TSMC sales rise 45% as demand for AI hardware stays strong

Debby Wu / Bloomberg08-10

TSMC shares are down around 5% from a peak in late June. They are still up more than 50% since the beginning of this year.(Aug 10): Taiwan Semiconductor Manufacturing Co (TSMC) reported a 45% rise in ...

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They are still up more than 50% since the beginning of this year.(Aug 10): Taiwan Semiconductor Manufacturing Co (TSMC) reported a 45% rise in ...</p>\n\n<a href=\"https://www.theedgesingapore.com/news/tech/tsmc-sales-rise-45-demand-ai-hardware-stays-strong?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"QTOC","symbol_name":"Innovator Growth Accelerated Plus ETF - October","start_time":0,"source_url":"https://www.theedgesingapore.com/news/tech/tsmc-sales-rise-45-demand-ai-hardware-stays-strong?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS","article_id":"2658956543","we_media_id":null,"thumbnails":[],"rights":{"source":"edge_highlight","url":"https://www.theedgesingapore.com/news/tech/tsmc-sales-rise-45-demand-ai-hardware-stays-strong?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2658956543","pubTimestamp":1786319325,"columns":[],"sourceInfo":{"source_id":"edge_highlight","name":"Edge"},"weMediaInfo":null,"summary":"TSMC shares are down around 5% from a peak in late June. 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They are still up more than 50% since the beginning of this year.(Aug 10): Taiwan Semiconductor Manufacturing Co (TSMC) reported a 45% rise in its monthly sales, a sign of sustained demand for artificial intelligence (AI) hardware in the face of market volatility.\nRevenue at the go-to chipmaker for Nvidia Corp and Apple Inc reached NT$467.58 billion (US$14.5 billion or $18.6 billion) in July. Analysts on average are estimating a 46.8% increase in sales for the current quarter.\nLast month, TSMC raised its spending and revenue projections for the year, reflecting confidence that torrid growth in demand for chips powering AI development would extend into 2027 and beyond. TSMC now expects its capital expenditure to reach a record level of US$60 billion to US$64 billion in 2026 and forecasts its full-year sales to grow slightly above 40% in US dollar terms.\nTech valuations stalled in July, hit by persistent concerns around data centre overcapacity and questions over whether the trillions of dollars in AI-related spending will deliver meaningful returns. \n\nTSMC shares are down around 5% from a peak in late June. They are still up more than 50% since the beginning of this year.\nAlphabet Inc, Meta Platforms Inc, Microsoft Corp and Amazon.com Inc - the four largest players in the data centre race - have pledged nearly US$2.4 trillion in AI-related commitments over the coming years, pointing to massive ongoing investment in AI infrastructure.\nUploaded by Tham Yek Lee","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.47.1","shortVersion":"4.47.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2658956543","isCrawlerRequest":true}