Taiwan Semiconductor Manufacturing Company (TSMC) has outperformed every "Magnificent Seven" stock except Nvidia in the past 12 months. TSMC's competitive moat is its advanced manufacturing abilities.
Because in AI, supply chains are strategy.

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Taiwan Semiconductor Manufacturing produces most of the advanced AI chips used in data centers. The company expects its AI accelerator revenue to compound at a mid-to-high-50% rate from 2024 to 2029.
It's about time that shares of Taiwan Semiconductor (NYSE:TSM) fell into a correction.
Taiwan Semiconductor Manufacturing has grown its market share amid the AI boom. ASML is a publicly traded monopoly on extreme ultraviolet lithography.
NVIDIA stands out in the AI chip race with faster growth, surging data center demand and strong GPU adoption, edging past Taiwan Semiconductor as the better bet now.

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The recent intensification of the Iran War has caused a surge in oil prices (read Where Will Oil Prices Be On March 31?), putting pressure on high-growth tech companies.
The firm noted that Taiwan Semiconductor retained a dominant 72% market share, supported by strong demand across advanced nodes and new technology rollouts. In comparison, Samsung held the second spot
Coldstream Capital Management Inc. boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 30.6% in the undefined quarter, according to the company in its most
Broadcom is seeing huge demand for its custom AI chips. TSMC is benefiting from AI build-outs.
Caitong International Asset Management Co. Ltd acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) during the undefined quarter, according to its most recent filing wit
Danica Pension Livsforsikringsaktieselskab acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) in the undefined quarter, according to its most recent Form 13F filing
Big tech is doubling down on its AI infrastructure ambitions in 2026. Among the big five hyperscalers, an estimated $720 billion will be spent on AI capex this year.
The Touchstone Sands Capital Select Growth Fund (Class A Shares, Load Waived) underperformed its benchmark, the Russell 1000® Growth Index, for the quarter ended December 31, 2025. Security selection
Helium is an indispensable input in advanced chipmaking, used to cool EUV scanners, stabilize high‑vacuum lithography, and purge and control plasmas in etch and deposition tools.
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