Taiwan Semiconductor Manufacturing Co. Aktie News

Taiwan Semiconductor Manufacturing Company (TSM +2.13%) is a supplier to companies like Nvidia (NVDA +1.23%), Apple (AAPL +1.10%), and AMD (AMD 0.62%).

The AI data center market is booming, with AI infrastructure spending expected to exceed $3 trillion by 2030. Meanwhile, competition has increased in the space among chipmakers looking to unseat Nvidia's dominance.

Taiwan prosecutors said on Tuesday they had charged Tokyo Electron's Taiwan unit with violating the National Security Act and the Trade Secrets Act after a former employee was indicted for stealing trade secrets from chipmaker TSMC.

The U.S. government jumped into the AI race with the announcement of Project Genesis. Project Genesis will likely fuel continued demand for AI investments.

Taiwan Semiconductor is the primary chip supplier to the major AI computing hardware players. TSMC is launching a new chip technology.

AI hyperscalers are planning on spending a ton of money on computing capacity in 2026. Advertising platforms are growing at a rapid pace.

Nvidia sees monster growth over the next few years. Taiwan Semiconductor is supplying the chips for artificial intelligence (AI) computing providers.

Meta Platforms is considering making a big purchase of Alphabet's AI chips. Broadcom and Taiwan Semiconductor Manufacturing would also be beneficiaries of that deal.