Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
Taiwan Semi shares gained 45% over the last year — and Goldman just said the chipmaker can do it again
A bullish note from Goldman Sachs analysts on Taiwan Semiconductor Manufacturing Co. lifted shares of the global chip manufacturer in early trade on Monday.
Taiwan prosecutors file additional charges in TSMC trade secrets case
Taiwan prosecutors said on Monday it had filed additional indictments against the Taiwan unit of Tokyo Electron and three other defendants in a case involving the alleged theft of trade secrets from chipmaker TSMC.
TSMC shares hit record high as AI optimism drives analyst upgrades
Taiwan Semiconductor Manufacturing Co. (TSMC) shares surged by the most since April, extending a powerful rally as investor optimism around artificial intelligence demand carried into the new year. The world's largest contract chipmaker climbed as much as 6.
TSMC Is Relentlessly Getting Stronger, And The Market Is Mispricing It
TSM is rapidly gaining foundry market share and now has a credible path to high 40s, or even 50%, 5‑year revenue CAGR, helped by Nvidia's incremental H200 demand for China shipments. TSM's 2026 price hikes and better‑than‑expected 2nm yields support a plausible new gross margin plateau above 60% from Q4 FY25 onward. TSM is accelerating its second Arizona fab, with 3nm production now targeted for 2027 instead of 2028, pulling forward advanced‑node US revenue.
Why the Market Dipped But TSMC (TSM) Gained Today
In the closing of the recent trading day, TSMC (TSM) stood at $303.89, denoting a +1.44% move from the preceding trading day.
US grants annual approval to TSMC for chipmaking tool exports to China
The U.S. government has granted an annual license to Taiwan Semiconductor Manufacturing to bring in chip manufacturing equipment to its facilities in Nanjing, China, the chipmaker said on Thursday.
TSMC's Moat Is Deepening
Advanced nodes now generate roughly 74% of wafer revenue, anchoring TSMC's dominance in high-margin, hard-to-replicate manufacturing. AI-driven demand is accelerating faster than expected, supporting management's mid-30% revenue growth outlook and sustained pricing power. Hyperscaler capital expenditures may exceed $600 billion in 2026, reinforcing a self-reinforcing cycle of scale, margins, and reinvestment.
AI Demand Lifts Semiconductor Stock; Bullish Bets Build
Shares of Taiwan Semiconductor Manufacturing Co (NYSE:TSM) are up 2% to trade at $305.55 at last check, after sector peer Nvidia (NVDA) encouraged the chipmaker to boost production of its H200 AI chips to meet rising demand from China.
Nvidia scrambles to supply H200 chips as China demand soars
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is rushing to keep up with strong demand from Chinese tech firms for its H200 AI chips and has asked contract manufacturer Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) to help ramp up production, according to Reuters. Sources told the news agency that Chinese tech firms have placed orders for more than 2 million H200 chips for delivery in 2026, while Nvidia currently has only about 700,000 units in stock.
Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to 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.
What Is One of the Best Tech Stocks to Hold for the Next 5 Years?
TSMC's earnings per share are expected to grow at a 22% annualized rate. Management expects chip revenue from AI to grow over 40% annually through 2029.
TSMC: Why 2026 Will Be Even Bigger
TSMC's 2025 rally validated my 2024 Buy; I'm extending it into 2026 because AI/HPC demand remains early, supporting sustained TSM earnings momentum and premium valuation multiples. Q3 delivered a major double-beat: revenue +40.8% YoY, EPS beat 11.2%, margins and ROE rose, with HPC now 57% of sales and demand stayed insane. Scale is the moat: $40–42B 2025 capex with a path to ~$50B in 2026/27 should expand advanced-node share further, driving pricing power versus Intel, Samsung.
