Taiwan Semiconductor's growth this year is set to outpace analysts' expectations. The company is confident it can corner a larger share of the Foundry 2.0 market. TSMC's earnings potential indicates ...

When Taiwan Semiconductor Manufacturing Company (NYSE: TSM) (TSMC) released its fourth-quarter earnings in mid-January 2026, most mainstream financial news outlets focused entirely on the bottom line.

TSMC's revenue growth in the fourth quarter of 2025 exceeded market expectations. The foundry giant seems poised for faster growth in 2026. TSMC's ability to deliver a better-than-expected outlook ...

TSMC is sitting on solid catalysts that should allow it to crush Wall Street's expectations in 2026. The healthy demand for AI chips, TSMC's capacity expansion efforts, and the potential increase in ...

In the early days of the new year, some (including my colleague Alex Wissner-Gross) are pointing out the solid position (to say the least) of the Taiwan Semiconductor Manufacturing Company or TSMC.

I rate TSMC a Sell, as the stock is priced for perfect execution with record margins, elevated P/E multiples, and extreme bullish sentiment. Consensus sentiment is extremely bullish, with no major ...

Main Apple chip partner TSMC had a great earnings report, and to keep up with demand, it is increasing its manufacturing spend by almost 40%. It's not clear how much this will benefit Apple. The news ...

Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports. Nvidia is expected to overtake Apple as the single largest source of revenue ...