Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
I'm Jumping Back Into Taiwan Semiconductor Again and I Won't Stop This Time
TSMC keeps landing on my buy list quarter after quarter, and the more I study its financials the harder it gets to justify stopping.
Here's where TSMC is reportedly eyeing a second U.S. site for a chip-making hub
Taiwan Semiconductor Manufacturing Co., the Taiwanese contract chipmaker that makes semiconductors for Nvidia among others, is reportedly eyeing a second site in the U.S.
TSMC: Set For All-Time Highs On Surging AI Chip Demand
Taiwan Semiconductor Manufacturing Company is primed for strong Q3 earnings, driven by accelerating AI chip demand and robust revenue growth. TSMC's August revenues surged 53% year-over-year, reinforcing its dominant 73% global foundry market share and operational outperformance potential. Shares trade at a moderate 20.6x FY 2027 P/E, with potential for a 25x P/E re-rating if margin and HPC growth accelerate, implying ~22% upside.
Price Prediction: TSMC Could Reach $600 as Capacity Constraints Drive the AI Boom Forward
TSMC is booking capacity it cannot build fast enough, and a $60 billion capital bet suggests management sees something the market has not yet priced in. Here is what the numbers reveal about how far this stock can run.
TSMC Offers AI Upside No Matter Who Wins The Race
TSMC offers broad AI upside without requiring investors to pick individual AI model or chip design winners. TSM is ramping up advanced packaging capacity, addressing current bottlenecks and positioning for future AI chip demand growth. Despite a high valuation (TTM GAAP P/E
Taiwan Semiconductor: AI CapEx Keeps Climbing, And TSMC Looks Undervalued
Taiwan Semiconductor Manufacturing Company is the central beneficiary of the AI-driven CapEx surge, with hyperscalers' spending projected to reach $1.3 trillion in 2027. TSM delivered 33.7% YoY revenue growth, 67.7% gross margin, and 60.3% operating margin in Q2 2026 and is guiding for 37% YoY revenue growth in Q3. TSM trades at 20.37x 2027 earnings, with EPS projected to grow nearly 30% annually through 2028, making it undervalued relative to its growth and cash generation.
Taiwan Semiconductor: AI Hiccups Lately, But Strong Growth Persists
Taiwan Semiconductor remains a buy as its valuation is attractive and the uptrend persists ahead of key September and Q3 results. TSM delivered strong Q2 results, with revenue up 36% YoY and gross margin at 67.7%, driven by high-performance computing demand. Management raised FY 2026 revenue growth outlook to above 40% and increased capex guidance to $60–$64 billion, signaling confidence in sustained AI demand.
Taiwan breaks ground on advanced packaging park anchored by TSMC
Taiwan broke ground on a new advanced packaging industrial park in the southern city of Kaohsiung on Monday, where TSMC plans to establish facilities for technology validation and talent training.
Taiwan Semiconductor Manufacturing's Foundry Market Share Is a Massive Moat Nobody Talks About
TSMC makes chips for nearly every leading big tech firm. Analysts expect strong growth from the company next year.
TSMC (TSM) Beats Stock Market Upswing: What Investors Need to Know
In the latest trading session, TSMC (TSM) closed at $434.67, marking a +1.02% move from the previous day.
Taiwan Semiconductor Is a No-Brainer Buy On Repeat And Not For The Reason You Think
Everyone buying TSMC stock is watching the wrong number. The real reason to own shares hides one layer beneath the AI headlines, inside a bottleneck so tight that even TSMC's own customers cannot get enough of it.
TSMC's Strong August Revenues Signal Continued AI-Driven Chip Demand
Taiwan Semiconductor's August revenues jump 53.3% year over year, underscoring strong AI-driven demand for advanced chips and leading-edge technologies.
