Taiwan Semiconductor Manufacturing Co. Aktie News

Gartner forecasts AI spending to increase by about 37% in 2026. Taiwan Semiconductor Manufacturing is expected to benefit from this due to its role as a leading chip manufacturer for smartphones and data centers.

Other companies are set to benefit from TSMC's strong report and increase capital expenditures, including its chipmaking customers. As the sole provider of the machines that can manufacture advanced chips, ASML will also be a big winner.

Over the past year, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has experienced one of the most impressive rallies among global technology stocks, with its share price increasing approximately 65% as investors adapted to the positive effects of artificial intelligence (AI) and changes within the industry. What was previously viewed as a cyclical semiconductor business has been redefi...

The global AI market is projected to reach over $3 trillion by 2033, driven by growing investments from big tech, broader adoption, and booming data center requirements. Companies that provide AI software, hardware, and services are poised to exploit the megatrend and deliver significant profitable growth. AI stocks have outperformed over the past year, led by chipmakers, hyperscaler suppliers,...

Alphabet is dominant in nearly every business it pursues. Taiwan Semiconductor is a vital part of the world's economy.

Taiwan Semiconductor controls a larger share of the semiconductor fabrication market than Intel. It also beats Intel in virtually every financial metric.

Cathie Wood bought shares of Taiwan Semiconductor, Oklo, and Pony AI on Friday. Growth is slowing at TSMC, but its high-margin business model deserves a market premium.

TSMC is rated Strong Buy, driven by its structural shift from cyclical manufacturing to a utility-like AI computation powerhouse. TSM's N2 node and advanced packaging (CoWoS) enable value-capture pricing, monetizing energy efficiency and decoupling revenues from traditional silicon cyclicality. Technical analysis signals 39%-100% price upside by 2026, with breakout momentum, robust liquidity, a...