TSMC is the linchpin of global advanced chip manufacturing, supplying industry leaders across AI and smartphones. Demand for TSM's advanced-node capacity far exceeds supply, with key customers like Apple and Nvidia securing future production. TSM plans 3–10% price hikes in 2026, likely driving profit margins above 45% and supporting multiple expansions.
TSM's lower P/E versus peers, booming AI chip demand and rising advanced-node revenues fuel a compelling but cautious hold case.
In the latest trading session, TSMC (TSM) closed at $289.96, marking a +1.85% move from the previous day.
President Donald Trump's administration is negotiating a Taiwan trade deal involving semiconductor investments and reduced tariffs amid regional tensions.
Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Shares of Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM), AKA TSMC, hit an all-time high of $311.37 last month, after a strong third-quarter report with boosted revenue guidance.
TSMC is an unrivaled technology leader, central to the global AI boom and foundational to industry giants like Nvidia and Intel. TSM's robust financials, superior margins, and fortress balance sheet underpin double-digit earnings growth and justify its dominant pricing power. Despite geopolitical and trade risks, TSM's strategic de-risking and expansion efforts support its continued leadership and growth trajectory.
Investors looking to buy best-in-class AI stocks on the dip might start with the diverse set of stocks we explore today--Taiwan Semiconductor Manufacturing and Vertiv.
Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
TSM's quarterly revenues surge 40.8% as AI chip demand soars, driving record 3nm and 5nm orders and fueling a global expansion push.
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) shares were little changed on Tuesday, suggesting investors remain largely unfazed by signs of slower growth at the world's leading chipmaker. TSMC reported a 16.9% year-on-year increase in October sales, its weakest monthly growth since February 2024 but broadly in line with analyst expectations.
In-the-know traders see Taiwan Semiconductor Manufacturing (NYSE:TSM) as global powerhouse among chipmakers.