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UNCOVERED: Tsm - The Untold Story

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

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

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

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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.

Benzinga

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.

MarketBeat

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.

Barchart

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.

Benzinga

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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.

Barchart

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.

MarketBeat

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…

Benzinga

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

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.

Barchart

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.

MarketBeat

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.

Barchart

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Barchart

Taiwan Semi Is Raising Wafer Manufacturing Prices. Why That’s Good News for TSM Stock.

As demand for AI chips continues to surge, TSMC is leveraging its pricing power to drive stronger margins and support long-term growth.

Barchart

Taiwan Semiconductor Just Doubled Down on the AI Megatrend. Why TSMC Still Has Room to Run.

TSMC beat earnings estimates, raised its full-year outlook, and reinforced confidence in the long-term AI boom.

Barchart

TSMC’s AI Boom Is Just Getting Started: Why Investors Should Buy the Pullback in TSM Stock Now

TSMC earnings, AI demand, and analyst targets point higher. What does this mean for investors?

Barchart

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.

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Barchart

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.

MarketBeat

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.

Barchart

Taiwan Semiconductor Generates Strong FCF - But TSM Stock is Down and Value Investors Love It

Taiwan Semiconductor reported strong Q2 revenue, with high net income and free cash flow (FCF) margins. However, TSM stock is down, giving value investors an opportunity. One play is to sell short OTM puts.

Kiplinger

Nasdaq Sinks as Chip Stocks Drop Again: Stock Market Today

While Taiwan Semi's post-earnings drop pressured chipmakers, healthcare names outperformed thanks to Merck's FDA win and Eli Lilly's big buy.

Benzinga

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.

Benzinga

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.

Barchart

Taiwan Semi Is an Attractive Stock But Poses Some Risk

China could take steps that would cripple Taiwan Semi.

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