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TSMC: Stock to Avoid or Incredible Buying Opportunity? (NYSE: TSM)

TSMC expects strong revenue growth, but it's also spending heavily to build new foundry capacity.

TSMC: Stock to Avoid or Incredible Buying Opportunity? (NYSE: TSM)

Published July 18, 2026 · Category: Finance

Overview

On Thursday, Taiwan Semiconductor Manufacturing (NYSE: TSM), better known as TSMC, released second-quarter earnings that blew away expectations. But management also noted it plans to increase its capital spending amid growing demand for advanced semiconductors. That includes another $100 billion commitment to build new facilities in Arizona on top of its existing plans to spend $165 billion in the U.S.

It seems the market is wary of that increased capital spending -- it sent shares lower on the news. But the sell-off the stock has been undergoing this month could be a buying opportunity for investors.

Image source: Taiwan Semiconductor Manufacturing.

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Originally published at www.fool.com.

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