AI Compute · Makes nearly every leading-edge AI chip.
TSMC manufactures the leading-edge silicon for NVIDIA, AMD, Apple, Broadcom, and most other AI players. There is no second source at the most advanced nodes. The Taiwan-strait geopolitical risk is the entire bear case; the absence of credible competition is the entire bull case.
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Market cap $980.0B
TSM · price history
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Sentiment · 24h
6 articles classified across the last 24 hours.
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Yahoo · 16h ago
neutralKey TakeawaysChip stocks fell on Thursday even though Taiwan Semiconductor Manufacturing reported third-quarter sales up 51%, on worries that debt-funded AI spending is near its peak. SemiAnalysis’s Dylan Patel says US capex will be about $2 trillion next year, which points to at
Yahoo · 16h ago
neutralSemiconductors, energy and utilities stand out in October as earnings momentum, AI infrastructure demand and balance-sheet strength shape investment outlook.
Yahoo · 18h ago
neutralTSMC prints the chips and ASML prints the machines that make them possible, but five years from now only one of these AI supply chain giants looks positioned to justify its valuation and absorb its biggest risk.
insidermonkey.com · 1d ago
bullishStanley Druckenmiller's Duquesne Family Office owns TSMC, and the stock ranks third in our list of the 10 best AI stocks according to Druckenmiller.
seekingalpha.com · 3d ago
bullishTSMC's Q3 revenue is set to exceed guidance, with Q4 and 2026 outlooks supported by robust AI demand and accelerated 2nm adoption. I rate the TSM stock as a buy.
insidermonkey.com · 4d ago
bullishAnswering a caller’s query about Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) during the lightning round of the October 1 episode, Mad Money host Jim Cramer commented: I like Taiwan...
TSM · price · 3M