Taiwan Semiconductor Manufacturing Co. Aktie News

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 ...

TSMC stock remains cheap despite its robust growth and strong outlook. Salesforce has been thrown into the bargain bin despite its agentic artificial intelligence (AI) opportunity.

Taiwan Semiconductor is a key chip supplier to nearly every AI hardware company. The stock trades at a slight premium to the market but at a discount to its big tech peers.

Taiwan Semi's revenue and profits are accelerating thanks to robust demand for artificial intelligence (AI) chips. Nvidia and Broadcom outsource their manufacturing needs to Taiwan Semi.

TSMC is set to increase capital spending once again in 2026 thanks to strong demand for its fabrication services. The rise in spending is good news for ASML, especially since TSMC plans to allocate a significant chunk of its 2026 capex to advanced process technologies.

Taiwan Semiconductor is a key supplier to the chip industry. Nvidia is one of the company's biggest clients.

Nvidia remains well-positioned to be an artificial intelligence (AI) infrastructure leader. Alphabet's vertical integration sets it up to be a big AI winner.

The hardware providers are slated to have another excellent year. AI hyperscalers need to start showing returns on their investments.