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  1. TSMC projects capital spending in 2026 at between $52B and ...

    1 day ago · TSMC projects capital spending in 2026 at between $52B and $56B, up 25%+ from 2025, and forecasts ~30% YoY revenue growth in 2026, both above analyst estimates Published about an …

  2. [News] TSMC Q1 Revenue Guidance Hits $35.8B, Up 38% YoY ...

    1 day ago · After posting new high net profit in the fourth quarter, TSMC management projects 1Q26 revenue to land between $34.6 billion and $35.8 billion, representing a year-over-year increase of …

  3. Taiwan Semi (TSM): 3 Equations to Launch the Stock

    1 day ago · Equilibrium Timing: While TSMC is racing to bring new fabs online (including the record $52B–$56B Capex), they cautioned that this investment won't significantly boost output until 2027 or …

  4. TSMC Forecasts Strong Q1 Sales and Raises 2026 CapEx to $52B-$56B

    Chipmaker Rally: TSMC's forecast of stronger-than-expected Q1 sales has led to a rally in chipmakers, with KLA Corp rising over 8% and Applied Materials over 7%, reflecting renewed market confidence …

  5. #ai #tsm #tsmc #stockstobuy #news #stockmarket | Aness ...

    🔥🔥 TSM hits an all-time high after a blowout quarter, with EPS of $3.14 and revenue up ~26% YoY to $33.7B, driven by strong AI and advanced-chip demand. Leading-edge dominance continues: 3nm ...

  6. ASML Stock Price Forecast - ASML Hits $1,350 And $500B On AI ...

    1 day ago · Trading News ASML stock jumps to ~$1,335–$1,350 and a $500B value as TSMC lifts 2026 capex toward $56B, AI DRAM demand tightens supply and High-NA EUV tool...

  7. Year-Over-Year (YOY): What It Means and How It's Used in Finance

    Apr 15, 2025 · Year-over-year (YOY) describes how investors can see a difference in financials or information of a company between comparable quarters or years.