# Goldman Scales Back TSM But Still Believes | Durham News

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Podcast: [Durham News Today | 2 Min News | The Daily News Now!](https://stenobird.com/podcast/durham-news-today-2-min-news-the-daily-news-now-7569659)
Published: 2026-07-06T14:59:05+00:00
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Duration seconds: 126

## Resource

Goldman Sachs quietly pulled TSM from its Asia-Pacific Conviction List — a move signaling cooled enthusiasm, not a sell-off — as the chip giant’s meteoric rise, fueled by AI demand, hits its stride. Despite insider selling and analysts trimming their excitement, TSM’s fundamentals remain rock-solid: record highs, 40% revenue growth, and a projected $1.5 trillion chip market by 2030. While Goldman’s move hints at a more cautious outlook, peers like Bank of America and UBS are raising targets. The real test? TSM’s Q2 earnings on July 16 — investors will watch margins, growth, and capital plans to see if the chip king can sustain its throne. Listen in comfort: Get a discount on a Soli Pillow: http://solipillow.com/discount/dnn. Advertise on DNN: advertise@thednn.ai This is an automated, high-level news summary based on public reporting. Report issues to feedback@thednn.ai. View sources & latest updates: https://sources.thednn.ai/3c95affa564fdcf0

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