Taiwan Semiconductor Manufacturing Co. Aktie News

TSMC's new technology will be critical in sustaining the artificial intelligence (AI) buildout. The companies TSMC provides chips to project strong growth over the next five years.

The artificial intelligence (AI) industry relies on advanced semiconductor chips sold by businesses such as Nvidia. One company is a global leader in the manufacturing of AI chips.

Taiwan Semiconductor Manufacturing Company is rated a buy, driven by its dominant position as the essential enabler of the AI chip boom. TSM leads with advanced node production (3nm in volume, 2nm on track for 2025), and its CoWoS packaging technology solves key AI chip bottlenecks. Q3 2025 revenue surged 40.8% YoY to $33.1B, with net margin at 45.7% and advanced nodes comprising 74% of wafer r...

Taiwan Semiconductor leads three rebounding AI plays. Genmab and JPMorgan also are stocks to watch.

Tech companies design the chips needed for their products, but most rely on TSMC to manufacture them. TSMC's high-performance computing segment has overtaken smartphones as its largest revenue source.

Taiwan Semiconductor remains a buy, with robust AI-driven demand and strong execution supporting continued growth. TSM trades at a 28x forward P/E, a 27% premium to its 5-year average, justified by high margins and secular growth trends. Geopolitical and cyclical risks exist, but TSM's unique technology leadership and deep partnerships underpin long-term resilience.

TSMC and ASML are critical companies in the semiconductor industry with strong long-term outlooks. TSMC is the leader in chip manufacturing, and has a strong runway of growth ahead.

Alphabet is being smart about how it utilizes AI, and its tensor processing units could be a significant revenue generator. Nvidia remains the leader in AI hardware and has forged partnerships with numerous other tech companies.