Taiwan Semiconductor Manufacturing Co. Aktie News

Taiwan Semiconductor (TSM) remains a buy after a strong rally, with 50% of my long position closed to lock in gains. TSMC delivered robust Q3 results, with net income up 39.1% YoY and revenue growth driven by high-performance computing and AI demand. Despite premium valuations and potential for multiple compression, TSM's superior margins and capital returns justify its current pricing versus p...

TSMC reported strong FY2025 Q3 results, with revenue trending up 33-35% and EPS trending 13-14% higher relative to the previous FY. TSMC's U.S.-listed ticker lagged despite robust fundamentals, as investors worry about slowing earnings growth and escalating U.S.-China trade tensions impacting AI chip demand. Export restrictions and geopolitical risks threaten TSMC's global exposure, with U.S. s...

Taiwan Semiconductor has a monopoly on advanced AI chip manufacturing. The AI development pipeline would suffer without TSMC's robust ability.

Taiwan Semiconductor (TSMC) is launching a new, energy-efficient chip node. TSMC delivered massive revenue growth during Q3 and projects more during Q4.

Information from Taiwan Semiconductor Manufacturing (TSM 1.91%) is critically important for Nvidia (NVDA 0.61%) and AMD (AMD 3.28%) stock investors.

Nvidia is still the computing leader. Taiwan Semiconductor is providing the chips powering the AI megatrend.

TSMC's Q3 earnings report proves just why this company is one of the best ways to capitalize on the AI chip boom. The foundry giant is now expecting to end 2025 with stronger growth than it was anticipating earlier.

AI data center spending has been soaring and could reach $4 trillion by 2030. TSMC is the top advanced processor manufacturer, and rivals don't come close.