Semiconductors(IN00297.US)

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Semiconductors
IN00297.US
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TSMC breaks big revenue milestone in thumping fourth quarter. Chip-equipment makers are rallying.

Taiwan Semiconductor Manufacturing Company (TSMC) reported a record fourth-quarter revenue exceeding NT$1 trillion ($33.1 billion), driven by strong demand for high-performance chips. The company plans to accelerate investments in new plants in Taiwan and Arizona, raising its 2026 capex guidance to $52-$56 billion. Analysts view TSMC's results as a positive indicator for the AI sector, with expectations of continued stock growth and improved earnings forecasts. TSMC's net income rose 35% year-on-year, and its operating margin guidance has also been increased, reflecting sustained demand and tight supply conditions.

Dow Jones·
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TSM
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SOXL
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Dow Jones·
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TSM
-1.24%
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SOXL
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Stock futures rise but oil skids after Trump dials down Iran tension

Stock futures rose as investors parse bank earnings and welcomed upbeat results from TSMC, a key supplier in the artificial-intelligence boom.

MSN·
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TSM
-1.24%
MSN·
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TSM
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CANADA STOCKS-TSX futures rise as strong TSMC results boost global tech sentiment

Futures for Canada's main stock index rose 0.10% following strong fourth-quarter results from TSMC, boosting global tech sentiment. Prime Minister Mark Carney's positive remarks on Canada-China relations further enhanced market optimism. The TSX index had previously closed at a record high, supported by rising oil and precious metal prices, despite a recent drop in oil prices. Meanwhile, Cogeco Communications reported disappointing first-quarter revenue, while Velan's third-quarter profit increased.

Reuters·
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TSM
-1.24%
Reuters·
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TSM
-1.24%

Chip Stocks Soar After Taiwan Semiconductor Smashes AI Bubble Fears

Taiwan Semiconductor's strong earnings report has sparked a rally in semiconductor stocks, confirming the sector's connection to the AI supercycle. The company reported net sales of $33.73 billion, exceeding expectations, with a net income of $16.31 billion. It projects revenue growth of 30% for 2026 and significant capital expenditure focused on advanced technologies. Other chip companies like Nvidia, Broadcom, and AMD also saw gains, reflecting the industry's momentum as AI investments surge. Taiwan Semiconductor's stock rose 6.62% to a new 52-week high, solidifying its position as a leading player in the market.

benzinga_article·
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NVDA
-1.44%
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AMD
+1.19%
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SOXL
-1.23%
benzinga_article·
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NVDA
-1.44%
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AMD
+1.19%
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SOXL
-1.23%

Top Analyst Says AMD's 2026 Success Depends On These 3 Factors— And It Doesn't 'Need To Beat' Nvidia

Shay Boloor, Chief Market Strategist at Futurum Equities, identifies three key factors for AMD's success in 2026: the importance of data center CPUs as a cash engine, the significance of Helios for transitioning to a full platform vendor, and the need for major customers to adopt AMD in their AI infrastructure. Despite a 25% tariff on AI chips, AMD continues to challenge Nvidia in the market, with a notable stock increase of 86.40% over the past year, closing at $223.60 recently.

benzinga_article·
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NVDA
-1.44%
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AMD
+1.19%
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AMDL
+2.32%
benzinga_article·
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NVDA
-1.44%
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AMD
+1.19%
US
AMDL
+2.32%
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$Coreweave(CRWV.US) Getting a boost from TSM's AI demand outlook? They build GPU clouds

TSM's bullish outlook is great for AMD's MI and Ryzen AI chip production, removes a supply overhang.

$ASML(ASML.US) premarket jump 6% just because of TSM's results?

$NVIDIA(NVDA.US) TSMC just reported stronger earnings which acted as a catalyst for most tech and Semiconductor stocks. One thing, however, is the global uncertainty and war tensions, along with China......

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