TSMC delivered an outstanding

TSMC delivered an outstanding earnings beat[Smile] This is thanks to AI-driven demand. It is on a strong rally now, so it will be normal to have a mini pull back or consolidation. That said, AI chip demand is still accelerating, so there's still a lot of optimism for the rest of 2025.

TSMC Beats and Leads! Chip Sector Rebound to Pick?

ASML delivered strong Q2 results but management warned that it may not be able to achieve growth in 2026. The stock fell 10%. Taiwan Semiconductor Manufacturing Co. reported a better-than-expected 61% jump in profit for the June quarter, bolstering confidence in the momentum of the global AI spending spree. TSMC expects Q3 revenue of $31.8-33 bln in its earnings call (vs Q3 2024 revenue $23.5 bln). TSM jumps 4% in the overnight trading and leads chip sector to rebound.

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