Taiwan Semiconductor ( TSM ) is the premier chip fabrication company for the world's most advanced digital technologies, from Apple smartphones to NVIDIA GPUs. In less than five years, TSMC's trailing 12-month revenue has more than doubled to hit $95 billion as of the March quarter.
Taiwan Semiconductor Manufacturing Company Limited remains a Buy as AI-driven demand accelerates, with Big Tech capex and sovereign AI investments supporting a bullish multi-year cycle. Tariff risks have faded, and 2026 growth visibility is improving, pushing out concerns of a semiconductor downcycle. Key risks include Taiwan's geopolitical tensions and currency headwinds.
TSMC (TSM) reached $229.17 at the closing of the latest trading day, reflecting a -2.4% change compared to its last close.
TSMC says its investment plans in the US would not impact existing investment plans in other regions
Taiwan Semiconductor Manufacturing could find it difficult to balance its commitments to the Trump administration and other national governments.
The Taiwanese semiconductor maker is pouring funds more quickly into U.S. expansion.
Taiwan Semiconductor hits a 52-week high as AI chip demand surges, earnings soar, and valuation still leaves room for upside.
Taiwan Semiconductor (NYSE: TSM) reported May revenue up 40% year-over-year, beating expectations despite macro concerns, pointing to continued AI-driven demand.
TSMC is poised to benefit significantly from the ongoing AI boom due to its dominant foundry market share. TSMC may be seen as lagging behind the broader AI market and be seen as undervalued from its low P/E and high CAGR. TSMC manufactures the world's most advanced chips, especially those smaller than 5nm, positioning it as a leader in the industry.
Needham's Charles Shi doesn't expect TSMC to have any real competition for several years.
TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
TSMC (TSM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).