By Harsh Chauhan, The Motley Fool
Publication Date: 2026-08-25 07:43:00
Taiwan Semiconductor Manufacturing (NYSE:TSM) has clocked respectable gains of 35% on the stock market in 2026 so far. However, the foundry giant’s returns pale in comparison to the 61% spike in the PHLX Semiconductor Sector index this year.
Popularly known as TSMC, the Taiwan-based foundry and semiconductor packaging specialist is one of the world’s most important companies. It manufactures chips for tech giants such as Nvidia (NASDAQ:NVDA), Qualcomm, Apple, Advanced Micro Devices, Sony, and many others. Importantly, TSMC has been growing at a robust pace this year, clocking a 37% increase in revenue in the first seven months.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia, one of TSMC’s most important customers, will report its quarterly results after the market closes on Aug. 26. There is a solid chance that Nvidia’s report will give TSMC stock a big boost. Let’s see why that may be the case.
Image source: TSMC.
Nvidia is set to deliver a blockbuster quarter, and that’s good news for TSMC
Nvidia is expected to account for more than 20% of TSMC’s revenue this year, according to Taiwan-based newspaper Economic Daily News. The chip giant is TSMC’s largest customer.
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