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#Counterpoint Research
Stocks
Lenovo's 15% jump says the AI trade has reached hardware
Lenovo stock jumped 15% after a revenue beat, showing how AI PCs, servers and tighter memory supply are remaking hardware earnings.
By Sloane Carrington
Stocks
TSMC (TSM) Q1 profit rises 58% to record NT$572bn on AI chip demand
TSMC posted record Q1 net income of NT$572.48 billion as AI chip demand drove the fourth straight quarter of record profit. Revenue rose 40.6% to $35.90 billion, beating guidance.
By Avery Lin
Stocks
TSMC Q1 profit jumps 58% as AI chip boom drives $35.9bn revenue record
TSMC posted a 58.3 per cent jump in first-quarter net income as revenue hit a fourth consecutive quarterly record, powered by surging demand for advanced AI chips from Nvidia and Apple.
By Avery Lin
Stocks
TSMC (TSM) posts 58% profit jump as AI chip orders push Q1 revenue to NT$1.13tn record
TSMC posted net income of NT$572.48 billion, a 58.3% year-on-year surge, as AI chip demand drove revenue to a fourth consecutive record.
By Avery Lin
