Sales are growing fast, and management is guiding for a CAGR of 25% over the next few years. The company is highly profitable.
TSMC's stock price rose almost 54% in 2025. Management expects strong growth for 2026.

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Taiwan Semiconductor has averaged a 23% annualized total return over the past 20 years. TSMC's manufacturing capabilities are far beyond those of its biggest competitors.

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Intel ( INTC ) reported earnings yesterday afternoon, and while results beat expectations on both the top and bottom line, the headline numbers mask the deeper debate surrounding the stock. Earnings r
As demand for AI chips continues to increase, so does the demand for memory components. Meanwhile, memory prices are soaring given the current supply-demand environment.
TSMC's strong earnings report and increased capex suggest AI is not in a bubble. TSMC is poised to be a big winner as AI infrastructure spending remains strong.
In the AI boom of 2026, one company shines as a clear victor—regardless of who emerges as the leader in the chip wars: TSMC.
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) is moving to structurally rebalance its mature-node manufacturing footprint as part of a broader effort to optimize capital allocation and m

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Nu has huge expansion opportunities in its new markets, as well as in monetizing its existing user base. Taiwan Semiconductor is opening 12 new plants in the U.S. Lemonade is growing fast and moving t
Amazon and Microsoft are nipping at Apple's heels. Taiwan Semiconductor and Broadcom need the AI build-out to last for five years to surpass Apple's market cap.
Nvidia continues to dominate the AI sector. AMD and Broadcom are looking to capture some ground.
Taiwan Semiconductor remains the indispensable nexus of the global AI ecosystem, delivering robust financials and outperformance driven by AI-led demand for advanced processors. TSM's margin expansion
TSMC stock remains cheap despite its robust growth and strong outlook. Salesforce has been thrown into the bargain bin despite its agentic artificial intelligence (AI) opportunity.
Taiwan Semiconductor is a key chip supplier to nearly every AI hardware company. The stock trades at a slight premium to the market but at a discount to its big tech peers.
Taiwan Semiconductor just published an impressive fourth-quarter earnings report.
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