Taiwan Semiconductor Manufacturing Co. Aktie News

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.

Unprecedented demand for AI chips has propelled Nvidia to become the world's most valuable company. Palantir has proven that it can compete with the largest software developers in the market.

Taiwan Semiconductor Manufacturing (TSM 1.07%) produces products for some of the biggest U.S. companies, including Nvidia (NVDA 0.71%), AMD (AMD 1.06%), Apple (AAPL +0.20%), and even Intel (INTC 0.07%).

Taiwan Semiconductor is a key chip supplier to nearly everybody in the AI realm. The company is diversifying its manufacturing footprint, expanding into the U.S. The stock isn't cheap, but it trades at the same level as other big tech stocks.

Nvidia dominates the data center space with additional opportunities in emerging industries. Alphabet's internet ecosystem and AI positioning make it a no-brainer.

Taiwan Semiconductor delivered strong Q3 results, with 41% revenue growth, robust margins, and continued dominance in advanced chip manufacturing. TSM benefits from surging AI and HPC demand, maintaining a technological edge and deep relationships with key customers like NVDA, AAPL, and AMD. Despite concerns over AI exuberance, potential cyclicality, and geopolitical risks, TSM's financial stre...

Nvidia and TSMC are the key beneficiaries of rapid expansion in global AI infrastructure. Nvidia's annual product cadence and full-stack AI platform are its key strengths.

Taiwan Semiconductor Manufacturing Company Limited delivered strong Q3 2025 results, with revenues up 40.8% year-over-year and margins exceeding guidance. AI-driven demand remains robust, but TSM's high-performance compute sales were flat sequentially due to packaging capacity constraints, not waning demand. TSM raised its base case price target to $407.86, reflecting higher EBITDA projections ...