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Texas Instruments Inc (NASDAQ:TXN) was last seen up 3.5% at $294.04, extending a bounce off familiar support at the $280 level.
The results from these two companies further underscore just how fierce the AI landscape remains, with each posting blockbuster numbers while also raising their sales outlooks.
TSMC could be about to pile even more pain on Big Tech companies, which are already stretching their finances to invest in AI.
AI is everywhere in the product. But revenue growth is decelerating, from 16% to 13% to 12% guided. The productivity benefits are arriving for users and end-consumers of AI, though it's not hitting the income statement (at least yet) for most companies.
Broadcom, TSMC, and Alphabet remain at the center of the AI infrastructure build-out with durable competitive advantages. T-Mobile offers one of the strongest growth stories in telecom, while Verizon pairs reliable cash flow with an attractive dividend.
Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
US-listed shares of Taiwan Semiconductor Manufacturing Co. rose nearly 4% in pre-market trading on Tuesday after a report said the world's largest contract chipmaker has finalized plans to increase chipmaking prices next year. According to a Nikkei Asia report, TSMC has completed discussions with customers on base-price increases ranging from 5% to 10% for both advanced and mature semiconductor production.
Artificial intelligence is moving into a new phase.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.