TSM Stock Recent News

Taiwan Semiconductor continues to outperform, with stellar Q2 2025 results and robust YoY growth in revenue, EPS, and margins, reaffirming my "Strong Buy" rating. Business momentum is driven by leadership in advanced nodes, surging AI/HPC demand, and broadening end-market strength, especially in IoT and smartphones. Aggressive reinvestment, a fortress balance sheet, and industry-leading R&D position TSM to maintain its technological edge and capitalize on secular AI trends.

Sarah Kunst, Managing Director at Cleo Capital, doubts Oracle's AI revenue promises, citing weak moats, reliance on DC ties, and unproven contracts, contrasting it with Nvidia and TSMC's unique edge.

When investors think about artificial intelligence (AI) and the chips powering this technology, one company tends to dominate the conversation: Nvidia (NVDA 3.91%). It has become an undisputed barometer for AI adoption, riding the wave with its industry-leading GPUs and the sticky ecosystem of its CUDA software that keep developers in its orbit.

What's a monster stock? In my book, it's a company that's already delivered enormous growth to investors, and considering opportunities ahead, this player should continue to roar higher in the years to come.

Taiwan Semiconductor stock surged to a record high on Wednesday after the chipmaker reported strong sales growth in August.

Taiwan Semiconductor Manufacturing Corp (NYSE: TSM) saw a 5% rise in share price on Wednesday after posting a sharp increase in August sales, underscoring the chipmaker's dominant role in the artificial intelligence (AI) supply chain.

Oracle revealed a massive growth trajectory for its cloud infrastructure business that it forecasted will skyrocket sales to $114 billion in the company's fiscal 2029. Companies that provide the chips and systems for Oracle's buildout — or even compete with it — are seeing their stocks boom.

Taiwan Semiconductor ramps up global chip fabs to meet AI demand, but rising costs may pressure margins.

Artificial intelligence (AI) has taken over the business world during the past couple of years. The stock market has followed as investors rush to take advantage of the new growth opportunities the technology has presented.

Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) (TSMC) saw its total sales in August climb 24% year over year to NT$335.77 billion (New Taiwan dollar), which places the world's biggest contract chipmaker solidly ahead of plan with about 70% of expected Q3 sales booked, according to analysts at Wedbush.    They noted that a weaker Taiwan dollar is benefiting TSMC sales in local currency, while also pointing out that the company in recent quarters has outperformed expectations in the first two months of the quarter before then reporting results closer to the initial guide.