TSMC reported strong Q2 earnings and guidance but shares fell on CapEx concerns.

TSMC's latest results show it is a major beneficiary of the AI infrastructure boom.

Taiwan Semiconductor Manufacturing Company (TSM) plans to raise chipmaking prices by 5–10% starting in 2027, depending on customer and product.

TSMC is raising wafer manufacturing prices due to surging AI chip demand, which supports stronger margins and long-term growth for TSM stock.

TSMC reported 77% profit growth, but its stock dropped 8% in the past month; a prediction says the stock will outperform the S&P 500 over five years.

A major revelation from TSMC suggests Intel could deliver stronger-than-expected results and guidance before its July 23 earnings report.

TSMC will raise chipmaking prices by up to 10% in 2027, according to Nikkei.

TSMC and Intel both beat earnings expectations this quarter, but the post argues that TSMC is compounding billions while Intel rebuilds its foundation to compete.

JPMorgan warns that the divergence in price action between AI hyperscalers and chip/infrastructure stocks mirrors a late-1990s market structure, with the next few weeks being critical.

US authorities are investigating Chinese AI companies' access to chips following Moonshot accusations, according to TIF.

TSMC reported record Q2 earnings and margins but signaled these may have peaked; Wall Street remains cautious.

TSMC announced a new investment worth 100 billion, confirming the AI build-out will continue for several more years.

TSMC is raising chip prices by 5% to 10% by 2027, driven by AI demand and rising manufacturing costs, potentially increasing financial strain on Big Tech companies investing in AI.

TSMC is set to increase AI costs further, adding financial strain on Big Tech companies already investing heavily in AI.

President Trump said he would handle a possible Red Sea blockade if it occurs.

TSMC reportedly plans up to 10% price increases for both advanced and mature nodes in 2027.

TSMC customers face bigger chip costs as AI demand and rising costs strengthen the chipmaker's pricing power.

Zacks highlights AMD's hyperscaler deals, Azure partnership and EPS beat streak as AI demand drives attention for the chipmaker.

A media post argues that only one chip stock, NVIDIA, remains a strong buy amid the semiconductor meltdown due to its critical role in the AI supply chain.