Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
1 Magnificent Artificial Intelligence (AI) Stock Down 25% to Buy Hand Over Fist Before April 17
Taiwan Semiconductor Manufacturing (TSM -6.68%), popularly known as TSMC, is having a forgettable 2025 so far despite starting the year on a bright note. Shares of the foundry giant have slipped by more than one-third from the 52-week high they achieved on Jan. 24.
TSMC: AI's Most Critical Supplier Is On Sale
TSMC produces over 90% of the world's advanced AI chips, including Nvidia's H100, AMD's MI300X, and Google's TPU. AI infrastructure spending is projected to grow from $230B in 2024 to over $300B in 2025, directly benefiting TSMC. TSMC's CoWoS packaging triples capacity by 2025, enhancing AI chip efficiency and capturing high-margin revenue.
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
2 Monster Stocks to Hold for the Next 5 Years
After two years of a roaring bull market, the S&P 500 just had its worst month since 2022, falling 5.8% in March. Multiple factors are pressuring stocks, including fears about President Donald Trump's trade war, weakening consumer sentiment, valuation-related pressure, and inflation remaining higher than the Fed's target of 2%.
TSM, WMT & JBHT: Charting Suppliers in A.I., Retail & Transit
Today's Chart Master focuses on three key suppliers in their respective industries. Jenny Horne turns to Walmart (WMT) seeking assistance from Chinese suppliers, Barclays adjusting its J.B.
TSMC (TSM) Ascends But Remains Behind Market: Some Facts to Note
The latest trading day saw TSMC (TSM) settling at $166, representing a +0.45% change from its previous close.
TSMC's Supercycle Is Just Warming Up
TSMC's 3nm and 5nm nodes drove 60% of wafer revenue in Q4-FY24, fueling 38.8% YoY topline growth. HPC revenue rose to 53% of total sales in Q4-FY24, up from 43% a year earlier. January–February FY25 revenue reached NT$553.3B, marking a 39.2% YoY increase despite seasonal smartphone softness in February.
Taiwan Semiconductor: Be Greedy When Others Are Fearful
Since my last writing, two new catalysts have further skewed TSM stock's return/risk curve and promoted me to upgrade its rating to strong buy. First, the latest world semiconductor trade statistics showed a significant 18% YOY jump in semiconductor sales. Second, TSM announced a $100B U.S. expansion plan to meet rising demand.
TSMC Expects $2 Trillion of Products to Use Its Next Chip Technology Within 5 Years
A new factory is on schedule to manufacture 2-nanometer chips in volume during the second half of this year.
Here's My Top Artificial Intelligence (AI) Stock to Buy Right Now
Artificial intelligence (AI) investing has been center stage since 2023, but these stocks have taken a bit of a breather over the past month as the market cools off. However, I don't expect this to persist throughout 2025, and I wouldn't be surprised if these stocks start to move higher following strong first-quarter results.
TSMC affirms commitment to Taiwan with new domestic fab amid overseas expansion
TSMC said on Monday that its newly built domestic fab would add 7,000 tech jobs to the island's economy and that it will continue to expand in Taiwan, following concern that its investment in the U.S. will dilute its presence at home.
TSMC Stock Is Tanking. JPMorgan Syas It Can Still Be a Trump Tariff Winner.
Taiwan Semiconductor Manufacturing stock has suffered this year amid worries about potential tariffs on semiconductors and its hefty investment in the U.S.
