TSMC ($TSM) remains one of the key companies in the AI chip supply chain. 👀
Q2 2026 revenue increased 36% year over year, while net income jumped 77.4%. Advanced technologies accounted for 77% of wafer revenue.
AI demand remains a major growth driver, but valuation, geopolitical risks and the huge cost of expanding advanced-chip capacity are worth watching.
Strong fundamentals, but expectations and risks both matter.
#TSM #TSMC #AI #Semiconductors #Investing
$TSMB
Q2 2026 revenue increased 36% year over year, while net income jumped 77.4%. Advanced technologies accounted for 77% of wafer revenue.
AI demand remains a major growth driver, but valuation, geopolitical risks and the huge cost of expanding advanced-chip capacity are worth watching.
Strong fundamentals, but expectations and risks both matter.
#TSM #TSMC #AI #Semiconductors #Investing
$TSMB