Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TSM Can Be A Surprise Winner In The Tariff War
TSM stock can be a big winner amid tariff tensions as the company increases its presence within the US, after the recent White House request. We could see some short-term adjustments in AI capex by companies as more effort is put on efficiency instead of adding computing power. However, the larger trend is that TSM is a market leader in chip fabrication and any future demand will be captured by the company.
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
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.
TSMC: OpenAI Partnership Changes The Game
TSMC remains a top AI investment due to its dominant market position, strategic alliances, and cutting-edge technologies, despite geopolitical risks. In the long term, I expect to see TSMC's key margins stay where they are now (on a seasonality-adjusted basis) and probably even go up slightly. OpenAI's partnership with TSMC for in-house AI chip fabrication is a strong bullish sign, reinforcing my conviction.
TSMC: AI Foundry Leader For GPUs And ASICs
TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. TSMC has a customer group of high caliber technology leaders that is driving its foundry demand. With continuous development in foundry and advanced packaging solutions, we believe TSMC remains the top global foundry and a tremendous stock to buy.
Will Potential Tariffs on Taiwan Semiconductor Manufacturing Sink the Stock?
Taiwan is a global chip manufacturing hot spot, home to companies like Taiwan Semiconductor Manufacturing (TSM -2.08%), which fabricates chips used in nearly every high-end technology. TSMC is a vital supplier to the artificial intelligence (AI) computing power arms race, and slapping a tariff on products that come from Taiwan could be a big hurdle for domestic AI companies to clear.
OpenAI reportedly close to developing AI training chip with TSMC to bypass Nvidia
ChatGPT developer OpenAI is close to producing a new microchip with Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) to circumvent Nvidia Corp (NASDAQ:NVDA, ETR:NVD). Last October the AI company, in which Microsoft Corp (NASDAQ:MSFT) is a major investor, was revealed to be working with Broadcom and TSMC to build its first in-house chip to train its AI models.
TSMC shares down 1.8% after earthquake leaves its mark on earnings
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) shares dropped 1.8% after the company warned that first-quarter revenue would be at the lower end of its forecast due to a $161 million hit from a January earthquake in Taiwan. The world's largest contract chipmaker, which supplies Apple and Nvidia, said the quake led to wafer losses but did not cause structural damage to its factories.
TSMC sees Q1 revenue near lower end of guidance on January earthquake impact
TSMC , the world's biggest contract chipmaker, said on Monday its first-quarter revenue would be closer to the lower end of its guidance, as it expects a $161 million impact from an earthquake that rocked the island in January.
If I Could Only Buy 1 Semiconductor Stock, This Would Be It
The last few days have been quite challenging for the semiconductor industry. The news of Chinese start-up DeepSeek releasing its open-source AI model DeepSeek-R1 -- which it says cost less than $6 million to create -- has triggered concerns about drastic declines in AI spending.
2 Reasons Taiwan Semiconductor Is a Must-Buy for Long-Term Investors
Few companies have as strong a growth trajectory as Taiwan Semiconductor Manufacturing (TSM 0.56%). TSMC, as it's also known, is the world's largest contract chip manufacturer, which means that it acts as a fabrication company for those who do not have the capabilities to produce chips themselves.
Meet the Monster Stock That Continues to Crush the Market
There is no shortage of artificial intelligence (AI) stocks that have trounced the market over the past few years. Even after a recent tech stock decline, brought on by rising competition from a cheaper AI model created by China-based DeepSeek, many AI stocks are still easily outpacing the market.
3 Reasons Taiwan Semiconductor Is a Must-Buy for Long-Term Investors
Chip stocks got hit hard on Monday in response to the launch of the Chinese artificial intelligence (AI) chatbot DeepSeek. Several major AI stocks saw double-digit, one-day losses.
