Taiwan Semiconductor Manufacturing Co. Aktie News

The stock market is often described as a weighing machine in the long run, but a voting machine in the short run. In today's high-speed trading environment, that voting machine is frequently run by algorithms that react instantly to headlines, often without understanding the context.

Spending on data centers is expected to increase by billions in the coming years. TSMC is the go-to company for manufacturing advanced AI chips used in data centers.

Taiwan Semiconductor Manufacturing Company has become a strong GARP candidate with the update provided in its FQ3 2025 results and price change afterward. With these updates, TSM's current and forward PEG ratios are below or near 1x, signaling attractive valuation. Looking ahead, the stock enjoys secular growth drivers in AI, HPC, and mobile chipsets.

The Goldman Sachs International Equity ESG Fund Institutional Share Class underperformed its benchmark, the MSCI EAFE Index, by -384 basis points (BPS) in Q3 2025, on a net of fees basis. At the region level, stock selection in Asia/Pacific ex Japan was the greatest contributor to relative returns. At the sector level, Health Care and Real Estate were the only contributors to relative returns d...

Sales of equipment used to make computer chip wafers will rise about 9% to $126 billion in 2026 and a further 7.3% to $135 billion in 2027, as chipmakers expand capacity for logic and memory chips used in artificial intelligence, industry group SEMI forecast on Tuesday.

The Touchstone Sands Capital International Growth Fund (Class A Shares, Load Waived) underperformed the MSCI ACWI ex-U.S. Index for the quarter ended September 30, 2025. The top absolute contributors to investment results during the quarter were Shopify, Taiwan Semiconductor, and Sea Ltd. The top absolute detractors to investment results were Constellation Software, CTS Eventim AG, and MercadoL...

Microsoft shares underperformed due to concerns about its relationship with OpenAI following the Oracle/OpenAI deal announcement. Vertex Pharmaceuticals lost value following disappointing clinical trial results in one of its pain therapy programs. We initiated a position in Advanced Micro Devices (AMD), a leading provider of high-performance computing and AI solutions.

Artificial intelligence has been a significant driver in the stock market. This trend is expected to continue in the new year.