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67/100 Neutral 10.08.2026 · 14:26 Finrend AI ⏱ 1 dk 👁 4 TR

TSMC Sales Surge 45% on AI Chip Demand, Investors Unmoved

Taiwan-based semiconductor manufacturer TSMC reported a 45% year-on-year increase in sales, driven by robust demand for artificial intelligence chips. The company's recent performance was bolstered by strong demand for advanced chips used particularly in data centers and AI applications. However, despite these strong growth figures, it was notable that investors did not react as expected in terms of stock prices. This increase in TSMC's sales is seen as an indicator of AI-driven growth in the global chip industry. The company plays a critical role, especially in the production of advanced AI processors. However, market analysts suggest that investors' cautious stance despite these positive figures may stem from uncertainties regarding the company's future growth pace. The lack of investor reaction could be explained by the possibility that the sales increase was already priced in, or by the influence of other sector-wide factors. Additionally, global economic uncertainties and potential fluctuations in chip supply are among the factors affecting investor decisions. Despite TSMC's strong performance, the flat movement of its stock price is interpreted as the market already considering current valuations high. In the coming period, the company is expected to further increase sales if the rise in AI chip demand continues. However, investors appear to be seeking more clarity on the sustainability of this growth and its impact on margins. TSMC's investment plans and capacity expansion steps will play a significant role in shaping the market's future expectations. This is not investment advice.

📊 TSM — Piyasa Yorumu

▲ up · 60%

TSMC's 45% increase in sales confirms the robust trend in AI chip demand and supports the fundamental outlook. Technically, the price is above the 20-day and 50-day moving averages, and the RSI at 63 maintains an upward bias without approaching overbought territory. Although the MACD line is just below the signal line, it remains in positive territory, indicating balanced short-term momentum. Despite the news, investor indifference may suggest that the price has already priced in expectations, but the strong sales data could generate additional buying pressure. A short-term upward move is possible, though cautious optimism is appropriate.

RSI 14
62.9
MACD
2.40
24h Δ
1.47%

📊 NVDA — Piyasa Yorumu

▲ up · 60%

TSMC's robust sales increase driven by artificial intelligence chip demand can be viewed as a positive signal for NVDA. On the technical indicators, the RSI at 56 is in neutral territory, while the MACD is below the signal line but positive, indicating that upward momentum persists in the short term. The price is just below the SMA20 but above the SMA50, suggesting that the medium-term trend remains supported. Although the impact of the news has been limited, the strengthening AI demand could positively reflect on NVDA's stock in the short term. However, the lack of reaction from investors points to the possibility of price consolidation at current levels.

RSI 14
56.0
MACD
2.70
24h Δ
4.06%

📊 AMD — Piyasa Yorumu

▼ down · 60%

AMD shares have lost more than 9% in the last 24 hours, coming under strong selling pressure. The RSI is in the weak zone at 42, and the MACD is negative and below the signal line, indicating that short-term momentum is to the downside. The price is trading below both the 20-day and 50-day moving averages, which makes the technical outlook negative. Although TSMC's strong sales support AI demand, investors' lack of reaction suggests that the current selling pressure on AMD may continue. In the short term, the price could find support in the 470-475 dollar range, but if this level is broken, the decline could accelerate.

RSI 14
42.2
MACD
-3.83
24h Δ
-9.15%

📊 AVGO — Piyasa Yorumu

▲ up · 60%

TSMC's 45% increase in sales driven by AI chip demand can be viewed as a positive sector signal for semiconductor companies such as AVGO. On the technical indicators, although the RSI at 67 approaches overbought territory, the MACD remains positive, and the price is following a strong trend above the SMA20 and SMA50. In the short term, this news could keep investor interest alive and support the price on the upside. However, the lack of reaction from investors suggests that the news has not been fully priced in, indicating limited upside potential. Overall, with current momentum and sector support, a slight upward movement can be expected in the short term.

RSI 14
67.2
MACD
5.30
24h Δ
2.87%
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