TSMC beats Q2 estimates with strong revenue growth and margin expansion, fueled by soaring AI chip demand. Click for my updated look at TSM stock post earnings.

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Mehdi Hosseini, senior equity research analyst at Susquehanna, says that while TSMC's revenue mix could get a few percentage points of upside from its China business, the main growth drivers going forward are the shipments of Nvidia Blackwell chips to the U.

Taiwan Semiconductor Manufacturing Company (NYSE: TSM) is the market leader in the foundry industry, with a 67.6% revenue market share. Most importantly, the company holds over 90% of the market share in the manufacturing of AI chips.

Here at The Next Platform, the quarterly earnings season starts with Taiwan Semiconductor Manufacturing Co. And that is fitting given the utter dependence

Taiwan Semiconductor Manufacturing Co. will speed up volume production at its second and third chip fabs in north Phoenix to keep up with AI-related demand from customers.

Taiwan Semiconductor Manufacturing Co. on Thursday boosted its full-year revenue growth projections, as strong AI demand continues to fuel results at the world’s largest contract chip maker.

Taiwan Semiconductor Manufacturing Company's (TSM) earnings results are giving tech a boost and easing near-term artificial intelligence (AI) worries. Matt Bryson, Wedbush Securities managing director of equity research,

Taiwan Semiconductor Manufacturing, known as TSMC, reported a 61% rise in quarterly profit as it benefits from demand for artificial-intelligence processors.