Taiwan Semiconductor Manufacturing Co. Aktie News

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

Taiwan Semiconductor is a key supplier to Nvidia and others. Broadcom is taking a different approach to AI computing.

Taiwan Semiconductor Manufacturing's (TSMC) competitive advantage is its advanced manufacturing ability. The world's most important tech companies use TSMC because of its reliability.

TSMC's dominance in AI chip production should help the company beat earnings growth expectations this year. Alphabet's AI chips are likely to unlock a major growth opportunity, paving the way for more stock upside.

Nvidia continues to dominate the AI training and inference markets worldwide. Micron is benefiting from the AI-powered surge in demand for memory.

TSMC has robust AI opportunities as its clients develop new technology. It has a diversified business that serves clients across varied industries.

Intel stock soared following investments from the U.S. government and Nvidia. Investors were disappointed with its first-quarter guidance.

Macroeconomic volatility feels like it has been ratcheted up a few notches in recent years. Stock prices, interest rates, commodity trends, and currency pairs turn on a dime, while official economic data is harder to collect and interpret.