TSMC

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. » Más en 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. » Más en finance.yahoo.com

Rep. John Moolenaar asked the Commerce Department to enforce a Biden-era rule that requires chip manufacturers to scrutinize orders for advanced logic chips to prevent shipments to untrusted Chinese firms. The rule was introduced after Sophgo-designed chips made at TSMC were found in Huawei AI processors, and Moolenaar warned that allowing manufacturers to self-determine applicability would risk repeat failures. His letter signals growing congressional concern over a looser Trump administration stance that has left enforcement unclear, including recent approvals for Nvidia chip sales to China that drew bipartisan criticism. » Más en finance.yahoo.com