Colamb
voted
$Taiwan Semiconductor (TSM.US)$ Q2 2026 beat the top of guidance with ~$39.6B revenue (+36% YoY) and gross margin of ~68%. TSMC chairman CC Wei raised full-year USD revenue growth guidance to slightly above 40% (from >30%), and lifted 2026 CapEx to $64B (from $52–56B). He also announced an additional $100B US fab investment.
On competition, Wei quipped he's "really jealous" of memory makers hitting 86% gross margins — likely a nod t...
On competition, Wei quipped he's "really jealous" of memory makers hitting 86% gross margins — likely a nod t...
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Colamb
reacted to and commented on
Colamb
reacted to
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$MACOM Technology Solutions (MTSI.US)$ WHAT THE FUXK IS GOING ON WITH YOU!?!?
$Erasca (ERAS.US)$ Consider it done
Colamb
reacted to
$Liontown Ltd (LTR.AU)$ Explosive earnings ? Or tanking soon ?
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