Taiwan Semiconductor Manufacturing Co. Aktie News

An executive left TSMC for Intel. Taiwan's government says that could threaten its national security.

TSMC offers attractive fundamentals and valuation amid the AI boom, commanding 38% global foundry market share and ~43% net income margin. TSM's pure-play foundry model and technological moat underpin its dominant position, but geopolitical risks—especially China-Taiwan tensions—pose significant downside threats. China's push for semiconductor self-sufficiency could eventually threaten TSMC's g...

TSMC continues to benefit from rising AI spending. Revenue and margins are at record highs while competition is nowhere in sight. As more companies enter the AI accelerator market and Nvidia's monopoly slips, TSMC stands to capture even more value.

Nvidia is sold out of its cloud GPUs. Alphabet may be forming a new business unit.

Taiwan Semiconductor Manufacturing remains a key player in the AI boom, with an extremely constrained supply, with Scott Bessent mentioning they can meet 7% of US chip demand. Moat remains wide, with growth rates continuing to exceed expectations following clarification of tariff fears, with their expected CAGR expected to come out in the next quarter. Following Softbank's and US investments in...

TSMC remains the world's most valuable semiconductor bottleneck, driven by surging AI and HPC chip demand from alpha customers like Apple and Nvidia. TSM's record operational execution is reflected in sharp wafer shipment growth, expanding market share, and margins nearing all-time highs. Management signals a transitory pause in capex expansion, with CY26 capex growth decelerating as AI spendin...

The AI infrastructure build-out isn't expected to slow down next year. Meta Platforms and The Trade Desk should bounce back over the next few years.

Shares of Nvidia, Taiwan Semiconductor, and Alphabet have soared, but the companies have substantial earnings that help justify their returns. These companies are also AI leaders and are more likely to weather an AI slowdown much better than their smaller counterparts.