Taiwan Semiconductor Manufacturing Co. Aktie News

Taiwan Semiconductor Manufacturing Co plans mass-production of 3-nanometre advanced chips at its Kumamoto plant in Japan, investing about $17 billion, Japanese newspaper Yomiuri reported on Thursday.

The AI sector remains highly attractive, with top quant-rated stocks offering superior growth and fundamentals despite recent volatility and sharp pullbacks. Head of Quantitative Strategy at Seeking Alpha, Steven Cress, shares which AI stocks look best for this year.

Taiwan Semiconductor (NYSE:TSM ) is the backbone of the entire semiconductor sector, but it has only started trading like it in recent years.

Nvidia is widening its competitive moat by selling all the required components to build AI factories. TSMC expects AI chip demand to remain robust through the end of the decade.

The Global Equity ETF posted a return of 5.58% in fourth quarter 2025. Leading contributors in the First Eagle Global Equity ETF this quarter included Samsung Electronics Co., Ltd., Alphabet Inc. Class C, Barrick Mining Corporation, C.H. Robinson Worldwide, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. The leading detractors in the quarter were Oracle Corporation, Alibaba Group Holding ...

The high-bandwidth memory market is shaping up to be a multiyear growth engine for Micron. Leading foundry TSMC should continue benefiting from the explosive demand for advanced chips and packaging.

Taiwan Semiconductor Manufacturing has diversified its global footprint. The stock is cheap for its projected growth rate.

TSM remains a great Buy despite the outsized rally, driven by the robust AI-related demand, the strong pricing power, and the industry-leading foundry capabilities. The management now projects an excellent +25% revenue growth and mid-to-high 50%s AI-accelerator growth through 2029, underpinned by broad hyperscaler demand. The next gen nodes across N2, N2P, A16 and its derivatives are likely to ...