Taiwan Semiconductor Manufacturing Co. Aktie News

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.

Nvidia's and Taiwan Semiconductor's products are seeing increasing demand. The Trade Desk had a poor 2025.

Rising infrastructure spend bodes well for the semiconductor industry. While GPUs remain an important cornerstone of AI development, smart investors are looking beyond the obvious opportunities.

Taiwan Semiconductor is not only growing sales at a fast rate, but its profits have been soaring as well. The company's profit margin is now around 50%.

TSMC is the supplier behind Nvidia's and Apple's chips. The AI arms race isn't expected to wrap up for many years.