Kevin Pando @Kevin_Pando: "Another quarter, another reminder of..."

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Another quarter, another reminder of why TSMC remains at the heart of the AI revolution. The world’s largest contract chipmaker reported record Q2 net profit of T$706.6 billion, a 77% year-over-year increase, significantly ahead of the T$632.6 billion expected by analysts. The results highlight one clear trend, global demand for AI chips continues to accelerate. As the manufacturing partner behind industry leaders such as Nvidia and Apple, TSMC sits at the center of the AI supply chain. Strong earnings from the company are often viewed as a leading indicator for the broader semiconductor sector and AI infrastructure spending. While investors continue to debate valuations, today’s report suggests that the world’s biggest technology companies are still investing heavily in next-generation AI computing. The AI investment cycle continues to show remarkable strength. What are your expectations for the semiconductor sector over the next 12 months? $SPX500 $NSDQ100 $DJ30 $RTY $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) $NVDA (NVIDIA Corporation) $MU (Micron Technology, Inc.) $AAPL (Apple) $INTC (Intel)

Not investment advice. The author may have financial interests in the mentioned instruments.