Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
S&P 500 Correction: 1 Incredible AI Stock That I'm Buying Now and Holding Forever
With the S&P 500 (^GSPC 0.64%) closing 10% below its all-time high, it's now in correction territory. While nobody likes seeing their holdings decline by 10% or more, corrections occur about every year, so nobody should be surprised when they happen.
Taiwan Semiconductor: Set To Capture Majority Of AI Profits
TSMC is poised to capture a significant share of AI industry profits due to its unmatched chip manufacturing capabilities and technological leadership. Decades of specialized knowledge, massive capital investments, and institutional expertise create barriers competitors struggle to overcome. Rising AI usage and simplified chip design processes will further boost demand for TSMC's advanced manufacturing services.
International Plays: China's "Cheap Valuation" & TSM A.I. Leadership
It's no secret international stocks have outperformed the U.S. so far in 2025, and Paulina McPadden says there's plenty of opportunity for investors to still tap into those markets. She points to China's "cheap" valuations with companies poised for rapid growth, though Paulina notes it doesn't come without risk.
3 Reasons Taiwan Semiconductor Is a Must-Buy for Long-Term Investors
The recent market sell-off has created some nice bargains in the market. One stock that looks particularly attractive is Taiwan Semiconductor Manufacturing (TSM 1.46%), or TSMC for short.
Taiwan Semiconductor's Huge U.S. Move—Stock Impact Ahead
Taiwan Semiconductor Manufacturing NYSE: TSM is making a massive investment in the United States. This move may be the biggest economic success for the Trump administration so far.
This Top Chipmaker Stock Has Rallied More Than 200% in 5 Years, and It Still Looks Like a Cheap Buy
Investing in tech stocks right now can look like a dangerous proposition, given the weakness in the markets of late. If tariffs and trade wars sink the economy into a recession, tech spending could come under pressure, and the growth in artificial intelligence (AI) could slow drastically.
Taiwan Semiconductor: Thank You, Mr. Market, For The Gift
TSMC investors endured a brutal round trip as Mr. Market sent the stock spiraling downward. TSMC's reliance on key US customers and geopolitical tensions pose risks, but AI growth and capex investments underpin long-term prospects. TSMC's dominance in advanced chip production is crucial for the AI ambitions of US chip designers.
Taiwan Semiconductor: Company Is Selling The Shovels To The AI Race
TSMC dominates the semiconductor market with advanced 3 nm chips, crucial for AI, robotics, and defense, making it a strategic asset. The stock's recent 20% drop offers an excellent entry point, with TSMC outperforming the S&P 500 over the last 10 years. TSMC's solid financials include a 59% gross margin, 49% operating margin, and a strong balance sheet with $76.3 bn in cash.
TSMC: Solidifying Market Dominance With Advanced Technology
Taiwan Semiconductor Manufacturing Company is increasingly expanding its market share lead as the prime foundry. Recent capital expenditure fears driven by DeepSeek have been dispelled as hyperscalers increase their spending forecasts. TSMC has the first-mover advantage as the most advanced foundry, deterring other competitors from trying to compete.
TSMC: Don't Fear AI Investments
Taiwan Semiconductor's $100 billion U.S. investment plan raises cost concerns but won't impact its financials significantly before 2030. The fab company reported soaring February revenues, supporting a 39% growth target for Q1; strong financial performance is expected to continue. While U.S. fabs will dilute margins slightly, the impact is minimal due to the small scale.
Taiwan Semiconductor Stock: A Trump Tariff Buy?
In this video, analysts look at the recent tariffs imposed by the Trump administration and their implications for the stock market. Taiwan Semiconductor Manufacturing (TSM) remains a key player, but increased geopolitical risks are now a factor for investors to consider.
Analysts revise price targets for the world's most important company
Taiwan Semiconductor Manufacturing (NYSE: TSM) might just be the most important company in the world — and even with the level of publicity that goes along with it, TSM stock might very well be undervalued at the moment.
