Taiwan Semiconductor Manufacturing Co. Aktie News

Taiwan Semiconductor has averaged a 23% annualized total return over the past 20 years. TSMC's manufacturing capabilities are far beyond those of its biggest competitors.

As demand for AI chips continues to increase, so does the demand for memory components. Meanwhile, memory prices are soaring given the current supply-demand environment.

TSMC's strong earnings report and increased capex suggest AI is not in a bubble. TSMC is poised to be a big winner as AI infrastructure spending remains strong.

In the AI boom of 2026, one company shines as a clear victor—regardless of who emerges as the leader in the chip wars: TSMC.

Nu has huge expansion opportunities in its new markets, as well as in monetizing its existing user base. Taiwan Semiconductor is opening 12 new plants in the U.S. Lemonade is growing fast and moving toward profitability.

Amazon and Microsoft are nipping at Apple's heels. Taiwan Semiconductor and Broadcom need the AI build-out to last for five years to surpass Apple's market cap.

Nvidia continues to dominate the AI sector. AMD and Broadcom are looking to capture some ground.

Taiwan Semiconductor remains the indispensable nexus of the global AI ecosystem, delivering robust financials and outperformance driven by AI-led demand for advanced processors. TSM's margin expansion is underpinned by strong pricing power, full utilization of N2/N3/N5 nodes, and advanced packaging capacity scaling, with GPM expected to reach 63–65% in 2026. Guidance signals a capex supercycle ...