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Analysis indicates that TSMC is expected to be the biggest winner in the AI chip boom, with the company's July revenue increasing by 45% year-on-year, and plans to raise AI chip prices by 25% next year.
svmuu.com15/08/2026 10:06
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Yahoo Finance analysis indicates that TSMC (TSM) is performing strongly amidst the AI chip boom and is poised to surpass NVIDIA and AMD as the biggest winner. The company's July revenue increased by 45% year-over-year, and its revenue for the first seven months of this year grew by 37% year-over-year, potentially exceeding its 2026 revenue growth guidance of 40%. Additionally, TSMC plans to increase AI chip prices by 25% next year, while implementing a standard price hike of 5%-10% for its advanced chip manufacturing services. TSMC currently holds a dominant 73% share of the global wafer foundry market, and its stock price has risen by 76% over the past year.
Source：Yahoo财经 · Source Link
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