Taiwan Semiconductor Manufacturing Co. will remain prudent about spending this year while expanding globally to meet surging AI chip demand, as the chipmaker grapples with growing macroeconomic and foreign exchange volatility.

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.

TSMC is working to build two plants in Arizona faster, a move that could bring more Apple chip production to Arizona quicker — but don't expect the newest chips.

Wedbush analyst Matt Bryson says Taiwan Semiconductor's strong Q2 earnings confirm red-hot demand for AI chips, signaling continued strength for Nvidia and the broader tech sector.

TSMC is aggressively expanding its US presence with accelerated construction of its Arizona fabs, aiming to create a major semiconductor hub. The comp

TSMC's 30% growth is driven by soaring AI and HPC chip demand. Click to read more on my updated look at TSM and its Q2 earnings.

Taiwan Semiconductor Manufacturing Co. reported a better-than-expected 61% jump in profit for the June quarter, bolstering confidence in the momentum of the global AI spending spree.