Taiwan Semiconductor Manufacturing Co. Aktie News

Artificial intelligence (AI) is the transformative technology of the 2020s. These three stocks are all positioned to capitalize on its advance.

Nvidia is the market leader in general-purpose graphics processing units (GPUs). Taiwan Semiconductor is the largest chip foundry in the world, partnering with semiconductor leaders like Nvidia, AMD, and Broadcom.

TSMC is upgraded to a buy as growth is set to reaccelerate and valuation has corrected. My previous downgrade was likely premature. Their revenue growth decelerated in Q4 seemingly due to capacity constraints, but margins expanded impressively and key metrics improved. Capacity expansion in Taiwan and the U.S. aims to alleviate production bottlenecks, supporting long-term growth prospects.

Taiwan Semiconductor Manufacturing Company Limited aka TSMC is the essential AI foundry of choice, underpinning U.S. AI ambitions and global chip supply chains. TSM's aggressive CapEx, technological leadership, and Arizona fab ramp position it for sustained AI-driven growth and potential valuation re-rating. TSM trades at a significant discount to its peer, despite competitive U.S. yields and a...

Taiwan Semiconductor Manufacturing Company (TSMC) has a near-monopoly on manufacturing advanced AI chips. The company had its first $100 billion revenue year.

Taiwan Semiconductor reported robust growth in 2025. AI was a major growth driver, and it expects that to continue.

Buying a stock is easy, but buying the right stock without a good strategy is incredibly hard. Here are five top-performing stocks to buy now or put on a watchlist.

Nvidia will become TSMC's largest customer this year, according to analyst estimates and Huang himself. Apple is believed to currently be TSMC's largest customer.