TSMC

The stock of Taiwan Semiconductor climbed about 2.1% intraday after Nvidia reported a record quarter with $96.2 billion in revenue and guidance of $108 billion, boosting demand for AI semiconductors. As a leading contract manufacturer and the exclusive producer of advanced process nodes, TSMC directly benefits from accelerated spending on AI infrastructure. Additional tailwind came from confirmation that TSMC will manufacture three new chips for Xiaomi, including the Xring O3 smartphone processor, using the 3‑nanometer process. Positive sentiment in the tech sector lifted the Nasdaq and S&P 500, and TSMC reached a day high of $427.35. » More on de.investing.com

TSMC reported second‑quarter 2026 revenue of $40.20 billion with high margins and expects Q3 revenue between $44.6 billion and $45.8 billion. The company sees strong demand for leading process technologies, is scaling up 2‑nanometer production and plans additional investments in Arizona of around $100 billion. Analysts are predominantly positive; models suggest that if AI growth continues, TSMC could substantially increase its market capitalization. » More on finanzen.net

Polen Capital's Q2 2026 letter reports it initiated a position in Taiwan Semiconductor Manufacturing Company, citing TSMC's dominance as the go-to contract foundry, its leading-edge manufacturing processes and broad customer base including NVIDIA, Apple, Amazon, Google and Qualcomm. Polen shifted its portfolio toward companies benefiting from AI infrastructure, power demand and aerospace, and views TSMC as well positioned to capture long-term secular growth beyond the current AI cycle. The fund expects supply constraints and durable demand in semiconductor supply chains to support sustained earnings growth for TSMC. » More on finance.yahoo.com