Taiwan Semiconductor Manufacturing Co. Aktie News

TSMC tends to be conservative, and the AI industry has been frustrated by its slow expansion. After talking with its customers and their customers, the company is now more confident in the sustainability of AI-related demand.

TSMC has for decades provided a “Silicon Shield” to its namesake island. Now it sees both business and geopolitical reasons for going big in the U.S.

Virtually all advanced AI chips are made by Taiwan Semiconductor Manufacturing (TSMC). TSMC's manufacturing ability and efficiency are well ahead of those of its closest competitors.

TSMC stock's earnings growth could be better than what the market is anticipating for the next couple of years, setting the stock up for potentially market-beating returns. Micron Technology is significantly undervalued, considering the impressive growth it has been experiencing, suggesting that it can potentially skyrocket further.

When Taiwan Semiconductor Manufacturing Company NYSE: TSM (TSMC) released its fourth-quarter earnings in mid-January 2026, most mainstream financial news outlets focused entirely on the bottom line. While a net profit of $16 billion is an impressive figure, it is not the data point that sophisticated investors should be watching.

I strongly believe Taiwan Semiconductor Manufacturing Company Limited's Q4 earnings and guidance were the strongest since the start of the AI supercycle. TSMC's Q4 de-risked my prior smartphone memory cost concern. Management lifted the 2024–2029 growth target to 25% CAGR from 20%, despite smartphones being 32% of revenue. AI accelerator growth was upgraded to mid-to-high-50s% CAGR (from mid-40...

Taiwan Semiconductor Manufacturing is basking in the glow of strong sales of advanced chips for AI data centers. TSM stock notched a record high.

TSMC reported earnings for the fourth quarter that beat analysts' expectations. The company works closely with Nvidia and other chip designers.