Taiwan Semiconductor Manufacturing Co. Aktie News

Tom Yeung here with your Sunday Digest.  It would have been easy to overlook Nvidia Corp. ( NVDA ) in 2022, the year ChatGPT was launched.

Taiwan Semiconductor manufactures almost all advanced AI chips in data centers. TSMC's clients include Apple, Nvidia, Tesla, Broadcom, and many other big tech companies.

Alphabet is emerging as a top AI option. Microsoft facilitates many AI models.

AI chip demand continues to soar in 2026. Nvidia and Broadcom have been big beneficiaries, seeing tens of billions of dollars in additional high-margin revenue.

Taiwan Semiconductor Manufacturing Company (TSM 2.66%) is dominating the AI chip supply chain with unmatched technology and scale. Exploding demand and strong margins point to long-term upside, but risks remain.

Hyperscalers, including Microsoft, Amazon, Alphabet, and Meta Platforms, are raising their capital expenditure budgets for 2026. Rising infrastructure spend bodes well for the semiconductor industry.

Taiwan Semiconductor Manufacturing is a key part of the artificial intelligence (AI) buildout. Broadcom's custom AI chips are gaining popularity.

The Virtus Artificial Intelligence & Technology Opportunities Fund provides investors with exposure to a portfolio that is tilted primarily toward technology stocks, with a hybrid allocation to equities, convertibles, and high-yield bonds.