can claim the better long-term edge, and the answer depends on which number you trust more.

Sandisk, Micron, TSMC, UnitedHealth, and More Stocks That Explain Today’s Market

AMD, Dell, Intel, and Micron shares fall as Wall Street questions how long the AI spending boom can last.

Stock Market Today: Nasdaq Slides As Sandisk, SK Hynix Plunge; Nvidia Chipmaker TSMC Tumbles (Live Coverage)

Stock Market Today: The Nasdaq composite dropped Thursday as Sandisk and SK Hynix plunged. TSMC sold off on earnings.

TSMC Q2: Still One Of The Best AI Stocks To Own

TSMC Q2 results show solid growth & margin gains as 2nm/3nm and HPC drive sales; shares trade at a peer discount on geopolitics. Click for this TSM earnings update.

UnitedHealth rallies premarket while chip stocks retreat; TSMC’s record earnings

Investing.com -- U.S. stock index futures were mixed on Thursday as investors weighed lingering Middle East tensions, and focused on corporate earnings and further signs that U.S. inflationary pressures are easing.

Taiwan Semi Plans Extra $100 Billion in U.S. Investment as It Fights Intel Challenge

TSMC stock was dropping after it pledged another hefty U.S. investment, despite reporting a 77% increase in quarterly earnings.