Taiwan Semiconductor Manufacturing Co. Aktie News

Taiwan Semiconductor (TSMC for short) has been a clear winner in the AI era, steadily increasing its market share. Nvidia's growth outlook appears strong, with its Rubin chip's impending arrival expected to also boost TSMC.

The U.S. government has granted an annual license to Taiwan Semiconductor Manufacturing to bring in chip manufacturing equipment to its facilities in Nanjing, China, the chipmaker said on Thursday.

Advanced nodes now generate roughly 74% of wafer revenue, anchoring TSMC's dominance in high-margin, hard-to-replicate manufacturing. AI-driven demand is accelerating faster than expected, supporting management's mid-30% revenue growth outlook and sustained pricing power. Hyperscaler capital expenditures may exceed $600 billion in 2026, reinforcing a self-reinforcing cycle of scale, margins, an...

Shares of Taiwan Semiconductor Manufacturing Co (NYSE:TSM) are up 2% to trade at $305.55 at last check, after sector peer Nvidia (NVDA) encouraged the chipmaker to boost production of its H200 AI chips  to meet rising demand from China.

A hot Taiwan chip maker could be ready to flag signals on where tech is going in 2026, says Miller Tabak + Co.'s Matt Maley.

Nvidia is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies and has approached contract manufacturer Taiwan Semiconductor Manufacturing Co to ramp up production, sources said.

Nvidia and TSMC are two market leaders with wide moats set to benefit from the continued AI infrastructure build-out. Alphabet has big advantages through its distribution edge and complete AI tech stack.

Nvidia boasts exceptional multiyear revenue visibility. TSMC is the clear leader in advanced chip manufacturing.