{"id":83879,"date":"2026-06-14T14:02:12","date_gmt":"2026-06-14T14:02:12","guid":{"rendered":"https:\/\/www.europesays.com\/ch\/83879\/"},"modified":"2026-06-14T14:02:12","modified_gmt":"2026-06-14T14:02:12","slug":"tsmc-reports-strong-may-revenue-ubs-names-top-pick","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ch\/83879\/","title":{"rendered":"TSMC Reports Strong May Revenue, UBS Names Top Pick"},"content":{"rendered":"<p class=\"text-[21px] text-stone-700 leading-[1.45] font-serif font-light pb-7 pr-4 max-w-[68ch]\">Per Yahoo Finance, Taiwan Semiconductor Manufacturing Company (TSMC) reported consolidated net revenue of NT$416.98 billion for May 2026, a 1.5% increase from April and 30.1% year-over-year; revenue for the first five months reached NT$1.96 trillion, up 30.0% versus 2025. Per Yahoo Finance, TSMC posted first-quarter profit of $18.2 billion, up 58% year-over-year, and CEO C.C. Wei raised the full-year revenue growth forecast to more than 30% (U.S. dollar terms) while flagging capital expenditure at the high end of a $52 billion to $56 billion range. Per Yahoo Finance, UBS analyst Nicolas Gaudois projected global semiconductor revenues of $2.38 trillion by 2027 driven by agentic AI and named TSMC among UBS&#8217;s preferred stocks. Editorial analysis: Strong demand signals from AI workloads are a tailwind for foundries and will be watched closely by infrastructure teams and procurement planners.<\/p>\n","protected":false},"excerpt":{"rendered":"Per Yahoo Finance, Taiwan Semiconductor Manufacturing Company (TSMC) reported consolidated net revenue of NT$416.98 billion for May 2026,&hellip;\n","protected":false},"author":2,"featured_media":83880,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[129],"tags":[38414,11205,21059,223],"class_list":["post-83879","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ubs","tag-ai-chips","tag-semiconductors","tag-tsmc","tag-ubs"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/116748834979064126","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/83879","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=83879"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/83879\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/83880"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=83879"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=83879"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=83879"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}