---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000888176.md"
description: "$Taiwan Semiconductor(TSM.US)POST for 9/9/26 Ps (I completed a course in Adv Mfg)1️⃣ Since 1/7 TSMC has continued to benefit from Strong AI related demand. The company reported record Q2 results, raised its 2026 revenue growth outlook to above 40% and increased capital spending guidance to support expanding demand for advanced chips and packaging. These developments reinforced TSMC’s position as a key supplier to leading AI cos such as Nividia and Apple.2️⃣ A reasonable rationale is that the original thesis remains intact. TSMC continues delivering strong earnings, maintaining technology leadership in advance manufacturing and experiencing sustained AI demand. At the same time, the stock already reflects much of this optimism, making it. Reasonable to hold rather than aggressively add. There has also been no major deterioration that would satisfy trimming the position.3️⃣ The near term outlook remains constructive. AI demand continues to exceed industry capacity. TSMC is expanding production aggressively, and management expects strong growth through the remaining 2026. Over the next few months, positive catalysts include continued AI spending and strong customer orders. Key risks are valuation pressure, execution on capacity expansion and broader market volatility. Overall the outlook is moderately bullish."
datetime: "2026-09-07T08:28:15.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000888176.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000888176.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000888176.md)
author: "[Vt3](https://longbridge.com/en/profiles/25295943.md)"
generator: "portal-rs"
---

# $Taiwan Semiconductor(TSM.US)POST for 9/9/26 Ps (I…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**